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 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.4K+ 46.48% |
$2.46M - $2.69M
|
45.3K
$8.64M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
14.3KNew |
$2.45M - $2.68M
|
14.3K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
13.8KNew |
$2.36M - $2.57M
|
13.8K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.6K+ 55.81% |
$2.33M - $2.54M
|
38K
$7.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.4K+ 6677.0% |
$2.28M - $2.49M
|
13.6K
$2.58M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.3K+ 44.82% |
$2.28M - $2.49M
|
43K
$8.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
13.3KNew |
$2.27M - $2.48M
|
13.3K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13KNew |
$2.23M - $2.43M
|
13K
$2.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.9KNew |
$2.21M - $2.42M
|
12.9K
$2.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
12.8K+ 8.87% |
$2.2M - $2.4M
|
158K
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
12.8KNew |
$2.18M - $2.38M
|
12.8K
$2.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
12.7K+ 27.85% |
$2.18M - $2.38M
|
58.4K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
12.6KNew |
$2.16M - $2.35M
|
12.6K
$2.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.1K+ 51.41% |
$2.08M - $2.27M
|
35.8K
$6.82M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
12.1K+ 20.54% |
$2.07M - $2.26M
|
71K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.8KNew |
$2.02M - $2.21M
|
11.8K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
11.7K+ 2.58% |
$1.99M - $2.18M
|
463K
$88.2M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.4KNew |
$1.96M - $2.14M
|
11.4K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.3K+ 47.9% |
$1.94M - $2.11M
|
35K
$6.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$1.93M - $2.11M
|
11.3K
$2.15M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 89.47% |
$1.93M - $2.1M
|
23.9K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
11.2KNew |
$1.92M - $2.1M
|
11.2K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 8.66% |
$1.85M - $2.02M
|
136K
$25.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 15.51% |
$1.84M - $2.01M
|
80K
$15.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
10.7K+ 5.04% |
$1.83M - $2M
|
223K
$42.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.5K+ 1174.36% |
$1.8M - $1.97M
|
11.4K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
10.4K+ 6.61% |
$1.78M - $1.94M
|
168K
$32M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.2KNew |
$1.75M - $1.91M
|
10.2K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.2KNew |
$1.74M - $1.9M
|
10.2K
$1.94M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.2K+ 27.8% |
$1.74M - $1.9M
|
46.8K
$8.92M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1KNew |
$1.72M - $1.88M
|
10.1K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.58KNew |
$1.64M - $1.79M
|
9.58K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.57K+ 26.69% |
$1.64M - $1.79M
|
45.4K
$8.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
9.28KNew |
$1.59M - $1.73M
|
9.28K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.18K+ 45.66% |
$1.57M - $1.71M
|
29.3K
$5.58M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9.15KNew |
$1.57M - $1.71M
|
9.15K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.14KNew |
$1.56M - $1.71M
|
9.14K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.12K+ 9.85% |
$1.56M - $1.7M
|
102K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.11KNew |
$1.56M - $1.7M
|
9.11K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.08K+ 197.84% |
$1.55M - $1.7M
|
13.7K
$2.61M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9.07K+ 9.66% |
$1.55M - $1.7M
|
103K
$19.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
8.79K+ 2.33% |
$1.5M - $1.64M
|
386K
$73.5M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.65KNew |
$1.48M - $1.61M
|
8.65K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.6K+ 282.8% |
$1.47M - $1.61M
|
11.6K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8.58KNew |
$1.47M - $1.6M
|
8.58K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.33K+ 720.24% |
$1.42M - $1.56M
|
9.48K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
8.25K+ 16.22% |
$1.41M - $1.54M
|
59.1K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.04KNew |
$1.38M - $1.5M
|
8.04K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8KNew |
$1.37M - $1.5M
|
8K
$1.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.84K+ 118.11% |
$1.34M - $1.46M
|
14.5K
$2.76M
|