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 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
88+ 6.15% |
$16.3K - $17.5K
|
1.52K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
86+ 1.2% |
$16K - $17.1K
|
7.27K
$1.29M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
80+ 1.11% |
$14.9K - $15.9K
|
7.31K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 0.51% |
$14.5K - $15.5K
|
15.2K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
75+ 0.34% |
$13.9K - $14.9K
|
22K
$3.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
70+ 5.0% |
$13K - $13.9K
|
1.47K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
68+ 5.79% |
$12.6K - $13.5K
|
1.24K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
68+ 0.06% |
$12.6K - $13.5K
|
111K
$19.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
66+ 1.26% |
$12.3K - $13.1K
|
5.31K
$941K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
56+ 0.84% |
$10.4K - $11.1K
|
6.69K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
54+ 0.67% |
$10K - $10.7K
|
8.13K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 6.91% |
$9.47K - $10.1K
|
789
$140K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
50+ 0.48% |
$9.29K - $9.93K
|
10.4K
$1.85M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
49+ 3.54% |
$9.1K - $9.73K
|
1.43K
$254K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
45+ 3.7% |
$8.36K - $8.94K
|
1.26K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.34% |
$5.94K - $6.35K
|
2.42K
$429K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
25+ 0.16% |
$4.64K - $4.96K
|
15.2K
$2.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 0.28% |
$3.34K - $3.57K
|
6.48K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 0.07% |
$2.79K - $2.98K
|
20.1K
$3.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15+ 0.3% |
$2.79K - $2.98K
|
4.97K
$882K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.35% |
$2.04K - $2.18K
|
3.19K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10+ 0.42% |
$1.86K - $1.99K
|
2.39K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8+ 0.4% |
$1.49K - $1.59K
|
2.01K
$357K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6+ 0.37% |
$1.11K - $1.19K
|
1.64K
$291K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.19% |
$1.11K - $1.19K
|
3.23K
$574K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$929 - $993
|
10.8K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.3% |
$557 - $596
|
993
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.19% |
$372 - $397
|
1.03K
$183K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.42% |
$372 - $397
|
481
$85.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$186 - $199
|
4.53K
$803K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
1+ 0.02% |
$186 - $199
|
6.1K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.07% |
$186 - $199
|
1.35K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$186 - $199
|
2.21K
$392K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$186 - $199
|
4.26K
$755K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1- 0.04% |
$186 - $199
|
2.66K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-3- 0.26% |
$557 - $596
|
1.15K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-4- 44.44% |
$743 - $794
|
5
$887
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-6- 0.12% |
$1.11K - $1.19K
|
5.08K
$901K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.17% |
$1.49K - $1.59K
|
4.66K
$826K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-10- 0.43% |
$1.86K - $1.99K
|
2.29K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17- 0.65% |
$3.16K - $3.38K
|
2.61K
$464K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18- 0.19% |
$3.34K - $3.57K
|
9.24K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-19- 12.5% |
$3.53K - $3.77K
|
133
$23.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-25- 0.17% |
$4.64K - $4.96K
|
14.4K
$2.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-26- 0.32% |
$4.83K - $5.16K
|
8.04K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-26- 1.87% |
$4.83K - $5.16K
|
1.37K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-28- 0.5% |
$5.2K - $5.56K
|
5.57K
$987K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-33- 1.22% |
$6.13K - $6.55K
|
2.67K
$474K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-45- 1.58% |
$8.36K - $8.94K
|
2.8K
$497K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.15% |
$9.29K - $9.93K
|
4.3K
$762K
|