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 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.75K+ 521.97% |
$1.33M - $1.45M
|
9.23K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.74K+ 48.29% |
$1.32M - $1.45M
|
23.8K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.7K+ 346.42% |
$1.32M - $1.44M
|
9.92K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.67K+ 113.94% |
$1.31M - $1.43M
|
14.4K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.45K+ 33.7% |
$1.27M - $1.39M
|
29.6K
$5.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.42K+ 122.59% |
$1.27M - $1.39M
|
13.5K
$2.57M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
7.41K+ 512.6% |
$1.27M - $1.38M
|
8.85K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
7.38KNew |
$1.26M - $1.38M
|
7.38K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.38KNew |
$1.26M - $1.38M
|
7.38K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.28K+ 541.41% |
$1.25M - $1.36M
|
8.63K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.22K+ 14.15% |
$1.24M - $1.35M
|
58.2K
$11.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.94K+ 9.15% |
$1.19M - $1.3M
|
82.8K
$15.8M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.86KNew |
$1.17M - $1.28M
|
6.86K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
6.82K+ 63.44% |
$1.17M - $1.27M
|
17.6K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.69KNew |
$1.14M - $1.25M
|
6.69K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.54KNew |
$1.12M - $1.22M
|
6.54K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.36K+ 326.9% |
$1.09M - $1.19M
|
8.3K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.23K+ 22.55% |
$1.07M - $1.16M
|
33.9K
$6.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.2K+ 77.72% |
$1.06M - $1.16M
|
14.2K
$2.7M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.15K+ 7.68% |
$1.05M - $1.15M
|
86.2K
$16.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.11K+ 29.89% |
$1.05M - $1.14M
|
26.6K
$5.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
5.82KNew |
$995K - $1.09M
|
5.82K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.81K+ 30.74% |
$994K - $1.09M
|
24.7K
$4.71M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.77K+ 136.36% |
$987K - $1.08M
|
10K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
5.75K+ 213.71% |
$984K - $1.07M
|
8.45K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.72K+ 260.92% |
$979K - $1.07M
|
7.92K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.34K+ 24.52% |
$913K - $997K
|
27.1K
$5.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.23KNew |
$895K - $977K
|
5.23K
$997K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.22KNew |
$893K - $975K
|
5.22K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.21KNew |
$892K - $973K
|
5.21K
$993K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.15K+ 672.72% |
$882K - $963K
|
5.92K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.14KNew |
$880K - $961K
|
5.14K
$980K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.14K+ 3.51% |
$879K - $960K
|
152K
$28.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.12K+ 13.64% |
$876K - $957K
|
42.7K
$8.13M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.06KNew |
$865K - $945K
|
5.06K
$964K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.04KNew |
$863K - $942K
|
5.04K
$961K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.02K+ 42.98% |
$859K - $938K
|
16.7K
$3.18M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
4.99K+ 26.12% |
$853K - $931K
|
24.1K
$4.59M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.98K+ 17.72% |
$851K - $930K
|
33.1K
$6.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.97K+ 339.48% |
$850K - $928K
|
6.43K
$1.23M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.86KNew |
$832K - $908K
|
4.86K
$927K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.84KNew |
$828K - $904K
|
4.84K
$922K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.8K+ 2.4% |
$822K - $897K
|
205K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.78K+ 2.18% |
$817K - $893K
|
224K
$42.6M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.72K+ 2405.61% |
$807K - $881K
|
4.91K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.7K+ 8.99% |
$804K - $878K
|
57K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.66K+ 1.77% |
$797K - $870K
|
268K
$51.1M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.62K+ 2.67% |
$791K - $863K
|
178K
$33.9M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.62K+ 4.48% |
$790K - $862K
|
108K
$20.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.58KNew |
$783K - $855K
|
4.58K
$873K
|