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
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.68K- 91.52% |
$801K - $875K
|
434
$89.5K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.84K- 13.77% |
$829K - $905K
|
30.3K
$6.25M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.87K- 15.04% |
$833K - $910K
|
27.5K
$5.67M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-5.08K- 1.9% |
$869K - $949K
|
262K
$54M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-5.09K- 49.51% |
$872K - $952K
|
5.19K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.2K- 63.79% |
$889K - $971K
|
2.95K
$608K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.22K- 23.74% |
$893K - $975K
|
16.8K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.29K- 45.16% |
$905K - $988K
|
6.43K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 30.7% |
$925K - $1.01M
|
12.2K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-5.55K- 57.89% |
$950K - $1.04M
|
4.04K
$833K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-5.86K- 8.98% |
$1M - $1.09M
|
59.4K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.89K- 62.14% |
$1.01M - $1.1M
|
3.59K
$740K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.97K- 15.31% |
$1.02M - $1.12M
|
33.1K
$6.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.21K- 3.57% |
$1.06M - $1.16M
|
168K
$34.6M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.3K- 9.36% |
$1.08M - $1.18M
|
61K
$12.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.48K- 5.46% |
$1.11M - $1.21M
|
112K
$23.1M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-6.53K- 15.44% |
$1.12M - $1.22M
|
35.7K
$7.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.74K- 7.82% |
$1.15M - $1.26M
|
79.5K
$16.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.15K- 5.99% |
$1.22M - $1.34M
|
112K
$23.1M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-7.17K- 60.23% |
$1.23M - $1.34M
|
4.73K
$976K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-7.39K- 8.7% |
$1.26M - $1.38M
|
77.6K
$16M
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-7.53K- 1.86% |
$1.29M - $1.41M
|
397K
$81.9M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.02K- 82.36% |
$1.37M - $1.5M
|
1.72K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.08K- 6.35% |
$1.38M - $1.51M
|
119K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-8.21K- 78.69% |
$1.4M - $1.53M
|
2.22K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-8.87K- 5.06% |
$1.52M - $1.66M
|
166K
$34.3M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8.93K- 3.34% |
$1.53M - $1.67M
|
259K
$53.3M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.04K- 70.79% |
$1.55M - $1.69M
|
3.73K
$769K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.27K- 3.27% |
$1.59M - $1.73M
|
274K
$56.6M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.5K- 16.28% |
$1.62M - $1.77M
|
48.8K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.61K- 6.44% |
$1.64M - $1.8M
|
140K
$28.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-10K- 80.91% |
$1.72M - $1.88M
|
2.37K
$488K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.1K- 16.76% |
$1.73M - $1.89M
|
50.3K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 3.39% |
$1.74M - $1.9M
|
290K
$59.8M
|
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-10.5K- 35.34% |
$1.79M - $1.96M
|
19.2K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-10.9K- 26.05% |
$1.86M - $2.03M
|
30.9K
$6.37M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11.3K- 7.62% |
$1.94M - $2.12M
|
137K
$28.3M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.5K- 33.27% |
$1.97M - $2.15M
|
23.1K
$4.77M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13K- 86.65% |
$2.22M - $2.42M
|
2K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13K- 50.3% |
$2.23M - $2.44M
|
12.9K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.3K- 49.77% |
$2.28M - $2.49M
|
13.5K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.7K- 3.19% |
$2.52M - $2.75M
|
447K
$92.1M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-15.6K- 88.59% |
$2.67M - $2.91M
|
2.01K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-15.6K- 38.54% |
$2.67M - $2.91M
|
24.9K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-16.1K- 21.79% |
$2.76M - $3.01M
|
57.9K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-16.6K- 7.36% |
$2.84M - $3.1M
|
209K
$43.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19.4K- 5.95% |
$3.33M - $3.63M
|
307K
$63.3M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20.1K- 13.09% |
$3.43M - $3.75M
|
133K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.1K- 15.19% |
$3.45M - $3.76M
|
112K
$23.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-21.4K- 4.74% |
$3.66M - $3.99M
|
430K
$88.6M
|