Purchases and Sales Made in Q3 2024 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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
Mcia Inc

BUY
 -
1.03K
New
$186K - $203K
1.03K $212K
Nov 05, 2024 Q3 2024
Axim Planning & Wealth

Dayton, OH
BUY
 -
1.03K
New
$186K - $202K
1.03K $212K
Nov 08, 2024 Q3 2024
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
1.03K
New
$186K - $202K
1.03K $212K
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
1.03K
+ 18.23%
$186K - $202K
6.65K $1.37M
Nov 14, 2024 Q3 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.02K
+ 20.25%
$185K - $202K
6.08K $1.25M
Oct 15, 2024 Q3 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.02K
New
$185K - $202K
1.02K $211K
Nov 14, 2024 Q3 2024
Old Mission Capital LLC

BUY
 -
1.02K
New
$184K - $200K
1.02K $209K
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.01K
+ 25.72%
$183K - $199K
4.93K $1.02M
Nov 05, 2024 Q3 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.01K
+ 4.51%
$182K - $198K
23.3K $4.81M
Oct 15, 2024 Q3 2024
Asset Dedication, LLC

BUY
 -
1K
+ 33.17%
$182K - $198K
4.03K $830K
Oct 30, 2024 Q3 2024
Guidance Point Advisors, LLC

BUY
 -
982
+ 1.67%
$178K - $194K
59.7K $12.3M
Oct 21, 2024 Q3 2024
Sharkey, Howes & Javer

BUY
 -
973
+ 1.32%
$176K - $192K
74.9K $15.4M
Oct 16, 2024 Q3 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
965
+ 1.92%
$175K - $190K
51.1K $10.5M
Oct 24, 2024 Q3 2024
Trail Ridge Investment Advisors, LLC

BUY
 -
965
+ 5.09%
$175K - $190K
19.9K $4.11M
Oct 02, 2024 Q3 2024
Praetorian Wealth Management, Inc.

BUY
 -
959
+ 0.29%
$174K - $189K
333K $68.7M
Nov 08, 2024 Q3 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
959
+ 46.22%
$174K - $189K
3.03K $626K
Nov 14, 2024 Q3 2024
Apeiron Ria LLC

BUY
 -
958
+ 3.43%
$173K - $189K
28.9K $5.95M
Oct 17, 2024 Q3 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
957
+ 4.39%
$173K - $189K
22.8K $4.69M
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
956
New
$173K - $188K
956 $197K
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
956
+ 0.85%
$173K - $188K
113K $23.3M
Nov 13, 2024 Q3 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
954
+ 7.16%
$173K - $188K
14.3K $2.94M
Nov 07, 2024 Q3 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
926
+ 0.79%
$168K - $183K
119K $24.5M
Nov 12, 2024 Q3 2024
Biltmore Family Office, LLC

BUY
 -
921
New
$167K - $182K
921 $190K
Nov 13, 2024 Q3 2024
First Foundation Advisors

Irvine, CA
BUY
 -
920
+ 20.55%
$167K - $181K
5.4K $1.11M
Oct 21, 2024 Q3 2024
Rodgers & Associates, LTD

BUY
 -
898
+ 2.02%
$163K - $177K
45.4K $9.37M
Nov 01, 2024 Q3 2024
17 Capital Partners, LLC

BUY
 -
890
+ 13.31%
$161K - $175K
7.58K $1.56M
Oct 30, 2024 Q3 2024
Morris Financial Concepts, Inc.

BUY
 -
884
+ 5.33%
$160K - $174K
17.5K $3.6M
Oct 15, 2024 Q3 2024
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
868
+ 0.37%
$157K - $171K
232K $47.9M
Oct 28, 2024 Q3 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
864
+ 2.04%
$156K - $170K
43.1K $8.89M
Oct 16, 2024 Q3 2024
Ironwood Financial, LLC

BUY
 -
816
+ 0.79%
$148K - $161K
104K $21.4M
Oct 15, 2024 Q3 2024
Lantz Financial LLC

BUY
 -
789
+ 5.64%
$143K - $156K
14.8K $3.04M
Oct 25, 2024 Q3 2024
Avitas Wealth Management LLC

BUY
 -
781
+ 1.22%
$141K - $154K
64.9K $13.4M
Nov 13, 2024 Q3 2024
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
774
+ 6.48%
$140K - $153K
12.7K $2.62M
Oct 17, 2024 Q3 2024
Garrett Investment Advisors LLC

BUY
 -
771
+ 41.45%
$140K - $152K
2.63K $542K
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
761
+ 5.12%
$138K - $150K
15.6K $3.22M
Nov 14, 2024 Q3 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
756
+ 12.35%
$137K - $149K
6.88K $1.42M
Nov 14, 2024 Q3 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
751
+ 25033.33%
$136K - $148K
754 $155K
Oct 10, 2024 Q3 2024
Cra Financial Services, LLC

BUY
 -
740
+ 14.94%
$134K - $146K
5.69K $1.17M
Oct 15, 2024 Q3 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
730
+ 31.33%
$132K - $144K
3.06K $631K
Nov 01, 2024 Q3 2024
Spider Rock Advisors, LLC

BUY
 -
729
+ 33.49%
$132K - $144K
2.91K $599K
Nov 08, 2024 Q3 2024
Wedbush Securities Inc

BUY
 -
705
+ 11.71%
$128K - $139K
6.73K $1.39M
Oct 18, 2024 Q3 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
702
+ 332.7%
$127K - $138K
913 $188K
Nov 13, 2024 Q3 2024
Tortoise Investment Management, LLC

BUY
 -
691
+ 2.18%
$125K - $136K
32.4K $6.68M
Oct 24, 2024 Q3 2024
Southern Capital Advisors, LLC

BUY
 -
665
+ 4.6%
$120K - $131K
15.1K $3.11M
Oct 25, 2024 Q3 2024
Aspire Private Capital, LLC

BUY
 -
665
+ 22.95%
$120K - $131K
3.56K $734K
Oct 31, 2024 Q3 2024
Mission Wealth Management, LP

BUY
 -
660
+ 6.75%
$119K - $130K
10.4K $2.15M
Nov 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
652
+ 2.12%
$118K - $129K
31.5K $6.49M
Oct 21, 2024 Q3 2024
Sequoia Financial Advisors, LLC

BUY
 -
651
+ 5.33%
$118K - $128K
12.9K $2.65M
Oct 11, 2024 Q3 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
646
+ 8.28%
$117K - $127K
8.45K $1.74M

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