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 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.46K- 8.12% |
$270K - $289K
|
16.5K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.77K- 10.21% |
$330K - $352K
|
15.6K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 7.6% |
$343K - $367K
|
22.4K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-2.1K- 31.13% |
$390K - $417K
|
4.65K
$824K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-2.1K- 4.3% |
$391K - $418K
|
46.8K
$8.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.32K- 67.02% |
$430K - $460K
|
1.14K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.44K- 17.71% |
$452K - $484K
|
11.3K
$2.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 5.31% |
$499K - $534K
|
47.9K
$8.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.92K- 32.33% |
$543K - $580K
|
6.12K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.57K- 5.12% |
$664K - $710K
|
66.2K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.59K- 66.17% |
$666K - $712K
|
1.83K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.6K- 3.12% |
$669K - $715K
|
112K
$19.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-3.69K- 5.23% |
$686K - $733K
|
66.9K
$11.9M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-3.88K- 15.65% |
$721K - $771K
|
20.9K
$3.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4K- 34.97% |
$743K - $794K
|
7.44K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.09K- 6.39% |
$760K - $813K
|
59.9K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.62K- 6.1% |
$858K - $918K
|
71.1K
$12.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.7K- 4.38% |
$1.06M - $1.13M
|
125K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.95K- 76.44% |
$1.1M - $1.18M
|
1.83K
$325K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.69K- 85.64% |
$1.24M - $1.33M
|
1.12K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7.99K- 84.65% |
$1.48M - $1.59M
|
1.45K
$257K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.63K- 39.75% |
$1.79M - $1.91M
|
14.6K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10.1K- 63.44% |
$1.88M - $2.01M
|
5.84K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-11.2K- 4.25% |
$2.08M - $2.22M
|
252K
$44.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-20.2K- 99.66% |
$3.75M - $4.01M
|
68
$12.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-29.3K- 20.09% |
$5.45M - $5.82M
|
117K
$20.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-31.9K- 88.63% |
$5.93M - $6.34M
|
4.1K
$727K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-46.2K- 56.04% |
$8.58M - $9.17M
|
36.2K
$6.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-78.7K- 12.37% |
$14.6M - $15.6M
|
557K
$98.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-119K- 43.69% |
$22.2M - $23.7M
|
154K
$27.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-404K- 99.96% |
$75.1M - $80.3M
|
152
$27K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-475K- 99.48% |
$88.3M - $94.4M
|
2.51K
$445K
|