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 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-549- 6.12% |
$102K - $109K
|
8.42K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-555- 14.17% |
$103K - $110K
|
3.36K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-555- 22.11% |
$103K - $110K
|
1.96K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-575- 0.82% |
$107K - $114K
|
69.6K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-575- 3.53% |
$107K - $114K
|
15.7K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-575- 27.15% |
$107K - $114K
|
1.54K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-576- 6.38% |
$107K - $114K
|
8.46K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-604- 36.52% |
$112K - $120K
|
1.05K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-620- 13.62% |
$115K - $123K
|
3.93K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-652- 20.64% |
$121K - $129K
|
2.51K
$478K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-663- 35.99% |
$123K - $132K
|
1.18K
$225K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-666- 4.68% |
$124K - $132K
|
13.6K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-669- 0.32% |
$124K - $133K
|
208K
$39.6M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-674- 3.94% |
$125K - $134K
|
16.4K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-678- 16.21% |
$126K - $135K
|
3.5K
$668K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-685- 65.49% |
$127K - $136K
|
361
$68.8K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-685- 22.03% |
$127K - $136K
|
2.42K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-695- 12.87% |
$129K - $138K
|
4.71K
$897K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-698- 19.35% |
$130K - $139K
|
2.91K
$554K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-722- 0.92% |
$134K - $143K
|
77.9K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-735- 6.11% |
$137K - $146K
|
11.3K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-743- 4.97% |
$138K - $148K
|
14.2K
$2.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-750- 13.23% |
$139K - $149K
|
4.92K
$937K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-760- 8.28% |
$141K - $151K
|
8.42K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-764- 2.54% |
$142K - $152K
|
29.3K
$5.59M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-766- 85.02% |
$142K - $152K
|
135
$25.7K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-771- 5.57% |
$143K - $153K
|
13.1K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-777- 12.69% |
$144K - $154K
|
5.35K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-788- 1.74% |
$146K - $156K
|
44.6K
$8.5M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-809- 29.85% |
$150K - $161K
|
1.9K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-824- 9.18% |
$153K - $164K
|
8.16K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-840- 6.47% |
$156K - $167K
|
12.1K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-850- 15.26% |
$158K - $169K
|
4.72K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-850- 29.91% |
$158K - $169K
|
1.99K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-864- 1.11% |
$161K - $172K
|
77K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-891- 8.02% |
$166K - $177K
|
10.2K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-946- 5.06% |
$176K - $188K
|
17.8K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-972- 24.93% |
$181K - $193K
|
2.93K
$558K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.02K- 10.97% |
$189K - $202K
|
8.26K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.04K- 4.51% |
$193K - $206K
|
22K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 35.01% |
$203K - $217K
|
2.03K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.1K- 29.02% |
$204K - $218K
|
2.69K
$513K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.12K- 4.16% |
$208K - $222K
|
25.8K
$4.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.14K- 11.16% |
$212K - $227K
|
9.09K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.18K- 17.94% |
$218K - $233K
|
5.38K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.18K- 99.24% |
$219K - $234K
|
9
$1.72K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.19K- 23.17% |
$221K - $236K
|
3.94K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.23K- 53.29% |
$229K - $245K
|
1.08K
$206K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.28K- 10.45% |
$239K - $255K
|
11K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.32K- 9.43% |
$246K - $263K
|
12.7K
$2.42M
|