Purchases and Sales Made in Q1 2025 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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 08, 2025 Q1 2025
Efg Asset Management (Americas) Corp.

BUY
 -
23
+ 0.47%
$4.27K - $4.57K
4.95K $1.02M
May 08, 2025 Q1 2025
Cheviot Value Management, LLC

BUY
 -
22
New
$4.09K - $4.37K
22 $4.54K
Apr 30, 2025 Q1 2025
Ntv Asset Management LLC

BUY
 -
20
+ 1.03%
$3.72K - $3.97K
1.96K $404K
May 07, 2025 Q1 2025
University Of Texas

BUY
 -
20
New
$3.72K - $3.97K
20 $4.13K
May 12, 2025 Q1 2025
National Bank Of Canada

BUY
 -
20
+ 0.88%
$3.72K - $3.97K
2.29K $472K
Apr 29, 2025 Q1 2025
Element Wealth, LLC

BUY
 -
19
+ 0.83%
$3.53K - $3.77K
2.31K $477K
May 30, 2025 Q1 2025
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
19
+ 0.07%
$3.53K - $3.77K
26.8K $5.54M
Apr 08, 2025 Q1 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
18
+ 0.28%
$3.34K - $3.57K
6.48K $1.34M
May 01, 2025 Q1 2025
Ma Private Wealth

BUY
 -
18
+ 0.15%
$3.34K - $3.57K
11.9K $2.47M
May 01, 2025 Q1 2025
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
18
+ 52.94%
$3.34K - $3.57K
52 $10.7K
May 15, 2025 Q1 2025
Occidental Asset Management, LLC

BUY
 -
18
+ 0.03%
$3.34K - $3.57K
67.1K $13.8M
May 28, 2025 Q1 2025
Anderson Financial Strategies, LLC

Dayton, OH
BUY
 -
18
New
$3.34K - $3.57K
18 $3.72K
Apr 09, 2025 Q1 2025
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
15
+ 0.3%
$2.79K - $2.98K
4.97K $1.03M
Apr 09, 2025 Q1 2025
Harbor Investment Advisory, LLC

BUY
 -
15
+ 0.07%
$2.79K - $2.98K
20.1K $4.14M
Apr 22, 2025 Q1 2025
Guyasuta Investment Advisors Inc

BUY
 -
15
+ 0.81%
$2.79K - $2.98K
1.86K $383K
May 14, 2025 Q1 2025
Gerber Kawasaki Wealth & Investment Management

BUY
 -
15
+ 0.93%
$2.79K - $2.98K
1.63K $337K
May 01, 2025 Q1 2025
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
14
+ 0.22%
$2.6K - $2.78K
6.44K $1.33M
May 02, 2025 Q1 2025
Concord Wealth Partners

BUY
 -
14
+ 9.93%
$2.6K - $2.78K
155 $32K
May 02, 2025 Q1 2025
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
14
+ 0.29%
$2.6K - $2.78K
4.77K $986K
Apr 22, 2025 Q1 2025
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
13
+ 0.18%
$2.42K - $2.58K
7.13K $1.47M
May 06, 2025 Q1 2025
Jackson, Grant Investment Advisers, Inc.

BUY
 -
13
+ 0.38%
$2.42K - $2.58K
3.43K $708K
May 06, 2025 Q1 2025
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
13
+ 0.38%
$2.42K - $2.58K
3.42K $706K
May 14, 2025 Q1 2025
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
13
+ 0.62%
$2.42K - $2.58K
2.12K $437K
Apr 24, 2025 Q1 2025
Amara Financial, Llc.

San Francisco, CA
BUY
 -
12
+ 0.41%
$2.23K - $2.38K
2.94K $607K
Apr 30, 2025 Q1 2025
Sierra Capital LLC

BUY
 -
12
+ 0.02%
$2.23K - $2.38K
49.7K $10.3M
Apr 14, 2025 Q1 2025
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
11
+ 0.35%
$2.04K - $2.18K
3.19K $659K
May 02, 2025 Q1 2025
Swp Financial LLC

San Diego, CA
BUY
 -
11
+ 0.09%
$2.04K - $2.18K
12.8K $2.65M
Apr 14, 2025 Q1 2025
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
10
+ 0.42%
$1.86K - $1.99K
2.39K $492K
Apr 21, 2025 Q1 2025
Marino, Stram & Associates LLC

BUY
 -
10
+ 0.23%
$1.86K - $1.99K
4.44K $916K
May 12, 2025 Q1 2025
Prasad Wealth Partners, LLC

Independence, OH
BUY
 -
10
+ 0.38%
$1.86K - $1.99K
2.64K $546K
May 02, 2025 Q1 2025
Summit X, LLC

Chesterfield, MO
BUY
 -
9
+ 0.29%
$1.67K - $1.79K
3.06K $632K
May 07, 2025 Q1 2025
Oxler Private Wealth LLC

New York, NY
BUY
 -
9
+ 0.29%
$1.67K - $1.79K
3.06K $632K
May 08, 2025 Q1 2025
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
9
+ 0.18%
$1.67K - $1.79K
5.15K $1.06M
May 08, 2025 Q1 2025
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
9
+ 0.42%
$1.67K - $1.79K
2.16K $446K
May 09, 2025 Q1 2025
Clear Investment Research, LLC

BUY
 -
9
+ 0.12%
$1.67K - $1.79K
7.57K $1.56M
Apr 14, 2025 Q1 2025
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
8
+ 0.4%
$1.49K - $1.59K
2.01K $415K
May 06, 2025 Q1 2025
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
8
+ 0.24%
$1.49K - $1.59K
3.28K $678K
May 07, 2025 Q1 2025
Clarendon Private LLC

Boston, MA
BUY
 -
8
+ 0.39%
$1.49K - $1.59K
2.07K $427K
May 15, 2025 Q1 2025
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
7
+ 0.38%
$1.3K - $1.39K
1.86K $383K
Apr 09, 2025 Q1 2025
Shulman De Meo Asset Management LLC

BUY
 -
6
+ 0.19%
$1.11K - $1.19K
3.23K $668K
Apr 18, 2025 Q1 2025
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
6
+ 0.37%
$1.11K - $1.19K
1.64K $339K
Apr 24, 2025 Q1 2025
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
6
+ 0.42%
$1.11K - $1.19K
1.44K $297K
May 05, 2025 Q1 2025
Fountainhead Am, LLC

Warren, NJ
BUY
 -
6
+ 0.4%
$1.11K - $1.19K
1.52K $313K
Jun 10, 2025 Q1 2025
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
6
+ 0.32%
$1.11K - $1.19K
1.88K $388K
Apr 08, 2025 Q1 2025
Dumont & Blake Investment Advisors LLC

BUY
 -
5
+ 0.05%
$929 - $993
10.8K $2.22M
Apr 24, 2025 Q1 2025
Trust CO Of Vermont

BUY
 -
5
+ 0.28%
$929 - $993
1.77K $366K
May 09, 2025 Q1 2025
Vision Financial Markets LLC

Stamford, CT
BUY
 -
5
New
$929 - $993
5 $1.03K
May 14, 2025 Q1 2025
Mosaic Financial Group, LLC

Chicago, IL
BUY
 -
5
+ 0.29%
$929 - $993
1.71K $352K
May 14, 2025 Q1 2025
Quartz Partners, LLC

Saratoga Springs, NY
BUY
 -
5
+ 0.35%
$929 - $993
1.43K $295K

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