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 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
308New |
$57.2K - $61.2K
|
308
$63.6K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
304+ 1.81% |
$56.5K - $60.4K
|
17.1K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
301+ 7.66% |
$55.9K - $59.8K
|
4.23K
$873K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
298+ 18.27% |
$55.4K - $59.2K
|
1.93K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
296+ 6.57% |
$55K - $58.8K
|
4.8K
$992K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
295+ 23.28% |
$54.8K - $58.6K
|
1.56K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
285+ 0.84% |
$52.9K - $56.6K
|
34.3K
$7.08M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
283New |
$52.6K - $56.2K
|
283
$58.4K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
282+ 7.44% |
$52.4K - $56K
|
4.07K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
282+ 13.69% |
$52.4K - $56K
|
2.34K
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
280+ 2.45% |
$52K - $55.6K
|
11.7K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
277+ 46.24% |
$51.5K - $55K
|
876
$181K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
271+ 1.83% |
$50.3K - $53.8K
|
15.1K
$3.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
268+ 3.85% |
$49.8K - $53.2K
|
7.24K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
268+ 8.74% |
$49.8K - $53.2K
|
3.33K
$688K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
267+ 1.03% |
$49.6K - $53K
|
26.1K
$5.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
264New |
$49K - $52.4K
|
264
$54.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
256+ 7.93% |
$47.6K - $50.8K
|
3.48K
$719K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
254+ 0.49% |
$47.2K - $50.4K
|
51.6K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
254+ 9.26% |
$47.2K - $50.4K
|
3K
$619K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
250New |
$46.4K - $49.6K
|
250
$51.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
248+ 1.23% |
$46.1K - $49.2K
|
20.4K
$4.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
246New |
$45.7K - $48.9K
|
246
$50.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
242+ 11.34% |
$45K - $48.1K
|
2.38K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
240+ 2.22% |
$44.6K - $47.7K
|
11.1K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
233+ 1.25% |
$43.3K - $46.3K
|
18.9K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
233+ 1.17% |
$43.3K - $46.3K
|
20.2K
$4.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
228+ 3.79% |
$42.4K - $45.3K
|
6.25K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
226New |
$42K - $44.9K
|
226
$46.7K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
220+ 20.75% |
$40.9K - $43.7K
|
1.28K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
219+ 4.39% |
$40.7K - $43.5K
|
5.21K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
214+ 13.69% |
$39.8K - $42.5K
|
1.78K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
212+ 1.41% |
$39.4K - $42.1K
|
15.2K
$3.14M
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
210+ 40.08% |
$39K - $41.7K
|
734
$152K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
207+ 24.18% |
$38.5K - $41.1K
|
1.06K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
204+ 5.44% |
$37.9K - $40.5K
|
3.96K
$817K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
203+ 0.99% |
$37.7K - $40.3K
|
20.8K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
202New |
$37.5K - $40.1K
|
202
$41.7K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
201+ 340.68% |
$37.3K - $39.9K
|
260
$53.7K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
201+ 4.06% |
$37.3K - $39.9K
|
5.15K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
200+ 5.41% |
$37.2K - $39.7K
|
3.9K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
200+ 5.17% |
$37.2K - $39.7K
|
4.07K
$839K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
200+ 4.9% |
$37.2K - $39.7K
|
4.28K
$884K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$37.2K - $39.7K
|
200
$41.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
193New |
$35.9K - $38.3K
|
193
$39.9K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
190+ 4.45% |
$35.3K - $37.7K
|
4.46K
$922K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
190+ 1.86% |
$35.3K - $37.7K
|
10.4K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
189+ 168.75% |
$35.1K - $37.5K
|
301
$62.2K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
186+ 17.68% |
$34.6K - $36.9K
|
1.24K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
185+ 2.73% |
$34.4K - $36.7K
|
6.96K
$1.44M
|