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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
118+ 20.03% |
$20.8K - $22K
|
707
$135K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
114+ 9.48% |
$20.1K - $21.3K
|
1.32K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
110+ 2.2% |
$19.4K - $20.5K
|
5.12K
$975K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
109+ 2.25% |
$19.2K - $20.4K
|
4.95K
$944K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
109New |
$19.2K - $20.4K
|
109
$20.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
109+ 2.71% |
$19.2K - $20.4K
|
4.13K
$787K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
106+ 1.07% |
$18.7K - $19.8K
|
9.99K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
106+ 0.2% |
$18.7K - $19.8K
|
52.1K
$9.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
105+ 7.28% |
$18.5K - $19.6K
|
1.55K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
105+ 9.04% |
$18.5K - $19.6K
|
1.27K
$241K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
101+ 4.16% |
$17.8K - $18.9K
|
2.53K
$481K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 1.2% |
$17.7K - $18.7K
|
8.41K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
100+ 6.06% |
$17.7K - $18.7K
|
1.75K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 2.41% |
$17.7K - $18.7K
|
4.25K
$811K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
93+ 50.0% |
$16.4K - $17.4K
|
279
$53.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
93+ 3.94% |
$16.4K - $17.4K
|
2.45K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
92+ 4.72% |
$16.2K - $17.2K
|
2.04K
$389K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
90+ 7.4% |
$15.9K - $16.8K
|
1.31K
$249K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
88+ 3.36% |
$15.5K - $16.4K
|
2.71K
$516K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
88+ 0.71% |
$15.5K - $16.4K
|
12.4K
$2.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
87+ 13.0% |
$15.4K - $16.2K
|
756
$144K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
86+ 0.58% |
$15.2K - $16.1K
|
14.9K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
82+ 3.48% |
$14.5K - $15.3K
|
2.44K
$465K
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
80+ 2.2% |
$14.1K - $14.9K
|
3.72K
$710K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
79+ 3.43% |
$13.9K - $14.7K
|
2.39K
$455K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
78+ 0.11% |
$13.8K - $14.6K
|
72.2K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
76+ 0.97% |
$13.4K - $14.2K
|
7.89K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
75+ 0.88% |
$13.2K - $14K
|
8.59K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
75+ 3.83% |
$13.2K - $14K
|
2.04K
$388K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
75+ 2.42% |
$13.2K - $14K
|
3.17K
$604K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
74+ 2.73% |
$13.1K - $13.8K
|
2.78K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
72+ 24.83% |
$12.7K - $13.4K
|
362
$69K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
72+ 3.49% |
$12.7K - $13.4K
|
2.13K
$407K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
71New |
$12.5K - $13.3K
|
71
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
71+ 2.45% |
$12.5K - $13.3K
|
2.97K
$567K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 9.98% |
$11.7K - $12.3K
|
727
$139K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
63+ 2.2% |
$11.1K - $11.8K
|
2.93K
$559K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
63+ 2.83% |
$11.1K - $11.8K
|
2.29K
$436K
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
63+ 0.44% |
$11.1K - $11.8K
|
14.4K
$2.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
61+ 3.93% |
$10.8K - $11.4K
|
1.62K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
59+ 2.28% |
$10.4K - $11K
|
2.65K
$505K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
58+ 3.16% |
$10.2K - $10.8K
|
1.9K
$361K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
57+ 0.82% |
$10.1K - $10.6K
|
7.03K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57+ 1.5% |
$10.1K - $10.6K
|
3.85K
$733K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
56+ 0.69% |
$9.89K - $10.5K
|
8.21K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
55+ 3.05% |
$9.71K - $10.3K
|
1.86K
$355K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
55+ 0.67% |
$9.71K - $10.3K
|
8.32K
$1.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
55+ 1.28% |
$9.71K - $10.3K
|
4.34K
$827K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
54+ 2.55% |
$9.54K - $10.1K
|
2.17K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
52+ 0.66% |
$9.18K - $9.71K
|
7.97K
$1.52M
|