Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
89+ 6.81% |
$16.1K - $17.5K
|
1.4K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
85+ 0.4% |
$15.4K - $16.8K
|
21.3K
$4.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
83+ 2.39% |
$15K - $16.4K
|
3.56K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
82+ 4.33% |
$14.8K - $16.2K
|
1.98K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
81+ 0.9% |
$14.7K - $16K
|
9.03K
$1.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
80+ 0.11% |
$14.5K - $15.8K
|
71.6K
$14.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
77+ 4.43% |
$13.9K - $15.2K
|
1.82K
$375K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
75+ 2.58% |
$13.6K - $14.8K
|
2.99K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
75+ 0.97% |
$13.6K - $14.8K
|
7.8K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 3.7% |
$13.4K - $14.6K
|
2.07K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
74+ 0.13% |
$13.4K - $14.6K
|
55.2K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
73+ 2.87% |
$13.2K - $14.4K
|
2.61K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
72New |
$13K - $14.2K
|
72
$14.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
71+ 3.39% |
$12.9K - $14K
|
2.16K
$446K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
70New |
$12.7K - $13.8K
|
70
$14.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
66+ 1.2% |
$11.9K - $13K
|
5.56K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
63+ 484.62% |
$11.4K - $12.4K
|
76
$15.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
63+ 0.62% |
$11.4K - $12.4K
|
10.2K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
61+ 1.83% |
$11K - $12K
|
3.39K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
60+ 0.8% |
$10.9K - $11.8K
|
7.52K
$1.55M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
58+ 0.97% |
$10.5K - $11.4K
|
6.02K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56+ 1.0% |
$10.1K - $11K
|
5.66K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
56+ 3.28% |
$10.1K - $11K
|
1.77K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
56+ 5.08% |
$10.1K - $11K
|
1.16K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
53+ 1.59% |
$9.6K - $10.5K
|
3.39K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 0.6% |
$9.23K - $10.1K
|
8.62K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50+ 0.14% |
$9.05K - $9.86K
|
35.8K
$7.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
50+ 2.86% |
$9.05K - $9.86K
|
1.8K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
50+ 3.75% |
$9.05K - $9.86K
|
1.38K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
49+ 3.21% |
$8.87K - $9.66K
|
1.58K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
45+ 0.54% |
$8.15K - $8.87K
|
8.36K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
45+ 0.11% |
$8.15K - $8.87K
|
39.8K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
44+ 1.66% |
$7.97K - $8.68K
|
2.69K
$554K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 38.39% |
$7.79K - $8.48K
|
155
$32K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
41+ 0.43% |
$7.42K - $8.08K
|
9.49K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
40+ 0.57% |
$7.24K - $7.89K
|
7.01K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 11.73% |
$7.24K - $7.89K
|
381
$78.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38New |
$6.88K - $7.49K
|
38
$7.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
38+ 0.35% |
$6.88K - $7.49K
|
10.8K
$2.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
37+ 0.24% |
$6.7K - $7.3K
|
15.2K
$3.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37New |
$6.7K - $7.3K
|
37
$7.63K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
35+ 1.34% |
$6.34K - $6.9K
|
2.65K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
34+ 0.73% |
$6.16K - $6.7K
|
4.67K
$962K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
33+ 0.46% |
$5.97K - $6.51K
|
7.28K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.41% |
$5.79K - $6.31K
|
7.76K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
31+ 0.61% |
$5.61K - $6.11K
|
5.13K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.24% |
$5.25K - $5.72K
|
12.2K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
28+ 0.55% |
$5.07K - $5.52K
|
5.15K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
27+ 4.94% |
$4.89K - $5.32K
|
574
$118K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
26+ 0.36% |
$4.71K - $5.13K
|
7.27K
$1.5M
|