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 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
27KNew |
$4.62M - $5.04M
|
27K
$5.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26.7K+ 296.3% |
$4.57M - $4.99M
|
35.7K
$7.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.8KNew |
$4.42M - $4.82M
|
25.8K
$5.32M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.8K+ 7.75% |
$4.41M - $4.82M
|
359K
$73.9M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.6KNew |
$4.38M - $4.78M
|
25.6K
$5.27M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
25.4KNew |
$4.34M - $4.74M
|
25.4K
$5.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.6K+ 21.04% |
$4.2M - $4.59M
|
141K
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.5K+ 4.66% |
$4.2M - $4.58M
|
551K
$114M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24KNew |
$4.11M - $4.49M
|
24K
$4.95M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
23.4K+ 506.49% |
$4.01M - $4.37M
|
28K
$5.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23KNew |
$3.94M - $4.3M
|
23K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
22.9K+ 28.24% |
$3.92M - $4.28M
|
104K
$21.4M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22.9K+ 98.73% |
$3.91M - $4.27M
|
46K
$9.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
22KNew |
$3.77M - $4.11M
|
22K
$4.54M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.8KNew |
$3.74M - $4.08M
|
21.8K
$4.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
21.2K+ 5.5% |
$3.64M - $3.97M
|
407K
$84M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21K+ 350.11% |
$3.59M - $3.92M
|
27K
$5.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
20.3KNew |
$3.47M - $3.79M
|
20.3K
$4.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.2K+ 200.29% |
$3.45M - $3.77M
|
30.2K
$6.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
20K+ 12.24% |
$3.43M - $3.74M
|
184K
$37.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
19.4K+ 6.46% |
$3.32M - $3.63M
|
320K
$66M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.4K+ 59.26% |
$3.32M - $3.62M
|
52.1K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19K+ 342.48% |
$3.25M - $3.55M
|
24.5K
$5.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
18.9KNew |
$3.23M - $3.52M
|
18.9K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.7K+ 78.73% |
$3.19M - $3.49M
|
42.4K
$8.74M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
18.6K+ 1369.14% |
$3.19M - $3.48M
|
20K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.6K+ 13.41% |
$3.18M - $3.47M
|
157K
$32.4M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.5K+ 94.54% |
$3.17M - $3.46M
|
38.1K
$7.86M
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
18.4K+ 9.87% |
$3.15M - $3.44M
|
205K
$42.3M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.3K+ 90.31% |
$3.13M - $3.42M
|
38.6K
$7.95M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
17.8KNew |
$3.05M - $3.33M
|
17.8K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.7K+ 15.23% |
$3.03M - $3.31M
|
134K
$27.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 104.9% |
$2.99M - $3.26M
|
34.1K
$7.03M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
16.4KNew |
$2.8M - $3.06M
|
16.4K
$3.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
16.1K+ 30.99% |
$2.75M - $3.01M
|
68K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
16K+ 808.48% |
$2.74M - $2.99M
|
18K
$3.71M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 2.42% |
$2.72M - $2.97M
|
672K
$139M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.7KNew |
$2.68M - $2.93M
|
15.7K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.6KNew |
$2.67M - $2.91M
|
15.6K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.5K+ 691.31% |
$2.65M - $2.9M
|
17.7K
$3.66M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
15.4K+ 375.95% |
$2.63M - $2.88M
|
19.5K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
15.1KNew |
$2.58M - $2.82M
|
15.1K
$3.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
15K+ 74.59% |
$2.57M - $2.8M
|
35.1K
$7.24M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
15K+ 9.5% |
$2.56M - $2.79M
|
172K
$35.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14.8KNew |
$2.53M - $2.76M
|
14.8K
$3.05M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
14.6KNew |
$2.5M - $2.73M
|
14.6K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
14.5K+ 24.51% |
$2.48M - $2.71M
|
73.7K
$15.2M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.4K+ 46.48% |
$2.46M - $2.69M
|
45.3K
$9.35M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
14.3KNew |
$2.45M - $2.68M
|
14.3K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
13.8KNew |
$2.36M - $2.57M
|
13.8K
$2.84M
|