Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2024 Q3 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
222
+ 1.2%
$40.2K - $43.8K
18.7K $3.85M
Nov 05, 2024 Q3 2024
Acas, LLC

BUY
 -
219
+ 0.95%
$39.7K - $43.2K
23.2K $4.77M
Oct 15, 2024 Q3 2024
Tsfg, LLC

BUY
 -
218
+ 1.41%
$39.5K - $43K
15.6K $3.22M
Oct 11, 2024 Q3 2024
Occidental Asset Management, LLC

BUY
 -
215
+ 0.32%
$38.9K - $42.4K
67.9K $14M
Nov 12, 2024 Q3 2024
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
215
+ 10.58%
$38.9K - $42.4K
2.25K $462K
Nov 12, 2024 Q3 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
215
+ 0.36%
$38.9K - $42.4K
60.1K $12.4M
Oct 31, 2024 Q3 2024
Montecito Bank & Trust

BUY
 -
213
+ 3.51%
$38.6K - $42K
6.28K $1.29M
Nov 14, 2024 Q3 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
212
+ 8.75%
$38.4K - $41.8K
2.64K $542K
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
210
+ 24.45%
$38K - $41.4K
1.07K $220K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
205
+ 5.33%
$37.1K - $40.4K
4.05K $833K
Nov 18, 2024 Q3 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
202
New
$36.6K - $39.8K
202 $41.5K
Nov 14, 2024 Q3 2024
Delta Investment Management, LLC

BUY
 -
198
+ 15.64%
$35.8K - $39K
1.46K $301K
Oct 22, 2024 Q3 2024
Yhb Investment Advisors, Inc.

BUY
 -
197
+ 0.57%
$35.7K - $38.8K
35K $7.19M
Oct 22, 2024 Q3 2024
Brighton Jones LLC

BUY
 -
197
+ 1.44%
$35.7K - $38.8K
13.9K $2.86M
Mar 04, 2025 Q3 2024
Brighton Jones LLC

BUY
 -
197
+ 1.44%
$35.7K - $38.8K
13.9K $2.86M
Nov 13, 2024 Q3 2024
Argent Advisors, Inc.

Monroe, LA
BUY
 -
194
+ 2.91%
$35.1K - $38.3K
6.85K $1.41M
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
189
+ 3.3%
$34.2K - $37.3K
5.91K $1.21M
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
188
New
$34K - $37.1K
188 $38.7K
Oct 28, 2024 Q3 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
187
+ 0.47%
$33.9K - $36.9K
39.8K $8.18M
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
185
+ 4.47%
$33.5K - $36.5K
4.32K $888K
Dec 09, 2024 Q3 2024
Copley Financial Group, Inc.

San Diego, CA
BUY
 -
185
New
$33.5K - $36.5K
185 $38K
Oct 15, 2024 Q3 2024
Cranbrook Wealth Management, LLC

BUY
 -
181
+ 0.73%
$32.8K - $35.7K
24.9K $5.11M
Oct 28, 2024 Q3 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
179
New
$32.4K - $35.3K
179 $36.8K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
179
+ 24.62%
$32.4K - $35.3K
906 $186K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
175
+ 10.2%
$31.7K - $34.5K
1.89K $389K
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
174
New
$31.5K - $34.3K
174 $35.8K
Oct 23, 2024 Q3 2024
Busey Wealth Management

BUY
 -
173
+ 6.06%
$31.3K - $34.1K
3.03K $622K
Oct 31, 2024 Q3 2024
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
173
+ 6.03%
$31.3K - $34.1K
3.04K $626K
Nov 01, 2024 Q3 2024
Avid Wealth Partners LLC

San Antonio, TX
BUY
 -
166
+ 0.56%
$30.1K - $32.7K
30K $6.17M
Oct 07, 2024 Q3 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
164
+ 0.58%
$29.7K - $32.3K
28.5K $5.87M
Nov 06, 2024 Q3 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
164
+ 3.66%
$29.7K - $32.3K
4.65K $956K
Nov 05, 2024 Q3 2024
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
157
+ 0.58%
$28.4K - $31K
27.2K $5.59M
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
157
+ 1.39%
$28.4K - $31K
11.5K $2.36M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
156
New
$28.2K - $30.8K
156 $32.1K
Oct 22, 2024 Q3 2024
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
156
+ 2.03%
$28.2K - $30.8K
7.83K $1.61M
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
150
+ 2.99%
$27.2K - $29.6K
5.16K $1.06M
Oct 17, 2024 Q3 2024
Ifg Advisors, LLC

BUY
 -
137
+ 6.42%
$24.8K - $27K
2.27K $467K
Nov 07, 2024 Q3 2024
Calamos Advisors LLC

BUY
 -
136
+ 0.78%
$24.6K - $26.8K
17.5K $3.59M
Nov 14, 2024 Q3 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
136
+ 10.41%
$24.6K - $26.8K
1.44K $297K
Nov 01, 2024 Q3 2024
Lindbrook Capital, LLC

BUY
 -
135
+ 2.56%
$24.4K - $26.6K
5.41K $1.11M
Nov 01, 2024 Q3 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
135
+ 3.63%
$24.4K - $26.6K
3.86K $794K
Nov 05, 2024 Q3 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
135
+ 5.21%
$24.4K - $26.6K
2.73K $561K
Nov 04, 2024 Q3 2024
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
134
+ 4.45%
$24.3K - $26.4K
3.15K $647K
Oct 10, 2024 Q3 2024
Brave Asset Management Inc

BUY
 -
132
+ 1.0%
$23.9K - $26K
13.4K $2.75M
Nov 12, 2024 Q3 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
132
+ 0.82%
$23.9K - $26K
16.2K $3.32M
Oct 07, 2024 Q3 2024
Blue Zone Wealth Advisors, LLC

BUY
 -
131
+ 5.83%
$23.7K - $25.8K
2.38K $489K
Oct 28, 2024 Q3 2024
Human Investing LLC

BUY
 -
130
+ 11.31%
$23.5K - $25.6K
1.28K $263K
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
128
+ 2.74%
$23.2K - $25.2K
4.81K $989K
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
127
+ 8.2%
$23K - $25K
1.68K $344K

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