Purchases and Sales Made in Q1 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 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 01, 2024 Q1 2024
Gryphon Financial Partners LLC

BUY
 -
1.12K
+ 8.1%
$191K - $209K
14.9K $2.95M
May 24, 2024 Q1 2024
Invst, LLC

Indianapolis, IN
BUY
 -
1.11K
+ 1.58%
$190K - $208K
71.4K $14.1M
Apr 15, 2024 Q1 2024
180 Wealth Advisors, LLC

BUY
 -
1.11K
New
$190K - $208K
1.11K $219K
May 09, 2024 Q1 2024
First Foundation Advisors

Irvine, CA
BUY
 -
1.1K
+ 41.55%
$188K - $206K
3.75K $740K
May 02, 2024 Q1 2024
Mathes Company, Inc.

BUY
 -
1.1K
New
$188K - $205K
1.1K $217K
Apr 17, 2024 Q1 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
1.09K
New
$186K - $204K
1.09K $215K
May 10, 2024 Q1 2024
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
BUY
 -
1.09K
New
$186K - $203K
1.09K $214K
May 14, 2024 Q1 2024
Black Cypress Capital Management, LLC

Ponte Vedra Beach, FL
BUY
 -
1.09K
New
$186K - $203K
1.09K $214K
May 01, 2024 Q1 2024
Sage Financial Management Group, Inc.

BUY
 -
1.08K
New
$185K - $203K
1.08K $214K
Apr 12, 2024 Q1 2024
Harbor Investment Advisory, LLC

BUY
 -
1.08K
+ 4.86%
$184K - $201K
23.2K $4.58M
May 13, 2024 Q1 2024
Wescott Financial Advisory Group, LLC

BUY
 -
1.05K
+ 4.24%
$180K - $197K
25.9K $5.11M
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.03K
+ 16.46%
$177K - $193K
7.3K $1.44M
May 02, 2024 Q1 2024
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
1.01K
+ 1.7%
$173K - $189K
60.5K $11.9M
Apr 19, 2024 Q1 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
978
+ 4.72%
$167K - $183K
21.7K $4.28M
May 14, 2024 Q1 2024
Cerity Partners LLC

New York, NY
BUY
 -
942
+ 1.19%
$161K - $176K
80.2K $15.8M
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
934
+ 41.42%
$160K - $174K
3.19K $629K
May 15, 2024 Q1 2024
Stephens Inc

BUY
 -
930
+ 8.55%
$159K - $174K
11.8K $2.33M
May 02, 2024 Q1 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
872
New
$149K - $163K
872 $172K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
850
+ 334.65%
$145K - $159K
1.1K $218K
May 08, 2024 Q1 2024
Calamos Advisors LLC

BUY
 -
830
+ 5.11%
$142K - $155K
17.1K $3.37M
Apr 19, 2024 Q1 2024
Veracity Capital LLC

BUY
 -
821
+ 27.49%
$140K - $153K
3.81K $751K
May 14, 2024 Q1 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
787
+ 67.61%
$135K - $147K
1.95K $385K
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
786
+ 32.31%
$134K - $147K
3.22K $635K
Apr 15, 2024 Q1 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
772
+ 13.0%
$132K - $144K
6.71K $1.32M
May 15, 2024 Q1 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
770
+ 3666.67%
$132K - $144K
791 $156K
Feb 27, 2025 Q1 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
769
New
$132K - $144K
769 $152K
May 17, 2024 Q1 2024
Citizens Financial Group Inc

BUY
 -
748
+ 1.12%
$128K - $140K
67.8K $13.4M
May 13, 2024 Q1 2024
D.A. Davidson & Co.

BUY
 -
727
+ 4.04%
$124K - $136K
18.7K $3.7M
May 14, 2024 Q1 2024
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
725
+ 16.74%
$124K - $135K
5.06K $998K
May 14, 2024 Q1 2024
Kovitz Investment Group Partners, LLC

BUY
 -
711
+ 32.29%
$122K - $133K
2.91K $575K
May 13, 2024 Q1 2024
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
694
+ 1.79%
$119K - $130K
39.5K $7.79M
Apr 11, 2024 Q1 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
692
+ 10.75%
$118K - $129K
7.13K $1.41M
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
673
New
$115K - $126K
673 $133K
May 10, 2024 Q1 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
673
+ 12.36%
$115K - $126K
6.12K $1.21M
Apr 17, 2024 Q1 2024
Trilogy Capital Inc.

BUY
 -
670
+ 8.72%
$115K - $125K
8.35K $1.65M
May 15, 2024 Q1 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
660
New
$113K - $123K
660 $130K
May 03, 2024 Q1 2024
Davenport & CO LLC

BUY
 -
655
+ 26.87%
$112K - $122K
3.09K $610K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
637
+ 2.29%
$109K - $119K
28.5K $5.62M
May 09, 2024 Q1 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
596
+ 41.36%
$102K - $111K
2.04K $402K
Apr 17, 2024 Q1 2024
Cranbrook Wealth Management, LLC

BUY
 -
590
+ 2.47%
$101K - $110K
24.5K $4.84M
Apr 17, 2024 Q1 2024
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
589
New
$101K - $110K
589 $116K
May 16, 2024 Q1 2024
Beacon Capital Management, LLC

BUY
 -
581
+ 726.25%
$99.4K - $109K
661 $130K
Apr 17, 2024 Q1 2024
Founders Financial Securities LLC

BUY
 -
571
+ 24.12%
$97.7K - $107K
2.94K $580K
Feb 26, 2025 Q1 2024
Partners In Financial Planning

Salem, VA
BUY
 -
562
+ 43.84%
$96.2K - $105K
1.84K $364K
Apr 12, 2024 Q1 2024
Lbmc Investment Advisors, LLC

BUY
 -
561
+ 1.03%
$96K - $105K
55.2K $10.9M
May 06, 2024 Q1 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
539
+ 6.4%
$92.2K - $101K
8.96K $1.77M
Apr 23, 2024 Q1 2024
True Wealth Advisors, LLC

BUY
 -
537
+ 13.24%
$91.9K - $100K
4.59K $906K
May 09, 2024 Q1 2024
Jackson Hole Capital Partners, LLC

BUY
 -
535
+ 2.62%
$91.5K - $99.9K
20.9K $4.13M
May 13, 2024 Q1 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
517
+ 7.12%
$88.5K - $96.6K
7.78K $1.54M

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