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 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.41KNew |
$412K - $450K
|
2.41K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.4K+ 13.43% |
$411K - $449K
|
20.3K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.36KNew |
$403K - $440K
|
2.36K
$486K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.36KNew |
$403K - $440K
|
2.36K
$486K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.31K+ 77.01% |
$395K - $432K
|
5.31K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.29K+ 2.5% |
$392K - $428K
|
93.8K
$19.3M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.22K+ 5.06% |
$380K - $415K
|
46.2K
$9.52M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 338.52% |
$376K - $410K
|
2.85K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$373K - $407K
|
2.18K
$450K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.12KNew |
$363K - $396K
|
2.12K
$437K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.12KNew |
$362K - $395K
|
2.12K
$436K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.11KNew |
$360K - $394K
|
2.11K
$434K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.09K+ 11.63% |
$358K - $391K
|
20.1K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.09K+ 7.18% |
$358K - $391K
|
31.2K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.04K+ 93.7% |
$349K - $381K
|
4.22K
$869K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.04KNew |
$349K - $381K
|
2.04K
$420K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 663.28% |
$346K - $378K
|
2.33K
$480K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
2KNew |
$342K - $373K
|
2K
$412K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.99KNew |
$341K - $372K
|
1.99K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.94KNew |
$332K - $362K
|
1.94K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.89K+ 73.41% |
$324K - $354K
|
4.47K
$922K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.86KNew |
$318K - $347K
|
1.86K
$383K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.84KNew |
$314K - $343K
|
1.84K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.84K+ 91750.0% |
$314K - $343K
|
1.84K
$379K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.83K+ 33.23% |
$313K - $341K
|
7.33K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.82KNew |
$311K - $339K
|
1.82K
$374K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.8K+ 2.9% |
$308K - $337K
|
63.9K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78K+ 46.13% |
$304K - $332K
|
5.62K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.75KNew |
$299K - $327K
|
1.75K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 52.67% |
$298K - $326K
|
5.06K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.73KNew |
$296K - $323K
|
1.73K
$357K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.71KNew |
$293K - $320K
|
1.71K
$353K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.66KNew |
$283K - $309K
|
1.66K
$341K
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.62KNew |
$278K - $303K
|
1.62K
$335K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.61K+ 202.0% |
$276K - $302K
|
2.41K
$497K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.61K+ 1.44% |
$275K - $301K
|
114K
$23.4M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.6KNew |
$274K - $300K
|
1.6K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.6KNew |
$274K - $299K
|
1.6K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.6KNew |
$273K - $298K
|
1.6K
$329K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.58KNew |
$271K - $296K
|
1.58K
$326K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.58K+ 14.02% |
$271K - $296K
|
12.9K
$2.65M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.57K+ 2.52% |
$268K - $293K
|
63.8K
$13.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.55KNew |
$266K - $290K
|
1.55K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.55KNew |
$265K - $290K
|
1.55K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 9.8% |
$264K - $289K
|
17.3K
$3.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54KNew |
$263K - $287K
|
1.54K
$317K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.51KNew |
$258K - $282K
|
1.51K
$311K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 1.08% |
$257K - $281K
|
141K
$29M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.5KNew |
$257K - $280K
|
1.5K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.5KNew |
$257K - $280K
|
1.5K
$309K
|