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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.04K- 4.51% |
$193K - $206K
|
22K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 35.01% |
$203K - $217K
|
2.03K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.1K- 29.02% |
$204K - $218K
|
2.69K
$555K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.12K- 4.16% |
$208K - $222K
|
25.8K
$5.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.14K- 11.16% |
$212K - $227K
|
9.09K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.18K- 17.94% |
$218K - $233K
|
5.38K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.18K- 99.24% |
$219K - $234K
|
9
$1.86K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.19K- 23.17% |
$221K - $236K
|
3.94K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.23K- 53.29% |
$229K - $245K
|
1.08K
$223K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.28K- 10.45% |
$239K - $255K
|
11K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.32K- 9.43% |
$246K - $263K
|
12.7K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 19.73% |
$246K - $263K
|
5.39K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.35K- 52.31% |
$250K - $267K
|
1.23K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.35K- 1.59% |
$252K - $269K
|
83.6K
$17.3M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.37K- 1.47% |
$254K - $271K
|
91.7K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.38K- 0.85% |
$256K - $273K
|
161K
$33.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 3.66% |
$256K - $273K
|
36.3K
$7.49M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.38K- 11.18% |
$256K - $274K
|
10.9K
$2.26M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.39K- 7.45% |
$258K - $276K
|
17.3K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.45K- 1.45% |
$268K - $287K
|
98.5K
$20.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.46K- 8.12% |
$270K - $289K
|
16.5K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.46K- 37.84% |
$272K - $291K
|
2.41K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.56K- 16.08% |
$289K - $309K
|
8.12K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.57K- 1.6% |
$291K - $311K
|
96.6K
$19.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.59K- 31.84% |
$295K - $316K
|
3.4K
$702K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.67K- 2.19% |
$310K - $332K
|
74.6K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 0.31% |
$320K - $342K
|
545K
$113M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.73K- 9.02% |
$321K - $343K
|
17.4K
$3.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.77K- 10.21% |
$330K - $352K
|
15.6K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.78K- 47.55% |
$330K - $352K
|
1.96K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.79K- 26.67% |
$332K - $355K
|
4.92K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 7.6% |
$343K - $367K
|
22.4K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.92K- 63.95% |
$356K - $380K
|
1.08K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.93K- 1.64% |
$359K - $384K
|
116K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.93K- 15.92% |
$359K - $384K
|
10.2K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-2.1K- 31.13% |
$390K - $417K
|
4.65K
$959K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-2.1K- 4.3% |
$391K - $418K
|
46.8K
$9.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.1K- 9.45% |
$391K - $418K
|
20.2K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.13K- 51.49% |
$396K - $423K
|
2.01K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.15K- 0.76% |
$398K - $426K
|
282K
$58.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 19.07% |
$425K - $454K
|
9.7K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.3K- 0.81% |
$427K - $457K
|
282K
$58.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-2.31K- 0.85% |
$429K - $458K
|
270K
$55.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.32K- 67.02% |
$430K - $460K
|
1.14K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 1.76% |
$434K - $464K
|
130K
$26.9M
|
|
|
Sep 08, 2025
Q1 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.41K- 5.0% |
$448K - $479K
|
45.8K
$9.46M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.44K- 17.71% |
$452K - $484K
|
11.3K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.44K- 15.62% |
$454K - $485K
|
13.2K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.49K- 5.44% |
$462K - $494K
|
43.3K
$8.94M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.54K- 5.62% |
$471K - $503K
|
42.6K
$8.79M
|