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 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-171- 7.89% |
$29.3K - $31.9K
|
2K
$394K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-174- 0.7% |
$29.8K - $32.5K
|
24.7K
$4.88M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-174- 3.19% |
$29.8K - $32.5K
|
5.29K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-175- 10.7% |
$29.9K - $32.7K
|
1.46K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-175- 3.85% |
$29.9K - $32.7K
|
4.37K
$862K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-182- 0.89% |
$31.1K - $34K
|
20.3K
$4M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-185- 8.8% |
$31.7K - $34.6K
|
1.92K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-186- 4.3% |
$31.8K - $34.7K
|
4.14K
$816K
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-189- 4.93% |
$32.3K - $35.3K
|
3.64K
$719K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-193- 5.11% |
$33K - $36.1K
|
3.59K
$707K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-196- 55.37% |
$33.5K - $36.6K
|
158
$31.2K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-196- 0.43% |
$33.5K - $36.6K
|
45.1K
$8.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-197- 6.1% |
$33.7K - $36.8K
|
3.03K
$598K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-198- 26.44% |
$33.9K - $37K
|
551
$109K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-200- 6.28% |
$34.2K - $37.4K
|
2.99K
$589K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-202- 1.22% |
$34.6K - $37.7K
|
16.4K
$3.23M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-204- 14.74% |
$34.9K - $38.1K
|
1.18K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-209- 1.45% |
$35.8K - $39K
|
14.2K
$2.79M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-209- 1.8% |
$35.8K - $39K
|
11.4K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-209- 9.88% |
$35.8K - $39K
|
1.91K
$376K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-212- 0.99% |
$36.3K - $39.6K
|
21.2K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-214- 3.78% |
$36.6K - $40K
|
5.44K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-215- 5.51% |
$36.8K - $40.2K
|
3.68K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-215- 36.2% |
$36.8K - $40.2K
|
379
$74.8K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-217- 3.19% |
$37.1K - $40.5K
|
6.6K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-217- 2.07% |
$37.1K - $40.5K
|
10.3K
$2.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-219- 8.26% |
$37.5K - $40.9K
|
2.43K
$480K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 1.84% |
$37.6K - $41.1K
|
11.7K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-220- 6.6% |
$37.6K - $41.1K
|
3.11K
$614K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 1.84% |
$37.6K - $41.1K
|
11.7K
$2.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-230- 5.3% |
$39.4K - $43K
|
4.11K
$811K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-234- 0.94% |
$40K - $43.7K
|
24.6K
$4.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-243- 1.96% |
$41.6K - $45.4K
|
12.2K
$2.4M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-245- 1.43% |
$41.9K - $45.8K
|
16.9K
$3.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-267- 2.99% |
$45.7K - $49.9K
|
8.65K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-273- 0.2% |
$46.7K - $51K
|
134K
$26.4M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-276- 20.04% |
$47.2K - $51.6K
|
1.1K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-286- 6.26% |
$48.9K - $53.4K
|
4.29K
$846K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-289- 3.34% |
$49.4K - $54K
|
8.35K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-295- 9.7% |
$50.5K - $55.1K
|
2.75K
$542K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-297- 3.03% |
$50.8K - $55.5K
|
9.5K
$1.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-297- 6.08% |
$50.8K - $55.5K
|
4.59K
$905K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-302- 8.88% |
$51.7K - $56.4K
|
3.1K
$611K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-314- 15.58% |
$53.7K - $58.7K
|
1.7K
$336K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-314- 3.05% |
$53.7K - $58.7K
|
9.97K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-316- 0.7% |
$54.1K - $59K
|
44.7K
$8.81M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-318- 13.83% |
$54.4K - $59.4K
|
1.98K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-319- 2.87% |
$54.6K - $59.6K
|
10.8K
$2.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-325- 14.48% |
$55.6K - $60.7K
|
1.92K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-330- 16.36% |
$56.5K - $61.6K
|
1.69K
$333K
|