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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.1K+ 28.46% |
$371K - $392K
|
9.48K
$1.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.07K+ 5.5% |
$365K - $386K
|
39.7K
$7.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.99K+ 2.9% |
$351K - $371K
|
70.5K
$13.9M
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.95K+ 1.93% |
$345K - $365K
|
103K
$20.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.94K+ 7.32% |
$343K - $363K
|
28.5K
$5.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.94K+ 21.86% |
$342K - $361K
|
10.8K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.88K+ 13.27% |
$332K - $351K
|
16.1K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.88K+ 50.27% |
$331K - $350K
|
5.61K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
1.87K+ 3.65% |
$330K - $349K
|
53K
$10.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.86K+ 14.76% |
$328K - $347K
|
14.4K
$2.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 5.31% |
$320K - $338K
|
35.9K
$7.07M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.78KNew |
$313K - $331K
|
1.78K
$349K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.76K+ 38.39% |
$310K - $328K
|
6.34K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.73KNew |
$305K - $323K
|
1.73K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.72K+ 5.8% |
$304K - $321K
|
31.4K
$6.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.7KNew |
$300K - $317K
|
1.7K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 3.26% |
$299K - $316K
|
53.7K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.69KNew |
$298K - $316K
|
1.69K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 2.88% |
$296K - $313K
|
59.9K
$11.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.66KNew |
$293K - $310K
|
1.66K
$327K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.66K+ 8.46% |
$293K - $309K
|
21.2K
$4.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.65K+ 2.72% |
$292K - $308K
|
62.2K
$12.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.64KNew |
$289K - $306K
|
1.64K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.6KNew |
$282K - $299K
|
1.6K
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.58K+ 5.58% |
$279K - $295K
|
29.8K
$5.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.57KNew |
$278K - $293K
|
1.57K
$310K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.57K+ 85.15% |
$277K - $293K
|
3.42K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.55K+ 35.85% |
$274K - $290K
|
5.89K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.52KNew |
$268K - $283K
|
1.52K
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
1.5K+ 4.2% |
$265K - $280K
|
37.2K
$7.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 3.64% |
$262K - $277K
|
42.3K
$8.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.48K+ 1.7% |
$261K - $276K
|
88.1K
$17.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.47K+ 6.37% |
$259K - $274K
|
24.5K
$4.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.45KNew |
$256K - $271K
|
1.45K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.44K+ 6.21% |
$254K - $268K
|
24.6K
$4.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.44K+ 9.84% |
$254K - $268K
|
16K
$3.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.42K+ 22.16% |
$250K - $264K
|
7.8K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.41KNew |
$248K - $263K
|
1.41K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 0.95% |
$248K - $262K
|
150K
$29.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.4KNew |
$246K - $260K
|
1.4K
$275K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.4K+ 10.55% |
$246K - $260K
|
14.6K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.39K+ 55.41% |
$246K - $260K
|
3.9K
$769K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.39K+ 1.47% |
$245K - $260K
|
96.2K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.38K+ 7.99% |
$244K - $258K
|
18.7K
$3.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 3.67% |
$244K - $258K
|
39K
$7.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.37KNew |
$243K - $257K
|
1.37K
$271K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.37K+ 1.05% |
$241K - $255K
|
131K
$25.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
1.35K+ 5.61% |
$239K - $252K
|
25.4K
$5.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
1.35KNew |
$238K - $251K
|
1.35K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.35KNew |
$238K - $251K
|
1.35K
$265K
|