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
|
Concorde Asset Management, LLC
|
BUY
|
- |
372+ 3.84% |
$67.4K - $73.3K
|
10.1K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
368+ 10.78% |
$66.6K - $72.6K
|
3.78K
$780K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
366+ 5.57% |
$66.3K - $72.2K
|
6.93K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
357+ 12.31% |
$64.6K - $70.4K
|
3.26K
$672K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
348+ 7.55% |
$63K - $68.6K
|
4.96K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
342New |
$61.9K - $67.4K
|
342
$70.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
327New |
$59.2K - $64.5K
|
327
$67.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
314+ 15.0% |
$56.9K - $61.9K
|
2.41K
$496K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
313+ 5.49% |
$56.7K - $61.7K
|
6.02K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
313+ 0.73% |
$56.7K - $61.7K
|
43K
$8.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
313+ 7.58% |
$56.7K - $61.7K
|
4.44K
$916K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
309+ 4.17% |
$55.9K - $60.9K
|
7.72K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309+ 24.37% |
$55.9K - $60.9K
|
1.58K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
301+ 14.56% |
$54.5K - $59.3K
|
2.37K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
299+ 73.46% |
$54.1K - $59K
|
706
$146K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
291+ 8.38% |
$52.7K - $57.4K
|
3.77K
$776K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
284+ 0.53% |
$51.4K - $56K
|
54K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
273+ 8.56% |
$49.4K - $53.8K
|
3.46K
$714K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
272+ 0.57% |
$49.2K - $53.6K
|
48K
$9.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
268+ 1.61% |
$48.5K - $52.8K
|
16.9K
$3.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
267+ 1.18% |
$48.3K - $52.6K
|
22.9K
$4.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
265+ 3.63% |
$48K - $52.3K
|
7.57K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
265+ 7.1% |
$48K - $52.3K
|
4K
$824K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
261+ 0.58% |
$47.3K - $51.5K
|
45.3K
$9.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
260+ 1.43% |
$47.1K - $51.3K
|
18.4K
$3.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
250+ 3.33% |
$45.3K - $49.3K
|
7.77K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
243+ 7.67% |
$44K - $47.9K
|
3.41K
$703K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
241+ 1.96% |
$43.6K - $47.5K
|
12.5K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
237+ 1.74% |
$42.9K - $46.7K
|
13.8K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
230+ 26.38% |
$41.6K - $45.3K
|
1.1K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
230+ 2.95% |
$41.6K - $45.3K
|
8.03K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
227+ 0.15% |
$41.1K - $44.8K
|
156K
$32.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
222+ 4.42% |
$40.2K - $43.8K
|
5.24K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
222+ 1.2% |
$40.2K - $43.8K
|
18.7K
$3.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
219+ 0.95% |
$39.7K - $43.2K
|
23.2K
$4.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
218+ 1.41% |
$39.5K - $43K
|
15.6K
$3.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
215+ 0.32% |
$38.9K - $42.4K
|
67.9K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
215+ 10.58% |
$38.9K - $42.4K
|
2.25K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
215+ 0.36% |
$38.9K - $42.4K
|
60.1K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
213+ 3.51% |
$38.6K - $42K
|
6.28K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
212+ 8.75% |
$38.4K - $41.8K
|
2.64K
$543K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
210+ 24.45% |
$38K - $41.4K
|
1.07K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
205+ 5.33% |
$37.1K - $40.4K
|
4.05K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
204+ 7.26% |
$36.9K - $40.2K
|
3.01K
$621K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
202New |
$36.6K - $39.8K
|
202
$41.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
198+ 15.64% |
$35.8K - $39K
|
1.46K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
197+ 0.57% |
$35.7K - $38.8K
|
35K
$7.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
197+ 1.44% |
$35.7K - $38.8K
|
13.9K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
194+ 2.91% |
$35.1K - $38.3K
|
6.85K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
189+ 3.3% |
$34.2K - $37.3K
|
5.91K
$1.22M
|