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 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 9.11% |
$255K - $270K
|
14.4K
$2.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.45K- 2.46% |
$255K - $270K
|
57.4K
$10.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.48K- 3.58% |
$261K - $276K
|
39.7K
$7.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.48K- 3.39% |
$261K - $276K
|
42.1K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 7.26% |
$262K - $277K
|
19K
$3.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.49K- 6.19% |
$263K - $278K
|
22.6K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.49K- 4.78% |
$263K - $278K
|
29.7K
$5.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 13.34% |
$266K - $281K
|
9.78K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.53K- 5.79% |
$269K - $285K
|
24.8K
$4.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.56K- 1.37% |
$275K - $291K
|
112K
$19.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 6.94% |
$279K - $295K
|
21.2K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-1.65K- 6.7% |
$292K - $308K
|
23K
$4.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.66K- 1.93% |
$293K - $310K
|
84.2K
$14.9M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.68K- 34.56% |
$296K - $313K
|
3.17K
$562K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.69K- 18.64% |
$298K - $315K
|
7.37K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.69K- 14.78% |
$298K - $316K
|
9.74K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.69K- 0.76% |
$299K - $316K
|
221K
$39.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.7K- 15.74% |
$300K - $318K
|
9.11K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.7K- 24.28% |
$301K - $318K
|
5.31K
$942K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.72K- 39.3% |
$303K - $321K
|
2.65K
$471K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.73K- 4.54% |
$305K - $322K
|
36.3K
$6.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.74K- 17.89% |
$307K - $325K
|
7.98K
$1.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 1.29% |
$310K - $327K
|
134K
$23.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.77K- 4.38% |
$313K - $330K
|
38.7K
$6.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.77K- 36.09% |
$313K - $331K
|
3.14K
$557K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.78K- 5.45% |
$315K - $333K
|
30.9K
$5.49M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.8K- 7.4% |
$317K - $335K
|
22.5K
$3.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.85K- 9.11% |
$326K - $344K
|
18.4K
$3.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.87K- 15.8% |
$329K - $348K
|
9.95K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-2.03K- 2.22% |
$359K - $379K
|
89.5K
$15.9M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.04K- 1.53% |
$360K - $381K
|
131K
$23.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.06K- 5.42% |
$363K - $384K
|
35.8K
$6.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.09K- 41.27% |
$369K - $390K
|
2.97K
$527K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.13K- 8.31% |
$376K - $398K
|
23.5K
$4.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.15K- 32.66% |
$379K - $401K
|
4.43K
$786K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.17K- 0.93% |
$382K - $404K
|
232K
$41.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.2K- 31.28% |
$388K - $411K
|
4.83K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.25K- 76.3% |
$397K - $420K
|
699
$124K
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.26K- 64.59% |
$399K - $422K
|
1.24K
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.26K- 1.89% |
$400K - $423K
|
118K
$20.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.29K- 22.89% |
$404K - $427K
|
7.71K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.31K- 4.05% |
$408K - $431K
|
54.7K
$9.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.32K- 2.07% |
$409K - $433K
|
110K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 5.88% |
$439K - $464K
|
39.8K
$7.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.55K- 3.05% |
$449K - $475K
|
80.9K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.62K- 0.21% |
$463K - $490K
|
1.26M
$223M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.68K- 2.27% |
$474K - $501K
|
116K
$20.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.72K- 3.31% |
$481K - $509K
|
79.7K
$14.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.74K- 5.37% |
$484K - $512K
|
48.3K
$8.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.78K- 30.38% |
$491K - $519K
|
6.37K
$1.13M
|