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 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
88+ 6.16% |
$15.1K - $16.4K
|
1.52K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
83+ 1.08% |
$14.2K - $15.5K
|
7.77K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
79+ 2.8% |
$13.5K - $14.8K
|
2.9K
$599K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
75+ 0.92% |
$12.8K - $14K
|
8.26K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
74+ 0.07% |
$12.7K - $13.8K
|
101K
$20.9M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
72+ 1.09% |
$12.3K - $13.5K
|
6.7K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
72+ 0.46% |
$12.3K - $13.5K
|
15.6K
$3.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70+ 1.47% |
$12K - $13.1K
|
4.84K
$997K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
70New |
$12K - $13.1K
|
70
$14.4K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
69+ 3.18% |
$11.8K - $12.9K
|
2.24K
$461K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 0.06% |
$11.6K - $12.7K
|
121K
$24.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
66+ 2.45% |
$11.3K - $12.3K
|
2.76K
$569K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
65+ 4.56% |
$11.1K - $12.1K
|
1.49K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
65+ 0.51% |
$11.1K - $12.1K
|
12.9K
$2.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
60+ 2.02% |
$10.3K - $11.2K
|
3.03K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
59+ 1.84% |
$10.1K - $11K
|
3.26K
$672K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
58+ 0.79% |
$9.92K - $10.8K
|
7.44K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
58+ 2.08% |
$9.92K - $10.8K
|
2.84K
$586K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
58+ 4.33% |
$9.92K - $10.8K
|
1.4K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
52+ 0.33% |
$8.9K - $9.71K
|
15.9K
$3.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51+ 3.22% |
$8.73K - $9.53K
|
1.64K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
51+ 2.62% |
$8.73K - $9.53K
|
2K
$411K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
50+ 8.08% |
$8.55K - $9.34K
|
669
$138K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 0.65% |
$8.55K - $9.34K
|
7.74K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
50+ 2.96% |
$8.55K - $9.34K
|
1.74K
$359K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
48+ 4.03% |
$8.21K - $8.97K
|
1.24K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
46+ 2.11% |
$7.87K - $8.59K
|
2.22K
$458K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.8% |
$7.36K - $8.03K
|
2.43K
$500K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
40+ 0.28% |
$6.84K - $7.47K
|
14.5K
$2.99M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
40+ 0.22% |
$6.84K - $7.47K
|
18.6K
$3.83M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38+ 1.42% |
$6.5K - $7.1K
|
2.71K
$559K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 5.57% |
$6.33K - $6.91K
|
701
$145K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36+ 0.43% |
$6.16K - $6.73K
|
8.38K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
36+ 0.21% |
$6.16K - $6.73K
|
16.8K
$3.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
35New |
$5.99K - $6.54K
|
35
$7.22K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33+ 30.0% |
$5.65K - $6.16K
|
143
$29.5K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32+ 0.87% |
$5.47K - $5.98K
|
3.71K
$766K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31+ 1.31% |
$5.3K - $5.79K
|
2.39K
$493K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
30+ 1.57% |
$5.13K - $5.6K
|
1.94K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 34.12% |
$4.96K - $5.42K
|
114
$23.5K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
27+ 4.37% |
$4.62K - $5.04K
|
645
$133K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
26+ 1.74% |
$4.45K - $4.86K
|
1.52K
$313K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
26+ 0.91% |
$4.45K - $4.86K
|
2.88K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
24+ 100.0% |
$4.11K - $4.48K
|
48
$9.9K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.19% |
$3.94K - $4.3K
|
12.2K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23+ 0.98% |
$3.94K - $4.3K
|
2.36K
$487K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23+ 0.34% |
$3.94K - $4.3K
|
6.82K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
20+ 27.78% |
$3.42K - $3.74K
|
92
$19K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18+ 0.55% |
$3.08K - $3.36K
|
3.3K
$681K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18+ 0.26% |
$3.08K - $3.36K
|
6.97K
$1.44M
|