Purchases and Sales Made in Q2 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 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
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 1.2% |
$17.7K - $18.7K
|
8.41K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
100+ 6.06% |
$17.7K - $18.7K
|
1.75K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 2.41% |
$17.7K - $18.7K
|
4.25K
$877K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
93+ 50.0% |
$16.4K - $17.4K
|
279
$57.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
93+ 3.94% |
$16.4K - $17.4K
|
2.45K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
92+ 4.72% |
$16.2K - $17.2K
|
2.04K
$421K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
90+ 7.4% |
$15.9K - $16.8K
|
1.31K
$269K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
88+ 3.36% |
$15.5K - $16.4K
|
2.71K
$558K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
88+ 0.71% |
$15.5K - $16.4K
|
12.4K
$2.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
87+ 13.0% |
$15.4K - $16.2K
|
756
$156K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
86+ 0.58% |
$15.2K - $16.1K
|
14.9K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
82+ 3.48% |
$14.5K - $15.3K
|
2.44K
$503K
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
80+ 2.2% |
$14.1K - $14.9K
|
3.72K
$768K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
79+ 3.43% |
$13.9K - $14.7K
|
2.39K
$492K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
78+ 0.11% |
$13.8K - $14.6K
|
72.2K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
76+ 0.97% |
$13.4K - $14.2K
|
7.89K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
75+ 0.88% |
$13.2K - $14K
|
8.59K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
75+ 3.83% |
$13.2K - $14K
|
2.04K
$420K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
75+ 2.42% |
$13.2K - $14K
|
3.17K
$653K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
74+ 2.73% |
$13.1K - $13.8K
|
2.78K
$574K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
72+ 24.83% |
$12.7K - $13.4K
|
362
$74.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
72+ 3.49% |
$12.7K - $13.4K
|
2.13K
$440K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
71New |
$12.5K - $13.3K
|
71
$14.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
71+ 2.45% |
$12.5K - $13.3K
|
2.97K
$613K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 9.98% |
$11.7K - $12.3K
|
727
$150K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
63+ 2.2% |
$11.1K - $11.8K
|
2.93K
$604K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
63+ 2.83% |
$11.1K - $11.8K
|
2.29K
$472K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
61+ 3.93% |
$10.8K - $11.4K
|
1.62K
$333K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
59+ 2.28% |
$10.4K - $11K
|
2.65K
$546K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
58+ 3.16% |
$10.2K - $10.8K
|
1.9K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
57+ 0.82% |
$10.1K - $10.6K
|
7.03K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57+ 1.5% |
$10.1K - $10.6K
|
3.85K
$793K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
56+ 0.69% |
$9.89K - $10.5K
|
8.21K
$1.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
55+ 3.05% |
$9.71K - $10.3K
|
1.86K
$383K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
55+ 0.67% |
$9.71K - $10.3K
|
8.32K
$1.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
55+ 1.28% |
$9.71K - $10.3K
|
4.34K
$895K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
54+ 2.55% |
$9.54K - $10.1K
|
2.17K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
52+ 0.66% |
$9.18K - $9.71K
|
7.97K
$1.64M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50New |
$8.83K - $9.34K
|
50
$10.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
50+ 3.53% |
$8.83K - $9.34K
|
1.47K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.64% |
$8.83K - $9.34K
|
7.83K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
48+ 0.47% |
$8.48K - $8.96K
|
10.3K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$8.48K - $8.96K
|
48
$9.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
47+ 3.37% |
$8.3K - $8.77K
|
1.44K
$298K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
47New |
$8.3K - $8.77K
|
47
$9.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
45+ 0.03% |
$7.95K - $8.4K
|
141K
$29.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
45+ 0.08% |
$7.95K - $8.4K
|
57.9K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45+ 7.23% |
$7.95K - $8.4K
|
667
$138K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
41+ 0.11% |
$7.24K - $7.65K
|
35.8K
$7.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
41+ 0.28% |
$7.24K - $7.65K
|
14.4K
$2.98M
|