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 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.7K+ 3.14% |
$3.48M - $3.68M
|
647K
$133M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
18.7K+ 418.67% |
$3.31M - $3.5M
|
23.2K
$4.78M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
18.4KNew |
$3.25M - $3.43M
|
18.4K
$3.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
17.7KNew |
$3.13M - $3.31M
|
17.7K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 12.04% |
$3M - $3.17M
|
158K
$32.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8K+ 125.56% |
$2.97M - $3.14M
|
30.2K
$6.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.3K+ 11.76% |
$2.88M - $3.05M
|
155K
$32M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
16.1K+ 82.79% |
$2.85M - $3.01M
|
35.6K
$7.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.3K+ 42.9% |
$2.71M - $2.87M
|
51.1K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.3K+ 6.08% |
$2.7M - $2.86M
|
267K
$55.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.1K+ 29.06% |
$2.66M - $2.81M
|
66.9K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15K+ 11.2% |
$2.65M - $2.8M
|
149K
$30.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.7K+ 20.61% |
$2.6M - $2.75M
|
86.1K
$17.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 1.62% |
$2.58M - $2.72M
|
917K
$189M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14K+ 12.69% |
$2.47M - $2.61M
|
124K
$25.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
13.9KNew |
$2.45M - $2.59M
|
13.9K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.6K+ 100.94% |
$2.4M - $2.54M
|
27K
$5.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
13.5K+ 53.37% |
$2.39M - $2.53M
|
38.9K
$8.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 0.55% |
$2.39M - $2.52M
|
2.48M
$511M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
13.4KNew |
$2.37M - $2.51M
|
13.4K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.4K+ 7.08% |
$2.37M - $2.51M
|
203K
$41.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.6K+ 15.81% |
$2.23M - $2.36M
|
92.6K
$19.1M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.6K+ 24.44% |
$2.22M - $2.35M
|
64.1K
$13.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
12.1K+ 202.08% |
$2.14M - $2.26M
|
18.1K
$3.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12K+ 119.88% |
$2.13M - $2.25M
|
22.1K
$4.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.8K+ 3.67% |
$2.08M - $2.2M
|
332K
$68.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11.6KNew |
$2.04M - $2.16M
|
11.6K
$2.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11.3K+ 109.75% |
$1.99M - $2.1M
|
21.5K
$4.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
11.2KNew |
$1.98M - $2.09M
|
11.2K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2K+ 221.24% |
$1.97M - $2.08M
|
16.2K
$3.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4K+ 20.02% |
$1.84M - $1.95M
|
62.6K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.96KNew |
$1.76M - $1.86M
|
9.96K
$2.05M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
9.87KNew |
$1.74M - $1.84M
|
9.87K
$2.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.83KNew |
$1.56M - $1.65M
|
8.83K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.67K+ 24.81% |
$1.53M - $1.62M
|
43.6K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.31K+ 28.38% |
$1.47M - $1.55M
|
37.6K
$7.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.15K+ 5.33% |
$1.44M - $1.52M
|
161K
$33.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
7.86KNew |
$1.39M - $1.47M
|
7.86K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.73KNew |
$1.36M - $1.44M
|
7.73K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.63K+ 16.58% |
$1.35M - $1.43M
|
53.7K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
7.52KNew |
$1.33M - $1.4M
|
7.52K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
7.4K+ 4.41% |
$1.31M - $1.38M
|
175K
$36.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
6.89KNew |
$1.22M - $1.29M
|
6.89K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.69K+ 3.37% |
$1.18M - $1.25M
|
205K
$42.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$1.18M - $1.25M
|
6.69K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.66KNew |
$1.18M - $1.24M
|
6.66K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6.58K+ 0.9% |
$1.16M - $1.23M
|
742K
$153M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.57KNew |
$1.16M - $1.23M
|
6.57K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.54K+ 33.68% |
$1.15M - $1.22M
|
25.9K
$5.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.31K+ 1.8% |
$1.11M - $1.18M
|
357K
$73.6M
|