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 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-225- 2.38% |
$40.7K - $44.4K
|
9.24K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-226- 8.8% |
$40.9K - $44.6K
|
2.34K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-227- 7.05% |
$41.1K - $44.8K
|
2.99K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-234- 1.21% |
$42.4K - $46.1K
|
19.1K
$3.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-238- 1.16% |
$43.1K - $46.9K
|
20.4K
$3.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-239- 6.0% |
$43.3K - $47.1K
|
3.75K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-240- 10.24% |
$43.5K - $47.3K
|
2.1K
$401K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-246- 0.47% |
$44.5K - $48.5K
|
52.4K
$9.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-256- 0.29% |
$46.4K - $50.5K
|
88.2K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-256- 0.4% |
$46.4K - $50.5K
|
64.4K
$12.3M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-257- 54.56% |
$46.5K - $50.7K
|
214
$40.8K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-262- 5.79% |
$47.4K - $51.7K
|
4.26K
$813K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-265- 65.11% |
$48K - $52.3K
|
142
$27.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-270- 2.34% |
$48.9K - $53.2K
|
11.3K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-271- 0.13% |
$49.1K - $53.4K
|
203K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-272- 0.26% |
$49.2K - $53.6K
|
106K
$20.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-275- 1.73% |
$49.8K - $54.2K
|
15.6K
$2.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-275- 17.03% |
$49.8K - $54.2K
|
1.34K
$255K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-281- 1.69% |
$50.9K - $55.4K
|
16.4K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-283- 0.71% |
$51.2K - $55.8K
|
39.8K
$7.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-293- 1.52% |
$53.1K - $57.8K
|
19K
$3.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-296- 5.87% |
$53.6K - $58.4K
|
4.75K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-297- 2.25% |
$53.8K - $58.6K
|
12.9K
$2.45M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-297- 9.27% |
$53.8K - $58.6K
|
2.91K
$554K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-298- 8.5% |
$54K - $58.8K
|
3.21K
$612K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-300- 0.35% |
$54.3K - $59.2K
|
84.4K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-301- 8.68% |
$54.5K - $59.3K
|
3.17K
$603K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-310- 5.06% |
$56.1K - $61.1K
|
5.82K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-311- 0.33% |
$56.3K - $61.3K
|
93.8K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-314- 0.58% |
$56.9K - $61.9K
|
53.4K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-318- 3.34% |
$57.6K - $62.7K
|
9.2K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-318- 0.86% |
$57.6K - $62.7K
|
36.8K
$7.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-326- 1.29% |
$59K - $64.3K
|
25K
$4.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-331- 20.24% |
$59.9K - $65.3K
|
1.3K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-333- 0.88% |
$60.3K - $65.7K
|
37.6K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-333- 4.41% |
$60.3K - $65.7K
|
7.22K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-334- 25.67% |
$60.5K - $65.9K
|
967
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-337- 1.79% |
$61K - $66.4K
|
18.5K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-338- 0.64% |
$61.2K - $66.6K
|
52.7K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-340- 4.14% |
$61.6K - $67K
|
7.87K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-343- 20.86% |
$62.1K - $67.6K
|
1.3K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-363- 0.18% |
$65.7K - $71.6K
|
205K
$39.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-370- 3.42% |
$67K - $73K
|
10.5K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-370- 1.62% |
$67K - $73K
|
22.5K
$4.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-374- 9.63% |
$67.7K - $73.7K
|
3.51K
$669K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-376- 0.96% |
$68.1K - $74.1K
|
38.9K
$7.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-380- 17.95% |
$68.8K - $74.9K
|
1.74K
$331K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-382- 5.85% |
$69.2K - $75.3K
|
6.15K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-388- 0.44% |
$70.3K - $76.5K
|
87.7K
$16.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-395- 8.68% |
$71.5K - $77.9K
|
4.16K
$793K
|