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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-41.9K- 1.16% |
$7.78M - $8.31M
|
3.56M
$702M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-42.8K- 96.67% |
$7.95M - $8.5M
|
1.48K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-44.4K- 29.09% |
$8.25M - $8.82M
|
108K
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-46.2K- 56.04% |
$8.58M - $9.17M
|
36.2K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.1K- 73.18% |
$8.93M - $9.55M
|
17.6K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51.9KClosed |
$9.65M - $10.3M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-66.1K- 46.54% |
$12.3M - $13.1M
|
75.9K
$15M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-72.5K- 87.55% |
$13.5M - $14.4M
|
10.3K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-74.8K- 36.2% |
$13.9M - $14.8M
|
132K
$26M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-78.7K- 12.37% |
$14.6M - $15.6M
|
557K
$110M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-81.4K- 39.8% |
$15.1M - $16.2M
|
123K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-87K- 98.39% |
$16.2M - $17.3M
|
1.42K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-101K- 93.64% |
$18.8M - $20.1M
|
6.88K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-119K- 43.69% |
$22.2M - $23.7M
|
154K
$30.4M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-177K- 90.0% |
$33M - $35.2M
|
19.7K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-216K- 3.34% |
$40.2M - $43M
|
6.27M
$1.24B
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-283K- 99.21% |
$52.6M - $56.2M
|
2.26K
$446K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-404K- 99.96% |
$75.1M - $80.3M
|
152
$30K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-438K- 40.0% |
$81.3M - $86.9M
|
657K
$130M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-475K- 99.48% |
$88.3M - $94.4M
|
2.51K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-759K- 89.82% |
$141M - $151M
|
86.1K
$17M
|