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 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
30+ 1.57% |
$5.13K - $5.6K
|
1.94K
$369K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 34.12% |
$4.96K - $5.42K
|
114
$21.7K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
27+ 4.37% |
$4.62K - $5.04K
|
645
$123K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
26+ 1.74% |
$4.45K - $4.86K
|
1.52K
$290K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
26+ 0.91% |
$4.45K - $4.86K
|
2.88K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
24+ 100.0% |
$4.11K - $4.48K
|
48
$9.15K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.19% |
$3.94K - $4.3K
|
12.2K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23+ 0.98% |
$3.94K - $4.3K
|
2.36K
$450K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23+ 0.34% |
$3.94K - $4.3K
|
6.82K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
20+ 27.78% |
$3.42K - $3.74K
|
92
$17.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18+ 0.55% |
$3.08K - $3.36K
|
3.3K
$630K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18+ 0.26% |
$3.08K - $3.36K
|
6.97K
$1.33M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$3.08K - $3.36K
|
18
$3.43K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 1.12% |
$2.91K - $3.18K
|
1.53K
$291K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17+ 0.08% |
$2.91K - $3.18K
|
22.2K
$4.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
16+ 0.45% |
$2.74K - $2.99K
|
3.6K
$686K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.45% |
$2.57K - $2.8K
|
3.36K
$641K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15+ 1.01% |
$2.57K - $2.8K
|
1.5K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
14+ 1.96% |
$2.4K - $2.62K
|
728
$139K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$2.4K - $2.62K
|
14
$2.67K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 0.44% |
$2.4K - $2.62K
|
3.21K
$612K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.4% |
$2.4K - $2.62K
|
3.5K
$667K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
13+ 0.41% |
$2.22K - $2.43K
|
3.21K
$612K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$2.05K - $2.24K
|
4.68K
$892K
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
12+ 0.57% |
$2.05K - $2.24K
|
2.12K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11+ 0.35% |
$1.88K - $2.05K
|
3.19K
$608K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10+ 0.2% |
$1.71K - $1.87K
|
5.01K
$954K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.93% |
$1.54K - $1.68K
|
974
$186K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.54K - $1.68K
|
3.02K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9+ 0.09% |
$1.54K - $1.68K
|
10.1K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 1.91% |
$1.54K - $1.68K
|
481
$91.7K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
9+ 0.35% |
$1.54K - $1.68K
|
2.58K
$493K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.12% |
$1.37K - $1.49K
|
6.96K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.45% |
$1.37K - $1.49K
|
1.77K
$337K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.44% |
$1.37K - $1.49K
|
1.82K
$347K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
8+ 0.44% |
$1.37K - $1.49K
|
1.81K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7+ 0.5% |
$1.2K - $1.31K
|
1.41K
$269K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.45% |
$1.2K - $1.31K
|
1.57K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.47% |
$1.2K - $1.31K
|
1.51K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
7+ 0.17% |
$1.2K - $1.31K
|
4.15K
$792K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5+ 0.32% |
$855 - $934
|
1.55K
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.18% |
$855 - $934
|
2.83K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5+ 0.23% |
$855 - $934
|
2.18K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5+ 0.31% |
$855 - $934
|
1.59K
$304K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$684 - $747
|
41.6K
$7.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.02% |
$684 - $747
|
24.2K
$4.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
4+ 4.88% |
$684 - $747
|
86
$16.4K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 0.04% |
$684 - $747
|
9.91K
$1.89M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
4+ 0.06% |
$684 - $747
|
6.38K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4+ 0.82% |
$684 - $747
|
491
$93.6K
|