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 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$3.08K - $3.36K
|
18
$3.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 1.12% |
$2.91K - $3.18K
|
1.53K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17+ 0.08% |
$2.91K - $3.18K
|
22.2K
$4.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
16+ 0.45% |
$2.74K - $2.99K
|
3.6K
$720K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.45% |
$2.57K - $2.8K
|
3.36K
$672K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15+ 1.01% |
$2.57K - $2.8K
|
1.5K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
14+ 1.96% |
$2.4K - $2.62K
|
728
$146K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$2.4K - $2.62K
|
14
$2.8K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 0.44% |
$2.4K - $2.62K
|
3.21K
$642K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.4% |
$2.4K - $2.62K
|
3.5K
$699K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
13+ 0.41% |
$2.22K - $2.43K
|
3.21K
$641K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$2.05K - $2.24K
|
4.68K
$936K
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
12+ 0.57% |
$2.05K - $2.24K
|
2.12K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11+ 0.35% |
$1.88K - $2.05K
|
3.19K
$638K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10+ 0.2% |
$1.71K - $1.87K
|
5.01K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.93% |
$1.54K - $1.68K
|
974
$195K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.54K - $1.68K
|
3.02K
$603K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9+ 0.09% |
$1.54K - $1.68K
|
10.1K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 1.91% |
$1.54K - $1.68K
|
481
$96.2K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
9+ 0.35% |
$1.54K - $1.68K
|
2.58K
$517K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.12% |
$1.37K - $1.49K
|
6.96K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.45% |
$1.37K - $1.49K
|
1.77K
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.44% |
$1.37K - $1.49K
|
1.82K
$364K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
8+ 0.44% |
$1.37K - $1.49K
|
1.81K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7+ 0.5% |
$1.2K - $1.31K
|
1.41K
$282K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.45% |
$1.2K - $1.31K
|
1.57K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.47% |
$1.2K - $1.31K
|
1.51K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
7+ 0.17% |
$1.2K - $1.31K
|
4.15K
$830K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5+ 0.32% |
$855 - $934
|
1.55K
$310K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.18% |
$855 - $934
|
2.83K
$566K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5+ 0.23% |
$855 - $934
|
2.18K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5+ 0.31% |
$855 - $934
|
1.59K
$318K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$684 - $747
|
41.6K
$8.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.02% |
$684 - $747
|
24.2K
$4.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
4+ 4.88% |
$684 - $747
|
86
$17.2K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 0.04% |
$684 - $747
|
9.91K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
4+ 0.06% |
$684 - $747
|
6.38K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4+ 0.82% |
$684 - $747
|
491
$98.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.19% |
$513 - $560
|
1.6K
$319K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.42% |
$513 - $560
|
711
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
3+ 0.87% |
$513 - $560
|
347
$69.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$513 - $560
|
2.06K
$412K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$513 - $560
|
10.7K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3+ 0.24% |
$513 - $560
|
1.25K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3+ 0.21% |
$513 - $560
|
1.42K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.41% |
$513 - $560
|
734
$147K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.03% |
$513 - $560
|
11.5K
$2.29M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2+ 0.1% |
$342 - $374
|
1.95K
$390K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$342 - $374
|
5.56K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.43% |
$342 - $374
|
472
$94.4K
|