Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
67.2KNew |
$11.5M - $12.5M
|
67.2K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
65.8KNew |
$11.3M - $12.3M
|
65.8K
$12.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
65.2K+ 2806.41% |
$11.2M - $12.2M
|
67.5K
$13.2M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
60.9K+ 2799.36% |
$10.4M - $11.4M
|
63.1K
$12.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
60.1K+ 63.31% |
$10.3M - $11.2M
|
155K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
59.6KNew |
$10.2M - $11.1M
|
59.6K
$11.7M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
59.1K+ 523.87% |
$10.1M - $11M
|
70.4K
$13.8M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
54.9K+ 2214.94% |
$9.39M - $10.2M
|
57.3K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.9K+ 2593650.0% |
$8.87M - $9.69M
|
51.9K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51.5KNew |
$8.81M - $9.62M
|
51.5K
$10.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
51.2KNew |
$8.77M - $9.57M
|
51.2K
$10.1M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
51.2KNew |
$8.76M - $9.56M
|
51.2K
$10M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51K+ 2369.07% |
$8.73M - $9.53M
|
53.2K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49.8K+ 934.26% |
$8.52M - $9.31M
|
55.1K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
47.5KNew |
$8.12M - $8.87M
|
47.5K
$9.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
47.5K+ 3481.73% |
$8.12M - $8.87M
|
48.8K
$9.58M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
46.6KNew |
$7.97M - $8.7M
|
46.6K
$9.13M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.5K+ 15.51% |
$7.79M - $8.51M
|
339K
$66.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
45.4K+ 1294.95% |
$7.76M - $8.48M
|
48.9K
$9.59M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
45K+ 1960.99% |
$7.7M - $8.4M
|
47.3K
$9.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44.4K+ 114.67% |
$7.6M - $8.29M
|
83.1K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
43.6KNew |
$7.46M - $8.15M
|
43.6K
$8.56M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
42.7K+ 48.89% |
$7.3M - $7.97M
|
130K
$25.5M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
42.1K+ 94.44% |
$7.2M - $7.86M
|
86.6K
$17M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40.8KNew |
$6.98M - $7.62M
|
40.8K
$8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.5K+ 12.39% |
$6.92M - $7.56M
|
367K
$72M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.5K+ 3.21% |
$6.76M - $7.38M
|
1.27M
$249M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
39.2K+ 271.35% |
$6.71M - $7.32M
|
53.6K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
39K+ 27.66% |
$6.67M - $7.29M
|
180K
$35.3M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37.9KNew |
$6.48M - $7.08M
|
37.9K
$7.43M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
37.7K+ 2633.85% |
$6.44M - $7.04M
|
39.1K
$7.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.5K+ 52.86% |
$6.41M - $7M
|
108K
$21.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36KNew |
$6.15M - $6.72M
|
36K
$7.05M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
35.7KNew |
$6.1M - $6.66M
|
35.7K
$6.99M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34.8KNew |
$5.95M - $6.49M
|
34.8K
$6.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34.2K+ 217.39% |
$5.85M - $6.39M
|
50K
$9.8M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
34.1KNew |
$5.84M - $6.37M
|
34.1K
$6.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
33.5KNew |
$5.73M - $6.26M
|
33.5K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.4K+ 165.27% |
$5.55M - $6.06M
|
52K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
32.4K+ 89.34% |
$5.55M - $6.06M
|
68.7K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32K+ 309.77% |
$5.47M - $5.97M
|
42.3K
$8.3M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
31.9KNew |
$5.45M - $5.95M
|
31.9K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.7K+ 2.8% |
$5.25M - $5.74M
|
1.13M
$221M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
29.6K+ 48519.67% |
$5.06M - $5.53M
|
29.7K
$5.82M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.3K+ 672.61% |
$5M - $5.46M
|
33.6K
$6.59M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
28.3KNew |
$4.84M - $5.28M
|
28.3K
$5.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.2KNew |
$4.82M - $5.26M
|
28.2K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
28.1KNew |
$4.81M - $5.25M
|
28.1K
$5.52M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
27.9K+ 37.47% |
$4.77M - $5.2M
|
102K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.7KNew |
$4.74M - $5.18M
|
27.7K
$5.44M
|