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
Apr 22, 2025 Q1 2025
Valmark Advisers, Inc.

SELL
 -
-2.62K
- 0.84%
$486K - $520K
310K $63.9M
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 $9M
Apr 09, 2025 Q1 2025
Lbmc Investment Advisors, LLC

SELL
 -
-2.69K
- 5.31%
$499K - $534K
47.9K $9.9M
Apr 29, 2025 Q1 2025
Sequent Asset Management, LLC

SELL
 -
-2.75K
- 16.69%
$511K - $547K
13.7K $2.84M
May 13, 2025 Q1 2025
Hanlon Investment Management, Inc.

SELL
 -
-2.8K
- 39.23%
$520K - $556K
4.34K $896K
May 12, 2025 Q1 2025
Koss Olinger Consulting, LLC

SELL
 -
-2.86K
- 1.65%
$531K - $567K
170K $35.1M
Apr 24, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-2.87K
- 54.73%
$532K - $569K
2.37K $489K
May 09, 2025 Q1 2025
Citizens Financial Group Inc

SELL
 -
-2.88K
- 4.46%
$536K - $573K
61.7K $12.7M
May 14, 2025 Q1 2025
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-2.9K
- 2.81%
$539K - $576K
100K $20.7M
May 06, 2025 Q1 2025
Mcf Advisors LLC

Covington, KY
SELL
 -
-2.94K
- 70.78%
$547K - $584K
1.22K $251K
Apr 21, 2025 Q1 2025
Strategic Point Investment Advisors, LLC

Providence, RI
SELL
 -
-3.11K
- 1.32%
$578K - $617K
232K $47.9M
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-3.16K
- 2.78%
$587K - $627K
110K $22.8M
Apr 28, 2025 Q1 2025
Durante & Waters, LLC

Brewster, NY
SELL
 -
-3.21K
- 4.16%
$596K - $637K
73.8K $15.2M
Apr 25, 2025 Q1 2025
Rkl Wealth Management LLC

SELL
 -
-3.33K
- 14.42%
$619K - $662K
19.8K $4.08M
May 05, 2025 Q1 2025
Amg National Trust Bank

SELL
 -
-3.36K
- 35.06%
$625K - $668K
6.23K $1.29M
May 14, 2025 Q1 2025
Pks Advisory Services, LLC

Albany, NY
SELL
 -
-3.5K
- 21.04%
$650K - $694K
13.1K $2.71M
Apr 14, 2025 Q1 2025
Umb Bank, N.A.

SELL
 -
-3.57K
- 5.12%
$664K - $710K
66.2K $13.7M
Apr 17, 2025 Q1 2025
Qrg Capital Management, Inc.

Berwyn, PA
SELL
 -
-3.59K
- 66.17%
$666K - $712K
1.83K $378K
May 13, 2025 Q1 2025
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-3.59K
- 1.56%
$667K - $713K
227K $46.8M
Apr 15, 2025 Q1 2025
Mv Capital Management, Inc.

SELL
 -
-3.6K
- 3.12%
$669K - $715K
112K $23.1M
May 15, 2025 Q1 2025
Stone X Group Inc.

SELL
 -
-3.61K
- 8.77%
$670K - $716K
37.6K $7.75M
May 14, 2025 Q1 2025
Northwestern Mutual Wealth Management CO

SELL
 -
-3.61K
- 1.31%
$671K - $717K
271K $56M
Apr 14, 2025 Q1 2025
Ironwood Wealth Management, Inc.

SELL
 -
-3.69K
- 5.23%
$686K - $733K
66.9K $13.8M
May 14, 2025 Q1 2025
Avestar Capital, LLC

SELL
 -
-3.71K
- 11.77%
$689K - $736K
27.8K $5.74M
Aug 13, 2025 Q1 2025
Stone X Group Inc.

SELL
 -
-3.73K
- 9.04%
$693K - $741K
37.6K $7.75M
Apr 25, 2025 Q1 2025
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-3.85K
- 17.29%
$715K - $765K
18.4K $3.8M
Apr 30, 2025 Q1 2025
Peoples Bank

SELL
 -
-3.87K
- 14.29%
$718K - $768K
23.2K $4.79M
May 13, 2025 Q1 2025
Northern Trust Corp

Chicago, IL
SELL
 -
-3.88K
- 2.09%
$720K - $769K
182K $37.5M
Apr 07, 2025 Q1 2025
O'Connor Financial Group LLC

Quincy, IL
SELL
 -
-3.88K
- 15.65%
$721K - $771K
20.9K $4.32M
May 14, 2025 Q1 2025
Clarity Asset Management, Inc.

Ames, IA
SELL
 -
-3.89K
- 86.15%
$722K - $772K
625 $129K
Apr 16, 2025 Q1 2025
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-4K
- 34.97%
$743K - $794K
7.44K $1.54M
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
SELL
 -
-4.04K
- 51.39%
$750K - $802K
3.82K $789K
May 14, 2025 Q1 2025
Cibc World Market Inc.

Toronto, A6
SELL
 -
-4.05K
- 53.15%
$752K - $804K
3.57K $737K
May 12, 2025 Q1 2025
Citigroup Inc

SELL
 -
-4.08K
- 3.41%
$757K - $810K
115K $23.8M
Apr 10, 2025 Q1 2025
Prosperity Planning, Inc.

SELL
 -
-4.09K
- 6.39%
$760K - $813K
59.9K $12.4M
May 12, 2025 Q1 2025
Truepoint, Inc.

SELL
 -
-4.1K
- 21.49%
$762K - $814K
15K $3.09M
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-4.22K
- 8.83%
$783K - $837K
43.5K $8.99M
May 14, 2025 Q1 2025
Venture Visionary Partners LLC

SELL
 -
-4.52K
- 44.69%
$839K - $897K
5.59K $1.15M
May 15, 2025 Q1 2025
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-4.56K
- 61.77%
$846K - $905K
2.82K $582K
Apr 16, 2025 Q1 2025
Rtd Financial Advisors, Inc.

SELL
 -
-4.62K
- 6.1%
$858K - $918K
71.1K $14.7M
May 08, 2025 Q1 2025
Waldron Private Wealth LLC

SELL
 -
-4.67K
- 48.28%
$868K - $927K
5K $1.03M
Apr 30, 2025 Q1 2025
Allworth Financial LP

SELL
 -
-5.09K
- 4.81%
$946K - $1.01M
101K $20.8M
May 01, 2025 Q1 2025
Trail Ridge Investment Advisors, LLC

SELL
 -
-5.15K
- 25.2%
$957K - $1.02M
15.3K $3.16M
May 07, 2025 Q1 2025
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-5.26K
- 33.02%
$976K - $1.04M
10.7K $2.2M
May 13, 2025 Q1 2025
Edgar Lomax CO

Kingstowne, VA
SELL
 -
-5.34K
- 20.43%
$992K - $1.06M
20.8K $4.29M
Apr 24, 2025 Q1 2025
Alta Wealth Advisors LLC

SELL
 -
-5.36K
- 35.41%
$995K - $1.06M
9.77K $2.02M
May 14, 2025 Q1 2025
Allstate Corp

Northbrook, IL
SELL
 -
-5.48K
- 21.4%
$1.02M - $1.09M
20.1K $4.16M
Apr 03, 2025 Q1 2025
First Hawaiian Bank

SELL
 -
-5.7K
- 4.38%
$1.06M - $1.13M
125K $25.7M

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