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 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-423- 9.04% |
$76.6K - $83.4K
|
4.26K
$755K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-425- 6.45% |
$77K - $83.8K
|
6.17K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-426- 0.4% |
$77.1K - $84K
|
106K
$18.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-427- 13.6% |
$77.3K - $84.2K
|
2.71K
$481K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-429- 1.91% |
$77.7K - $84.6K
|
22K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-435- 12.71% |
$78.8K - $85.8K
|
2.99K
$530K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-440- 6.13% |
$79.7K - $86.8K
|
6.74K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-444- 1.97% |
$80.4K - $87.5K
|
22.1K
$3.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-451- 11.55% |
$81.7K - $88.9K
|
3.46K
$613K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-457- 4.26% |
$82.7K - $90.1K
|
10.3K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-458- 3.2% |
$82.9K - $90.3K
|
13.8K
$2.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-461- 0.34% |
$83.5K - $90.9K
|
133K
$23.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-464- 4.21% |
$84K - $91.5K
|
10.6K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-465- 3.82% |
$84.2K - $91.7K
|
11.7K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-469- 6.01% |
$84.9K - $92.5K
|
7.33K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-477- 7.03% |
$86.4K - $94.1K
|
6.3K
$1.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-492- 22.5% |
$89.1K - $97K
|
1.7K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-493- 14.19% |
$89.3K - $97.2K
|
2.98K
$529K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-501- 4.35% |
$90.7K - $98.8K
|
11K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-507- 3.54% |
$91.8K - $100K
|
13.8K
$2.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-509- 2.45% |
$92.2K - $100K
|
20.3K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-514- 4.16% |
$93.1K - $101K
|
11.8K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-517- 13.5% |
$93.6K - $102K
|
3.31K
$587K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-517- 5.68% |
$93.6K - $102K
|
8.58K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-520- 26.79% |
$94.2K - $103K
|
1.42K
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-528- 0.47% |
$95.6K - $104K
|
112K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-534- 1.49% |
$96.7K - $105K
|
35.3K
$6.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-538- 14.95% |
$97.4K - $106K
|
3.06K
$543K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-544- 2.35% |
$98.5K - $107K
|
22.6K
$4.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-549- 24.73% |
$99.4K - $108K
|
1.67K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-561- 17.88% |
$102K - $111K
|
2.58K
$457K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-562- 0.49% |
$102K - $111K
|
115K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-563- 0.67% |
$102K - $111K
|
83.7K
$14.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-565- 48.21% |
$102K - $111K
|
607
$108K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-583- 96.05% |
$106K - $115K
|
24
$4.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-589- 0.94% |
$107K - $116K
|
62.2K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-590- 29.81% |
$107K - $116K
|
1.39K
$246K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-609- 36.71% |
$110K - $120K
|
1.05K
$186K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-616- 3.48% |
$112K - $121K
|
17.1K
$3.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-624- 8.38% |
$113K - $123K
|
6.82K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-635- 6.14% |
$115K - $125K
|
9.72K
$1.72M
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-640- 4.45% |
$116K - $126K
|
13.7K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-644- 0.41% |
$117K - $127K
|
158K
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-645- 0.91% |
$117K - $127K
|
69.9K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-649- 0.22% |
$118K - $128K
|
288K
$51.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-661- 1.67% |
$120K - $130K
|
38.9K
$6.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-666- 33.33% |
$121K - $131K
|
1.33K
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-671- 1.59% |
$121K - $132K
|
41.5K
$7.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-686- 95.94% |
$124K - $135K
|
29
$5.14K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-722- 13.6% |
$131K - $142K
|
4.59K
$814K
|