Purchases and Sales Made in Q2 2024 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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
Eq LLC

Mercer Island, WA
BUY
 -
1.27K
+ 3.99%
$225K - $238K
33.1K $6.83M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.27K
+ 17.36%
$224K - $237K
8.57K $1.77M
Jul 18, 2024 Q2 2024
Brookstone Capital Management

BUY
 -
1.26K
+ 1.84%
$223K - $236K
70K $14.4M
Jul 31, 2024 Q2 2024
Bellwether Advisors, LLC

BUY
 -
1.25K
New
$221K - $234K
1.25K $258K
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
1.17K
+ 10.68%
$206K - $218K
12.1K $2.49M
Jul 22, 2024 Q2 2024
Summit Global Investments

Bountiful, UT
BUY
 -
1.16K
New
$205K - $217K
1.16K $240K
Jul 25, 2024 Q2 2024
Latitude Advisors, LLC

BUY
 -
1.16K
New
$205K - $217K
1.16K $240K
Aug 12, 2024 Q2 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
1.15K
New
$202K - $214K
1.15K $236K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
1.14K
+ 0.72%
$201K - $212K
159K $32.7M
Aug 16, 2024 Q2 2024
Newport Capital Group, LLC

BUY
 -
1.14K
+ 25.09%
$200K - $212K
5.66K $1.17M
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
1.12K
New
$197K - $208K
1.12K $230K
Aug 15, 2024 Q2 2024
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
1.11K
New
$197K - $208K
1.11K $230K
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
1.1K
+ 20.87%
$195K - $206K
6.39K $1.32M
Aug 01, 2024 Q2 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
1.1K
New
$195K - $206K
1.1K $227K
Jul 31, 2024 Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
1.09K
New
$193K - $204K
1.09K $225K
Aug 14, 2024 Q2 2024
Swmg, LLC

Fort Worth, TX
BUY
 -
1.09K
+ 4.25%
$192K - $203K
26.7K $5.5M
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.06K
+ 5.21%
$187K - $198K
21.4K $4.4M
Aug 05, 2024 Q2 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.02K
+ 15.03%
$180K - $190K
7.81K $1.61M
Jul 19, 2024 Q2 2024
First Citizens Bank & Trust CO

BUY
 -
1.02K
+ 6.06%
$179K - $190K
17.8K $3.67M
Aug 12, 2024 Q2 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.01K
+ 2.63%
$178K - $189K
39.5K $8.14M
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.01K
+ 3.73%
$178K - $188K
28K $5.77M
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
990
+ 2.77%
$175K - $185K
36.7K $7.57M
Jul 26, 2024 Q2 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
987
+ 46.6%
$174K - $184K
3.11K $640K
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
982
+ 81.56%
$173K - $183K
2.19K $451K
Aug 12, 2024 Q2 2024
Signature Securities Group Corporation

BUY
 -
980
+ 4.47%
$173K - $183K
22.9K $4.72M
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
964
+ 3.56%
$170K - $180K
28.1K $5.79M
Aug 16, 2024 Q2 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
954
+ 11.04%
$168K - $178K
9.6K $1.98M
Jul 11, 2024 Q2 2024
Clarus Wealth Advisors

BUY
 -
947
+ 5.49%
$167K - $177K
18.2K $3.75M
Aug 13, 2024 Q2 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
940
+ 78.2%
$166K - $175K
2.14K $442K
Aug 13, 2024 Q2 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
937
+ 8.19%
$165K - $175K
12.4K $2.55M
Jul 25, 2024 Q2 2024
Firethorn Wealth Partners, LLC

BUY
 -
932
+ 4.94%
$165K - $174K
19.8K $4.08M
Jul 16, 2024 Q2 2024
Apeiron Ria LLC

BUY
 -
924
+ 3.43%
$163K - $173K
27.9K $5.75M
Jul 30, 2024 Q2 2024
Nbt Bank N A

BUY
 -
917
+ 22.38%
$162K - $171K
5.01K $1.03M
Jul 19, 2024 Q2 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
911
+ 36.4%
$161K - $170K
3.41K $704K
Jul 12, 2024 Q2 2024
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
884
+ 55.11%
$156K - $165K
2.49K $513K
Aug 14, 2024 Q2 2024
Scotia Capital Inc.

BUY
 -
873
+ 14.0%
$154K - $163K
7.11K $1.47M
Aug 14, 2024 Q2 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
863
+ 12.9%
$152K - $161K
7.55K $1.56M
Aug 09, 2024 Q2 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
862
+ 3.95%
$152K - $161K
22.7K $4.68M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
831
New
$147K - $155K
831 $171K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
808
+ 16.45%
$143K - $151K
5.72K $1.18M
Aug 02, 2024 Q2 2024
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
804
+ 6.38%
$142K - $150K
13.4K $2.76M
Jul 29, 2024 Q2 2024
Banco Santander, S.A.

BUY
 -
784
+ 0.74%
$138K - $146K
107K $22M
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
781
New
$138K - $146K
781 $161K
Jul 30, 2024 Q2 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
775
+ 24.14%
$137K - $145K
3.99K $822K
Jul 30, 2024 Q2 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
769
New
$136K - $144K
769 $159K
Aug 13, 2024 Q2 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
764
+ 7.48%
$135K - $143K
11K $2.26M
Jul 12, 2024 Q2 2024
Lion Street Advisors, LLC

BUY
 -
761
+ 57.13%
$134K - $142K
2.09K $432K
Aug 14, 2024 Q2 2024
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
760
+ 1.92%
$134K - $142K
40.2K $8.3M
Aug 06, 2024 Q2 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
735
+ 23.21%
$130K - $137K
3.9K $804K

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