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 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-50- 0.98% |
$9.29K - $9.93K
|
5.05K
$896K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-54- 0.81% |
$10K - $10.7K
|
6.61K
$1.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-60- 2.7% |
$11.1K - $11.9K
|
2.16K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-63- 0.7% |
$11.7K - $12.5K
|
8.93K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-68- 13.0% |
$12.6K - $13.5K
|
455
$80.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-75- 15.24% |
$13.9K - $14.9K
|
417
$74K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-87- 1.38% |
$16.2K - $17.3K
|
6.22K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-103- 6.79% |
$19.1K - $20.5K
|
1.41K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-105- 5.43% |
$19.5K - $20.9K
|
1.83K
$325K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-111- 0.75% |
$20.6K - $22K
|
14.8K
$2.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-117- 0.87% |
$21.7K - $23.2K
|
13.3K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-121- 4.36% |
$22.5K - $24K
|
2.65K
$470K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-123- 2.29% |
$22.9K - $24.4K
|
5.25K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-125- 0.43% |
$23.2K - $24.8K
|
29.3K
$5.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-126- 8.65% |
$23.4K - $25K
|
1.33K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-127- 1.81% |
$23.6K - $25.2K
|
6.88K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-129- 1.03% |
$24K - $25.6K
|
12.5K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 2.17% |
$24.2K - $25.8K
|
5.87K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-130- 9.16% |
$24.2K - $25.8K
|
1.29K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-135- 5.94% |
$25.1K - $26.8K
|
2.14K
$379K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-175- 2.74% |
$32.5K - $34.8K
|
6.22K
$1.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-191- 6.52% |
$35.5K - $37.9K
|
2.74K
$486K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-200- 10.29% |
$37.2K - $39.7K
|
1.74K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-228- 1.18% |
$42.4K - $45.3K
|
19K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-267- 0.73% |
$49.6K - $53K
|
36.1K
$6.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-275- 13.58% |
$51.1K - $54.6K
|
1.75K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-276- 3.59% |
$51.3K - $54.8K
|
7.4K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-282- 17.49% |
$52.4K - $56K
|
1.33K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-285- 1.15% |
$52.9K - $56.6K
|
24.5K
$4.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-298- 9.68% |
$55.4K - $59.2K
|
2.78K
$493K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-307- 11.75% |
$57K - $61K
|
2.31K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-320- 18.64% |
$59.4K - $63.5K
|
1.4K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-330- 4.3% |
$61.3K - $65.5K
|
7.35K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-340- 20.09% |
$63.2K - $67.5K
|
1.35K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-373- 0.38% |
$69.3K - $74.1K
|
97.3K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-399- 5.88% |
$74.1K - $79.2K
|
6.38K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-403- 20.12% |
$74.9K - $80K
|
1.6K
$284K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-415- 24.85% |
$77.1K - $82.4K
|
1.26K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-435- 1.3% |
$80.8K - $86.4K
|
33K
$5.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-531- 16.65% |
$98.6K - $105K
|
2.66K
$471K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-539- 26.05% |
$100K - $107K
|
1.53K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-555- 14.17% |
$103K - $110K
|
3.36K
$596K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-575- 0.82% |
$107K - $114K
|
69.6K
$12.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-604- 36.52% |
$112K - $120K
|
1.05K
$186K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-652- 20.64% |
$121K - $129K
|
2.51K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-750- 13.23% |
$139K - $149K
|
4.92K
$872K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-946- 5.06% |
$176K - $188K
|
17.8K
$3.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.14K- 11.16% |
$212K - $227K
|
9.09K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.18K- 17.94% |
$218K - $233K
|
5.38K
$954K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.32K- 9.43% |
$246K - $263K
|
12.7K
$2.25M
|