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 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-5- 0.12% |
$929 - $993
|
4.15K
$853K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-6- 0.12% |
$1.11K - $1.19K
|
5.08K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-6- 0.07% |
$1.11K - $1.19K
|
8.13K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.33% |
$1.3K - $1.39K
|
2.1K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-7- 0.32% |
$1.3K - $1.39K
|
2.19K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-7- 0.01% |
$1.3K - $1.39K
|
56.6K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.17% |
$1.49K - $1.59K
|
4.66K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-8- 0.72% |
$1.49K - $1.59K
|
1.11K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-9- 0.73% |
$1.67K - $1.79K
|
1.22K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.54% |
$1.67K - $1.79K
|
1.66K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9- 0.55% |
$1.67K - $1.79K
|
1.63K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-10- 0.43% |
$1.86K - $1.99K
|
2.29K
$472K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 0.74% |
$1.86K - $1.99K
|
1.34K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-11- 0.09% |
$2.04K - $2.18K
|
12.4K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-11- 0.96% |
$2.04K - $2.18K
|
1.13K
$233K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.2% |
$2.04K - $2.18K
|
5.57K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12- 0.42% |
$2.23K - $2.38K
|
2.84K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-13- 3.02% |
$2.42K - $2.58K
|
418
$86K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-13- 0.9% |
$2.42K - $2.58K
|
1.43K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-13- 0.23% |
$2.42K - $2.58K
|
5.67K
$1.17M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-13- 0.27% |
$2.42K - $2.58K
|
4.76K
$980K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15- 0.06% |
$2.79K - $2.98K
|
23.4K
$4.81M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 21.43% |
$2.79K - $2.98K
|
55
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-16- 0.48% |
$2.97K - $3.18K
|
3.29K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-17- 1.15% |
$3.16K - $3.38K
|
1.46K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17- 0.65% |
$3.16K - $3.38K
|
2.61K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-17- 0.38% |
$3.16K - $3.38K
|
4.48K
$921K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17- 0.37% |
$3.16K - $3.38K
|
4.54K
$933K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18- 0.19% |
$3.34K - $3.57K
|
9.24K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-19- 12.5% |
$3.53K - $3.77K
|
133
$27.4K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 1.06% |
$3.53K - $3.77K
|
1.77K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-19- 0.28% |
$3.53K - $3.77K
|
6.87K
$1.41M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 1.06% |
$3.53K - $3.77K
|
1.77K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-20- 0.9% |
$3.72K - $3.97K
|
2.2K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-20- 0.99% |
$3.72K - $3.97K
|
2K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-20- 0.81% |
$3.72K - $3.97K
|
2.44K
$503K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 0.22% |
$3.9K - $4.17K
|
9.71K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21- 0.29% |
$3.9K - $4.17K
|
7.22K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-22- 0.52% |
$4.09K - $4.37K
|
4.24K
$873K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-24- 1.36% |
$4.46K - $4.77K
|
1.75K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-24- 0.48% |
$4.46K - $4.77K
|
4.98K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$4.46K - $4.77K
|
17.1K
$3.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-25- 0.17% |
$4.64K - $4.96K
|
14.4K
$2.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-25- 11.31% |
$4.64K - $4.96K
|
196
$40.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-25- 1.52% |
$4.64K - $4.96K
|
1.62K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25- 0.21% |
$4.64K - $4.96K
|
12.1K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-26- 1.87% |
$4.83K - $5.16K
|
1.37K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-26- 0.32% |
$4.83K - $5.16K
|
8.04K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-26- 1.39% |
$4.83K - $5.16K
|
1.84K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-26- 0.83% |
$4.83K - $5.16K
|
3.12K
$642K
|