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 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-661- 1.67% |
$120K - $130K
|
38.9K
$7.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-666- 33.33% |
$121K - $131K
|
1.33K
$254K
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-669- 7.46% |
$121K - $132K
|
8.3K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-671- 1.59% |
$121K - $132K
|
41.5K
$7.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-686- 95.94% |
$124K - $135K
|
29
$5.53K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-722- 13.6% |
$131K - $142K
|
4.59K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-724- 1.36% |
$131K - $143K
|
52.5K
$10M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-728- 5.66% |
$132K - $144K
|
12.1K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-746- 3.62% |
$135K - $147K
|
19.9K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-750- 13.38% |
$136K - $148K
|
4.86K
$925K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-761- 1.01% |
$138K - $150K
|
74.9K
$14.3M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-768- 1.03% |
$139K - $151K
|
73.6K
$14M
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-786- 1.1% |
$142K - $155K
|
70.7K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-791- 5.33% |
$143K - $156K
|
14K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-809- 2.74% |
$146K - $160K
|
28.7K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-811- 26.56% |
$147K - $160K
|
2.24K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-844- 2.21% |
$153K - $166K
|
37.4K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-845- 3.55% |
$153K - $167K
|
22.9K
$4.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-884- 0.74% |
$160K - $174K
|
118K
$22.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-910- 5.69% |
$165K - $179K
|
15.1K
$2.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-921- 11.95% |
$167K - $182K
|
6.79K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-944- 0.93% |
$171K - $186K
|
101K
$19.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-958- 4.81% |
$173K - $189K
|
19K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-967- 3.67% |
$175K - $191K
|
25.4K
$4.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 0.87% |
$184K - $200K
|
115K
$22M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.03K- 2.94% |
$186K - $202K
|
33.9K
$6.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.03K- 11.58% |
$186K - $203K
|
7.85K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.04K- 32.26% |
$188K - $204K
|
2.18K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.04K- 3.14% |
$188K - $204K
|
32K
$6.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.05K- 2.6% |
$189K - $206K
|
39.2K
$7.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.05K- 1.68% |
$191K - $208K
|
61.5K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.08K- 6.62% |
$195K - $212K
|
15.2K
$2.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.08K- 9.54% |
$196K - $213K
|
10.2K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.08K- 46.8% |
$196K - $214K
|
1.23K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.09K- 2.02% |
$197K - $214K
|
52.8K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.09K- 0.93% |
$198K - $215K
|
117K
$22.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.1K- 3.55% |
$199K - $216K
|
29.8K
$5.69M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.1KClosed |
$199K - $217K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 3.2% |
$206K - $224K
|
34.4K
$6.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.15K- 14.21% |
$208K - $227K
|
6.94K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.16K- 8.71% |
$210K - $229K
|
12.2K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.19K- 4.37% |
$215K - $234K
|
25.9K
$4.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 1.59% |
$221K - $241K
|
75.4K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.25K- 49.74% |
$226K - $246K
|
1.26K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.26K- 20.43% |
$228K - $248K
|
4.9K
$934K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.26K- 1.04% |
$228K - $249K
|
120K
$22.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 28.6% |
$232K - $253K
|
3.2K
$610K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.29K- 14.59% |
$233K - $254K
|
7.54K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.3K- 7.17% |
$235K - $256K
|
16.8K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.32K- 52.31% |
$240K - $261K
|
1.21K
$230K
|