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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-10.9K- 26.05% |
$1.86M - $2.03M
|
30.9K
$5.83M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11.3K- 7.62% |
$1.94M - $2.12M
|
137K
$25.9M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.5K- 33.27% |
$1.97M - $2.15M
|
23.1K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13K- 86.65% |
$2.22M - $2.42M
|
2K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13K- 50.3% |
$2.23M - $2.44M
|
12.9K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.3K- 49.77% |
$2.28M - $2.49M
|
13.5K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.7K- 3.19% |
$2.52M - $2.75M
|
447K
$84.3M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-15.6K- 88.59% |
$2.67M - $2.91M
|
2.01K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-15.6K- 38.54% |
$2.67M - $2.91M
|
24.9K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-16.1K- 21.79% |
$2.76M - $3.01M
|
57.9K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-16.6K- 7.36% |
$2.84M - $3.1M
|
209K
$39.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19.4K- 5.95% |
$3.33M - $3.63M
|
307K
$58M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20.1K- 13.09% |
$3.43M - $3.75M
|
133K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.1K- 15.19% |
$3.45M - $3.76M
|
112K
$21.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-21.4K- 4.74% |
$3.66M - $3.99M
|
430K
$81.1M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.3K- 25.57% |
$3.98M - $4.34M
|
67.7K
$12.8M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-24.5K- 45.86% |
$4.19M - $4.58M
|
28.9K
$5.46M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-25.3K- 95.61% |
$4.33M - $4.73M
|
1.16K
$219K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-27K- 82.01% |
$4.61M - $5.04M
|
5.92K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-29.1K- 6.97% |
$4.97M - $5.43M
|
388K
$73.2M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-29.2K- 68.22% |
$4.99M - $5.45M
|
13.6K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.2K- 17.92% |
$5M - $5.46M
|
134K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.6K- 0.65% |
$5.24M - $5.72M
|
4.65M
$878M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-31K- 10.73% |
$5.3M - $5.79M
|
258K
$48.7M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-31.4K- 24.85% |
$5.37M - $5.86M
|
94.9K
$17.9M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-31.9K- 5.79% |
$5.45M - $5.95M
|
518K
$97.9M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-32K- 82.04% |
$5.48M - $5.98M
|
7.01K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-33.9K- 34.58% |
$5.8M - $6.33M
|
64.1K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-37.7K- 16.59% |
$6.45M - $7.05M
|
190K
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-41.4K- 21.32% |
$7.09M - $7.74M
|
153K
$28.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-44.7K- 71.22% |
$7.65M - $8.36M
|
18.1K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-50.3K- 1.41% |
$8.6M - $9.39M
|
3.51M
$662M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51K- 3.86% |
$8.73M - $9.53M
|
1.27M
$240M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-51.7K- 31.22% |
$8.84M - $9.65M
|
114K
$21.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-52.1K- 9.2% |
$8.92M - $9.74M
|
515K
$97.1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54K- 0.71% |
$9.23M - $10.1M
|
7.51M
$1.42B
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-61.1K- 18.72% |
$10.5M - $11.4M
|
266K
$50.1M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-64.6K- 21.66% |
$11.1M - $12.1M
|
234K
$44.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-80.3K- 25.61% |
$13.7M - $15M
|
233K
$44M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-80.5K- 11.36% |
$13.8M - $15M
|
628K
$119M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-100K- 39.87% |
$17.1M - $18.7M
|
151K
$28.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-135K- 35.96% |
$23.2M - $25.3M
|
241K
$45.5M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-137K- 91.1% |
$23.5M - $25.6M
|
13.4K
$2.53M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-188K- 1.51% |
$32.1M - $35.1M
|
12.2M
$2.3B
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-286K- 32.44% |
$48.9M - $53.4M
|
595K
$112M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-286K- 96.89% |
$48.9M - $53.4M
|
9.16K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-330K- 36.95% |
$56.4M - $61.6M
|
562K
$106M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-345K- 34.95% |
$58.9M - $64.4M
|
641K
$121M
|