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 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-97- 1.77% |
$16.6K - $18.1K
|
5.38K
$1.02M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-100- 7.03% |
$17.1K - $18.7K
|
1.32K
$250K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-100- 2.89% |
$17.1K - $18.7K
|
3.36K
$633K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-100- 5.11% |
$17.1K - $18.7K
|
1.86K
$351K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-100- 0.98% |
$17.1K - $18.7K
|
10.1K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-100- 50.0% |
$17.1K - $18.7K
|
100
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100- 1.19% |
$17.1K - $18.7K
|
8.31K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-101- 1.83% |
$17.3K - $18.9K
|
5.4K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-103- 1.23% |
$17.6K - $19.2K
|
8.26K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-104- 1.46% |
$17.8K - $19.4K
|
7.02K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-108- 1.57% |
$18.5K - $20.2K
|
6.79K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-109- 5.98% |
$18.6K - $20.4K
|
1.71K
$324K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-110- 4.6% |
$18.8K - $20.5K
|
2.28K
$431K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-115- 2.84% |
$19.7K - $21.5K
|
3.93K
$743K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-115- 1.84% |
$19.7K - $21.5K
|
6.12K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.73% |
$20K - $21.9K
|
15.9K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-118- 0.13% |
$20.2K - $22K
|
89.9K
$17M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-120- 1.19% |
$20.5K - $22.4K
|
9.96K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-121- 0.5% |
$20.7K - $22.6K
|
23.9K
$4.52M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-121- 4.6% |
$20.7K - $22.6K
|
2.51K
$474K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-129- 1.1% |
$22.1K - $24.1K
|
11.6K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-130- 1.0% |
$22.2K - $24.3K
|
12.8K
$2.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-131- 9.91% |
$22.4K - $24.5K
|
1.19K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-132- 5.35% |
$22.6K - $24.7K
|
2.33K
$440K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-133- 4.72% |
$22.8K - $24.8K
|
2.68K
$507K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-133- 5.67% |
$22.8K - $24.8K
|
2.21K
$417K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-134- 0.59% |
$22.9K - $25K
|
22.7K
$4.29M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-136- 1.89% |
$23.3K - $25.4K
|
7.07K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-137- 9.06% |
$23.4K - $25.6K
|
1.38K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-140- 4.04% |
$24K - $26.2K
|
3.33K
$628K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-150- 4.97% |
$25.7K - $28K
|
2.87K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-151- 0.63% |
$25.8K - $28.2K
|
23.9K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-151- 10.55% |
$25.8K - $28.2K
|
1.28K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-152- 6.18% |
$26K - $28.4K
|
2.31K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-154- 5.09% |
$26.3K - $28.8K
|
2.87K
$542K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-155- 8.08% |
$26.5K - $29K
|
1.76K
$333K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-155- 8.09% |
$26.5K - $29K
|
1.76K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-155- 1.68% |
$26.5K - $29K
|
9.06K
$1.71M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-156- 10.32% |
$26.7K - $29.1K
|
1.36K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-159- 64.63% |
$27.2K - $29.7K
|
87
$16.4K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-159- 7.26% |
$27.2K - $29.7K
|
2.03K
$383K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-159- 0.46% |
$27.2K - $29.7K
|
34.6K
$6.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-163- 3.24% |
$27.9K - $30.5K
|
4.87K
$920K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-165- 2.47% |
$28.2K - $30.8K
|
6.51K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-166- 2.67% |
$28.4K - $31K
|
6.06K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-171- 7.89% |
$29.3K - $31.9K
|
2K
$377K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-174- 0.7% |
$29.8K - $32.5K
|
24.7K
$4.67M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-174- 3.19% |
$29.8K - $32.5K
|
5.29K
$998K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-175- 10.7% |
$29.9K - $32.7K
|
1.46K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-175- 3.85% |
$29.9K - $32.7K
|
4.37K
$825K
|