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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
110+ 1.0% |
$18.8K - $20.5K
|
11.1K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
110+ 2.0% |
$18.8K - $20.5K
|
5.61K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 0.23% |
$18.6K - $20.4K
|
47K
$9.28M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
107+ 2.35% |
$18.3K - $20K
|
4.66K
$918K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
102+ 1.0% |
$17.5K - $19.1K
|
10.3K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
102+ 0.17% |
$17.5K - $19.1K
|
58.4K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
99+ 0.63% |
$16.9K - $18.5K
|
15.8K
$3.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
94+ 0.39% |
$16.1K - $17.6K
|
24.1K
$4.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
90+ 2.25% |
$15.4K - $16.8K
|
4.1K
$808K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
90+ 0.66% |
$15.4K - $16.8K
|
13.7K
$2.7M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90+ 2.41% |
$15.4K - $16.8K
|
3.83K
$755K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
88+ 6.16% |
$15.1K - $16.4K
|
1.52K
$299K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
83+ 1.08% |
$14.2K - $15.5K
|
7.77K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
79+ 2.8% |
$13.5K - $14.8K
|
2.9K
$573K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
75+ 0.92% |
$12.8K - $14K
|
8.26K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
74+ 0.07% |
$12.7K - $13.8K
|
101K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
72+ 1.09% |
$12.3K - $13.5K
|
6.7K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
72+ 0.46% |
$12.3K - $13.5K
|
15.6K
$3.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70+ 1.47% |
$12K - $13.1K
|
4.84K
$954K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
70New |
$12K - $13.1K
|
70
$13.8K
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
70+ 3.51% |
$12K - $13.1K
|
2.07K
$408K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
69+ 3.18% |
$11.8K - $12.9K
|
2.24K
$441K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 0.06% |
$11.6K - $12.7K
|
121K
$23.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
66+ 2.45% |
$11.3K - $12.3K
|
2.76K
$544K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
65+ 4.56% |
$11.1K - $12.1K
|
1.49K
$294K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
65+ 0.51% |
$11.1K - $12.1K
|
12.9K
$2.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
60+ 2.02% |
$10.3K - $11.2K
|
3.03K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
59+ 1.84% |
$10.1K - $11K
|
3.26K
$643K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
58+ 0.79% |
$9.92K - $10.8K
|
7.44K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
58+ 2.08% |
$9.92K - $10.8K
|
2.84K
$561K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
58+ 4.33% |
$9.92K - $10.8K
|
1.4K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
52+ 0.33% |
$8.9K - $9.71K
|
15.9K
$3.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51+ 3.22% |
$8.73K - $9.53K
|
1.64K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
51+ 2.62% |
$8.73K - $9.53K
|
2K
$394K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
50+ 8.08% |
$8.55K - $9.34K
|
669
$132K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 0.65% |
$8.55K - $9.34K
|
7.74K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
50+ 2.96% |
$8.55K - $9.34K
|
1.74K
$343K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
48+ 4.03% |
$8.21K - $8.97K
|
1.24K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
46+ 2.11% |
$7.87K - $8.59K
|
2.22K
$439K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.8% |
$7.36K - $8.03K
|
2.43K
$479K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
40+ 0.28% |
$6.84K - $7.47K
|
14.5K
$2.86M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
40+ 0.22% |
$6.84K - $7.47K
|
18.6K
$3.66M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38+ 1.42% |
$6.5K - $7.1K
|
2.71K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 5.57% |
$6.33K - $6.91K
|
701
$138K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36+ 0.43% |
$6.16K - $6.73K
|
8.38K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
36+ 0.21% |
$6.16K - $6.73K
|
16.8K
$3.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
35New |
$5.99K - $6.54K
|
35
$6.91K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33+ 30.0% |
$5.65K - $6.16K
|
143
$28.2K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32+ 0.87% |
$5.47K - $5.98K
|
3.71K
$733K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31+ 1.31% |
$5.3K - $5.79K
|
2.39K
$472K
|