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
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
207+ 31.36% |
$36.6K - $38.6K
|
867
$179K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
205+ 9.36% |
$36.2K - $38.3K
|
2.4K
$494K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
204+ 23.05% |
$36K - $38.1K
|
1.09K
$225K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
202+ 12.09% |
$35.7K - $37.7K
|
1.87K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
201+ 10.36% |
$35.5K - $37.5K
|
2.14K
$441K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
201+ 10.36% |
$35.5K - $37.5K
|
2.14K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
196+ 24.78% |
$34.6K - $36.6K
|
987
$203K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
193+ 1.54% |
$34.1K - $36K
|
12.7K
$2.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
187New |
$33K - $34.9K
|
187
$38.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
185+ 6.62% |
$32.7K - $34.5K
|
2.98K
$614K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
183+ 1.29% |
$32.3K - $34.2K
|
14.3K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
178+ 7.63% |
$31.4K - $33.2K
|
2.51K
$518K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
177+ 45.04% |
$31.3K - $33K
|
570
$118K
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
176+ 0.25% |
$31.1K - $32.9K
|
71.5K
$14.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
174+ 2.17% |
$30.7K - $32.5K
|
8.18K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
173+ 10.45% |
$30.5K - $32.3K
|
1.83K
$377K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
166+ 0.68% |
$29.3K - $31K
|
24.7K
$5.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
164+ 1.7% |
$29K - $30.6K
|
9.84K
$2.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
162+ 1.26% |
$28.6K - $30.2K
|
13K
$2.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
159+ 0.46% |
$28.1K - $29.7K
|
34.8K
$7.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
157+ 8.19% |
$27.7K - $29.3K
|
2.08K
$428K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
154+ 0.39% |
$27.2K - $28.8K
|
39.3K
$8.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
152+ 5.09% |
$26.8K - $28.4K
|
3.14K
$647K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
150+ 6.88% |
$26.5K - $28K
|
2.33K
$480K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
145+ 2.23% |
$25.6K - $27.1K
|
6.66K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
145+ 0.1% |
$25.6K - $27.1K
|
150K
$30.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
140+ 11.73% |
$24.7K - $26.1K
|
1.33K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
138+ 5.0% |
$24.4K - $25.8K
|
2.9K
$597K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
137+ 2.25% |
$24.2K - $25.6K
|
6.23K
$1.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
137+ 0.79% |
$24.2K - $25.6K
|
17.5K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
132+ 2.9% |
$23.3K - $24.6K
|
4.68K
$965K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
131+ 4.04% |
$23.1K - $24.5K
|
3.38K
$696K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
128+ 0.71% |
$22.6K - $23.9K
|
18.2K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
126+ 8.31% |
$22.2K - $23.5K
|
1.64K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
123+ 1.36% |
$21.7K - $23K
|
9.18K
$1.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
121+ 0.17% |
$21.4K - $22.6K
|
73K
$15M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
121+ 4.26% |
$21.4K - $22.6K
|
2.96K
$611K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
119+ 1.51% |
$21K - $22.2K
|
7.98K
$1.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
118+ 4.87% |
$20.8K - $22K
|
2.54K
$524K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
118+ 20.03% |
$20.8K - $22K
|
707
$146K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
114+ 9.48% |
$20.1K - $21.3K
|
1.32K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
110+ 2.2% |
$19.4K - $20.5K
|
5.12K
$1.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
109+ 2.25% |
$19.2K - $20.4K
|
4.95K
$1.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
109New |
$19.2K - $20.4K
|
109
$22.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
109+ 2.71% |
$19.2K - $20.4K
|
4.13K
$852K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
106+ 1.07% |
$18.7K - $19.8K
|
9.99K
$2.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
106+ 0.2% |
$18.7K - $19.8K
|
52.1K
$10.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
105+ 7.28% |
$18.5K - $19.6K
|
1.55K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
105+ 9.04% |
$18.5K - $19.6K
|
1.27K
$261K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
101+ 4.16% |
$17.8K - $18.9K
|
2.53K
$521K
|