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 29, 2024 Q2 2024
Banco Santander, S.A.

BUY
 -
784
+ 0.74%
$138K - $146K
107K $20.4M
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
781
New
$138K - $146K
781 $149K
Jul 30, 2024 Q2 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
775
+ 24.14%
$137K - $145K
3.99K $760K
Jul 30, 2024 Q2 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
769
New
$136K - $144K
769 $147K
Aug 13, 2024 Q2 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
764
+ 7.48%
$135K - $143K
11K $2.09M
Jul 12, 2024 Q2 2024
Lion Street Advisors, LLC

BUY
 -
761
+ 57.13%
$134K - $142K
2.09K $399K
Aug 14, 2024 Q2 2024
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
760
+ 1.92%
$134K - $142K
40.2K $7.67M
Aug 06, 2024 Q2 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
735
+ 23.21%
$130K - $137K
3.9K $744K
Aug 13, 2024 Q2 2024
Summit X, LLC

Chesterfield, MO
BUY
 -
727
+ 25.31%
$128K - $136K
3.6K $686K
Aug 06, 2024 Q2 2024
First Foundation Advisors

Irvine, CA
BUY
 -
726
+ 19.35%
$128K - $136K
4.48K $853K
Jul 29, 2024 Q2 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
713
+ 5.53%
$126K - $133K
13.6K $2.59M
Jul 23, 2024 Q2 2024
Horst & Graben Wealth Management LLC

BUY
 -
710
+ 1.06%
$125K - $133K
67.9K $12.9M
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
704
+ 21.87%
$124K - $131K
3.92K $748K
Aug 14, 2024 Q2 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
703
+ 2.54%
$124K - $131K
28.4K $5.42M
Jan 21, 2025 Q2 2024
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
691
+ 14.21%
$122K - $129K
5.55K $1.06M
Jul 10, 2024 Q2 2024
Lantz Financial LLC

BUY
 -
687
+ 5.17%
$121K - $128K
14K $2.66M
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
685
+ 1292.45%
$121K - $128K
738 $141K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
679
+ 35.51%
$120K - $127K
2.59K $494K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
673
New
$119K - $126K
673 $128K
May 29, 2025 Q2 2024
Plum Street Advisors, LLC

New Orleans, LA
BUY
 -
669
+ 8.06%
$118K - $125K
8.97K $1.71M
Jul 31, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
659
+ 6.63%
$116K - $123K
10.6K $2.02M
Aug 09, 2024 Q2 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
640
+ 6.71%
$113K - $119K
10.2K $1.94M
Jul 25, 2024 Q2 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
636
+ 24.9%
$112K - $119K
3.19K $608K
Jul 31, 2024 Q2 2024
Sja Financial Advisory, LLC

BUY
 -
634
+ 1.09%
$112K - $118K
59.1K $11.3M
Aug 01, 2024 Q2 2024
Crestwood Advisors Group LLC

BUY
 -
633
+ 6.12%
$112K - $118K
11K $2.09M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
626
+ 2.89%
$111K - $117K
22.3K $4.25M
Jul 31, 2024 Q2 2024
Interchange Capital Partners, LLC

BUY
 -
625
+ 9.11%
$110K - $117K
7.49K $1.43M
Aug 09, 2024 Q2 2024
True Vision Mn LLC

Woodbury, MN
BUY
 -
615
+ 3.45%
$109K - $115K
18.5K $3.52M
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
600
New
$106K - $112K
600 $114K
Aug 09, 2024 Q2 2024
Absolute Capital Management, LLC

BUY
 -
593
+ 13.82%
$105K - $111K
4.89K $931K
Aug 15, 2024 Q2 2024
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
593
+ 14.68%
$105K - $111K
4.63K $883K
Jul 18, 2024 Q2 2024
17 Capital Partners, LLC

BUY
 -
589
+ 9.66%
$104K - $110K
6.69K $1.27M
Jul 19, 2024 Q2 2024
Western Wealth Management, LLC

BUY
 -
587
+ 1.24%
$104K - $110K
48K $9.15M
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
581
+ 10.68%
$103K - $108K
6.02K $1.15M
Jul 16, 2024 Q2 2024
Country Club Bank

BUY
 -
578
+ 10.41%
$102K - $108K
6.13K $1.17M
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
557
+ 6.82%
$98.4K - $104K
8.73K $1.66M
Jul 17, 2024 Q2 2024
Tradewinds Capital Management, LLC

BUY
 -
547
New
$96.6K - $102K
547 $104K
Aug 01, 2024 Q2 2024
Bcu Wealth Advisors, LLC

Vernon Hills, IL
BUY
 -
537
+ 10.44%
$94.8K - $100K
5.68K $1.08M
Aug 06, 2024 Q2 2024
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
537
+ 3.56%
$94.8K - $100K
15.6K $2.98M
Aug 12, 2024 Q2 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
532
+ 3.25%
$93.9K - $99.3K
16.9K $3.22M
Jul 22, 2024 Q2 2024
Xml Financial, LLC

BUY
 -
529
+ 40.54%
$93.4K - $98.8K
1.83K $350K
Jul 22, 2024 Q2 2024
Trilogy Capital Inc.

BUY
 -
523
+ 6.26%
$92.4K - $97.6K
8.88K $1.69M
Aug 13, 2024 Q2 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
514
+ 3.58%
$90.8K - $96K
14.9K $2.83M
Jul 31, 2024 Q2 2024
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
490
+ 28.32%
$86.5K - $91.5K
2.22K $423K
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
489
+ 3.81%
$86.3K - $91.3K
13.3K $2.54M
Aug 02, 2024 Q2 2024
Founders Financial Securities LLC

BUY
 -
484
+ 16.47%
$85.5K - $90.4K
3.42K $652K
Jul 18, 2024 Q2 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
483
+ 9.25%
$85.3K - $90.2K
5.7K $1.09M
Aug 06, 2024 Q2 2024
W Advisors, LLC

Germantown, TN
BUY
 -
476
+ 1.85%
$84.1K - $88.9K
26.2K $5M
Aug 09, 2024 Q2 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
471
+ 2.21%
$83.2K - $87.9K
21.8K $4.15M

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