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 15, 2025 Q1 2025
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-1.28K
- 10.45%
$239K - $255K
11K $2.17M
Apr 17, 2025 Q1 2025
Brighton Jones LLC

SELL
 -
-1.32K
- 9.43%
$246K - $263K
12.7K $2.51M
May 08, 2025 Q1 2025
Armis Advisers, LLC

Atlanta, GA
SELL
 -
-1.32K
- 19.73%
$246K - $263K
5.39K $1.06M
May 09, 2025 Q1 2025
Plan Group Financial, LLC

Oklahoma City, OK
SELL
 -
-1.35K
- 52.31%
$250K - $267K
1.23K $242K
May 09, 2025 Q1 2025
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-1.35K
- 1.59%
$252K - $269K
83.6K $16.5M
May 02, 2025 Q1 2025
Cullen/Frost Bankers, Inc.

SELL
 -
-1.37K
- 1.47%
$254K - $271K
91.7K $18.1M
Apr 23, 2025 Q1 2025
Spire Wealth Management

SELL
 -
-1.38K
- 0.85%
$256K - $273K
161K $31.8M
May 13, 2025 Q1 2025
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-1.38K
- 3.66%
$256K - $273K
36.3K $7.16M
May 02, 2025 Q1 2025
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-1.38K
- 11.18%
$256K - $274K
10.9K $2.16M
May 20, 2025 Q1 2025
Belpointe Asset Management LLC

SELL
 -
-1.39K
- 7.45%
$258K - $276K
17.3K $3.41M
Apr 15, 2025 Q1 2025
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
SELL
 -
-1.46K
- 8.12%
$270K - $289K
16.5K $3.25M
May 08, 2025 Q1 2025
First National Trust CO

SELL
 -
-1.46K
- 37.84%
$272K - $291K
2.41K $475K
May 15, 2025 Q1 2025
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1.56K
- 16.08%
$289K - $309K
8.12K $1.6M
May 02, 2025 Q1 2025
Graypoint LLC

SELL
 -
-1.57K
- 1.6%
$291K - $311K
96.6K $19.1M
Apr 23, 2025 Q1 2025
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-1.59K
- 31.84%
$295K - $316K
3.4K $671K
May 12, 2025 Q1 2025
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-1.67K
- 2.19%
$310K - $332K
74.6K $14.7M
May 12, 2025 Q1 2025
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.72K
- 0.31%
$320K - $342K
545K $108M
May 09, 2025 Q1 2025
Renasant Bank

SELL
 -
-1.73K
- 9.02%
$321K - $343K
17.4K $3.44M
Apr 11, 2025 Q1 2025
Summit Investment Advisory Services, LLC

Roseville, MN
SELL
 -
-1.77K
- 10.21%
$330K - $352K
15.6K $3.08M
May 06, 2025 Q1 2025
Blue Chip Wealth Advisors LLC

Milton, GA
SELL
 -
-1.78K
- 47.55%
$330K - $352K
1.96K $386K
May 14, 2025 Q1 2025
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-1.79K
- 26.67%
$332K - $355K
4.92K $971K
Apr 16, 2025 Q1 2025
Hilltop Wealth Advisors, LLC

SELL
 -
-1.85K
- 7.6%
$343K - $367K
22.4K $4.43M
May 15, 2025 Q1 2025
Foguth Wealth Management, Llc.

