Purchases and Sales Made in Q3 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 Q3 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
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
188
New
$34K - $37.1K
188 $38.8K
Oct 28, 2024 Q3 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
187
+ 0.47%
$33.9K - $36.9K
39.8K $8.2M
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
185
+ 4.47%
$33.5K - $36.5K
4.32K $891K
Oct 15, 2024 Q3 2024
Cranbrook Wealth Management, LLC

BUY
 -
181
+ 0.73%
$32.8K - $35.7K
24.9K $5.13M
Oct 28, 2024 Q3 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
179
New
$32.4K - $35.3K
179 $36.9K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
179
+ 24.62%
$32.4K - $35.3K
906 $187K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
175
+ 10.2%
$31.7K - $34.5K
1.89K $390K
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
174
New
$31.5K - $34.3K
174 $35.9K
Oct 23, 2024 Q3 2024
Busey Wealth Management

BUY
 -
173
+ 6.06%
$31.3K - $34.1K
3.03K $624K
Oct 31, 2024 Q3 2024
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
173
+ 6.03%
$31.3K - $34.1K
3.04K $627K
Oct 07, 2024 Q3 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
164
+ 0.58%
$29.7K - $32.3K
28.5K $5.89M
Nov 06, 2024 Q3 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
164
+ 3.66%
$29.7K - $32.3K
4.65K $958K
Nov 05, 2024 Q3 2024
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
157
+ 0.58%
$28.4K - $31K
27.2K $5.61M
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
157
+ 1.39%
$28.4K - $31K
11.5K $2.36M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
156
New
$28.2K - $30.8K
156 $32.2K
Oct 22, 2024 Q3 2024
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
156
+ 2.03%
$28.2K - $30.8K
7.83K $1.61M
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
150
+ 2.99%
$27.2K - $29.6K
5.16K $1.06M
Oct 17, 2024 Q3 2024
Ifg Advisors, LLC

BUY
 -
137
+ 6.42%
$24.8K - $27K
2.27K $468K
Nov 07, 2024 Q3 2024
Calamos Advisors LLC

BUY
 -
136
+ 0.78%
$24.6K - $26.8K
17.5K $3.6M
Nov 14, 2024 Q3 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
136
+ 10.41%
$24.6K - $26.8K
1.44K $297K
Nov 01, 2024 Q3 2024
Lindbrook Capital, LLC

BUY
 -
135
+ 2.56%
$24.4K - $26.6K
5.41K $1.11M
Nov 01, 2024 Q3 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
135
+ 3.63%
$24.4K - $26.6K
3.86K $796K
Nov 05, 2024 Q3 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
135
+ 5.21%
$24.4K - $26.6K
2.73K $562K
Nov 04, 2024 Q3 2024
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
134
+ 4.45%
$24.3K - $26.4K
3.15K $648K
Oct 10, 2024 Q3 2024
Brave Asset Management Inc

BUY
 -
132
+ 1.0%
$23.9K - $26K
13.4K $2.76M
Nov 12, 2024 Q3 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
132
+ 0.82%
$23.9K - $26K
16.2K $3.33M
Oct 07, 2024 Q3 2024
Blue Zone Wealth Advisors, LLC

BUY
 -
131
+ 5.83%
$23.7K - $25.8K
2.38K $490K
Oct 28, 2024 Q3 2024
Human Investing LLC

BUY
 -
130
+ 11.31%
$23.5K - $25.6K
1.28K $264K
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
128
+ 2.74%
$23.2K - $25.2K
4.81K $991K
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
127
+ 8.2%
$23K - $25K
1.68K $345K
Nov 08, 2024 Q3 2024
Bellwether Advisors, LLC

BUY
 -
126
+ 10.06%
$22.8K - $24.8K
1.38K $284K
Nov 06, 2024 Q3 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
125
+ 5.67%
$22.6K - $24.6K
2.33K $480K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
124
+ 16.92%
$22.5K - $24.4K
857 $177K
Nov 12, 2024 Q3 2024
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
121
+ 4.07%
$21.9K - $23.9K
3.09K $637K
Oct 11, 2024 Q3 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
119
+ 2.47%
$21.5K - $23.5K
4.93K $1.02M
Nov 07, 2024 Q3 2024
Colony Family Offices, LLC

BUY
 -
119
+ 77.27%
$21.5K - $23.5K
273 $56.3K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
118
New
$21.4K - $23.3K
118 $24.3K
Oct 08, 2024 Q3 2024
Clarus Wealth Advisors

BUY
 -
116
+ 0.64%
$21K - $22.9K
18.3K $3.78M
Nov 13, 2024 Q3 2024
Boston Family Office LLC

Boston, MA
BUY
 -
111
+ 1.97%
$20.1K - $21.9K
5.74K $1.18M
Nov 14, 2024 Q3 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
109
+ 1.39%
$19.7K - $21.5K
7.94K $1.64M
Oct 07, 2024 Q3 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
105
+ 7.24%
$19K - $20.7K
1.56K $321K
Oct 07, 2024 Q3 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
104
+ 1.67%
$18.8K - $20.5K
6.34K $1.31M
Nov 13, 2024 Q3 2024
Idaho Trust Bank

Boise, ID
BUY
 -
104
+ 1.79%
$18.8K - $20.5K
5.92K $1.22M
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
102
+ 1.04%
$18.5K - $20.1K
9.88K $2.04M
Oct 17, 2024 Q3 2024
Family Firm, Inc.

BUY
 -
101
+ 0.98%
$18.3K - $19.9K
10.4K $2.15M
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
100
New
$18.1K - $19.7K
100 $20.6K
Nov 14, 2024 Q3 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
100
+ 2.35%
$18.1K - $19.7K
4.35K $898K
Oct 24, 2024 Q3 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
91
+ 6.54%
$16.5K - $17.9K
1.48K $306K
Nov 13, 2024 Q3 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
90
+ 5.38%
$16.3K - $17.7K
1.76K $363K

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