Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-26- 1.71% |
$4.71K - $5.13K
|
1.49K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-26- 0.36% |
$4.71K - $5.13K
|
7.23K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 7.58% |
$4.71K - $5.13K
|
317
$62K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-28- 3.11% |
$5.07K - $5.52K
|
872
$171K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-29- 1.98% |
$5.25K - $5.72K
|
1.44K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-29- 0.22% |
$5.25K - $5.72K
|
12.9K
$2.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-30- 2.39% |
$5.43K - $5.92K
|
1.23K
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-30- 32.26% |
$5.43K - $5.92K
|
63
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-30- 0.6% |
$5.43K - $5.92K
|
4.99K
$976K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-31- 0.03% |
$5.61K - $6.11K
|
96.2K
$18.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 4.37% |
$5.97K - $6.51K
|
723
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-33- 0.13% |
$5.97K - $6.51K
|
25.9K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-34- 0.19% |
$6.16K - $6.7K
|
17.9K
$3.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-35- 0.07% |
$6.34K - $6.9K
|
50.6K
$9.89M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-35- 0.9% |
$6.34K - $6.9K
|
3.87K
$757K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-36- 0.18% |
$6.52K - $7.1K
|
19.8K
$3.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-37- 0.62% |
$6.7K - $7.3K
|
5.92K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 0.46% |
$7.06K - $7.69K
|
8.4K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-39- 2.61% |
$7.06K - $7.69K
|
1.45K
$284K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-40- 3.02% |
$7.24K - $7.89K
|
1.28K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-42- 1.41% |
$7.6K - $8.28K
|
2.93K
$573K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-45- 0.56% |
$8.15K - $8.87K
|
8K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-45- 9.62% |
$8.15K - $8.87K
|
423
$82.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-47- 0.07% |
$8.51K - $9.27K
|
67.3K
$13.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 0.58% |
$8.69K - $9.46K
|
8.26K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-50- 1.22% |
$9.05K - $9.86K
|
4.06K
$795K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-50- 0.65% |
$9.05K - $9.86K
|
7.69K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-50- 2.6% |
$9.05K - $9.86K
|
1.88K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-50- 3.79% |
$9.05K - $9.86K
|
1.27K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-51- 0.94% |
$9.23K - $10.1K
|
5.36K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-51- 1.05% |
$9.23K - $10.1K
|
4.81K
$941K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-51- 0.53% |
$9.23K - $10.1K
|
9.59K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-51- 0.7% |
$9.23K - $10.1K
|
7.26K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-51- 0.66% |
$9.23K - $10.1K
|
7.65K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-52- 0.86% |
$9.42K - $10.3K
|
6.01K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-53- 0.28% |
$9.6K - $10.5K
|
19.1K
$3.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-54- 1.7% |
$9.78K - $10.6K
|
3.12K
$609K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-54- 0.55% |
$9.78K - $10.6K
|
9.81K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-55- 3.94% |
$9.96K - $10.8K
|
1.34K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-57- 4.46% |
$10.3K - $11.2K
|
1.22K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-57- 1.89% |
$10.3K - $11.2K
|
2.96K
$579K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-57- 0.72% |
$10.3K - $11.2K
|
7.91K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-57- 0.17% |
$10.3K - $11.2K
|
34.2K
$6.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-58- 2.54% |
$10.5K - $11.4K
|
2.23K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-60- 0.16% |
$10.9K - $11.8K
|
36.3K
$7.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-61- 2.19% |
$11K - $12K
|
2.72K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-61- 3.53% |
$11K - $12K
|
1.67K
$326K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-61- 1.38% |
$11K - $12K
|
4.37K
$854K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-62- 1.51% |
$11.2K - $12.2K
|
4.04K
$790K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-66- 1.08% |
$11.9K - $13K
|
6.05K
$1.18M
|