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
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
18.6K+ 58.31% |
$3.46M - $3.7M
|
50.6K
$9.64M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.6K+ 49.2% |
$3.45M - $3.69M
|
56.3K
$10.7M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18.3K+ 46.96% |
$3.4M - $3.63M
|
57.3K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 189.58% |
$3.36M - $3.59M
|
27.6K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 59.41% |
$3.28M - $3.5M
|
47.3K
$9.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.5K+ 8.68% |
$3.24M - $3.47M
|
219K
$41.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17.4K+ 45.95% |
$3.23M - $3.45M
|
55.2K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
17.2KNew |
$3.2M - $3.42M
|
17.2K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.1K+ 55.32% |
$3.17M - $3.39M
|
48K
$9.14M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.9K+ 25.53% |
$3.15M - $3.36M
|
83.3K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
16.9K+ 39.45% |
$3.14M - $3.35M
|
59.7K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
16.7K+ 16.36% |
$3.11M - $3.32M
|
119K
$22.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
16.5K+ 23.76% |
$3.06M - $3.27M
|
85.7K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
16KNew |
$2.98M - $3.19M
|
16K
$3.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
15.7K+ 766.45% |
$2.91M - $3.11M
|
17.7K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.5K+ 47.11% |
$2.87M - $3.07M
|
48.3K
$9.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
15K+ 36.26% |
$2.78M - $2.97M
|
56.2K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.8K+ 42.25% |
$2.75M - $2.94M
|
49.8K
$9.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 27.34% |
$2.75M - $2.94M
|
68.9K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.8K+ 24.29% |
$2.74M - $2.93M
|
75.5K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
14.6K+ 5.2% |
$2.7M - $2.89M
|
294K
$56.1M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
14.4K+ 36.83% |
$2.68M - $2.86M
|
53.5K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.4K+ 21.82% |
$2.67M - $2.85M
|
80.2K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.3K+ 13.22% |
$2.66M - $2.84M
|
123K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.8K+ 100.79% |
$2.56M - $2.74M
|
27.4K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.6K+ 117.19% |
$2.53M - $2.71M
|
25.3K
$4.82M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
13.2KNew |
$2.46M - $2.63M
|
13.2K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
13.2K+ 488.42% |
$2.46M - $2.63M
|
16K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13K+ 204.25% |
$2.42M - $2.59M
|
19.4K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.9K+ 26.29% |
$2.4M - $2.57M
|
62.1K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9K+ 219.68% |
$2.39M - $2.55M
|
18.7K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.8K+ 42.85% |
$2.38M - $2.55M
|
42.8K
$8.15M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 4.23% |
$2.38M - $2.54M
|
315K
$60M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.8K+ 53.62% |
$2.37M - $2.54M
|
36.6K
$6.97M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.7K+ 22.41% |
$2.37M - $2.53M
|
69.6K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
12.6K+ 93.69% |
$2.35M - $2.51M
|
26.1K
$4.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.5KNew |
$2.32M - $2.48M
|
12.5K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
12.2K+ 60.13% |
$2.27M - $2.42M
|
32.5K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.9K+ 44.6% |
$2.21M - $2.36M
|
38.6K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 78.05% |
$2.21M - $2.36M
|
27.1K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 32.28% |
$2.18M - $2.33M
|
48K
$9.15M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
11.7K+ 4.45% |
$2.17M - $2.32M
|
274K
$52.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 49.27% |
$2.16M - $2.31M
|
35.3K
$6.73M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4K+ 38.86% |
$2.11M - $2.26M
|
40.6K
$7.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.4K+ 24.4% |
$2.11M - $2.26M
|
58K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
11.2K+ 11.74% |
$2.08M - $2.22M
|
107K
$20.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11K+ 11.46% |
$2.04M - $2.18M
|
107K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10.9K+ 66.81% |
$2.03M - $2.17M
|
27.3K
$5.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.8K+ 584.76% |
$2M - $2.14M
|
12.6K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.5K+ 39.05% |
$1.94M - $2.08M
|
37.2K
$7.09M
|