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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-36.8K- 3.63% |
$6.66M - $7.26M
|
977K
$201M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-38.9K- 21.29% |
$7.05M - $7.67M
|
144K
$29.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.4K- 3.51% |
$8.4M - $9.15M
|
1.28M
$263M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-47K- 98.31% |
$8.51M - $9.27M
|
810
$167K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-78.8K- 88.48% |
$14.3M - $15.5M
|
10.3K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-82.1K- 5.26% |
$14.9M - $16.2M
|
1.48M
$305M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-85.2K- 99.69% |
$15.4M - $16.8M
|
261
$53.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-96.6K- 16.64% |
$17.5M - $19.1M
|
484K
$99.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-130K- 12.31% |
$23.5M - $25.6M
|
925K
$191M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-132K- 42.97% |
$23.9M - $26M
|
175K
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-133K- 26.96% |
$24.1M - $26.2M
|
360K
$74.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-162K- 74.21% |
$29.3M - $31.9M
|
56.2K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-196K- 7.9% |
$35.5M - $38.6M
|
2.28M
$471M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-354K- 86.0% |
$64.1M - $69.9M
|
57.7K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-634K- 3.59% |
$115M - $125M
|
17M
$3.51B
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-728K- 9.49% |
$132M - $144M
|
6.95M
$1.43B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.21M- 48.27% |
$400M - $435M
|
2.37M
$488M
|