Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
219+ 7.43% |
$37.5K - $40.9K
|
3.17K
$623K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
216+ 0.41% |
$37K - $40.4K
|
53K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
211+ 7.54% |
$36.1K - $39.4K
|
3.01K
$592K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
209+ 6.89% |
$35.8K - $39K
|
3.24K
$638K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
208+ 1.07% |
$35.6K - $38.9K
|
19.6K
$3.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
205+ 1.9% |
$35.1K - $38.3K
|
11K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
202+ 3.32% |
$34.6K - $37.7K
|
6.29K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
201+ 4.55% |
$34.4K - $37.5K
|
4.62K
$908K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
200+ 10.1% |
$34.2K - $37.4K
|
2.18K
$429K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
194+ 1.53% |
$33.2K - $36.2K
|
12.9K
$2.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
193+ 87.33% |
$33K - $36.1K
|
414
$81.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
192+ 0.24% |
$32.8K - $35.9K
|
80K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
185+ 3.1% |
$31.7K - $34.6K
|
6.16K
$1.21M
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
181+ 2.19% |
$31K - $33.8K
|
8.45K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
180+ 1.9% |
$30.8K - $33.6K
|
9.67K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
171+ 1.73% |
$29.3K - $31.9K
|
10.1K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
162+ 0.85% |
$27.7K - $30.3K
|
19.3K
$3.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
156New |
$26.7K - $29.1K
|
156
$30.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
153+ 3.92% |
$26.2K - $28.6K
|
4.06K
$797K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
151+ 6.93% |
$25.8K - $28.2K
|
2.33K
$458K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 60.24% |
$25.7K - $28K
|
399
$78.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
149+ 0.13% |
$25.5K - $27.8K
|
119K
$23.4M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
145+ 1.63% |
$24.8K - $27.1K
|
9.06K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
144+ 27.27% |
$24.6K - $26.9K
|
672
$132K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
144+ 5.56% |
$24.6K - $26.9K
|
2.73K
$537K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
142+ 0.7% |
$24.3K - $26.5K
|
20.3K
$4M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
141New |
$24.1K - $26.3K
|
141
$27.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
138+ 1.79% |
$23.6K - $25.8K
|
7.86K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
137+ 11.31% |
$23.4K - $25.6K
|
1.35K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
137+ 4.66% |
$23.4K - $25.6K
|
3.08K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
133+ 3.4% |
$22.8K - $24.8K
|
4.04K
$794K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
131+ 1.79% |
$22.4K - $24.5K
|
7.44K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
128+ 2.31% |
$21.9K - $23.9K
|
5.67K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
124+ 3.86% |
$21.2K - $23.2K
|
3.34K
$656K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
121New |
$20.7K - $22.6K
|
121
$23.8K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
121New |
$20.7K - $22.6K
|
121
$23.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
120+ 5.74% |
$20.5K - $22.4K
|
2.21K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
120+ 48.58% |
$20.5K - $22.4K
|
367
$72.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
117+ 1.68% |
$20K - $21.9K
|
7.09K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
115+ 2.58% |
$19.7K - $21.5K
|
4.57K
$898K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
115+ 8.66% |
$19.7K - $21.5K
|
1.44K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
114+ 5.69% |
$19.5K - $21.3K
|
2.12K
$416K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
114+ 0.66% |
$19.5K - $21.3K
|
17.5K
$3.43M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
110+ 289.47% |
$18.8K - $20.5K
|
148
$29.1K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
110+ 1.0% |
$18.8K - $20.5K
|
11.1K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
110+ 2.0% |
$18.8K - $20.5K
|
5.61K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 0.23% |
$18.6K - $20.4K
|
47K
$9.25M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
107+ 2.35% |
$18.3K - $20K
|
4.66K
$915K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
102+ 1.0% |
$17.5K - $19.1K
|
10.3K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
102+ 0.17% |
$17.5K - $19.1K
|
58.4K
$11.5M
|