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 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$573K - $612K
|
3.08K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.07K+ 10.61% |
$571K - $610K
|
32K
$6.11M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.07K+ 12.42% |
$570K - $609K
|
27.8K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.06K+ 89.15% |
$568K - $607K
|
6.48K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.05K+ 1.33% |
$567K - $606K
|
233K
$44.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.02K+ 3.18% |
$560K - $599K
|
97.7K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.01K+ 4.87% |
$558K - $597K
|
64.7K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3KNew |
$558K - $597K
|
3K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3K+ 4.77% |
$557K - $596K
|
65.9K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
2.93K+ 5.41% |
$545K - $583K
|
57.2K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.92K+ 45.16% |
$542K - $579K
|
9.37K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.89K+ 59.86% |
$537K - $574K
|
7.73K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.88KNew |
$536K - $573K
|
2.88K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.84K+ 36.25% |
$527K - $563K
|
10.7K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.84K+ 2.27% |
$527K - $563K
|
128K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.67K+ 1.34% |
$495K - $529K
|
201K
$38.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.63K+ 42.2% |
$488K - $522K
|
8.85K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.58K+ 88.41% |
$479K - $512K
|
5.5K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.57K+ 12.89% |
$477K - $510K
|
22.5K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48K+ 5.81% |
$460K - $492K
|
45.1K
$8.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.45K+ 28.08% |
$456K - $487K
|
11.2K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.4K+ 13.3% |
$445K - $476K
|
20.4K
$3.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.36K+ 4.88% |
$439K - $469K
|
50.7K
$9.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.32K+ 3.53% |
$430K - $460K
|
67.9K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.31K+ 40.33% |
$430K - $460K
|
8.05K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 15.32% |
$430K - $459K
|
17.4K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.27K+ 33.34% |
$421K - $450K
|
9.07K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 8.82% |
$418K - $446K
|
27.7K
$5.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.24K+ 24.99% |
$416K - $445K
|
11.2K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.24K+ 8.61% |
$415K - $444K
|
28.2K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 6.44% |
$413K - $442K
|
36.8K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.19K+ 2.47% |
$407K - $435K
|
90.9K
$17.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.16K+ 14.61% |
$401K - $428K
|
16.9K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.16K+ 57.02% |
$401K - $428K
|
5.94K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.14K+ 42.67% |
$398K - $426K
|
7.17K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.14K+ 33.09% |
$397K - $424K
|
8.59K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.13KNew |
$395K - $422K
|
2.13K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.09K+ 104350.0% |
$388K - $414K
|
2.09K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.08K+ 7.26% |
$387K - $414K
|
30.8K
$5.87M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.08KNew |
$386K - $413K
|
2.08K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.05K+ 4.37% |
$380K - $406K
|
48.9K
$9.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05K+ 4.59% |
$380K - $406K
|
46.6K
$8.89M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 48.28% |
$379K - $405K
|
6.26K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.02K+ 3.41% |
$376K - $402K
|
61.4K
$11.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.01KNew |
$374K - $400K
|
2.01K
$384K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2K+ 32.77% |
$371K - $397K
|
8.1K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.98KNew |
$368K - $393K
|
1.98K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.95K+ 30.76% |
$362K - $386K
|
8.27K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.92KNew |
$357K - $382K
|
1.92K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
1.92K+ 10.66% |
$357K - $381K
|
19.9K
$3.8M
|