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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.65M+ 177.24% |
$1.31B - $1.43B
|
12M
$2.47B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.07M+ 103.98% |
$354M - $386M
|
4.06M
$837M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.25M+ 20018.66% |
$214M - $234M
|
1.26M
$260M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.15M+ 503.84% |
$197M - $215M
|
1.38M
$284M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13M+ 410.1% |
$194M - $212M
|
1.41M
$291M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.04M+ 228.45% |
$178M - $194M
|
1.5M
$309M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
862K+ 5.09% |
$147M - $161M
|
17.8M
$3.66B
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
840K+ 1337.38% |
$144M - $157M
|
903K
$186M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
836K+ 7.35% |
$143M - $156M
|
12.2M
$2.52B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
836K+ 7.35% |
$143M - $156M
|
12.2M
$2.52B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
717K+ 10.11% |
$123M - $134M
|
7.81M
$1.61B
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
582K+ 504.96% |
$99.5M - $109M
|
697K
$144M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
476K+ 314.89% |
$81.4M - $88.9M
|
627K
$129M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
405K+ 19.65% |
$69.3M - $75.6M
|
2.47M
$508M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
285K+ 331.7% |
$48.8M - $53.3M
|
371K
$76.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
281KNew |
$48.1M - $52.5M
|
281K
$57.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
240K+ 267.98% |
$41M - $44.8M
|
329K
$67.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
229K+ 10.44% |
$39.2M - $42.8M
|
2.42M
$500M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
218K+ 665.1% |
$37.2M - $40.6M
|
250K
$51.6M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
189KNew |
$32.4M - $35.4M
|
189K
$39M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
155KNew |
$26.6M - $29M
|
155K
$32M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
146K+ 15.66% |
$25M - $27.3M
|
1.08M
$223M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
144K+ 9.09% |
$24.7M - $27M
|
1.73M
$357M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
139K+ 9.95% |
$23.8M - $26M
|
1.54M
$317M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
139KNew |
$23.7M - $25.9M
|
139K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136K+ 97.15% |
$23.3M - $25.5M
|
277K
$57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
127K+ 20.21% |
$21.8M - $23.8M
|
757K
$156M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
125K+ 17.06% |
$21.4M - $23.3M
|
857K
$177M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
121KNew |
$20.7M - $22.7M
|
121K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
120K+ 166.77% |
$20.6M - $22.5M
|
193K
$39.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 43.69% |
$19.6M - $21.4M
|
377K
$77.8M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
112KNew |
$19.2M - $21M
|
112K
$23.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
110KNew |
$18.8M - $20.6M
|
110K
$22.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
102K+ 43.63% |
$17.4M - $19M
|
335K
$69M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
98.8KNew |
$16.9M - $18.5M
|
98.8K
$20.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
97.6K+ 271.54% |
$16.7M - $18.2M
|
134K
$27.5M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
97.2K+ 15.25% |
$16.6M - $18.2M
|
735K
$152M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91.2K+ 35.15% |
$15.6M - $17M
|
351K
$72.3M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
81.2K+ 365.3% |
$13.9M - $15.2M
|
103K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
80.8KNew |
$13.8M - $15.1M
|
80.8K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
77.6KNew |
$13.3M - $14.5M
|
77.6K
$16M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
76.3KNew |
$13.1M - $14.3M
|
76.3K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
72.1KNew |
$12.3M - $13.5M
|
72.1K
$14.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
71KNew |
$12.1M - $13.3M
|
71K
$14.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
71K+ 149.45% |
$12.1M - $13.3M
|
118K
$24.4M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
70.9K+ 5961.43% |
$12.1M - $13.3M
|
72.1K
$14.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
70.5KNew |
$12.1M - $13.2M
|
70.5K
$14.5M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
69.7K+ 7.49% |
$11.9M - $13M
|
1M
$206M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
68.5KNew |
$11.7M - $12.8M
|
68.5K
$14.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
67.2KNew |
$11.5M - $12.5M
|
67.2K
$13.8M
|