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
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-182- 11.38% |
$33.8K - $36.1K
|
1.42K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-182- 3.22% |
$33.8K - $36.1K
|
5.47K
$1.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-191- 6.52% |
$35.5K - $37.9K
|
2.74K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-191- 1.68% |
$35.5K - $37.9K
|
11.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-192- 9.72% |
$35.7K - $38.1K
|
1.78K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-192- 10.13% |
$35.7K - $38.1K
|
1.7K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-194- 9.08% |
$36K - $38.5K
|
1.94K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-196- 1.13% |
$36.4K - $38.9K
|
17.2K
$3.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-200- 10.29% |
$37.2K - $39.7K
|
1.74K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-203- 1.44% |
$37.7K - $40.3K
|
13.9K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-205- 34.17% |
$38.1K - $40.7K
|
395
$77.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-211- 0.88% |
$39.2K - $41.9K
|
23.7K
$4.67M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-211- 9.07% |
$39.2K - $41.9K
|
2.12K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-215- 3.99% |
$39.9K - $42.7K
|
5.17K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-220- 3.98% |
$40.9K - $43.7K
|
5.31K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-223- 2.12% |
$41.4K - $44.3K
|
10.3K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-225- 10.27% |
$41.8K - $44.7K
|
1.97K
$388K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-228- 1.18% |
$42.4K - $45.3K
|
19K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-229- 2.22% |
$42.5K - $45.5K
|
10.1K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-238- 1.91% |
$44.2K - $47.3K
|
12.2K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-245- 1.04% |
$45.5K - $48.7K
|
23.3K
$4.61M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-254- 7.32% |
$47.2K - $50.4K
|
3.22K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-257- 5.99% |
$47.7K - $51K
|
4.04K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-259- 0.25% |
$48.1K - $51.4K
|
104K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-259- 23.46% |
$48.1K - $51.4K
|
845
$167K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-263- 2.14% |
$48.9K - $52.2K
|
12K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-264- 8.84% |
$49K - $52.4K
|
2.72K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-265- 0.74% |
$49.2K - $52.6K
|
35.3K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-266- 5.08% |
$49.4K - $52.8K
|
4.97K
$980K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-267- 0.73% |
$49.6K - $53K
|
36.1K
$7.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-275- 13.58% |
$51.1K - $54.6K
|
1.75K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-275- 1.45% |
$51.1K - $54.6K
|
18.6K
$3.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-276- 3.59% |
$51.3K - $54.8K
|
7.4K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-276- 3.25% |
$51.3K - $54.8K
|
8.21K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-280- 7.82% |
$52K - $55.6K
|
3.3K
$651K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-280- 1.66% |
$52K - $55.6K
|
16.5K
$3.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-282- 17.49% |
$52.4K - $56K
|
1.33K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-284- 15.11% |
$52.8K - $56.4K
|
1.6K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-285- 1.15% |
$52.9K - $56.6K
|
24.5K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-289- 0.44% |
$53.7K - $57.4K
|
65.6K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-292- 3.72% |
$54.2K - $58K
|
7.55K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-294- 72.59% |
$54.6K - $58.4K
|
111
$21.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-298- 9.68% |
$55.4K - $59.2K
|
2.78K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-299- 42.84% |
$55.5K - $59.4K
|
399
$78.7K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-299- 20.74% |
$55.5K - $59.4K
|
1.14K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-306- 1.39% |
$56.8K - $60.8K
|
21.8K
$4.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-307- 11.75% |
$57K - $61K
|
2.31K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-314- 3.99% |
$58.3K - $62.4K
|
7.56K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-316- 0.36% |
$58.7K - $62.8K
|
87.2K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-316- 10.83% |
$58.7K - $62.8K
|
2.6K
$514K
|