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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.14K- 18.8% |
$1.33M - $1.42M
|
30.8K
$6.09M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.39K- 6.49% |
$1.37M - $1.47M
|
107K
$21M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.48K- 5.54% |
$1.39M - $1.48M
|
127K
$25.1M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.54K- 17.69% |
$1.4M - $1.5M
|
35.1K
$6.92M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.87K- 4.37% |
$1.46M - $1.56M
|
172K
$34M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7.99K- 84.65% |
$1.48M - $1.59M
|
1.45K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-8.45K- 87.99% |
$1.57M - $1.68M
|
1.15K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9.06K- 81.24% |
$1.68M - $1.8M
|
2.09K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.1K- 1.27% |
$1.69M - $1.81M
|
708K
$140M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-9.24K- 43.92% |
$1.72M - $1.83M
|
11.8K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.24K- 61.11% |
$1.72M - $1.84M
|
5.88K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.63K- 39.75% |
$1.79M - $1.91M
|
14.6K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.98K- 5.16% |
$1.85M - $1.98M
|
183K
$36.2M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10K- 12.1% |
$1.87M - $1.99M
|
73K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10.1K- 63.44% |
$1.88M - $2.01M
|
5.84K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 0.92% |
$1.89M - $2.02M
|
1.1M
$216M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.6K- 24.84% |
$1.96M - $2.1M
|
32K
$6.3M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10.6K- 16.67% |
$1.98M - $2.11M
|
53.2K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-11.2K- 4.25% |
$2.08M - $2.22M
|
252K
$49.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 79.97% |
$2.12M - $2.27M
|
2.86K
$564K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.5K- 3.49% |
$2.14M - $2.29M
|
319K
$63M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-12.1K- 4.92% |
$2.24M - $2.39M
|
233K
$46M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13K- 34.24% |
$2.42M - $2.59M
|
25K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-13.3K- 37.07% |
$2.47M - $2.64M
|
22.5K
$4.44M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-14K- 41.18% |
$2.6M - $2.78M
|
20K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.1K- 3.39% |
$2.62M - $2.8M
|
402K
$79.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.9K- 21.95% |
$3.15M - $3.36M
|
60.3K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.2K- 5.06% |
$3.2M - $3.42M
|
323K
$63.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-17.3K- 31.36% |
$3.22M - $3.44M
|
37.9K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.9K- 5.77% |
$3.32M - $3.55M
|
292K
$57.6M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-18.5K- 83.26% |
$3.44M - $3.68M
|
3.72K
$735K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 50.55% |
$3.54M - $3.78M
|
18.6K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19.6K- 58.4% |
$3.64M - $3.89M
|
14K
$2.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-20.2K- 99.66% |
$3.75M - $4.01M
|
68
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-20.5K- 20.53% |
$3.81M - $4.07M
|
79.4K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22.3K- 40.51% |
$4.15M - $4.43M
|
32.8K
$6.47M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-25.6K- 41.02% |
$4.75M - $5.08M
|
36.8K
$7.26M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-26K- 9.65% |
$4.84M - $5.17M
|
244K
$48.1M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-26.8K- 2.8% |
$4.98M - $5.32M
|
931K
$184M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-29.3K- 20.09% |
$5.45M - $5.82M
|
117K
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-29.8K- 18.7% |
$5.53M - $5.91M
|
129K
$25.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31.5K- 91.39% |
$5.85M - $6.25M
|
2.97K
$585K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-31.9K- 88.63% |
$5.93M - $6.34M
|
4.1K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-32.2K- 1.97% |
$5.97M - $6.38M
|
1.6M
$315M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32.4K- 47.17% |
$6.02M - $6.43M
|
36.3K
$7.16M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-35.1K- 91.05% |
$6.52M - $6.96M
|
3.45K
$680K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35.7K- 39.95% |
$6.64M - $7.09M
|
53.7K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-36.8K- 3.6% |
$6.84M - $7.31M
|
986K
$194M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.5K- 72.11% |
$7.15M - $7.65M
|
14.9K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.1K- 11.58% |
$7.27M - $7.77M
|
299K
$58.9M
|