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
|
Cabot Wealth Management Inc
|
SELL
|
- |
-33- 1.47% |
$6.13K - $6.55K
|
2.22K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-34- 1.28% |
$6.32K - $6.75K
|
2.62K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-35- 2.58% |
$6.5K - $6.95K
|
1.32K
$260K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-35- 0.45% |
$6.5K - $6.95K
|
7.71K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-40- 1.4% |
$7.43K - $7.94K
|
2.81K
$555K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-41- 2.7% |
$7.62K - $8.14K
|
1.48K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-43- 3.12% |
$7.99K - $8.54K
|
1.33K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-43- 0.59% |
$7.99K - $8.54K
|
7.3K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-44- 0.83% |
$8.17K - $8.74K
|
5.27K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-44- 0.58% |
$8.17K - $8.74K
|
7.49K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-45- 1.58% |
$8.36K - $8.94K
|
2.8K
$552K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 2.85% |
$8.36K - $8.94K
|
1.54K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-45- 1.69% |
$8.36K - $8.94K
|
2.61K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-47- 0.12% |
$8.73K - $9.33K
|
40.1K
$7.91M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-49- 0.16% |
$9.1K - $9.73K
|
30.9K
$6.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-50- 0.98% |
$9.29K - $9.93K
|
5.05K
$997K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.15% |
$9.29K - $9.93K
|
4.3K
$848K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-50- 2.12% |
$9.29K - $9.93K
|
2.31K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-50- 3.66% |
$9.29K - $9.93K
|
1.32K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-51- 2.45% |
$9.47K - $10.1K
|
2.03K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-51- 0.92% |
$9.47K - $10.1K
|
5.49K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52- 3.48% |
$9.66K - $10.3K
|
1.44K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-54- 0.81% |
$10K - $10.7K
|
6.61K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-55- 0.7% |
$10.2K - $10.9K
|
7.82K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-56- 0.35% |
$10.4K - $11.1K
|
15.8K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-56- 21.88% |
$10.4K - $11.1K
|
200
$39.5K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-58- 4.73% |
$10.8K - $11.5K
|
1.17K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-60- 2.7% |
$11.1K - $11.9K
|
2.16K
$426K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-60- 1.32% |
$11.1K - $11.9K
|
4.5K
$887K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-61- 21.63% |
$11.3K - $12.1K
|
221
$43.6K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-61- 0.78% |
$11.3K - $12.1K
|
7.78K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-63- 0.7% |
$11.7K - $12.5K
|
8.93K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-63- 2.9% |
$11.7K - $12.5K
|
2.11K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-63- 12.43% |
$11.7K - $12.5K
|
444
$87.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-63- 0.05% |
$11.7K - $12.5K
|
133K
$26.2M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-68- 13.0% |
$12.6K - $13.5K
|
455
$89.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-68- 0.54% |
$12.6K - $13.5K
|
12.4K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-68- 2.99% |
$12.6K - $13.5K
|
2.21K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-69- 0.89% |
$12.8K - $13.7K
|
7.69K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-74- 13.55% |
$13.7K - $14.7K
|
472
$93.1K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-74- 5.37% |
$13.7K - $14.7K
|
1.31K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-75- 15.24% |
$13.9K - $14.9K
|
417
$82.3K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-77- 0.24% |
$14.3K - $15.3K
|
31.6K
$6.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-80- 2.53% |
$14.9K - $15.9K
|
3.09K
$609K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-80- 3.6% |
$14.9K - $15.9K
|
2.14K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-80- 2.83% |
$14.9K - $15.9K
|
2.74K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-82- 1.15% |
$15.2K - $16.3K
|
7.04K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-87- 1.38% |
$16.2K - $17.3K
|
6.22K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-90- 1.57% |
$16.7K - $17.9K
|
5.65K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-94- 1.07% |
$17.5K - $18.7K
|
8.71K
$1.72M
|