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 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-89- 0.31% |
$15.7K - $16.6K
|
28.4K
$5.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-90- 2.54% |
$15.9K - $16.8K
|
3.45K
$612K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-91- 0.37% |
$16.1K - $17K
|
24.2K
$4.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-95- 2.08% |
$16.8K - $17.7K
|
4.47K
$793K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-95- 5.17% |
$16.8K - $17.7K
|
1.74K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-96- 0.7% |
$17K - $17.9K
|
13.6K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-100- 1.97% |
$17.7K - $18.7K
|
4.97K
$882K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 3.44% |
$17.7K - $18.7K
|
2.81K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-101- 0.62% |
$17.8K - $18.9K
|
16.3K
$2.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-102- 1.85% |
$18K - $19K
|
5.41K
$960K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-104- 5.19% |
$18.4K - $19.4K
|
1.9K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-109- 0.44% |
$19.2K - $20.4K
|
24.8K
$4.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-110- 1.21% |
$19.4K - $20.5K
|
8.95K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-111- 4.63% |
$19.6K - $20.7K
|
2.29K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-114- 1.38% |
$20.1K - $21.3K
|
8.15K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-117- 2.08% |
$20.7K - $21.8K
|
5.5K
$975K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-119- 0.09% |
$21K - $22.2K
|
133K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-119- 0.18% |
$21K - $22.2K
|
67.4K
$11.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-121- 1.71% |
$21.4K - $22.6K
|
6.97K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-124- 3.72% |
$21.9K - $23.2K
|
3.21K
$570K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-125- 0.42% |
$22.1K - $23.3K
|
29.5K
$5.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-128- 6.07% |
$22.6K - $23.9K
|
1.98K
$351K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-135- 7.96% |
$23.8K - $25.2K
|
1.56K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-135- 1.61% |
$23.8K - $25.2K
|
8.25K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-141- 6.92% |
$24.9K - $26.3K
|
1.9K
$336K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-151- 1.29% |
$26.7K - $28.2K
|
11.6K
$2.05M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-151- 1.29% |
$26.7K - $28.2K
|
11.6K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-154- 1.19% |
$27.2K - $28.8K
|
12.8K
$2.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-155- 1.39% |
$27.4K - $28.9K
|
11K
$1.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-155- 23.07% |
$27.4K - $28.9K
|
517
$91.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-156- 76.1% |
$27.5K - $29.1K
|
49
$8.69K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-162- 5.77% |
$28.6K - $30.2K
|
2.64K
$469K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-164- 4.17% |
$29K - $30.6K
|
3.77K
$669K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-174- 50.14% |
$30.7K - $32.5K
|
173
$30.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-174- 3.35% |
$30.7K - $32.5K
|
5.02K
$890K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-175- 5.24% |
$30.9K - $32.7K
|
3.16K
$561K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-175- 9.69% |
$30.9K - $32.7K
|
1.63K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-177- 2.69% |
$31.3K - $33K
|
6.39K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-178- 0.2% |
$31.4K - $33.2K
|
90.4K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-178- 0.85% |
$31.4K - $33.2K
|
20.7K
$3.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-179- 1.11% |
$31.6K - $33.4K
|
16K
$2.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-180- 10.67% |
$31.8K - $33.6K
|
1.51K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-181- 7.46% |
$32K - $33.8K
|
2.25K
$398K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-187- 0.41% |
$33K - $34.9K
|
45.2K
$8.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-192- 2.58% |
$33.9K - $35.8K
|
7.25K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-193- 46.62% |
$34.1K - $36K
|
221
$39.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-194- 0.46% |
$34.3K - $36.2K
|
41.9K
$7.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-194- 0.49% |
$34.3K - $36.2K
|
39.6K
$7.02M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-194- 25.23% |
$34.3K - $36.2K
|
575
$102K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 3.11% |
$34.4K - $36.4K
|
6.07K
$1.08M
|