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 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.25K+ 4.37% |
$574K - $607K
|
77.6K
$16M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.2K+ 1.6% |
$565K - $597K
|
203K
$41.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.17K+ 0.37% |
$559K - $591K
|
860K
$177M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.17K+ 0.13% |
$559K - $591K
|
2.43M
$501M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.14K+ 98.31% |
$554K - $586K
|
6.33K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.12K+ 10.65% |
$551K - $582K
|
32.4K
$6.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.08KNew |
$544K - $575K
|
3.08K
$635K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.07KNew |
$542K - $573K
|
3.07K
$633K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.02K+ 8.56% |
$533K - $563K
|
38.2K
$7.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.01K+ 8.97% |
$532K - $563K
|
36.6K
$7.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.97K+ 26.94% |
$524K - $554K
|
14K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.89K+ 10.26% |
$509K - $539K
|
31K
$6.39M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 6.06% |
$506K - $535K
|
50.1K
$10.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.86K+ 5.14% |
$504K - $533K
|
58.4K
$12M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
2.85KNew |
$504K - $533K
|
2.85K
$588K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.83K+ 3.29% |
$500K - $529K
|
89.1K
$18.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.75KNew |
$486K - $514K
|
2.75K
$568K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.72K+ 1.93% |
$481K - $509K
|
144K
$29.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.72K+ 5.55% |
$479K - $507K
|
51.6K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.65K+ 1.7% |
$467K - $494K
|
158K
$32.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.61K+ 217.75% |
$461K - $488K
|
3.81K
$786K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.58K+ 0.55% |
$456K - $482K
|
473K
$97.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.57K+ 31.42% |
$453K - $479K
|
10.7K
$2.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.56K+ 5.95% |
$452K - $477K
|
45.6K
$9.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.51KNew |
$443K - $468K
|
2.51K
$517K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.5K+ 12.97% |
$442K - $467K
|
21.8K
$4.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.46KNew |
$434K - $459K
|
2.46K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.41K+ 12.93% |
$426K - $451K
|
21.1K
$4.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.34KNew |
$413K - $437K
|
2.34K
$483K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 22.93% |
$412K - $436K
|
12.5K
$2.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 1.26% |
$408K - $431K
|
186K
$38.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.3K+ 25.49% |
$406K - $429K
|
11.3K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.27KNew |
$401K - $424K
|
2.27K
$469K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.27K+ 2.63% |
$400K - $423K
|
88.5K
$18.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.25KNew |
$397K - $420K
|
2.25K
$464K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.22K+ 3.08% |
$393K - $415K
|
74.4K
$15.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 8.94% |
$387K - $410K
|
26.7K
$5.51M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.18KNew |
$385K - $407K
|
2.18K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.17K+ 41.11% |
$384K - $406K
|
7.46K
$1.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.17K+ 55.54% |
$382K - $404K
|
6.06K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 92.57% |
$381K - $402K
|
4.48K
$924K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.15KNew |
$380K - $402K
|
2.15K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.13K+ 25.21% |
$376K - $397K
|
10.6K
$2.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.12KNew |
$375K - $396K
|
2.12K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.11K+ 2.03% |
$372K - $393K
|
106K
$21.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.1K+ 3.29% |
$371K - $393K
|
66K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.1K+ 28.46% |
$371K - $392K
|
9.48K
$1.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.07K+ 5.5% |
$365K - $386K
|
39.7K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.99K+ 2.9% |
$351K - $371K
|
70.5K
$14.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.94K+ 7.32% |
$343K - $363K
|
28.5K
$5.88M
|