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
Apr 29, 2024 Q1 2024
Pb Mares Wealth Management LLC

BUY
 -
2
+ 0.14%
$342 - $374
1.48K $305K
May 01, 2024 Q1 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
2
+ 0.08%
$342 - $374
2.59K $534K
May 14, 2024 Q1 2024
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
2
+ 0.16%
$342 - $374
1.23K $253K
May 15, 2024 Q1 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2
+ 0.0%
$342 - $374
41.2K $8.5M
Aug 08, 2024 Q1 2024
Syntrinsic LLC

Denver, CO
BUY
 -
2
+ 0.46%
$342 - $374
433 $89.3K
Apr 09, 2024 Q1 2024
Rise Advisors, LLC

BUY
 -
1
+ 0.4%
$171 - $187
249 $51.3K
Apr 17, 2024 Q1 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
1
+ 0.07%
$171 - $187
1.35K $277K
Apr 23, 2024 Q1 2024
Sage Mountain Advisors LLC

BUY
 -
1
+ 0.26%
$171 - $187
382 $78.8K
Apr 25, 2024 Q1 2024
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1
+ 0.01%
$171 - $187
9.1K $1.88M
Apr 29, 2024 Q1 2024
Onyx Bridge Wealth Group LLC

BUY
 -
1
+ 0.05%
$171 - $187
1.86K $384K
May 08, 2024 Q1 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.1%
$171 - $187
996 $205K
May 09, 2024 Q1 2024
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
1
+ 0.45%
$171 - $187
225 $46.4K
May 13, 2024 Q1 2024
Ellevest, Inc.

BUY
 -
1
+ 0.04%
$171 - $187
2.53K $521K
May 15, 2024 Q1 2024
Hoyle Cohen, LLC

BUY
 -
1
+ 0.02%
$171 - $187
4.3K $886K
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
1
+ 0.33%
$171 - $187
301 $62.1K
May 15, 2024 Q1 2024
Xml Financial, LLC

BUY
 -
1
+ 0.08%
$171 - $187
1.31K $269K
Apr 09, 2024 Q1 2024
Massmutual Trust CO Fsb

BUY
 -
0
New
$0 - $0
0 $0
May 17, 2024 Q1 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
0
New
$0 - $0
0 $0
Apr 02, 2024 Q1 2024
St Germain D J CO Inc

Springfield, MA
SELL
 -
-1
- 0.2%
$171 - $187
501 $103K
Apr 15, 2024 Q1 2024
Courage Miller Partners, LLC

SELL
 -
-1
- 0.06%
$171 - $187
1.57K $323K
Apr 15, 2024 Q1 2024
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-1
- 0.03%
$171 - $187
3.08K $635K
Apr 25, 2024 Q1 2024
Armor Investment Advisors, LLC

SELL
 -
-1
Closed
$171 - $187
0 $0
May 15, 2024 Q1 2024
Aspen Grove Capital, LLC

Avon, CO
SELL
 -
-1
- 0.06%
$171 - $187
1.6K $330K
Apr 19, 2024 Q1 2024
Trust Point Inc.

La Crosse, WI
SELL
 -
-2
- -0.0%
$342 - $374
71.6K $14.8M
Apr 17, 2024 Q1 2024
Iron Horse Wealth Management, LLC

SELL
 -
-3
- 13.04%
$513 - $560
20 $4.12K
Apr 16, 2024 Q1 2024
Patriot Investment Management Inc.

SELL
 -
-4
- 0.04%
$684 - $747
9.26K $1.91M
May 03, 2024 Q1 2024
9258 Wealth Management, LLC

SELL
 -
-6
- 0.08%
$1.03K - $1.12K
7.29K $1.5M
May 03, 2024 Q1 2024
Glassman Wealth Services

SELL
 -
-6
- 0.13%
$1.03K - $1.12K
4.48K $923K
May 06, 2024 Q1 2024
Millington Financial Advisors, LLC

Naperville, IL
SELL
 -
-7
- 0.35%
$1.2K - $1.31K
1.99K $411K
May 07, 2024 Q1 2024
Bernardo Wealth Planning LLC

SELL
 -
-7
- 0.07%
$1.2K - $1.31K
9.44K $1.95M
Apr 24, 2024 Q1 2024
Newbridge Financial Services Group, Inc.

SELL
 -
-9
- 12.33%
$1.54K - $1.68K
64 $13.2K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-10
- 0.56%
$1.71K - $1.87K
1.79K $368K
Apr 22, 2024 Q1 2024
Sapient Capital LLC

Indianapolis, IN
SELL
 -
-10
- 0.03%
$1.71K - $1.87K
30.1K $6.21M
Apr 24, 2024 Q1 2024
Country Club Bank

SELL
 -
-10
- 0.18%
$1.71K - $1.87K
5.55K $1.15M
Apr 26, 2024 Q1 2024
Highview Capital Management LLC

SELL
 -
-10
- 0.21%
$1.71K - $1.87K
4.8K $990K
May 08, 2024 Q1 2024
Seven Mile Advisory

Ewing, NJ
SELL
 -
-10
- 0.32%
$1.71K - $1.87K
3.15K $650K
May 15, 2024 Q1 2024
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
SELL
 -
-13
- 13.0%
$2.22K - $2.43K
87 $17.9K
Apr 30, 2024 Q1 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
SELL
 -
-14
- 0.17%
$2.4K - $2.62K
8.15K $1.68M
May 01, 2024 Q1 2024
Mitchell Mcleod Pugh & Williams Inc

SELL
 -
-14
- 0.8%
$2.4K - $2.62K
1.73K $357K
Apr 25, 2024 Q1 2024
Capital Investment Advisory Services, LLC

SELL
 -
-15
- 0.6%
$2.57K - $2.8K
2.49K $513K
Aug 14, 2024 Q1 2024
Blankinship & Foster, LLC

Solana Beach, CA
SELL
 -
-18
- 0.39%
$3.08K - $3.36K
4.65K $958K
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-20
- 15.15%
$3.42K - $3.74K
112 $23.1K
Oct 07, 2024 Q1 2024
Smartleaf Asset Management LLC

Boston, MA
SELL
 -
-20
- 0.54%
$3.42K - $3.74K
3.71K $766K
Apr 24, 2024 Q1 2024
Zhang Financial LLC

SELL
 -
-22
- 0.5%
$3.76K - $4.11K
4.41K $909K
May 06, 2024 Q1 2024
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-23
- 0.07%
$3.94K - $4.3K
30.8K $6.35M
May 14, 2024 Q1 2024
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-23
- 1.14%
$3.94K - $4.3K
1.99K $410K
May 03, 2024 Q1 2024
Smithbridge Asset Management Inc

SELL
 -
-25
- 0.37%
$4.28K - $4.67K
6.73K $1.39M
May 14, 2024 Q1 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
SELL
 -
-26
- 0.12%
$4.45K - $4.86K
21.2K $4.37M
Apr 25, 2024 Q1 2024
Center For Asset Management LLC

SELL
 -
-28
- 1.31%
$4.79K - $5.23K
2.11K $435K

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