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
Aug 13, 2024 Q2 2024
Summit X, LLC

Chesterfield, MO
BUY
 -
727
+ 25.31%
$128K - $136K
3.6K $742K
Aug 06, 2024 Q2 2024
First Foundation Advisors

Irvine, CA
BUY
 -
726
+ 19.35%
$128K - $136K
4.48K $923K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
719
+ 5135.71%
$127K - $134K
733 $151K
Jul 29, 2024 Q2 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
713
+ 5.53%
$126K - $133K
13.6K $2.81M
Jul 23, 2024 Q2 2024
Horst & Graben Wealth Management LLC

BUY
 -
710
+ 1.06%
$125K - $133K
67.9K $14M
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
704
+ 21.87%
$124K - $131K
3.92K $809K
Aug 14, 2024 Q2 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
703
+ 2.54%
$124K - $131K
28.4K $5.86M
Jul 10, 2024 Q2 2024
Lantz Financial LLC

BUY
 -
687
+ 5.17%
$121K - $128K
14K $2.88M
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
685
+ 1292.45%
$121K - $128K
738 $152K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
679
+ 35.51%
$120K - $127K
2.59K $534K
Jul 31, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
659
+ 6.63%
$116K - $123K
10.6K $2.18M
Aug 09, 2024 Q2 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
640
+ 6.71%
$113K - $119K
10.2K $2.1M
Jul 25, 2024 Q2 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
636
+ 24.9%
$112K - $119K
3.19K $658K
Jul 31, 2024 Q2 2024
Sja Financial Advisory, LLC

BUY
 -
634
+ 1.09%
$112K - $118K
59.1K $12.2M
Aug 01, 2024 Q2 2024
Crestwood Advisors Group LLC

BUY
 -
633
+ 6.12%
$112K - $118K
11K $2.26M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
626
+ 2.89%
$111K - $117K
22.3K $4.6M
Jul 31, 2024 Q2 2024
Interchange Capital Partners, LLC

BUY
 -
625
+ 9.11%
$110K - $117K
7.49K $1.54M
Aug 09, 2024 Q2 2024
True Vision Mn LLC

Woodbury, MN
BUY
 -
615
+ 3.45%
$109K - $115K
18.5K $3.8M
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
600
New
$106K - $112K
600 $124K
Aug 09, 2024 Q2 2024
Absolute Capital Management, LLC

BUY
 -
593
+ 13.82%
$105K - $111K
4.89K $1.01M
Aug 15, 2024 Q2 2024
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
593
+ 14.68%
$105K - $111K
4.63K $955K
Jul 18, 2024 Q2 2024
17 Capital Partners, LLC

BUY
 -
589
+ 9.66%
$104K - $110K
6.69K $1.38M
Jul 19, 2024 Q2 2024
Western Wealth Management, LLC

BUY
 -
587
+ 1.24%
$104K - $110K
48K $9.9M
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
581
+ 10.68%
$103K - $108K
6.02K $1.24M
Jul 16, 2024 Q2 2024
Country Club Bank

BUY
 -
578
+ 10.41%
$102K - $108K
6.13K $1.26M
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
557
+ 6.82%
$98.4K - $104K
8.73K $1.8M
Jul 17, 2024 Q2 2024
Tradewinds Capital Management, LLC

BUY
 -
547
New
$96.6K - $102K
547 $113K
Aug 01, 2024 Q2 2024
Bcu Wealth Advisors, LLC

Vernon Hills, IL
BUY
 -
537
+ 10.44%
$94.8K - $100K
5.68K $1.17M
Aug 06, 2024 Q2 2024
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
537
+ 3.56%
$94.8K - $100K
15.6K $3.22M
Aug 12, 2024 Q2 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
532
+ 3.25%
$93.9K - $99.3K
16.9K $3.49M
Jul 22, 2024 Q2 2024
Xml Financial, LLC

BUY
 -
529
+ 40.54%
$93.4K - $98.8K
1.83K $378K
Jul 22, 2024 Q2 2024
Trilogy Capital Inc.

BUY
 -
523
+ 6.26%
$92.4K - $97.6K
8.88K $1.83M
Aug 13, 2024 Q2 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
514
+ 3.58%
$90.8K - $96K
14.9K $3.06M
Jul 31, 2024 Q2 2024
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
490
+ 28.32%
$86.5K - $91.5K
2.22K $458K
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
489
+ 3.81%
$86.3K - $91.3K
13.3K $2.75M
Aug 02, 2024 Q2 2024
Founders Financial Securities LLC

BUY
 -
484
+ 16.47%
$85.5K - $90.4K
3.42K $706K
Jul 18, 2024 Q2 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
483
+ 9.25%
$85.3K - $90.2K
5.7K $1.18M
Aug 06, 2024 Q2 2024
W Advisors, LLC

Germantown, TN
BUY
 -
476
+ 1.85%
$84.1K - $88.9K
26.2K $5.41M
Aug 09, 2024 Q2 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
471
+ 2.21%
$83.2K - $87.9K
21.8K $4.49M
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
463
New
$81.8K - $86.4K
463 $95.5K
Aug 14, 2024 Q2 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
454
+ 15.38%
$80.2K - $84.8K
3.41K $702K
Aug 01, 2024 Q2 2024
Embree Financial Group

Chicago, IL
BUY
 -
451
+ 13.26%
$79.6K - $84.2K
3.85K $794K
Aug 06, 2024 Q2 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
449
+ 0.84%
$79.3K - $83.8K
53.7K $11.1M
Aug 09, 2024 Q2 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
449
+ 30.4%
$79.3K - $83.8K
1.93K $397K
Aug 08, 2024 Q2 2024
Clear Investment Research, LLC

BUY
 -
448
+ 6.39%
$79.1K - $83.6K
7.46K $1.54M
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
438
+ 0.47%
$77.3K - $81.8K
94.2K $19.4M
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
435
+ 0.85%
$76.8K - $81.2K
51.4K $10.6M
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
435
+ 21.87%
$76.8K - $81.2K
2.42K $500K
Nov 22, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
435
+ 21.87%
$76.8K - $81.2K
2.42K $500K

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