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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-326- 7.39% |
$60.6K - $64.7K
|
4.09K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-327- 19.24% |
$60.8K - $64.9K
|
1.37K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-328- 1.85% |
$60.9K - $65.1K
|
17.4K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-330- 4.3% |
$61.3K - $65.5K
|
7.35K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-337- 11.47% |
$62.6K - $66.9K
|
2.6K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-337- 1.66% |
$62.6K - $66.9K
|
20K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-340- 20.09% |
$63.2K - $67.5K
|
1.35K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-342- 2.37% |
$63.5K - $67.9K
|
14.1K
$2.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-350- 6.13% |
$65K - $69.5K
|
5.36K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-356- 1.04% |
$66.1K - $70.7K
|
33.9K
$6.46M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-357- 0.92% |
$66.3K - $70.9K
|
38.6K
$7.36M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-361- 0.95% |
$67.1K - $71.7K
|
37.6K
$7.17M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-363- 7.07% |
$67.4K - $72.1K
|
4.77K
$910K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-373- 0.38% |
$69.3K - $74.1K
|
97.3K
$18.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-373- 1.55% |
$69.3K - $74.1K
|
23.7K
$4.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-378- 3.62% |
$70.2K - $75.1K
|
10.1K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-381- 5.39% |
$70.8K - $75.7K
|
6.69K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-388- 4.08% |
$72.1K - $77K
|
9.11K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-398- 27.19% |
$73.9K - $79K
|
1.07K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-399- 5.88% |
$74.1K - $79.2K
|
6.38K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-400- 5.53% |
$74.3K - $79.4K
|
6.84K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-403- 20.12% |
$74.9K - $80K
|
1.6K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-404- 9.77% |
$75.1K - $80.2K
|
3.73K
$711K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-415- 24.85% |
$77.1K - $82.4K
|
1.26K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-423- 0.84% |
$78.6K - $84K
|
50K
$9.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-435- 1.3% |
$80.8K - $86.4K
|
33K
$6.28M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-439- 11.06% |
$81.6K - $87.2K
|
3.53K
$673K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-453- 2.02% |
$84.2K - $90K
|
22K
$4.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-455- 5.84% |
$84.5K - $90.4K
|
7.34K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-457- 0.5% |
$84.9K - $90.8K
|
90.3K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-472- 3.5% |
$87.7K - $93.7K
|
13K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-477- 3.75% |
$88.6K - $94.7K
|
12.2K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-478- 10.7% |
$88.8K - $94.9K
|
3.99K
$760K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-496- 4.54% |
$92.1K - $98.5K
|
10.4K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-500- 1.44% |
$92.9K - $99.3K
|
34.1K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-503- 9.27% |
$93.4K - $99.9K
|
4.92K
$938K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-508- 6.06% |
$94.4K - $101K
|
7.88K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-509- 2.16% |
$94.6K - $101K
|
23K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-515- 1.47% |
$95.7K - $102K
|
34.6K
$6.59M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-517- 0.8% |
$96K - $103K
|
63.8K
$12.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-523- 1.87% |
$97.2K - $104K
|
27.4K
$5.22M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-523- 26.37% |
$97.2K - $104K
|
1.46K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-525- 0.35% |
$97.5K - $104K
|
148K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-525- 3.02% |
$97.5K - $104K
|
16.8K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-526- 2.32% |
$97.7K - $104K
|
22.1K
$4.21M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-529- 16.89% |
$98.3K - $105K
|
2.6K
$496K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-531- 16.65% |
$98.6K - $105K
|
2.66K
$507K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-539- 26.05% |
$100K - $107K
|
1.53K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-539- 5.14% |
$100K - $107K
|
9.96K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-547- 4.43% |
$102K - $109K
|
11.8K
$2.25M
|