Brighton, MI
SELL
 -
-1.92K
- 63.95%
$356K - $380K
1.08K $213K
May 07, 2025 Q1 2025
Lutz Financial Services LLC

SELL
 -
-1.93K
- 1.64%
$359K - $384K
116K $22.9M
May 12, 2025 Q1 2025
Hirtle Callaghan & CO LLC

West Conshohocken, PA
SELL
 -
-1.93K
- 15.92%
$359K - $384K
10.2K $2.02M
Apr 14, 2025 Q1 2025
Old National Bancorp

SELL
 -
-2.1K
- 31.13%
$390K - $417K
4.65K $916K
Apr 16, 2025 Q1 2025
Seros Financial, LLC

Tempe, AZ
SELL
 -
-2.1K
- 4.3%
$391K - $418K
46.8K $9.23M
Apr 24, 2025 Q1 2025
Park Place Capital Corp

Birmingham, AL
SELL
 -
-2.1K
- 9.45%
$391K - $418K
20.2K $3.98M
May 14, 2025 Q1 2025
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-2.13K
- 51.49%
$396K - $423K
2.01K $396K
May 13, 2025 Q1 2025
Bank Of Montreal

Toronto, A6
SELL
 -
-2.15K
- 0.76%
$398K - $426K
282K $55.6M
Apr 22, 2025 Q1 2025
Erts Wealth Advisors, LLC

SELL
 -
-2.29K
- 19.07%
$425K - $454K
9.7K $1.91M
May 15, 2025 Q1 2025
Barclays PLC

London, X0
SELL
 -
-2.3K
- 0.81%
$427K - $457K
282K $55.6M
Apr 22, 2025 Q1 2025
Amarillo National Bank

SELL
 -
-2.31K
- 0.85%
$429K - $458K
270K $53.2M
Apr 15, 2025 Q1 2025
Parsons Capital Management Inc

SELL
 -
-2.32K
- 67.02%
$430K - $460K
1.14K $225K
Apr 22, 2025 Q1 2025
Jfs Wealth Advisors, LLC

SELL
 -
-2.34K
- 1.76%
$434K - $464K
130K $25.7M
Apr 16, 2025 Q1 2025
May Barnhard Investments LLC

Bethesda, MD
SELL
 -
-2.44K
- 17.71%
$452K - $484K
11.3K $2.23M
Apr 22, 2025 Q1 2025
Ellis Investment Partners, LLC

SELL
 -
-2.44K
- 15.62%
$454K - $485K
13.2K $2.6M
May 05, 2025 Q1 2025
Financial Advisory Service, Inc.

SELL
 -
-2.49K
- 5.44%
$462K - $494K
43.3K $8.54M
May 21, 2025 Q1 2025
Geneos Wealth Management Inc.

SELL
 -
-2.54K
- 5.62%
$471K - $503K
42.6K $8.4M
Apr 22, 2025 Q1 2025
Valmark Advisers, Inc.

SELL
 -
-2.62K
- 0.84%
$486K - $520K
310K $61.1M
May 14, 2025 Q1 2025
Family Wealth Group, LLC

Lexington, KY
SELL
 -
-2.62K
Closed
$487K - $521K
0 $0
Apr 28, 2025 Q1 2025
Pinnacle Financial Partners Inc

SELL
 -
-2.63K
- 5.7%
$489K - $523K
43.6K $8.6M
Apr 09, 2025 Q1 2025
Lbmc Investment Advisors, LLC

SELL
 -
-2.69K
- 5.31%
$499K - $534K
47.9K $9.46M
Apr 29, 2025 Q1 2025
Sequent Asset Management, LLC

SELL
 -
-2.75K
- 16.69%
$511K - $547K
13.7K $2.71M
May 13, 2025 Q1 2025
Hanlon Investment Management, Inc.

SELL
 -
-2.8K
- 39.23%
$520K - $556K
4.34K $856K
May 12, 2025 Q1 2025
Koss Olinger Consulting, LLC

SELL
 -
-2.86K
- 1.65%
$531K - $567K
170K $33.6M
Apr 24, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-2.87K
- 54.73%
$532K - $569K
2.37K $468K
May 09, 2025 Q1 2025
Citizens Financial Group Inc

SELL
 -
-2.88K
- 4.46%
$536K - $573K
61.7K $12.2M
May 14, 2025 Q1 2025
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-2.9K
- 2.81%
$539K - $576K
100K $19.8M

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