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 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
917+ 94.93% |
$170K - $182K
|
1.88K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
909+ 29.62% |
$169K - $181K
|
3.98K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
908+ 23.88% |
$169K - $180K
|
4.71K
$898K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
885+ 11.58% |
$164K - $176K
|
8.53K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
868+ 5.28% |
$161K - $172K
|
17.3K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
866+ 8.67% |
$161K - $172K
|
10.9K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
862+ 20.75% |
$160K - $171K
|
5.02K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
860+ 10.03% |
$160K - $171K
|
9.43K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
857+ 11.55% |
$159K - $170K
|
8.28K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
856New |
$159K - $170K
|
856
$163K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
842+ 3.73% |
$156K - $167K
|
23.4K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
827+ 1.6% |
$154K - $164K
|
52.4K
$9.99M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
810+ 10.97% |
$150K - $161K
|
8.2K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
800+ 2.13% |
$149K - $159K
|
38.4K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
799+ 48.25% |
$148K - $159K
|
2.46K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
794+ 39.33% |
$148K - $158K
|
2.81K
$536K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
787+ 7.64% |
$146K - $156K
|
11.1K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
770+ 38.69% |
$143K - $153K
|
2.76K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
769+ 0.92% |
$143K - $153K
|
84.3K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
762+ 10.35% |
$142K - $151K
|
8.13K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
750+ 2.92% |
$139K - $149K
|
26.4K
$5.04M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
748+ 22.47% |
$139K - $149K
|
4.08K
$777K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
741+ 27.38% |
$138K - $147K
|
3.45K
$657K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
739+ 10.21% |
$137K - $147K
|
7.98K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
735+ 12.58% |
$137K - $146K
|
6.58K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
731+ 54.39% |
$136K - $145K
|
2.08K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
724+ 6.21% |
$135K - $144K
|
12.4K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
715New |
$133K - $142K
|
715
$136K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
702+ 54.33% |
$130K - $139K
|
1.99K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
687+ 12.91% |
$128K - $136K
|
6.01K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
678+ 6.71% |
$126K - $135K
|
10.8K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
672New |
$125K - $133K
|
672
$128K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
666New |
$124K - $132K
|
666
$127K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
663+ 0.75% |
$123K - $132K
|
88.9K
$17M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
658+ 55.95% |
$122K - $131K
|
1.83K
$350K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
651+ 17.43% |
$121K - $129K
|
4.39K
$836K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
645New |
$120K - $128K
|
645
$123K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
639+ 1.14% |
$119K - $127K
|
56.9K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
628+ 40.36% |
$117K - $125K
|
2.18K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
627+ 18.11% |
$116K - $125K
|
4.09K
$780K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
605+ 34.47% |
$112K - $120K
|
2.36K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
604New |
$112K - $120K
|
604
$115K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
600+ 27.71% |
$111K - $119K
|
2.77K
$527K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
599+ 1.1% |
$111K - $119K
|
55.3K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
577+ 5.42% |
$107K - $115K
|
11.2K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
576+ 3.2% |
$107K - $114K
|
18.6K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
576New |
$107K - $114K
|
576
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
571+ 26.97% |
$106K - $113K
|
2.69K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
569+ 2.2% |
$106K - $113K
|
26.4K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
564+ 0.51% |
$105K - $112K
|
112K
$21.3M
|