Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7+ 0.45% |
$1.24K - $1.31K
|
1.56K
$306K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
7+ 0.01% |
$1.24K - $1.31K
|
64.1K
$12.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
7+ 0.33% |
$1.24K - $1.31K
|
2.12K
$415K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 1.0% |
$1.24K - $1.31K
|
708
$139K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.45% |
$1.24K - $1.31K
|
1.57K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.46% |
$1.24K - $1.31K
|
1.52K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.34% |
$1.24K - $1.31K
|
2.09K
$411K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.08% |
$1.06K - $1.12K
|
7.3K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.43% |
$1.06K - $1.12K
|
1.42K
$278K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
6+ 0.34% |
$1.06K - $1.12K
|
1.76K
$344K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.4% |
$1.06K - $1.12K
|
1.5K
$293K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.28% |
$1.06K - $1.12K
|
2.19K
$429K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.26% |
$883 - $934
|
1.93K
$378K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.41% |
$706 - $747
|
978
$192K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.13% |
$706 - $747
|
3.08K
$605K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.12% |
$706 - $747
|
3.21K
$630K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4New |
$706 - $747
|
4
$785
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.56% |
$706 - $747
|
715
$140K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.25% |
$706 - $747
|
1.6K
$314K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4+ 0.81% |
$706 - $747
|
495
$97.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.32% |
$706 - $747
|
1.26K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
4+ 0.33% |
$706 - $747
|
1.2K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.31% |
$706 - $747
|
1.28K
$252K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3+ 0.05% |
$530 - $560
|
5.97K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.05% |
$530 - $560
|
5.57K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.2% |
$530 - $560
|
1.48K
$291K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
3+ 0.69% |
$530 - $560
|
436
$85.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$530 - $560
|
3
$589
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.03% |
$530 - $560
|
11.5K
$2.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2+ 0.01% |
$353 - $373
|
22.2K
$4.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$353 - $373
|
10.7K
$2.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2+ 0.11% |
$353 - $373
|
1.83K
$359K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.42% |
$353 - $373
|
474
$93K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.04% |
$353 - $373
|
5.06K
$992K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$177 - $187
|
250
$49K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$177 - $187
|
4.47K
$877K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$177 - $187
|
1.19K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.14% |
$177 - $187
|
729
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$177 - $187
|
2.03K
$398K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.7% |
$177 - $187
|
144
$28.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.03% |
$177 - $187
|
3.3K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$177 - $187
|
2.73K
$536K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1- 0.01% |
$177 - $187
|
8.44K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1- 0.03% |
$177 - $187
|
3.19K
$625K
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1- 0.03% |
$177 - $187
|
3.2K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1- 0.06% |
$177 - $187
|
1.59K
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-2- 0.12% |
$353 - $373
|
1.7K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2- 0.1% |
$353 - $373
|
2K
$393K
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-3- 0.02% |
$530 - $560
|
17.4K
$3.4M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-4- 0.06% |
$706 - $747
|
6.59K
$1.29M
|