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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-93- 33.33% |
$16.8K - $18.3K
|
186
$38.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-94- 8.43% |
$17K - $18.5K
|
1.02K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-95- 4.37% |
$17.2K - $18.7K
|
2.08K
$428K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-97- 0.48% |
$17.6K - $19.1K
|
19.9K
$4.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-99- 3.8% |
$17.9K - $19.5K
|
2.5K
$516K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 4.91% |
$17.9K - $19.5K
|
1.92K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-99- 1.18% |
$17.9K - $19.5K
|
8.31K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 4.91% |
$18.1K - $19.7K
|
1.94K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-100- 1.27% |
$18.1K - $19.7K
|
7.76K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 3.56% |
$18.1K - $19.7K
|
2.71K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-100- 0.87% |
$18.1K - $19.7K
|
11.4K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 1.56% |
$18.1K - $19.7K
|
6.3K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-102- 0.64% |
$18.5K - $20.1K
|
15.8K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-102- 4.18% |
$18.5K - $20.1K
|
2.34K
$482K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-103- 4.28% |
$18.6K - $20.3K
|
2.3K
$475K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 3.74% |
$18.6K - $20.3K
|
2.65K
$547K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-106- 1.06% |
$19.2K - $20.9K
|
9.89K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-107- 4.55% |
$19.4K - $21.1K
|
2.25K
$463K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-108- 8.34% |
$19.6K - $21.3K
|
1.19K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-108- 2.86% |
$19.6K - $21.3K
|
3.66K
$755K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-110- 1.11% |
$19.9K - $21.7K
|
9.84K
$2.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-111- 5.04% |
$20.1K - $21.9K
|
2.09K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-112- 3.38% |
$20.3K - $22.1K
|
3.2K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-115- 1.41% |
$20.8K - $22.7K
|
8.07K
$1.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-117- 8.23% |
$21.2K - $23.1K
|
1.31K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-120- 1.53% |
$21.7K - $23.7K
|
7.71K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-121- 0.93% |
$21.9K - $23.9K
|
12.9K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-122- 0.35% |
$22.1K - $24.1K
|
34.4K
$7.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-124- 4.98% |
$22.5K - $24.4K
|
2.36K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-124- 6.53% |
$22.5K - $24.4K
|
1.78K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-127- 0.53% |
$23K - $25K
|
24K
$4.95M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-129- 0.49% |
$23.4K - $25.4K
|
26.1K
$5.38M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-129- 2.81% |
$23.4K - $25.4K
|
4.46K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-129- 0.74% |
$23.4K - $25.4K
|
17.4K
$3.58M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-130- 6.04% |
$23.5K - $25.6K
|
2.02K
$417K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-134- 2.36% |
$24.3K - $26.4K
|
5.55K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-135- 8.28% |
$24.4K - $26.6K
|
1.5K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-137- 0.79% |
$24.8K - $27K
|
17.2K
$3.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-138- 1.58% |
$25K - $27.2K
|
8.59K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 7.92% |
$25K - $27.2K
|
1.6K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-139- 0.74% |
$25.2K - $27.4K
|
18.7K
$3.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-140- 8.35% |
$25.3K - $27.6K
|
1.54K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-141- 1.89% |
$25.5K - $27.8K
|
7.32K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-142- 3.32% |
$25.7K - $28K
|
4.13K
$852K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-145- 10.15% |
$26.3K - $28.6K
|
1.28K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-145- 2.05% |
$26.3K - $28.6K
|
6.93K
$1.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-149- 17.93% |
$27K - $29.4K
|
682
$141K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-149- 0.72% |
$27K - $29.4K
|
20.6K
$4.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 6.9% |
$27.2K - $29.6K
|
2.03K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-150- 4.64% |
$27.2K - $29.6K
|
3.08K
$635K
|