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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2K+ 32.77% |
$371K - $397K
|
8.1K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.98KNew |
$368K - $393K
|
1.98K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.95K+ 30.76% |
$362K - $386K
|
8.27K
$1.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.92KNew |
$357K - $382K
|
1.92K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
1.92K+ 10.66% |
$357K - $381K
|
19.9K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.9KNew |
$352K - $377K
|
1.9K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.88K+ 26.11% |
$349K - $373K
|
9.08K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.84KNew |
$341K - $364K
|
1.84K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 2.46% |
$340K - $363K
|
76.2K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.8K+ 55.26% |
$334K - $357K
|
5.05K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.75K+ 5.82% |
$326K - $348K
|
31.9K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.75K+ 43.49% |
$326K - $348K
|
5.79K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.75KNew |
$325K - $348K
|
1.75K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$324K - $346K
|
1.74K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.74K+ 24.45% |
$324K - $346K
|
8.87K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.74K+ 51.39% |
$323K - $345K
|
5.12K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$318K - $340K
|
1.71K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.71KNew |
$318K - $340K
|
1.71K
$352K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.65K+ 276.13% |
$307K - $328K
|
2.25K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.65K+ 51.07% |
$307K - $328K
|
4.89K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.65K+ 40.03% |
$306K - $327K
|
5.76K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.63K+ 63.4% |
$303K - $324K
|
4.2K
$864K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$302K - $323K
|
1.63K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.63KNew |
$302K - $323K
|
1.63K
$334K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62KNew |
$301K - $322K
|
1.62K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.61K+ 59.99% |
$299K - $320K
|
4.29K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.59K+ 27.94% |
$296K - $317K
|
7.3K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 86.93% |
$291K - $312K
|
3.37K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.54K+ 16.65% |
$286K - $305K
|
10.8K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.53K+ 17.44% |
$285K - $304K
|
10.3K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 46.18% |
$281K - $300K
|
4.79K
$984K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 38.74% |
$280K - $300K
|
5.4K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.51KNew |
$280K - $299K
|
1.51K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.51K+ 0.87% |
$280K - $299K
|
175K
$35.9M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.46KNew |
$271K - $289K
|
1.46K
$300K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.44K+ 97.36% |
$268K - $286K
|
2.92K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.42K+ 29.14% |
$265K - $283K
|
6.31K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.42K+ 22.0% |
$264K - $282K
|
7.87K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.41K+ 5.79% |
$263K - $281K
|
25.8K
$5.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.41K+ 6.48% |
$262K - $280K
|
23.1K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 25.26% |
$262K - $280K
|
6.98K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.38KNew |
$257K - $275K
|
1.38K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.36% |
$256K - $274K
|
42.4K
$8.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 17.14% |
$255K - $273K
|
9.4K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.37K+ 23.31% |
$255K - $273K
|
7.26K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.37KNew |
$254K - $271K
|
1.37K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.36K+ 53.15% |
$252K - $270K
|
3.91K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.35KNew |
$252K - $269K
|
1.35K
$278K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.33K+ 37.47% |
$247K - $265K
|
4.89K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.32K+ 3.06% |
$246K - $263K
|
44.6K
$9.16M
|