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 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
40+ 1.83% |
$7.06K - $7.47K
|
2.22K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
40New |
$7.06K - $7.47K
|
40
$8.25K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
39+ 9.03% |
$6.89K - $7.28K
|
471
$97.1K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37New |
$6.53K - $6.91K
|
37
$7.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
36+ 1.88% |
$6.36K - $6.72K
|
1.95K
$403K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 0.05% |
$6.18K - $6.53K
|
70.4K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
35+ 0.24% |
$6.18K - $6.53K
|
14.4K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
32+ 0.23% |
$5.65K - $5.97K
|
13.7K
$2.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
30+ 0.94% |
$5.3K - $5.6K
|
3.23K
$666K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30New |
$5.3K - $5.6K
|
30
$6.19K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
30+ 0.08% |
$5.3K - $5.6K
|
39.6K
$8.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
30+ 0.1% |
$5.3K - $5.6K
|
30.8K
$6.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 3.21% |
$4.94K - $5.23K
|
900
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28+ 0.39% |
$4.94K - $5.23K
|
7.28K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
26+ 1.02% |
$4.59K - $4.85K
|
2.59K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
25+ 0.88% |
$4.41K - $4.67K
|
2.86K
$590K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 1.57% |
$4.24K - $4.48K
|
1.55K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.2% |
$4.24K - $4.48K
|
12.2K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23+ 0.11% |
$4.06K - $4.29K
|
21.2K
$4.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.12% |
$3.88K - $4.11K
|
17.7K
$3.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$3.71K - $3.92K
|
21
$4.33K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.01% |
$3.53K - $3.73K
|
193K
$39.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.21% |
$3.53K - $3.73K
|
9.52K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 0.54% |
$3.53K - $3.73K
|
3.73K
$770K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
17+ 0.47% |
$3K - $3.17K
|
3.62K
$746K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.45% |
$2.65K - $2.8K
|
3.38K
$696K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14+ 0.47% |
$2.47K - $2.61K
|
2.98K
$615K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13New |
$2.3K - $2.43K
|
13
$2.68K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
13New |
$2.3K - $2.43K
|
13
$2.68K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$2.12K - $2.24K
|
12.2K
$2.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12+ 0.16% |
$2.12K - $2.24K
|
7.45K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12+ 0.24% |
$2.12K - $2.24K
|
5.1K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
12+ 0.16% |
$2.12K - $2.24K
|
7.65K
$1.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11+ 0.12% |
$1.94K - $2.05K
|
9.45K
$1.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.36% |
$1.94K - $2.05K
|
3.03K
$624K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10+ 0.5% |
$1.77K - $1.87K
|
2K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.4% |
$1.77K - $1.87K
|
2.5K
$515K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
9+ 0.13% |
$1.59K - $1.68K
|
6.97K
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9+ 6.08% |
$1.59K - $1.68K
|
157
$32.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.49% |
$1.59K - $1.68K
|
1.83K
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.42% |
$1.59K - $1.68K
|
2.15K
$444K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
9+ 0.5% |
$1.59K - $1.68K
|
1.82K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.41K - $1.49K
|
5.78K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.45% |
$1.41K - $1.49K
|
1.78K
$366K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8+ 0.24% |
$1.41K - $1.49K
|
3.41K
$703K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7+ 0.45% |
$1.24K - $1.31K
|
1.56K
$322K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
7+ 0.01% |
$1.24K - $1.31K
|
64.1K
$13.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
7+ 0.33% |
$1.24K - $1.31K
|
2.12K
$436K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 1.0% |
$1.24K - $1.31K
|
708
$146K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.45% |
$1.24K - $1.31K
|
1.57K
$324K
|