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 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.13KNew |
$566K - $616K
|
3.13K
$644K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.1K+ 30.75% |
$560K - $610K
|
13.2K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.09K+ 265.95% |
$560K - $610K
|
4.26K
$877K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.06K+ 3.94% |
$554K - $603K
|
80.7K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
3.05K+ 226.13% |
$552K - $601K
|
4.39K
$906K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.04K+ 3.42% |
$550K - $599K
|
91.8K
$18.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.02K+ 14.3% |
$546K - $595K
|
24.1K
$4.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.99K+ 4.27% |
$540K - $589K
|
72.9K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.96K+ 5.76% |
$536K - $584K
|
54.4K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.91KNew |
$527K - $574K
|
2.91K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.82KNew |
$511K - $557K
|
2.82K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.74K+ 112.13% |
$495K - $539K
|
5.18K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72K+ 5.66% |
$492K - $536K
|
50.7K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.7K+ 1.54% |
$489K - $532K
|
178K
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.7K+ 3.86% |
$488K - $532K
|
72.5K
$14.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 7.36% |
$479K - $521K
|
38.6K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$468K - $509K
|
2.58K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.48K+ 63.45% |
$448K - $488K
|
6.38K
$1.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.46K+ 6.3% |
$445K - $485K
|
41.4K
$8.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.45K+ 1.5% |
$443K - $482K
|
166K
$34.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.44KNew |
$442K - $481K
|
2.44K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.43K+ 23.82% |
$439K - $478K
|
12.6K
$2.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.41KNew |
$436K - $475K
|
2.41K
$496K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.39K+ 66.09% |
$433K - $472K
|
6.01K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.39K+ 2.58% |
$432K - $470K
|
94.7K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.38KNew |
$431K - $469K
|
2.38K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 18.5% |
$419K - $457K
|
14.8K
$3.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.31K+ 24.39% |
$419K - $456K
|
11.8K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.26K+ 6.02% |
$410K - $446K
|
39.8K
$8.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.23K+ 1.71% |
$404K - $440K
|
133K
$27.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.22K+ 9.18% |
$402K - $438K
|
26.4K
$5.45M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.19K+ 93.64% |
$397K - $432K
|
4.53K
$935K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.13K+ 39.38% |
$385K - $420K
|
7.53K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.12K+ 1.34% |
$384K - $419K
|
160K
$33M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.12K+ 14.76% |
$384K - $419K
|
16.5K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.11K+ 3.39% |
$382K - $416K
|
64.4K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.1K+ 3.59% |
$379K - $413K
|
60.5K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 5.12% |
$377K - $411K
|
42.8K
$8.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.08KNew |
$377K - $410K
|
2.08K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.07K+ 5.64% |
$375K - $409K
|
38.8K
$8M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
2.07K+ 9.43% |
$375K - $408K
|
24K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.07K+ 100.05% |
$375K - $408K
|
4.14K
$853K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.02K+ 3.06% |
$366K - $399K
|
68K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.02KNew |
$365K - $398K
|
2.02K
$416K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2K+ 31.57% |
$362K - $394K
|
8.33K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.98KNew |
$359K - $391K
|
1.98K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.95KNew |
$354K - $385K
|
1.95K
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.95K+ 9.38% |
$353K - $384K
|
22.7K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.94K+ 32.93% |
$351K - $382K
|
7.82K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.93K+ 1.74% |
$349K - $380K
|
113K
$23.3M
|