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 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.04K- 32.26% |
$188K - $204K
|
2.18K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.04K- 3.14% |
$188K - $204K
|
32K
$6.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.05K- 2.6% |
$189K - $206K
|
39.2K
$8.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.05K- 1.68% |
$191K - $208K
|
61.5K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.08K- 6.62% |
$195K - $212K
|
15.2K
$3.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.08K- 9.54% |
$196K - $213K
|
10.2K
$2.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.08K- 46.8% |
$196K - $214K
|
1.23K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.09K- 2.02% |
$197K - $214K
|
52.8K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.09K- 0.93% |
$198K - $215K
|
117K
$24M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.1K- 3.55% |
$199K - $216K
|
29.8K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 3.2% |
$206K - $224K
|
34.4K
$7.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.15K- 14.21% |
$208K - $227K
|
6.94K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.16K- 8.71% |
$210K - $229K
|
12.2K
$2.51M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.19K- 4.37% |
$215K - $234K
|
25.9K
$5.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 1.59% |
$221K - $241K
|
75.4K
$15.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.25K- 49.74% |
$226K - $246K
|
1.26K
$260K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.26K- 20.43% |
$228K - $248K
|
4.9K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.26K- 1.04% |
$228K - $249K
|
120K
$24.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 28.6% |
$232K - $253K
|
3.2K
$660K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.29K- 14.59% |
$233K - $254K
|
7.54K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.3K- 7.17% |
$235K - $256K
|
16.8K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.32K- 52.31% |
$240K - $261K
|
1.21K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.32K- 4.13% |
$240K - $261K
|
30.7K
$6.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.35K- 2.86% |
$245K - $266K
|
45.9K
$9.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.35K- 2.05% |
$245K - $266K
|
64.6K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.35K- 8.62% |
$245K - $267K
|
14.4K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.35K- 12.34% |
$245K - $267K
|
9.62K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.38K- 15.11% |
$249K - $271K
|
7.73K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.42K- 87.74% |
$258K - $281K
|
199
$41K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.43K- 20.5% |
$259K - $282K
|
5.54K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.47K- 58.76% |
$267K - $290K
|
1.03K
$213K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.48K- 9.1% |
$267K - $291K
|
14.7K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.5K- 5.88% |
$272K - $296K
|
24K
$4.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.55K- 10.15% |
$281K - $306K
|
13.7K
$2.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.56K- 1.04% |
$282K - $307K
|
149K
$30.6M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.57K- 8.8% |
$283K - $309K
|
16.2K
$3.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 4.96% |
$336K - $366K
|
35.6K
$7.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 38.38% |
$336K - $366K
|
2.98K
$614K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.96K- 20.2% |
$355K - $386K
|
7.74K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2K- 0.75% |
$362K - $394K
|
265K
$54.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-2.01K- 15.71% |
$364K - $396K
|
10.8K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 9.45% |
$385K - $420K
|
20.4K
$4.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.13K- 2.08% |
$385K - $420K
|
100K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.17K- 24.91% |
$393K - $428K
|
6.55K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.2K- 9.91% |
$398K - $433K
|
20K
$4.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 15.45% |
$403K - $439K
|
12.2K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.25K- 37.31% |
$407K - $444K
|
3.78K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.4K- 2.96% |
$434K - $472K
|
78.5K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.44K- 63.54% |
$442K - $481K
|
1.4K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.49K- 6.43% |
$451K - $491K
|
36.2K
$7.47M
|