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 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
451+ 13.26% |
$79.6K - $84.2K
|
3.85K
$758K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
449+ 0.84% |
$79.3K - $83.8K
|
53.7K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
449+ 30.4% |
$79.3K - $83.8K
|
1.93K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
448+ 6.39% |
$79.1K - $83.6K
|
7.46K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
438+ 0.47% |
$77.3K - $81.8K
|
94.2K
$18.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
435+ 0.85% |
$76.8K - $81.2K
|
51.4K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
435+ 21.87% |
$76.8K - $81.2K
|
2.42K
$477K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
435+ 21.87% |
$76.8K - $81.2K
|
2.42K
$477K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
422+ 5.72% |
$74.5K - $78.8K
|
7.81K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
405+ 5.67% |
$71.5K - $75.6K
|
7.54K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
404+ 9.6% |
$71.3K - $75.4K
|
4.61K
$908K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
403+ 10075.0% |
$71.2K - $75.2K
|
407
$80.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
397+ 3.75% |
$70.1K - $74.1K
|
11K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
396+ 16.41% |
$69.9K - $73.9K
|
2.81K
$553K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
394+ 7.7% |
$69.6K - $73.6K
|
5.51K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
392+ 2.21% |
$69.2K - $73.2K
|
18.1K
$3.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
389+ 8.69% |
$68.7K - $72.6K
|
4.86K
$957K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
386+ 0.72% |
$68.2K - $72.1K
|
53.9K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
385+ 0.86% |
$68K - $71.9K
|
45K
$8.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
379+ 3.77% |
$66.9K - $70.8K
|
10.4K
$2.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
377+ 9.64% |
$66.6K - $70.4K
|
4.29K
$844K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
377+ 15.42% |
$66.6K - $70.4K
|
2.82K
$556K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
376+ 5.62% |
$66.4K - $70.2K
|
7.07K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
375+ 2.93% |
$66.2K - $70K
|
13.2K
$2.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
374+ 1.33% |
$66K - $69.8K
|
28.5K
$5.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
363+ 2.51% |
$64.1K - $67.8K
|
14.8K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
359+ 1.45% |
$63.4K - $67K
|
25.1K
$4.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
355New |
$62.7K - $66.3K
|
355
$69.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
353+ 1.17% |
$62.3K - $65.9K
|
30.6K
$6.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
344+ 2.11% |
$60.7K - $64.2K
|
16.6K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
332+ 0.7% |
$58.6K - $62K
|
47.8K
$9.41M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
323+ 1.84% |
$57K - $60.3K
|
17.9K
$3.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
319+ 8.44% |
$56.3K - $59.6K
|
4.1K
$807K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
315+ 9.97% |
$55.6K - $58.8K
|
3.47K
$684K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
315+ 5.93% |
$55.6K - $58.8K
|
5.63K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
307+ 2.36% |
$54.2K - $57.3K
|
13.3K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
305+ 3.61% |
$53.9K - $56.9K
|
8.75K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
302+ 10.53% |
$53.3K - $56.4K
|
3.17K
$624K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
295+ 0.25% |
$52.1K - $55.1K
|
119K
$23.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
291+ 11.15% |
$51.4K - $54.3K
|
2.9K
$571K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
285+ 7.92% |
$50.3K - $53.2K
|
3.88K
$764K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
285+ 7.05% |
$50.3K - $53.2K
|
4.33K
$852K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
277+ 1.88% |
$48.9K - $51.7K
|
15K
$2.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
271+ 0.22% |
$47.9K - $50.6K
|
121K
$23.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
263+ 56.68% |
$46.4K - $49.1K
|
727
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
247+ 2.7% |
$43.6K - $46.1K
|
9.38K
$1.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
241+ 1.41% |
$42.6K - $45K
|
17.3K
$3.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
240+ 0.51% |
$42.4K - $44.8K
|
47.3K
$9.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
240+ 10.85% |
$42.4K - $44.8K
|
2.45K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
235+ 0.44% |
$41.5K - $43.9K
|
53.2K
$10.5M
|