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
|
Stokes Family Office, LLC
|
BUY
|
- |
1.86K+ 2.58% |
$337K - $368K
|
74.1K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.83K+ 59.55% |
$332K - $362K
|
4.91K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 1.28% |
$326K - $355K
|
143K
$29.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.8KNew |
$326K - $355K
|
1.8K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.8K+ 4.47% |
$326K - $355K
|
42K
$8.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.8KNew |
$325K - $354K
|
1.8K
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.77K+ 11.78% |
$321K - $350K
|
16.8K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.77K+ 4.66% |
$321K - $349K
|
39.8K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.76K+ 4.84% |
$318K - $346K
|
38.1K
$7.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.75K+ 457.33% |
$316K - $344K
|
2.13K
$439K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.75K+ 9.83% |
$316K - $344K
|
19.5K
$4.02M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.74KNew |
$316K - $344K
|
1.74K
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.74K+ 0.9% |
$315K - $343K
|
194K
$40.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.73K+ 0.85% |
$314K - $341K
|
205K
$42.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
1.72K+ 6.77% |
$311K - $339K
|
27.1K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 14.14% |
$309K - $337K
|
13.8K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.69K+ 10.51% |
$306K - $333K
|
17.8K
$3.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.68KNew |
$305K - $332K
|
1.68K
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.66K+ 9.03% |
$301K - $328K
|
20.1K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.66K+ 1.12% |
$300K - $327K
|
149K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.66K+ 27.33% |
$300K - $327K
|
7.72K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.66KNew |
$300K - $327K
|
1.66K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.65K+ 5.1% |
$299K - $326K
|
34K
$7.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.65KNew |
$299K - $326K
|
1.65K
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 3.13% |
$297K - $324K
|
54K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.6K+ 47.06% |
$290K - $316K
|
5.01K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.6K+ 19.12% |
$290K - $316K
|
9.98K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.6KNew |
$290K - $315K
|
1.6K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.57K+ 1.58% |
$285K - $310K
|
101K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.56KNew |
$283K - $308K
|
1.56K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.56KNew |
$282K - $307K
|
1.56K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.56K+ 2.29% |
$282K - $307K
|
69.4K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.55K+ 11.11% |
$281K - $306K
|
15.5K
$3.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.55KNew |
$281K - $306K
|
1.55K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.51K+ 2.15% |
$274K - $298K
|
72K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 5.66% |
$274K - $298K
|
28.2K
$5.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.5K+ 103.74% |
$271K - $295K
|
2.94K
$606K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.48K+ 5.18% |
$269K - $293K
|
30.2K
$6.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.47KNew |
$265K - $289K
|
1.47K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.43KNew |
$258K - $281K
|
1.43K
$294K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.42K+ 2.41% |
$257K - $280K
|
60.5K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
1.42KNew |
$257K - $280K
|
1.42K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.42K+ 0.68% |
$256K - $279K
|
208K
$42.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.41KNew |
$256K - $279K
|
1.41K
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.41K+ 0.36% |
$255K - $278K
|
395K
$81.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.39K+ 17.46% |
$252K - $275K
|
9.37K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.39K+ 3.59% |
$251K - $273K
|
40.1K
$8.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.38K+ 5.55% |
$249K - $271K
|
26.2K
$5.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.36K+ 4.85% |
$247K - $269K
|
29.4K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.36K+ 4.57% |
$246K - $268K
|
31.1K
$6.42M
|