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 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
26+ 0.84% |
$4.71K - $5.13K
|
3.13K
$646K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
23+ 1.05% |
$4.16K - $4.53K
|
2.21K
$455K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
22+ 0.87% |
$3.98K - $4.34K
|
2.55K
$525K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.09% |
$3.98K - $4.34K
|
23.9K
$4.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.31% |
$3.98K - $4.34K
|
7.05K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
21+ 0.09% |
$3.8K - $4.14K
|
22.2K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
21+ 0.58% |
$3.8K - $4.14K
|
3.64K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
21New |
$3.8K - $4.14K
|
21
$4.33K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
20+ 0.59% |
$3.62K - $3.94K
|
3.4K
$700K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.12% |
$3.62K - $3.94K
|
17.3K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
19+ 0.8% |
$3.44K - $3.75K
|
2.39K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$3.26K - $3.55K
|
18
$3.71K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
17New |
$3.08K - $3.35K
|
17
$3.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15+ 0.39% |
$2.72K - $2.96K
|
3.87K
$797K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15+ 1.26% |
$2.72K - $2.96K
|
1.21K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 0.17% |
$2.53K - $2.76K
|
8.26K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
13+ 14.94% |
$2.35K - $2.56K
|
100
$20.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 0.09% |
$2.35K - $2.56K
|
14.9K
$3.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13+ 0.46% |
$2.35K - $2.56K
|
2.84K
$584K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.4% |
$2.17K - $2.37K
|
3.04K
$627K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
12+ 0.56% |
$2.17K - $2.37K
|
2.16K
$446K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
12+ 0.15% |
$2.17K - $2.37K
|
7.82K
$1.61M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.23% |
$2.17K - $2.37K
|
5.13K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
12+ 0.42% |
$2.17K - $2.37K
|
2.86K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12+ 0.56% |
$2.17K - $2.37K
|
2.15K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11+ 0.61% |
$1.99K - $2.17K
|
1.81K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
11+ 0.6% |
$1.99K - $2.17K
|
1.84K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
10+ 0.56% |
$1.81K - $1.97K
|
1.79K
$368K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.81K - $1.97K
|
5.79K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 1.38% |
$1.81K - $1.97K
|
737
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
10+ 0.55% |
$1.81K - $1.97K
|
1.83K
$376K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
9+ 0.18% |
$1.63K - $1.77K
|
4.89K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.59% |
$1.63K - $1.77K
|
1.53K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.11% |
$1.45K - $1.58K
|
7.31K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
8+ 0.56% |
$1.45K - $1.58K
|
1.43K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.08% |
$1.27K - $1.38K
|
8.92K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.47% |
$1.27K - $1.38K
|
1.5K
$310K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.61% |
$1.09K - $1.18K
|
984
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 3.82% |
$1.09K - $1.18K
|
163
$33.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.31% |
$1.09K - $1.18K
|
1.93K
$398K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6+ 0.04% |
$1.09K - $1.18K
|
13.4K
$2.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.24% |
$1.09K - $1.18K
|
2.46K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 0.06% |
$1.09K - $1.18K
|
9.59K
$1.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6New |
$1.09K - $1.18K
|
6
$1.24K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.49% |
$1.09K - $1.18K
|
1.23K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.21% |
$905 - $986
|
2.39K
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5+ 0.31% |
$905 - $986
|
1.6K
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.12% |
$905 - $986
|
4.16K
$857K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 0.51% |
$905 - $986
|
992
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5New |
$905 - $986
|
5
$1.03K
|