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 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.93K+ 28.18% |
$1.84M - $1.97M
|
45.2K
$8.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.87K+ 2.92% |
$1.83M - $1.96M
|
348K
$66.4M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.83K+ 11.82% |
$1.83M - $1.95M
|
93K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.57K+ 35.91% |
$1.78M - $1.9M
|
36.2K
$6.9M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
9.49K+ 10.24% |
$1.76M - $1.89M
|
102K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9.09KNew |
$1.69M - $1.8M
|
9.09K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.98KNew |
$1.67M - $1.78M
|
8.98K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.9K+ 21.13% |
$1.65M - $1.77M
|
51K
$9.72M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.79K+ 48.72% |
$1.63M - $1.74M
|
26.8K
$5.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.75KNew |
$1.63M - $1.74M
|
8.75K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
8.6KNew |
$1.6M - $1.71M
|
8.6K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8.58K+ 176.75% |
$1.59M - $1.7M
|
13.4K
$2.56M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
8.56K+ 12.57% |
$1.59M - $1.7M
|
76.7K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.44K+ 5.9% |
$1.57M - $1.68M
|
151K
$28.9M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.29K+ 11.61% |
$1.54M - $1.65M
|
79.7K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.09K+ 26.67% |
$1.5M - $1.61M
|
38.4K
$7.32M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8.08K+ 66.35% |
$1.5M - $1.6M
|
20.3K
$3.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
8.07K+ 36.79% |
$1.5M - $1.6M
|
30K
$5.72M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.06K+ 7.45% |
$1.5M - $1.6M
|
116K
$22.2M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7.94K+ 5.5% |
$1.47M - $1.58M
|
152K
$29M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
7.77K+ 15.94% |
$1.44M - $1.54M
|
56.5K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.75K+ 56.7% |
$1.44M - $1.54M
|
21.4K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.54K+ 11.62% |
$1.4M - $1.5M
|
72.4K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.48K+ 76.73% |
$1.39M - $1.48M
|
17.2K
$3.28M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7.42KNew |
$1.38M - $1.47M
|
7.42K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.42K+ 54.02% |
$1.38M - $1.47M
|
21.1K
$4.03M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.26K+ 43.13% |
$1.35M - $1.44M
|
24.1K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.22K+ 38.22% |
$1.34M - $1.43M
|
26.1K
$4.98M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.1K+ 15.57% |
$1.32M - $1.41M
|
52.7K
$10M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.99K+ 14.84% |
$1.3M - $1.39M
|
54.1K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
6.99K+ 2.97% |
$1.3M - $1.39M
|
242K
$46.2M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.97K+ 14.54% |
$1.29M - $1.38M
|
54.9K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.63K+ 4.5% |
$1.23M - $1.32M
|
154K
$29.3M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.51K+ 29.49% |
$1.21M - $1.29M
|
28.6K
$5.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.41K+ 5.01% |
$1.19M - $1.27M
|
134K
$25.6M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.39K+ 23.51% |
$1.19M - $1.27M
|
33.6K
$6.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.22K+ 32.27% |
$1.16M - $1.24M
|
25.5K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.12K+ 40.84% |
$1.14M - $1.22M
|
21.1K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
6.12K+ 16.41% |
$1.14M - $1.22M
|
43.4K
$8.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
6.05K+ 41.35% |
$1.12M - $1.2M
|
20.7K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.02KNew |
$1.12M - $1.19M
|
6.02K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.95K+ 3.81% |
$1.11M - $1.18M
|
162K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.72K+ 49.03% |
$1.06M - $1.14M
|
17.4K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.6K+ 15.29% |
$1.04M - $1.11M
|
42.2K
$8.05M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
5.56K+ 234.11% |
$1.03M - $1.1M
|
7.94K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.54KNew |
$1.03M - $1.1M
|
5.54K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.48K+ 107.97% |
$1.02M - $1.09M
|
10.6K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.47K+ 4.67% |
$1.02M - $1.09M
|
123K
$23.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.45K+ 48.77% |
$1.01M - $1.08M
|
16.6K
$3.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.41K+ 1.85% |
$1.01M - $1.07M
|
298K
$56.7M
|