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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-58- 10.09% |
$10.5K - $11.4K
|
517
$98.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-60- 0.16% |
$10.9K - $11.8K
|
36.3K
$6.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-61- 2.19% |
$11K - $12K
|
2.72K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-61- 3.53% |
$11K - $12K
|
1.67K
$318K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-61- 1.38% |
$11K - $12K
|
4.37K
$833K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-62- 1.51% |
$11.2K - $12.2K
|
4.04K
$769K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-66- 1.08% |
$11.9K - $13K
|
6.05K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-66- 0.6% |
$11.9K - $13K
|
11K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-67- 1.1% |
$12.1K - $13.2K
|
6.02K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-68- 1.16% |
$12.3K - $13.4K
|
5.77K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-69- 4.65% |
$12.5K - $13.6K
|
1.42K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 4.81% |
$12.7K - $13.8K
|
1.39K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-70- 0.09% |
$12.7K - $13.8K
|
75.4K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-73- 4.84% |
$13.2K - $14.4K
|
1.43K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-76- 3.9% |
$13.8K - $15K
|
1.88K
$357K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-81- 2.77% |
$14.7K - $16K
|
2.84K
$542K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-83- 1.31% |
$15K - $16.4K
|
6.25K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-86- 0.67% |
$15.6K - $17K
|
12.8K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87- 83.65% |
$15.8K - $17.2K
|
17
$3.24K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-92- 2.41% |
$16.7K - $18.1K
|
3.72K
$709K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-93- 4.91% |
$16.8K - $18.3K
|
1.8K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-93- 33.33% |
$16.8K - $18.3K
|
186
$35.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-94- 8.43% |
$17K - $18.5K
|
1.02K
$195K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-95- 4.37% |
$17.2K - $18.7K
|
2.08K
$396K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-97- 0.48% |
$17.6K - $19.1K
|
19.9K
$3.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-99- 3.8% |
$17.9K - $19.5K
|
2.5K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 4.91% |
$17.9K - $19.5K
|
1.92K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-99- 1.18% |
$17.9K - $19.5K
|
8.31K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 4.91% |
$18.1K - $19.7K
|
1.94K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-100- 1.27% |
$18.1K - $19.7K
|
7.76K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 3.56% |
$18.1K - $19.7K
|
2.71K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-100- 0.87% |
$18.1K - $19.7K
|
11.4K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 1.56% |
$18.1K - $19.7K
|
6.3K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-102- 0.64% |
$18.5K - $20.1K
|
15.8K
$3.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-102- 4.18% |
$18.5K - $20.1K
|
2.34K
$446K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-103- 4.28% |
$18.6K - $20.3K
|
2.3K
$439K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 3.74% |
$18.6K - $20.3K
|
2.65K
$505K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-106- 1.06% |
$19.2K - $20.9K
|
9.89K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-107- 4.55% |
$19.4K - $21.1K
|
2.25K
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-108- 8.34% |
$19.6K - $21.3K
|
1.19K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-108- 2.86% |
$19.6K - $21.3K
|
3.66K
$698K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-110- 1.11% |
$19.9K - $21.7K
|
9.84K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-111- 5.04% |
$20.1K - $21.9K
|
2.09K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-112- 3.38% |
$20.3K - $22.1K
|
3.2K
$610K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-115- 1.41% |
$20.8K - $22.7K
|
8.07K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-117- 8.23% |
$21.2K - $23.1K
|
1.31K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-120- 1.53% |
$21.7K - $23.7K
|
7.71K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-121- 0.93% |
$21.9K - $23.9K
|
12.9K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-122- 0.35% |
$22.1K - $24.1K
|
34.4K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-124- 4.98% |
$22.5K - $24.4K
|
2.36K
$451K
|