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 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
395
+ 0.94%
$71.5K - $77.9K
42.3K $7.5M
Nov 06, 2024 Q3 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
392
+ 2.32%
$71K - $77.3K
17.3K $3.07M
Oct 15, 2024 Q3 2024
Thompson Investment Management, Inc.

BUY
 -
379
+ 2.91%
$68.6K - $74.7K
13.4K $2.38M
Nov 12, 2024 Q3 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
379
+ 5.49%
$68.6K - $74.7K
7.28K $1.29M
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
377
New
$68.3K - $74.3K
377 $66.9K
Nov 12, 2024 Q3 2024
Newport Capital Group, LLC

BUY
 -
377
+ 6.66%
$68.3K - $74.3K
6.04K $1.07M
Dec 03, 2024 Q3 2024
Bush Investment Group, LLC

Valdosta, GA
BUY
 -
374
+ 4.27%
$67.7K - $73.7K
9.13K $1.62M
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
373
+ 3.83%
$67.5K - $73.5K
10.1K $1.79M
Nov 12, 2024 Q3 2024
Concorde Asset Management, LLC

BUY
 -
372
+ 3.84%
$67.4K - $73.3K
10.1K $1.78M
Oct 24, 2024 Q3 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
368
+ 10.78%
$66.6K - $72.6K
3.78K $671K
Jan 21, 2025 Q3 2024
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
364
+ 6.55%
$65.9K - $71.8K
5.92K $1.05M
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
357
+ 12.31%
$64.6K - $70.4K
3.26K $578K
Feb 11, 2025 Q3 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
355
New
$64.3K - $70K
355 $63K
Oct 21, 2024 Q3 2024
Venture Visionary Partners LLC

BUY
 -
348
+ 7.55%
$63K - $68.6K
4.96K $879K
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
342
New
$61.9K - $67.4K
342 $60.7K
Oct 28, 2024 Q3 2024
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
327
New
$59.2K - $64.5K
327 $58K
Oct 10, 2024 Q3 2024
Lion Street Advisors, LLC

BUY
 -
314
+ 15.0%
$56.9K - $61.9K
2.41K $427K
Oct 24, 2024 Q3 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
313
+ 5.49%
$56.7K - $61.7K
6.02K $1.07M
Nov 12, 2024 Q3 2024
Great Valley Advisor Group, Inc.

BUY
 -
313
+ 0.73%
$56.7K - $61.7K
43K $7.63M
Nov 12, 2024 Q3 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
313
+ 7.58%
$56.7K - $61.7K
4.44K $788K
Oct 24, 2024 Q3 2024
Bay Colony Advisory Group, Inc D

BUY
 -
309
+ 4.17%
$55.9K - $60.9K
7.72K $1.37M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
309
+ 24.37%
$55.9K - $60.9K
1.58K $280K
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
301
+ 14.56%
$54.5K - $59.3K
2.37K $420K
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
299
+ 73.46%
$54.1K - $59K
706 $125K
Oct 23, 2024 Q3 2024
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
291
+ 8.38%
$52.7K - $57.4K
3.77K $668K
Oct 29, 2024 Q3 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
284
+ 0.53%
$51.4K - $56K
54K $9.57M
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
273
+ 8.56%
$49.4K - $53.8K
3.46K $614K
Oct 15, 2024 Q3 2024
Hb Wealth Management, LLC

BUY
 -
272
+ 0.57%
$49.2K - $53.6K
48K $8.51M
Oct 31, 2024 Q3 2024
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
268
+ 1.61%
$48.5K - $52.8K
16.9K $3M
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
267
+ 1.18%
$48.3K - $52.6K
22.9K $4.06M
Oct 21, 2024 Q3 2024
Magnolia Capital Management LTD

BUY
 -
265
+ 3.63%
$48K - $52.3K
7.57K $1.34M
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
265
+ 7.1%
$48K - $52.3K
4K $709K
Oct 23, 2024 Q3 2024
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
261
+ 0.58%
$47.3K - $51.5K
45.3K $8.04M
Nov 14, 2024 Q3 2024
Tradition Wealth Management, LLC

BUY
 -
260
+ 1.43%
$47.1K - $51.3K
18.4K $3.26M
Oct 29, 2024 Q3 2024
Fullcircle Wealth LLC

Dallas, TX
BUY
 -
250
+ 3.33%
$45.3K - $49.3K
7.77K $1.38M
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
243
+ 7.67%
$44K - $47.9K
3.41K $605K
Oct 23, 2024 Q3 2024
Sigma Investment Counselors Inc

BUY
 -
241
+ 1.96%
$43.6K - $47.5K
12.5K $2.23M
Nov 12, 2024 Q3 2024
Bank Of Hawaii

Honolulu, HI
BUY
 -
237
+ 1.74%
$42.9K - $46.7K
13.8K $2.45M
Oct 18, 2024 Q3 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
230
+ 26.38%
$41.6K - $45.3K
1.1K $195K
Nov 14, 2024 Q3 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
230
+ 2.95%
$41.6K - $45.3K
8.03K $1.42M
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
227
+ 0.15%
$41.1K - $44.8K
156K $27.6M
Apr 01, 2025 Q3 2024
Family Wealth Group, LLC

Lexington, KY
BUY
 -
227
+ 12.95%
$41.1K - $44.8K
1.98K $351K
Oct 10, 2024 Q3 2024
Professional Financial Advisors, LLC

BUY
 -
222
+ 4.42%
$40.2K - $43.8K
5.24K $929K
Nov 13, 2024 Q3 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
222
+ 1.2%
$40.2K - $43.8K
18.7K $3.32M
Nov 05, 2024 Q3 2024
Acas, LLC

BUY
 -
219
+ 0.95%
$39.7K - $43.2K
23.2K $4.12M
Oct 15, 2024 Q3 2024
Tsfg, LLC

BUY
 -
218
+ 1.41%
$39.5K - $43K
15.6K $2.78M
Oct 11, 2024 Q3 2024
Occidental Asset Management, LLC

BUY
 -
215
+ 0.32%
$38.9K - $42.4K
67.9K $12M
Nov 12, 2024 Q3 2024
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
215
+ 10.58%
$38.9K - $42.4K
2.25K $399K
Nov 12, 2024 Q3 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
215
+ 0.36%
$38.9K - $42.4K
60.1K $10.7M

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