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 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.05KNew |
$190K - $207K
|
1.05K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.05KNew |
$190K - $207K
|
1.05K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.04KNew |
$189K - $206K
|
1.04K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.04K+ 33.84% |
$188K - $205K
|
4.11K
$783K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.03K+ 10.96% |
$187K - $204K
|
10.5K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.03KNew |
$187K - $204K
|
1.03K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.03K+ 38.15% |
$187K - $204K
|
3.74K
$713K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
1.03KNew |
$186K - $203K
|
1.03K
$196K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.03KNew |
$186K - $202K
|
1.03K
$196K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$186K - $202K
|
1.03K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 18.23% |
$186K - $202K
|
6.65K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 20.25% |
$185K - $202K
|
6.08K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.02KNew |
$185K - $202K
|
1.02K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.02KNew |
$184K - $200K
|
1.02K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.01K+ 25.72% |
$183K - $199K
|
4.93K
$940K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 4.51% |
$182K - $198K
|
23.3K
$4.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1K+ 33.17% |
$182K - $198K
|
4.03K
$768K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
992+ 0.33% |
$180K - $196K
|
304K
$58M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
982+ 1.67% |
$178K - $194K
|
59.7K
$11.4M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
976+ 6.68% |
$177K - $192K
|
15.6K
$2.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
973+ 1.32% |
$176K - $192K
|
74.9K
$14.3M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
965+ 1.92% |
$175K - $190K
|
51.1K
$9.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
965+ 5.09% |
$175K - $190K
|
19.9K
$3.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
959+ 0.29% |
$174K - $189K
|
333K
$63.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
959+ 46.22% |
$174K - $189K
|
3.03K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
958+ 3.43% |
$173K - $189K
|
28.9K
$5.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
957+ 4.39% |
$173K - $189K
|
22.8K
$4.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
956New |
$173K - $188K
|
956
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
956+ 0.85% |
$173K - $188K
|
113K
$21.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
954+ 7.16% |
$173K - $188K
|
14.3K
$2.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
926+ 0.79% |
$168K - $183K
|
119K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
921New |
$167K - $182K
|
921
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
920+ 20.55% |
$167K - $181K
|
5.4K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
898+ 2.02% |
$163K - $177K
|
45.4K
$8.66M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
890+ 13.31% |
$161K - $175K
|
7.58K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
884+ 5.33% |
$160K - $174K
|
17.5K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
868+ 0.37% |
$157K - $171K
|
232K
$44.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
864+ 2.04% |
$156K - $170K
|
43.1K
$8.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
816+ 0.79% |
$148K - $161K
|
104K
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
789+ 5.64% |
$143K - $156K
|
14.8K
$2.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
781+ 1.22% |
$141K - $154K
|
64.9K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
774+ 6.48% |
$140K - $153K
|
12.7K
$2.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
771+ 41.45% |
$140K - $152K
|
2.63K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
761+ 5.12% |
$138K - $150K
|
15.6K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
756+ 12.35% |
$137K - $149K
|
6.88K
$1.31M
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
753+ 1.0% |
$136K - $148K
|
75.7K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
751+ 25033.33% |
$136K - $148K
|
754
$144K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
740+ 14.94% |
$134K - $146K
|
5.69K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
730+ 31.33% |
$132K - $144K
|
3.06K
$583K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
729+ 33.49% |
$132K - $144K
|
2.91K
$554K
|