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 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.85K+ 11.87% |
$1.03M - $1.09M
|
55.1K
$11.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.84K+ 43.09% |
$1.03M - $1.09M
|
19.4K
$4M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
5.82KNew |
$1.03M - $1.09M
|
5.82K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.75K+ 81.56% |
$1.02M - $1.07M
|
12.8K
$2.64M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
5.75K+ 5.62% |
$1.01M - $1.07M
|
108K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.73K+ 12.81% |
$1.01M - $1.07M
|
50.4K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.67K+ 6.82% |
$1M - $1.06M
|
88.8K
$18.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.66K+ 7.97% |
$999K - $1.06M
|
76.6K
$15.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.64K+ 10.63% |
$996K - $1.05M
|
58.7K
$12.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.62K+ 19.14% |
$992K - $1.05M
|
35K
$7.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.32K+ 322.88% |
$940K - $993K
|
6.97K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 9.83% |
$922K - $975K
|
58.4K
$12M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.22K+ 27.49% |
$922K - $975K
|
24.2K
$4.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
5.21K+ 1.21% |
$919K - $972K
|
435K
$89.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.12K+ 56.16% |
$903K - $955K
|
14.2K
$2.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.1K+ 10.13% |
$900K - $952K
|
55.4K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.04K+ 25.18% |
$889K - $940K
|
25K
$5.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.89K+ 7.24% |
$864K - $913K
|
72.4K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.73K+ 8.57% |
$834K - $882K
|
59.9K
$12.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.7K+ 5.87% |
$829K - $877K
|
84.7K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.67K+ 5.78% |
$824K - $872K
|
85.5K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.57K+ 29.26% |
$806K - $852K
|
20.2K
$4.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.5K+ 120.68% |
$795K - $840K
|
8.23K
$1.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.48K+ 39.85% |
$791K - $836K
|
15.7K
$3.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
4.42K+ 13.19% |
$780K - $825K
|
37.9K
$7.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.38K+ 86.51% |
$773K - $817K
|
9.43K
$1.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.28K+ 5.52% |
$756K - $799K
|
81.9K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.28KNew |
$755K - $798K
|
4.28K
$882K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.27K+ 4.75% |
$755K - $798K
|
94.1K
$19.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.26K+ 3.96% |
$752K - $795K
|
112K
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.24K+ 0.82% |
$749K - $792K
|
519K
$107M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.23K+ 6.99% |
$746K - $789K
|
64.7K
$13.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.19K+ 3.86% |
$739K - $781K
|
112K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.01K+ 6.09% |
$707K - $748K
|
69.8K
$14.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.95K+ 16.0% |
$698K - $738K
|
28.7K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.86K+ 14.91% |
$682K - $721K
|
29.8K
$6.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.84KNew |
$678K - $717K
|
3.84K
$792K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
3.79K+ 6.42% |
$670K - $708K
|
62.9K
$13M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.77K+ 10.48% |
$665K - $703K
|
39.7K
$8.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.63KNew |
$642K - $678K
|
3.63K
$749K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.63K+ 236.24% |
$641K - $678K
|
5.17K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
3.57KNew |
$630K - $666K
|
3.57K
$735K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.56K+ 7.3% |
$629K - $665K
|
52.4K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.55K+ 5.62% |
$626K - $662K
|
66.6K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.43K+ 8.97% |
$606K - $641K
|
41.7K
$8.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.43K+ 4.86% |
$605K - $640K
|
73.9K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.33KNew |
$588K - $622K
|
3.33K
$687K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.32K+ 2.95% |
$586K - $620K
|
116K
$23.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.28K+ 1.22% |
$578K - $611K
|
271K
$55.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.26K+ 6.68% |
$576K - $609K
|
52.1K
$10.7M
|