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 07, 2024 Q2 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
110
+ 2.2%
$19.4K - $20.5K
5.12K $908K
Jul 11, 2024 Q2 2024
Cra Financial Services, LLC

BUY
 -
109
+ 2.25%
$19.2K - $20.4K
4.95K $879K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
109
New
$19.2K - $20.4K
109 $19.3K
Aug 14, 2024 Q2 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
109
+ 2.71%
$19.2K - $20.4K
4.13K $733K
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
106
+ 1.07%
$18.7K - $19.8K
9.99K $1.77M
Aug 02, 2024 Q2 2024
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
106
+ 0.2%
$18.7K - $19.8K
52.1K $9.24M
Jul 23, 2024 Q2 2024
Macroview Investment Management LLC

BUY
 -
105
+ 7.28%
$18.5K - $19.6K
1.55K $275K
Aug 13, 2024 Q2 2024
Delta Investment Management, LLC

BUY
 -
105
+ 9.04%
$18.5K - $19.6K
1.27K $225K
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
101
+ 4.16%
$17.8K - $18.9K
2.53K $448K
Aug 07, 2024 Q2 2024
Stonebridge Financial Planning Group, LLC

BUY
 -
100
+ 1.2%
$17.7K - $18.7K
8.41K $1.49M
Aug 14, 2024 Q2 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
100
+ 2.41%
$17.7K - $18.7K
4.25K $755K
Aug 05, 2024 Q2 2024
Addison Advisors LLC

BUY
 -
93
+ 50.0%
$16.4K - $17.4K
279 $49.5K
Aug 13, 2024 Q2 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
93
+ 3.94%
$16.4K - $17.4K
2.45K $435K
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
92
+ 4.72%
$16.2K - $17.2K
2.04K $362K
Jul 24, 2024 Q2 2024
Mc Adam, LLC

BUY
 -
90
+ 7.4%
$15.9K - $16.8K
1.31K $232K
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
88
+ 3.36%
$15.5K - $16.4K
2.71K $480K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
88
+ 0.71%
$15.5K - $16.4K
12.4K $2.2M
Jul 17, 2024 Q2 2024
Tompkins Financial Corp

BUY
 -
87
+ 13.0%
$15.4K - $16.2K
756 $134K
Jul 17, 2024 Q2 2024
Gen Wealth Group, Inc.

BUY
 -
86
+ 0.58%
$15.2K - $16.1K
14.9K $2.64M
Aug 14, 2024 Q2 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
82
+ 3.48%
$14.5K - $15.3K
2.44K $433K
Jul 24, 2024 Q2 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
80
+ 2.2%
$14.1K - $14.9K
3.72K $661K
Jul 17, 2024 Q2 2024
Aurora Private Wealth, Inc.

BUY
 -
79
+ 3.43%
$13.9K - $14.7K
2.39K $423K
Jul 05, 2024 Q2 2024
Stokes Family Office, LLC

BUY
 -
78
+ 0.11%
$13.8K - $14.6K
72.2K $12.8M
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
76
+ 0.97%
$13.4K - $14.2K
7.89K $1.4M
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
75
+ 0.88%
$13.2K - $14K
8.59K $1.52M
Jul 31, 2024 Q2 2024
Ntv Asset Management LLC

BUY
 -
75
+ 3.83%
$13.2K - $14K
2.04K $361K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
75
+ 2.42%
$13.2K - $14K
3.17K $562K
Jul 19, 2024 Q2 2024
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
74
+ 2.73%
$13.1K - $13.8K
2.78K $494K
Jul 12, 2024 Q2 2024
Avondale Wealth Management

BUY
 -
72
+ 24.83%
$12.7K - $13.4K
362 $64.2K
Jul 22, 2024 Q2 2024
Ifg Advisors, LLC

BUY
 -
72
+ 3.49%
$12.7K - $13.4K
2.13K $378K
Jul 23, 2024 Q2 2024
American National Bank

BUY
 -
71
New
$12.5K - $13.3K
71 $12.6K
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
71
+ 2.45%
$12.5K - $13.3K
2.97K $528K
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
66
+ 9.98%
$11.7K - $12.3K
727 $129K
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
63
+ 2.2%
$11.1K - $11.8K
2.93K $520K
Jul 19, 2024 Q2 2024
Dakota Wealth Management

BUY
 -
63
+ 2.83%
$11.1K - $11.8K
2.29K $406K
Apr 08, 2025 Q2 2024
May Barnhard Investments LLC

Bethesda, MD
BUY
 -
63
+ 0.44%
$11.1K - $11.8K
14.4K $2.55M
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
61
+ 3.93%
$10.8K - $11.4K
1.62K $286K
Jul 31, 2024 Q2 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
59
+ 2.28%
$10.4K - $11K
2.65K $470K
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
58
+ 3.16%
$10.2K - $10.8K
1.9K $336K
Jul 30, 2024 Q2 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
57
+ 0.82%
$10.1K - $10.6K
7.03K $1.25M
Jul 31, 2024 Q2 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
57
+ 1.5%
$10.1K - $10.6K
3.85K $682K
Jul 29, 2024 Q2 2024
High Mark Wealth Management LLC

BUY
 -
56
+ 0.69%
$9.89K - $10.5K
8.21K $1.46M
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
55
+ 3.05%
$9.71K - $10.3K
1.86K $330K
Aug 01, 2024 Q2 2024
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
55
+ 0.67%
$9.71K - $10.3K
8.32K $1.48M
Aug 01, 2024 Q2 2024
Capital Square, LLC

BUY
 -
55
+ 1.28%
$9.71K - $10.3K
4.34K $770K
Jul 31, 2024 Q2 2024
Yousif Capital Management, LLC

BUY
 -
54
+ 2.55%
$9.54K - $10.1K
2.17K $385K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
52
+ 0.66%
$9.18K - $9.71K
7.97K $1.41M
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
50
New
$8.83K - $9.34K
50 $8.87K
Jul 22, 2024 Q2 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
50
+ 3.53%
$8.83K - $9.34K
1.47K $260K

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