Purchases and Sales Made in Q1 2024 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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
May 14, 2024 Q1 2024
Black Cypress Capital Management, LLC

Ponte Vedra Beach, FL
BUY
 -
1.09K
New
$186K - $203K
1.09K $205K
May 01, 2024 Q1 2024
Sage Financial Management Group, Inc.

BUY
 -
1.08K
New
$185K - $203K
1.08K $204K
Apr 12, 2024 Q1 2024
Harbor Investment Advisory, LLC

BUY
 -
1.08K
+ 4.86%
$184K - $201K
23.2K $4.37M
Apr 10, 2024 Q1 2024
Kmg Fiduciary Partners, LLC

BUY
 -
1.06K
+ 1.47%
$181K - $197K
72.8K $13.7M
May 13, 2024 Q1 2024
Wescott Financial Advisory Group, LLC

BUY
 -
1.05K
+ 4.24%
$180K - $197K
25.9K $4.87M
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.03K
+ 16.46%
$177K - $193K
7.3K $1.37M
May 02, 2024 Q1 2024
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
1.01K
+ 1.7%
$173K - $189K
60.5K $11.4M
Apr 19, 2024 Q1 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
978
+ 4.72%
$167K - $183K
21.7K $4.08M
May 14, 2024 Q1 2024
Cerity Partners LLC

New York, NY
BUY
 -
942
+ 1.19%
$161K - $176K
80.2K $15.1M
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
934
+ 41.42%
$160K - $174K
3.19K $600K
May 02, 2024 Q1 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
872
New
$149K - $163K
872 $164K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
850
+ 334.65%
$145K - $159K
1.1K $208K
May 08, 2024 Q1 2024
Calamos Advisors LLC

BUY
 -
830
+ 5.11%
$142K - $155K
17.1K $3.21M
Apr 19, 2024 Q1 2024
Veracity Capital LLC

BUY
 -
821
+ 27.49%
$140K - $153K
3.81K $716K
May 14, 2024 Q1 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
787
+ 67.61%
$135K - $147K
1.95K $367K
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
786
+ 32.31%
$134K - $147K
3.22K $606K
Apr 15, 2024 Q1 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
772
+ 13.0%
$132K - $144K
6.71K $1.26M
May 15, 2024 Q1 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
770
+ 3666.67%
$132K - $144K
791 $149K
May 17, 2024 Q1 2024
Citizens Financial Group Inc

BUY
 -
748
+ 1.12%
$128K - $140K
67.8K $12.8M
May 13, 2024 Q1 2024
D.A. Davidson & Co.

BUY
 -
727
+ 4.04%
$124K - $136K
18.7K $3.53M
May 14, 2024 Q1 2024
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
725
+ 16.74%
$124K - $135K
5.06K $952K
May 14, 2024 Q1 2024
Kovitz Investment Group Partners, LLC

BUY
 -
711
+ 32.29%
$122K - $133K
2.91K $548K
May 13, 2024 Q1 2024
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
694
+ 1.79%
$119K - $130K
39.5K $7.43M
Apr 11, 2024 Q1 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
692
+ 10.75%
$118K - $129K
7.13K $1.34M
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
673
New
$115K - $126K
673 $127K
May 10, 2024 Q1 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
673
+ 12.36%
$115K - $126K
6.12K $1.15M
Apr 17, 2024 Q1 2024
Trilogy Capital Inc.

BUY
 -
670
+ 8.72%
$115K - $125K
8.35K $1.57M
May 15, 2024 Q1 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
660
New
$113K - $123K
660 $124K
May 03, 2024 Q1 2024
Davenport & CO LLC

BUY
 -
655
+ 26.87%
$112K - $122K
3.09K $582K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
637
+ 2.29%
$109K - $119K
28.5K $5.36M
May 09, 2024 Q1 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
596
+ 41.36%
$102K - $111K
2.04K $383K
Apr 17, 2024 Q1 2024
Cranbrook Wealth Management, LLC

BUY
 -
590
+ 2.47%
$101K - $110K
24.5K $4.61M
Apr 17, 2024 Q1 2024
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
589
New
$101K - $110K
589 $111K
May 16, 2024 Q1 2024
Beacon Capital Management, LLC

BUY
 -
581
+ 726.25%
$99.4K - $109K
661 $124K
Apr 17, 2024 Q1 2024
Founders Financial Securities LLC

BUY
 -
571
+ 24.12%
$97.7K - $107K
2.94K $553K
Apr 12, 2024 Q1 2024
Lbmc Investment Advisors, LLC

BUY
 -
561
+ 1.03%
$96K - $105K
55.2K $10.4M
May 06, 2024 Q1 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
539
+ 6.4%
$92.2K - $101K
8.96K $1.69M
Apr 23, 2024 Q1 2024
True Wealth Advisors, LLC

BUY
 -
537
+ 13.24%
$91.9K - $100K
4.59K $864K
May 09, 2024 Q1 2024
Jackson Hole Capital Partners, LLC

BUY
 -
535
+ 2.62%
$91.5K - $99.9K
20.9K $3.94M
May 13, 2024 Q1 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
517
+ 7.12%
$88.5K - $96.6K
7.78K $1.46M
Apr 19, 2024 Q1 2024
Kovack Advisors, Inc.

BUY
 -
513
+ 44.3%
$87.8K - $95.8K
1.67K $314K
May 03, 2024 Q1 2024
Southern Capital Advisors, LLC

BUY
 -
509
+ 3.66%
$87.1K - $95.1K
14.4K $2.71M
May 07, 2024 Q1 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
508
+ 16933.33%
$86.9K - $94.9K
511 $96.2K
May 09, 2024 Q1 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
508
+ 11.02%
$86.9K - $94.9K
5.12K $963K
Apr 12, 2024 Q1 2024
Westend Capital Management, LLC

Sausalito, CA
BUY
 -
497
New
$85K - $92.8K
497 $93.5K
May 10, 2024 Q1 2024
Bank Ozk

BUY
 -
496
+ 21.47%
$84.9K - $92.7K
2.81K $528K
Apr 24, 2024 Q1 2024
Dakota Wealth Management

BUY
 -
476
+ 27.23%
$81.4K - $88.9K
2.22K $418K
May 01, 2024 Q1 2024
Kfa Private Wealth Group, LLC

BUY
 -
476
+ 0.84%
$81.4K - $88.9K
57.1K $10.7M
May 15, 2024 Q1 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
475
+ 10.84%
$81.3K - $88.7K
4.86K $914K

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