Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-35- 0.48% |
$6.18K - $6.53K
|
7.26K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35- 0.57% |
$6.18K - $6.53K
|
6.08K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-36- 0.71% |
$6.36K - $6.72K
|
5.02K
$981K
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-37- 0.19% |
$6.53K - $6.91K
|
19.1K
$3.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-39- 1.29% |
$6.89K - $7.28K
|
2.99K
$586K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-40- 0.06% |
$7.06K - $7.47K
|
71.5K
$14M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-40- 1.37% |
$7.06K - $7.47K
|
2.87K
$561K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-41- 0.56% |
$7.24K - $7.65K
|
7.24K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-42- 0.98% |
$7.42K - $7.84K
|
4.26K
$832K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-45- 0.45% |
$7.95K - $8.4K
|
10.1K
$1.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-45- 2.94% |
$7.95K - $8.4K
|
1.48K
$290K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-46- 0.79% |
$8.12K - $8.59K
|
5.77K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-46- 1.49% |
$8.12K - $8.59K
|
3.03K
$593K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-47- 16.38% |
$8.3K - $8.77K
|
240
$46.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-48- 3.87% |
$8.48K - $8.96K
|
1.19K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-49- 1.05% |
$8.65K - $9.15K
|
4.6K
$899K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 42.02% |
$8.83K - $9.34K
|
69
$13.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-50- 9.14% |
$8.83K - $9.34K
|
497
$97.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 1.19% |
$8.83K - $9.34K
|
4.15K
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 0.05% |
$8.83K - $9.34K
|
101K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-50- 2.69% |
$8.83K - $9.34K
|
1.81K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-51- 0.44% |
$9.01K - $9.52K
|
11.5K
$2.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-52- 2.17% |
$9.18K - $9.71K
|
2.34K
$458K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-55- 1.94% |
$9.71K - $10.3K
|
2.78K
$544K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-55- 23.4% |
$9.71K - $10.3K
|
180
$35.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-55- 51.4% |
$9.71K - $10.3K
|
52
$10.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-55- 3.12% |
$9.71K - $10.3K
|
1.71K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-55- 3.97% |
$9.71K - $10.3K
|
1.33K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-63- 3.34% |
$11.1K - $11.8K
|
1.83K
$357K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-65- 0.88% |
$11.5K - $12.1K
|
7.3K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-65- 4.08% |
$11.5K - $12.1K
|
1.53K
$299K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-67- 0.86% |
$11.8K - $12.5K
|
7.71K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-67- 2.77% |
$11.8K - $12.5K
|
2.35K
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-68- 0.92% |
$12K - $12.7K
|
7.31K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-68- 2.4% |
$12K - $12.7K
|
2.76K
$540K
|
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-73- 5.54% |
$12.9K - $13.6K
|
1.24K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-73- 0.87% |
$12.9K - $13.6K
|
8.28K
$1.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-76- 5.05% |
$13.4K - $14.2K
|
1.43K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-76- 3.26% |
$13.4K - $14.2K
|
2.25K
$441K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-78- 2.18% |
$13.8K - $14.6K
|
3.51K
$686K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-78- 1.14% |
$13.8K - $14.6K
|
6.78K
$1.33M
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-78- 4.23% |
$13.8K - $14.6K
|
1.77K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-80- 1.35% |
$14.1K - $14.9K
|
5.84K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-80- 5.82% |
$14.1K - $14.9K
|
1.3K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-81- 12.46% |
$14.3K - $15.1K
|
569
$111K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-81- 1.76% |
$14.3K - $15.1K
|
4.53K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-85- 6.94% |
$15K - $15.9K
|
1.14K
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-86- 5.54% |
$15.2K - $16.1K
|
1.47K
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-89- 0.31% |
$15.7K - $16.6K
|
28.4K
$5.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-90- 2.54% |
$15.9K - $16.8K
|
3.45K
$675K
|