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 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.11K- 1.32% |
$578K - $617K
|
232K
$44.3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.16K- 2.78% |
$587K - $627K
|
110K
$21.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-3.21K- 4.16% |
$596K - $637K
|
73.8K
$14.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.33K- 14.42% |
$619K - $662K
|
19.8K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-3.36K- 35.06% |
$625K - $668K
|
6.23K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-3.5K- 21.04% |
$650K - $694K
|
13.1K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.57K- 5.12% |
$664K - $710K
|
66.2K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.59K- 66.17% |
$666K - $712K
|
1.83K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.59K- 1.56% |
$667K - $713K
|
227K
$43.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.6K- 3.12% |
$669K - $715K
|
112K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.61K- 8.77% |
$670K - $716K
|
37.6K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.61K- 1.31% |
$671K - $717K
|
271K
$51.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-3.69K- 5.23% |
$686K - $733K
|
66.9K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.71K- 11.77% |
$689K - $736K
|
27.8K
$5.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.85K- 17.29% |
$715K - $765K
|
18.4K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-3.87K- 14.29% |
$718K - $768K
|
23.2K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.88K- 2.09% |
$720K - $769K
|
182K
$34.6M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-3.88K- 15.65% |
$721K - $771K
|
20.9K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-3.89K- 86.15% |
$722K - $772K
|
625
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4K- 34.97% |
$743K - $794K
|
7.44K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.04K- 51.39% |
$750K - $802K
|
3.82K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.05K- 53.15% |
$752K - $804K
|
3.57K
$680K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-4.08K- 3.41% |
$757K - $810K
|
115K
$22M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.09K- 6.39% |
$760K - $813K
|
59.9K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-4.1K- 21.49% |
$762K - $814K
|
15K
$2.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.22K- 8.83% |
$783K - $837K
|
43.5K
$8.3M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.52K- 44.69% |
$839K - $897K
|
5.59K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.56K- 61.77% |
$846K - $905K
|
2.82K
$537K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.62K- 6.1% |
$858K - $918K
|
71.1K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.67K- 48.28% |
$868K - $927K
|
5K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.09K- 4.81% |
$946K - $1.01M
|
101K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-5.15K- 25.2% |
$957K - $1.02M
|
15.3K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.26K- 33.02% |
$976K - $1.04M
|
10.7K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.34K- 20.43% |
$992K - $1.06M
|
20.8K
$3.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 35.41% |
$995K - $1.06M
|
9.77K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.48K- 21.4% |
$1.02M - $1.09M
|
20.1K
$3.84M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.7K- 4.38% |
$1.06M - $1.13M
|
125K
$23.8M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.93K- 44.87% |
$1.1M - $1.18M
|
7.28K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.95K- 76.44% |
$1.1M - $1.18M
|
1.83K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.41K- 7.16% |
$1.19M - $1.27M
|
83.1K
$15.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.44K- 3.14% |
$1.2M - $1.28M
|
199K
$37.8M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.5K- 4.98% |
$1.21M - $1.29M
|
124K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.54K- 25.23% |
$1.21M - $1.3M
|
19.4K
$3.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.69K- 85.64% |
$1.24M - $1.33M
|
1.12K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-6.73K- 56.67% |
$1.25M - $1.34M
|
5.14K
$980K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-6.73K- 22.76% |
$1.25M - $1.34M
|
22.8K
$4.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.87K- 6.47% |
$1.28M - $1.36M
|
99.3K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.14K- 18.8% |
$1.33M - $1.42M
|
30.8K
$5.88M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.39K- 6.49% |
$1.37M - $1.47M
|
107K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.48K- 5.54% |
$1.39M - $1.48M
|
127K
$24.3M
|