Purchases and Sales Made in Q2 2024 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q2 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
Aug 14, 2024 Q2 2024
Kovitz Investment Group Partners, LLC

BUY
 -
474K
+ 16264.13%
$83.7M - $88.5M
477K $98.3M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
420K
+ 3.51%
$74.2M - $78.4M
12.4M $2.55B
Aug 06, 2024 Q2 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
355K
+ 618.43%
$62.6M - $66.2M
412K $84.9M
Aug 06, 2024 Q2 2024
Koss Olinger Consulting, LLC

BUY
 -
307K
New
$54.2M - $57.3M
307K $63.3M
Aug 14, 2024 Q2 2024
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
277K
+ 43.22%
$48.9M - $51.7M
918K $189M
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
262K
+ 169.08%
$46.3M - $48.9M
417K $85.9M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
200K
+ 4.94%
$35.4M - $37.4M
4.26M $878M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
188K
+ 1.54%
$33.2M - $35.1M
12.4M $2.56B
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
188K
+ 1.54%
$33.2M - $35.1M
12.4M $2.56B
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
165K
+ 2.19%
$29.1M - $30.8M
7.68M $1.58B
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
110K
+ 33.48%
$19.5M - $20.6M
440K $90.6M
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
104K
+ 5.98%
$18.3M - $19.3M
1.84M $379M
Aug 14, 2024 Q2 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
102K
New
$18M - $19.1M
102K $21.1M
Aug 09, 2024 Q2 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
99.3K
New
$17.5M - $18.5M
99.3K $20.5M
Aug 13, 2024 Q2 2024
Alera Investment Advisors, LLC

BUY
 -
97.6K
+ 168.69%
$17.2M - $18.2M
155K $32.1M
Aug 28, 2024 Q2 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
94.6K
New
$16.7M - $17.7M
94.6K $19.5M
Aug 13, 2024 Q2 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
79.3K
+ 41.88%
$14M - $14.8M
269K $55.4M
Aug 14, 2024 Q2 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
79K
+ 1058.42%
$13.9M - $14.7M
86.4K $17.8M
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
71.3K
+ 168.11%
$12.6M - $13.3M
114K $23.4M
Aug 08, 2024 Q2 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
56.4K
+ 585.05%
$9.95M - $10.5M
66K $13.6M
Sep 26, 2024 Q2 2024
Alternative Investment Advisors, Llc.

Maitland, FL
BUY
 -
55.5K
New
$9.8M - $10.4M
55.5K $11.4M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
54.6K
+ 21.82%
$9.64M - $10.2M
305K $62.8M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
51K
+ 4.01%
$9.01M - $9.53M
1.32M $273M
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
50.1K
+ 13.98%
$8.85M - $9.36M
409K $84.3M
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
47.1K
+ 3.42%
$8.31M - $8.79M
1.42M $294M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
40.4K
+ 5.17%
$7.13M - $7.54M
821K $169M
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
38.4K
+ 56.7%
$6.78M - $7.17M
106K $21.9M
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
36.3K
+ 23.08%
$6.4M - $6.77M
193K $39.9M
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
34.5K
+ 1857.48%
$6.09M - $6.44M
36.4K $7.5M
Aug 14, 2024 Q2 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
31.4K
+ 12.17%
$5.54M - $5.86M
289K $59.6M
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
30K
+ 1654.66%
$5.3M - $5.61M
31.8K $6.57M
Aug 14, 2024 Q2 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
29.9K
+ 5.02%
$5.28M - $5.58M
625K $129M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
29.6K
+ 5.37%
$5.22M - $5.52M
581K $120M
Aug 13, 2024 Q2 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
29.5K
New
$5.2M - $5.5M
29.5K $6.08M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
27.3K
New
$4.83M - $5.1M
27.3K $5.63M
Aug 06, 2024 Q2 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
25.5K
New
$4.51M - $4.77M
25.5K $5.26M
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
24.9K
New
$4.4M - $4.65M
24.9K $5.14M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
24.5K
+ 0.7%
$4.32M - $4.57M
3.53M $728M
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
23.7K
+ 47486.0%
$4.19M - $4.43M
23.8K $4.91M
Aug 07, 2024 Q2 2024
Chris Davis Davis Selected Advisers | Tucson, Az
BUY
 -
23.7K
New
$4.18M - $4.42M
23.7K $4.88M
Jul 18, 2024 Q2 2024
Miracle Mile Advisors, LLC

BUY
 -
23.3K
+ 3.71%
$4.12M - $4.36M
652K $134M
Aug 07, 2024 Q2 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
23.3K
+ 582.98%
$4.12M - $4.35M
27.3K $5.63M
Jul 24, 2024 Q2 2024
Jb Capital LLC

BUY
 -
22.3K
+ 7.92%
$3.93M - $4.16M
303K $62.5M
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
22.2K
+ 5.44%
$3.91M - $4.14M
429K $88.5M
Aug 07, 2024 Q2 2024
Anson Capital, Inc.

BUY
 -
21.7K
New
$3.83M - $4.05M
21.7K $4.47M
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
21.5K
+ 47.51%
$3.8M - $4.02M
66.9K $13.8M
Jul 16, 2024 Q2 2024
Maia Wealth LLC

Denver, CO
BUY
 -
21.1K
New
$3.72M - $3.93M
21.1K $4.35M
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
21K
+ 1.37%
$3.71M - $3.93M
1.56M $322M
Aug 13, 2024 Q2 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
20.6K
New
$3.64M - $3.85M
20.6K $4.25M

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