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 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.54KNew |
$1.03M - $1.1M
|
5.54K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.48K+ 107.97% |
$1.02M - $1.09M
|
10.6K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.47K+ 4.67% |
$1.02M - $1.09M
|
123K
$25.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.45K+ 48.77% |
$1.01M - $1.08M
|
16.6K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.41K+ 1.85% |
$1.01M - $1.07M
|
298K
$61.2M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
5.4K+ 15.0% |
$1M - $1.07M
|
41.4K
$8.51M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.39K+ 32.54% |
$1M - $1.07M
|
22K
$4.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
5.32K+ 34.52% |
$988K - $1.06M
|
20.7K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.23K+ 47.2% |
$972K - $1.04M
|
16.3K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.2K+ 11.0% |
$966K - $1.03M
|
52.5K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.17K+ 45.37% |
$960K - $1.03M
|
16.6K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.13K+ 45.52% |
$952K - $1.02M
|
16.4K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5.12K+ 34.15% |
$951K - $1.02M
|
20.1K
$4.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.08K+ 40.19% |
$944K - $1.01M
|
17.7K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
5.06K+ 1.31% |
$941K - $1.01M
|
391K
$80.4M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.01K+ 4.54% |
$930K - $994K
|
115K
$23.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.99K+ 52.28% |
$927K - $991K
|
14.5K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.87K+ 74.85% |
$905K - $967K
|
11.4K
$2.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 11.03% |
$849K - $908K
|
46K
$9.46M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.55K+ 13.48% |
$845K - $903K
|
38.3K
$7.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
4.4K+ 68.16% |
$818K - $875K
|
10.9K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.36K+ 7.13% |
$811K - $866K
|
65.5K
$13.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.31K+ 45.3% |
$801K - $856K
|
13.8K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.23K+ 2.77% |
$786K - $840K
|
157K
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.15K+ 134.96% |
$771K - $824K
|
7.23K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.15K+ 44.84% |
$770K - $823K
|
13.4K
$2.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
4.07K+ 2.58% |
$756K - $808K
|
162K
$33.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.04K+ 18.06% |
$750K - $801K
|
26.4K
$5.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.03K+ 35.47% |
$749K - $800K
|
15.4K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4KNew |
$743K - $794K
|
4K
$823K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
4K+ 0.92% |
$743K - $794K
|
441K
$90.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.97KNew |
$737K - $787K
|
3.97K
$815K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.87K+ 99.97% |
$719K - $769K
|
7.75K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.77KNew |
$700K - $748K
|
3.77K
$775K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.74K+ 18.77% |
$695K - $743K
|
23.7K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.73KNew |
$692K - $740K
|
3.73K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.68K+ 0.92% |
$684K - $731K
|
406K
$83.4M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.56K+ 2.0% |
$661K - $707K
|
182K
$37.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.55K+ 130.42% |
$660K - $705K
|
6.27K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.5K+ 4.09% |
$651K - $695K
|
89.1K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
3.5K+ 3.9% |
$650K - $695K
|
93.3K
$19.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.49K+ 8.83% |
$648K - $693K
|
43K
$8.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.45K+ 35.72% |
$641K - $685K
|
13.1K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 102.36% |
$628K - $672K
|
6.69K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.36K+ 44.01% |
$624K - $667K
|
11K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.36K+ 66.19% |
$624K - $667K
|
8.43K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.34K+ 7.22% |
$621K - $664K
|
49.6K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.25K+ 42.64% |
$603K - $645K
|
10.9K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.24K+ 162.67% |
$602K - $644K
|
5.24K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.23K+ 95.47% |
$600K - $641K
|
6.61K
$1.36M
|