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 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.56K- 3.21% |
$463K - $504K
|
77.1K
$15.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.56K- 5.3% |
$464K - $505K
|
45.7K
$9.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.57K- 9.23% |
$465K - $506K
|
25.2K
$5.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.57K- 7.36% |
$466K - $507K
|
32.4K
$6.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.61K- 4.81% |
$473K - $515K
|
51.7K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.66K- 23.0% |
$482K - $525K
|
8.91K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.7K- 0.82% |
$490K - $533K
|
329K
$67.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.8K- 4.61% |
$508K - $553K
|
58K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.81K- 35.13% |
$509K - $554K
|
5.19K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.84K- 0.78% |
$515K - $561K
|
360K
$74.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.92K- 26.71% |
$528K - $575K
|
8K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.93K- 4.01% |
$530K - $578K
|
70K
$14.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.96K- 26.96% |
$537K - $584K
|
8.03K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.99K- 50.49% |
$542K - $590K
|
2.93K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.03K- 5.96% |
$548K - $597K
|
47.8K
$9.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.1K- 4.58% |
$561K - $610K
|
64.5K
$13.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.11K- 54.92% |
$562K - $612K
|
2.55K
$526K
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3.17K- 14.62% |
$574K - $625K
|
18.5K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.24K- 2.95% |
$587K - $639K
|
107K
$22M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.28K- 7.61% |
$594K - $647K
|
39.9K
$8.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-3.37K- 1.73% |
$609K - $663K
|
191K
$39.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.46K- 25.47% |
$627K - $683K
|
10.1K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.46K- 10.33% |
$627K - $683K
|
30K
$6.2M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.52K- 49.31% |
$637K - $694K
|
3.62K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 58.05% |
$703K - $766K
|
2.81K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4K- 4.25% |
$725K - $789K
|
90.1K
$18.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-4.01K- 72.27% |
$726K - $790K
|
1.54K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.18K- 48.46% |
$757K - $824K
|
4.45K
$916K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.25K- 7.28% |
$770K - $838K
|
54.2K
$11.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.33K- 0.65% |
$785K - $855K
|
661K
$136M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 14.41% |
$798K - $869K
|
26.2K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.43K- 11.43% |
$802K - $873K
|
34.3K
$7.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.5K- 54.68% |
$815K - $887K
|
3.73K
$769K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.5K- 4.02% |
$815K - $887K
|
107K
$22.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-4.55K- 1.05% |
$823K - $897K
|
430K
$88.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.66K- 1.62% |
$844K - $919K
|
284K
$58.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.67K- 8.42% |
$845K - $920K
|
50.8K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-4.83K- 4.53% |
$875K - $953K
|
102K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.95K- 89.91% |
$897K - $977K
|
556
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-5K- 78.22% |
$906K - $987K
|
1.39K
$287K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.02K- 7.15% |
$909K - $990K
|
65.1K
$13.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5.37K- 43.02% |
$973K - $1.06M
|
7.12K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.53K- 13.93% |
$1M - $1.09M
|
34.2K
$7.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.64K- 26.42% |
$1.02M - $1.11M
|
15.7K
$3.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.69K- 7.44% |
$1.03M - $1.12M
|
70.8K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-5.86K- 33.41% |
$1.06M - $1.16M
|
11.7K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.9K- 5.19% |
$1.07M - $1.16M
|
108K
$22.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.17K- 14.15% |
$1.12M - $1.22M
|
37.5K
$7.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.22K- 0.56% |
$1.13M - $1.23M
|
1.11M
$228M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 11.94% |
$1.18M - $1.29M
|
48.2K
$9.93M
|