Purchases and Sales Made in Q1 2025 in Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.1K+ 69.25% |
$8.2M - $8.76M
|
108K
$20.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
42.9K+ 53.79% |
$7.98M - $8.53M
|
123K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
41.4K+ 634.92% |
$7.7M - $8.23M
|
48K
$9.14M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.5KNew |
$7.53M - $8.05M
|
40.5K
$7.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39K+ 44.25% |
$7.25M - $7.75M
|
127K
$24.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.6K+ 108.18% |
$7.18M - $7.67M
|
74.4K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.3K+ 201.48% |
$7.11M - $7.6M
|
57.2K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.7K+ 89.78% |
$6.99M - $7.48M
|
79.6K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
36.1K+ 7.82% |
$6.71M - $7.17M
|
498K
$94.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35.1K+ 101.98% |
$6.52M - $6.97M
|
69.5K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.9K+ 34.22% |
$6.49M - $6.94M
|
137K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.7K+ 1686700.0% |
$6.27M - $6.7M
|
33.7K
$6.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3K+ 90.73% |
$6.18M - $6.61M
|
70K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
32.9K+ 19.22% |
$6.11M - $6.54M
|
204K
$38.9M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
32.8K+ 27.77% |
$6.09M - $6.51M
|
151K
$28.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.7K+ 6.37% |
$6.07M - $6.49M
|
546K
$104M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
32.5KNew |
$6.05M - $6.46M
|
32.5K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.4K+ 15.75% |
$6.02M - $6.44M
|
238K
$45.4M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
32.3KNew |
$6.01M - $6.42M
|
32.3K
$6.16M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
31.4K+ 42.84% |
$5.84M - $6.24M
|
105K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
31.3KNew |
$5.81M - $6.21M
|
31.3K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.6K+ 2.5% |
$5.68M - $6.07M
|
1.25M
$239M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
30.3K+ 57.39% |
$5.63M - $6.02M
|
83.1K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.8K+ 37.23% |
$5.17M - $5.53M
|
103K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27.6K+ 47.91% |
$5.13M - $5.48M
|
85.2K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 21.69% |
$5.04M - $5.38M
|
152K
$29M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
26.8KNew |
$4.98M - $5.32M
|
26.8K
$5.11M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26.3K+ 14.73% |
$4.88M - $5.22M
|
205K
$39M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.1K+ 465.7% |
$4.85M - $5.19M
|
31.7K
$6.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26K+ 3.73% |
$4.84M - $5.17M
|
723K
$138M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
26K+ 34.89% |
$4.83M - $5.16M
|
100K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
26K+ 23.64% |
$4.83M - $5.16M
|
136K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.8K+ 7.91% |
$4.79M - $5.12M
|
352K
$67M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25.2K+ 37.27% |
$4.69M - $5.01M
|
93K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.2K+ 76.66% |
$4.68M - $5.01M
|
58.1K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24K+ 33.95% |
$4.45M - $4.76M
|
94.6K
$18M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.5K+ 39.73% |
$4.37M - $4.67M
|
82.7K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23K+ 16.95% |
$4.27M - $4.57M
|
159K
$30.2M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
22.6K+ 29.33% |
$4.2M - $4.49M
|
99.6K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.1K+ 45.36% |
$4.11M - $4.39M
|
70.9K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.9KNew |
$4.07M - $4.35M
|
21.9K
$4.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.8KNew |
$4.06M - $4.34M
|
21.8K
$4.16M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.8K+ 47.86% |
$4.04M - $4.32M
|
67.3K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
21.8K+ 40.7% |
$4.04M - $4.32M
|
75.2K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
21.1K+ 57.35% |
$3.92M - $4.2M
|
58K
$11M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.1K+ 39.87% |
$3.92M - $4.19M
|
74K
$14.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 46.27% |
$3.62M - $3.87M
|
61.6K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
19K+ 36.06% |
$3.53M - $3.77M
|
71.6K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
18.8K+ 28.63% |
$3.48M - $3.72M
|
84.2K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.6KNew |
$3.46M - $3.7M
|
18.6K
$3.55M
|