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 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.08KNew |
$185K - $203K
|
1.08K
$223K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 4.86% |
$184K - $201K
|
23.2K
$4.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.06K+ 1.47% |
$181K - $197K
|
72.8K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.05K+ 4.24% |
$180K - $197K
|
25.9K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 16.46% |
$177K - $193K
|
7.3K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.01K+ 1.7% |
$173K - $189K
|
60.5K
$12.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
978+ 4.72% |
$167K - $183K
|
21.7K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
942+ 1.19% |
$161K - $176K
|
80.2K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
934+ 41.42% |
$160K - $174K
|
3.19K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
930+ 8.55% |
$159K - $174K
|
11.8K
$2.44M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
872New |
$149K - $163K
|
872
$180K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
850+ 334.65% |
$145K - $159K
|
1.1K
$228K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
830+ 5.11% |
$142K - $155K
|
17.1K
$3.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
821+ 27.49% |
$140K - $153K
|
3.81K
$785K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
787+ 67.61% |
$135K - $147K
|
1.95K
$402K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
786+ 32.31% |
$134K - $147K
|
3.22K
$664K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
772+ 13.0% |
$132K - $144K
|
6.71K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
770+ 3666.67% |
$132K - $144K
|
791
$163K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
748+ 1.12% |
$128K - $140K
|
67.8K
$14M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
727+ 4.04% |
$124K - $136K
|
18.7K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
725+ 16.74% |
$124K - $135K
|
5.06K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
711+ 32.29% |
$122K - $133K
|
2.91K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
694+ 1.79% |
$119K - $130K
|
39.5K
$8.14M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
692+ 10.75% |
$118K - $129K
|
7.13K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
673New |
$115K - $126K
|
673
$139K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
673+ 12.36% |
$115K - $126K
|
6.12K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
670+ 8.72% |
$115K - $125K
|
8.35K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
660New |
$113K - $123K
|
660
$136K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
655+ 26.87% |
$112K - $122K
|
3.09K
$638K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
637+ 2.29% |
$109K - $119K
|
28.5K
$5.87M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
596+ 41.36% |
$102K - $111K
|
2.04K
$420K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
590+ 2.47% |
$101K - $110K
|
24.5K
$5.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
589New |
$101K - $110K
|
589
$121K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
581+ 726.25% |
$99.4K - $109K
|
661
$136K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
571+ 24.12% |
$97.7K - $107K
|
2.94K
$606K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
561+ 1.03% |
$96K - $105K
|
55.2K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
539+ 6.4% |
$92.2K - $101K
|
8.96K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
537+ 13.24% |
$91.9K - $100K
|
4.59K
$947K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
535+ 2.62% |
$91.5K - $99.9K
|
20.9K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
517+ 7.12% |
$88.5K - $96.6K
|
7.78K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
513+ 44.3% |
$87.8K - $95.8K
|
1.67K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
509+ 3.66% |
$87.1K - $95.1K
|
14.4K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
508+ 16933.33% |
$86.9K - $94.9K
|
511
$105K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
508+ 11.02% |
$86.9K - $94.9K
|
5.12K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
497New |
$85K - $92.8K
|
497
$102K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
496+ 21.47% |
$84.9K - $92.7K
|
2.81K
$579K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
476+ 27.23% |
$81.4K - $88.9K
|
2.22K
$459K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
476+ 0.84% |
$81.4K - $88.9K
|
57.1K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
475+ 10.84% |
$81.3K - $88.7K
|
4.86K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
471+ 10.77% |
$80.6K - $88K
|
4.85K
$999K
|