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 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
226+ 9.65% |
$39.9K - $42.2K
|
2.57K
$506K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
225+ 0.2% |
$39.7K - $42K
|
112K
$22.1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
221+ 3.1% |
$39K - $41.3K
|
7.35K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
220+ 0.46% |
$38.8K - $41.1K
|
47.7K
$9.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
220+ 6.96% |
$38.8K - $41.1K
|
3.38K
$665K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
218+ 0.21% |
$38.5K - $40.7K
|
103K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
214+ 10.75% |
$37.8K - $40K
|
2.21K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
213New |
$37.6K - $39.8K
|
213
$41.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
211+ 8.82% |
$37.3K - $39.4K
|
2.6K
$512K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
207+ 31.36% |
$36.6K - $38.6K
|
867
$171K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
205+ 9.36% |
$36.2K - $38.3K
|
2.4K
$472K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
204+ 23.05% |
$36K - $38.1K
|
1.09K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
202+ 12.09% |
$35.7K - $37.7K
|
1.87K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
201+ 10.36% |
$35.5K - $37.5K
|
2.14K
$422K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
201+ 10.36% |
$35.5K - $37.5K
|
2.14K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
196+ 24.78% |
$34.6K - $36.6K
|
987
$194K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
193+ 1.54% |
$34.1K - $36K
|
12.7K
$2.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
187New |
$33K - $34.9K
|
187
$36.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
185+ 6.62% |
$32.7K - $34.5K
|
2.98K
$586K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
183+ 1.29% |
$32.3K - $34.2K
|
14.3K
$2.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
178+ 7.63% |
$31.4K - $33.2K
|
2.51K
$494K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
177+ 45.04% |
$31.3K - $33K
|
570
$112K
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
176+ 0.25% |
$31.1K - $32.9K
|
71.5K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
174+ 2.17% |
$30.7K - $32.5K
|
8.18K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
173+ 10.45% |
$30.5K - $32.3K
|
1.83K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
166+ 0.68% |
$29.3K - $31K
|
24.7K
$4.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
164+ 1.7% |
$29K - $30.6K
|
9.84K
$1.94M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
162+ 1.26% |
$28.6K - $30.2K
|
13K
$2.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
159+ 0.46% |
$28.1K - $29.7K
|
34.8K
$6.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
157+ 8.19% |
$27.7K - $29.3K
|
2.08K
$409K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
154+ 0.39% |
$27.2K - $28.8K
|
39.3K
$7.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
152+ 5.09% |
$26.8K - $28.4K
|
3.14K
$618K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
150+ 6.88% |
$26.5K - $28K
|
2.33K
$459K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
145+ 2.23% |
$25.6K - $27.1K
|
6.66K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
145+ 0.1% |
$25.6K - $27.1K
|
150K
$29.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
140+ 11.73% |
$24.7K - $26.1K
|
1.33K
$263K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
138+ 5.0% |
$24.4K - $25.8K
|
2.9K
$570K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
137+ 2.25% |
$24.2K - $25.6K
|
6.23K
$1.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
137+ 0.79% |
$24.2K - $25.6K
|
17.5K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
132+ 2.9% |
$23.3K - $24.6K
|
4.68K
$921K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
131+ 4.04% |
$23.1K - $24.5K
|
3.38K
$665K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
128+ 0.71% |
$22.6K - $23.9K
|
18.2K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
126+ 8.31% |
$22.2K - $23.5K
|
1.64K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
123+ 1.36% |
$21.7K - $23K
|
9.18K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
121+ 0.17% |
$21.4K - $22.6K
|
73K
$14.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
121+ 4.26% |
$21.4K - $22.6K
|
2.96K
$583K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
119+ 1.51% |
$21K - $22.2K
|
7.98K
$1.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
118+ 4.87% |
$20.8K - $22K
|
2.54K
$500K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
118+ 20.03% |
$20.8K - $22K
|
707
$139K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
114+ 9.48% |
$20.1K - $21.3K
|
1.32K
$259K
|