Purchases and Sales Made in Q2 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 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 23, 2024 Q2 2024
Sagace Wealth Management LLC

St. Petersburg, FL
BUY
 -
1.34K
New
$237K - $250K
1.34K $264K
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.34K
+ 9.79%
$236K - $250K
15K $2.95M
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
1.33K
+ 112.54%
$234K - $248K
2.51K $494K
Jul 30, 2024 Q2 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1.32K
New
$233K - $246K
1.32K $260K
Aug 07, 2024 Q2 2024
Baker Avenue Asset Management, LP

BUY
 -
1.28K
+ 0.62%
$226K - $239K
207K $40.7M
Aug 14, 2024 Q2 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
1.28K
+ 22.71%
$225K - $238K
6.9K $1.36M
Jul 25, 2024 Q2 2024
Eq LLC

Mercer Island, WA
BUY
 -
1.27K
+ 3.99%
$225K - $238K
33.1K $6.53M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.27K
+ 17.36%
$224K - $237K
8.57K $1.69M
Jul 18, 2024 Q2 2024
Brookstone Capital Management

BUY
 -
1.26K
+ 1.84%
$223K - $236K
70K $13.8M
Jul 31, 2024 Q2 2024
Bellwether Advisors, LLC

BUY
 -
1.25K
New
$221K - $234K
1.25K $247K
Jul 22, 2024 Q2 2024
Summit Global Investments

Bountiful, UT
BUY
 -
1.16K
New
$205K - $217K
1.16K $229K
Jul 25, 2024 Q2 2024
Latitude Advisors, LLC

BUY
 -
1.16K
New
$205K - $217K
1.16K $229K
Feb 14, 2025 Q2 2024
Triumph Capital Management

BUY
 -
1.15K
+ 66.92%
$203K - $214K
2.86K $563K
Aug 12, 2024 Q2 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
1.15K
New
$202K - $214K
1.15K $225K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
1.14K
+ 0.72%
$201K - $212K
159K $31.3M
Aug 16, 2024 Q2 2024
Newport Capital Group, LLC

BUY
 -
1.14K
+ 25.09%
$200K - $212K
5.66K $1.11M
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1.13K
+ 59.58%
$199K - $211K
3.02K $595K
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
1.12K
New
$197K - $208K
1.12K $220K
Aug 15, 2024 Q2 2024
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
1.11K
New
$197K - $208K
1.11K $219K
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
1.1K
+ 20.87%
$195K - $206K
6.39K $1.26M
Aug 01, 2024 Q2 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
1.1K
New
$195K - $206K
1.1K $217K
Jul 31, 2024 Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
1.09K
New
$193K - $204K
1.09K $215K
Aug 14, 2024 Q2 2024
Swmg, LLC

Fort Worth, TX
BUY
 -
1.09K
+ 4.25%
$192K - $203K
26.7K $5.25M
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.06K
+ 5.21%
$187K - $198K
21.4K $4.21M
Aug 05, 2024 Q2 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.02K
+ 15.03%
$180K - $190K
7.81K $1.54M
Jul 19, 2024 Q2 2024
First Citizens Bank & Trust CO

BUY
 -
1.02K
+ 6.06%
$179K - $190K
17.8K $3.5M
Aug 12, 2024 Q2 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.01K
+ 2.63%
$178K - $189K
39.5K $7.77M
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.01K
+ 3.73%
$178K - $188K
28K $5.51M
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
990
+ 2.77%
$175K - $185K
36.7K $7.23M
Jul 26, 2024 Q2 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
987
+ 46.6%
$174K - $184K
3.11K $611K
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
982
+ 81.56%
$173K - $183K
2.19K $430K
Aug 12, 2024 Q2 2024
Signature Securities Group Corporation

BUY
 -
980
+ 4.47%
$173K - $183K
22.9K $4.51M
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
964
+ 3.56%
$170K - $180K
28.1K $5.53M
Aug 16, 2024 Q2 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
954
+ 11.04%
$168K - $178K
9.6K $1.89M
Jul 11, 2024 Q2 2024
Clarus Wealth Advisors

BUY
 -
947
+ 5.49%
$167K - $177K
18.2K $3.58M
Aug 13, 2024 Q2 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
940
+ 78.2%
$166K - $175K
2.14K $422K
Aug 13, 2024 Q2 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
937
+ 8.19%
$165K - $175K
12.4K $2.44M
Jul 25, 2024 Q2 2024
Firethorn Wealth Partners, LLC

BUY
 -
932
+ 4.94%
$165K - $174K
19.8K $3.9M
Jul 16, 2024 Q2 2024
Apeiron Ria LLC

BUY
 -
924
+ 3.43%
$163K - $173K
27.9K $5.49M
Jul 30, 2024 Q2 2024
Nbt Bank N A

BUY
 -
917
+ 22.38%
$162K - $171K
5.01K $987K
Jul 19, 2024 Q2 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
911
+ 36.4%
$161K - $170K
3.41K $672K
Jul 12, 2024 Q2 2024
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
884
+ 55.11%
$156K - $165K
2.49K $490K
Aug 14, 2024 Q2 2024
Scotia Capital Inc.

BUY
 -
873
+ 14.0%
$154K - $163K
7.11K $1.4M
Aug 14, 2024 Q2 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
863
+ 12.9%
$152K - $161K
7.55K $1.49M
Aug 09, 2024 Q2 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
862
+ 3.95%
$152K - $161K
22.7K $4.47M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
831
New
$147K - $155K
831 $164K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
808
+ 16.45%
$143K - $151K
5.72K $1.13M
Aug 02, 2024 Q2 2024
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
804
+ 6.38%
$142K - $150K
13.4K $2.64M
Jul 29, 2024 Q2 2024
Banco Santander, S.A.

BUY
 -
784
+ 0.74%
$138K - $146K
107K $21M

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