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 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.45K+ 2.45% |
$248K - $271K
|
60.6K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 2406.67% |
$247K - $270K
|
1.5K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.43K+ 29.65% |
$244K - $266K
|
6.24K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.4KNew |
$240K - $262K
|
1.4K
$289K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.37K+ 29.02% |
$235K - $256K
|
6.1K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.37K+ 28.96% |
$234K - $256K
|
6.1K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.36K+ 20.03% |
$233K - $255K
|
8.17K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.35K+ 12.1% |
$232K - $253K
|
12.5K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.34K+ 26.56% |
$229K - $250K
|
6.39K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.34K+ 2.78% |
$228K - $249K
|
49.3K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.31KNew |
$223K - $244K
|
1.31K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.29KNew |
$221K - $241K
|
1.29K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.27K+ 1.65% |
$218K - $238K
|
78.4K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 104.52% |
$217K - $237K
|
2.49K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27KNew |
$217K - $237K
|
1.27K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.26K+ 2.48% |
$216K - $235K
|
52K
$10.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.25KNew |
$213K - $233K
|
1.25K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.25KNew |
$213K - $233K
|
1.25K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.23K+ 33.28% |
$210K - $229K
|
4.91K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 17.58% |
$209K - $228K
|
8.17K
$1.68M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.22K+ 10.97% |
$209K - $228K
|
12.3K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.22K+ 62.92% |
$209K - $228K
|
3.16K
$651K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.21KNew |
$207K - $226K
|
1.21K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.2KNew |
$206K - $225K
|
1.2K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.2KNew |
$206K - $225K
|
1.2K
$248K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.2K+ 97.64% |
$205K - $224K
|
2.43K
$500K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$204K - $223K
|
1.19K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.19KNew |
$204K - $222K
|
1.19K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.18KNew |
$203K - $221K
|
1.18K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.18KNew |
$202K - $221K
|
1.18K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 17.5% |
$199K - $217K
|
7.82K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.16KNew |
$199K - $217K
|
1.16K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.16KNew |
$198K - $217K
|
1.16K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.15KNew |
$197K - $215K
|
1.15K
$237K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
1.15KNew |
$197K - $215K
|
1.15K
$237K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.15K+ 2.03% |
$197K - $215K
|
57.9K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.15K+ 52.54% |
$196K - $214K
|
3.33K
$687K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.15KNew |
$196K - $214K
|
1.15K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.14KNew |
$195K - $213K
|
1.14K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$195K - $213K
|
1.14K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.14K+ 6.97% |
$194K - $212K
|
17.4K
$3.59M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.13K+ 12.89% |
$193K - $211K
|
9.89K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.12K+ 8.1% |
$191K - $209K
|
14.9K
$3.08M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.11K+ 1.58% |
$190K - $208K
|
71.4K
$14.7M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$190K - $208K
|
1.11K
$229K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.1K+ 41.55% |
$188K - $206K
|
3.75K
$773K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.1KNew |
$188K - $205K
|
1.1K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.09KNew |
$186K - $204K
|
1.09K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.09KNew |
$186K - $203K
|
1.09K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1.09KNew |
$186K - $203K
|
1.09K
$224K
|