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 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-66- 0.6% |
$11.9K - $13K
|
11K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-67- 1.1% |
$12.1K - $13.2K
|
6.02K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-68- 1.16% |
$12.3K - $13.4K
|
5.77K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-69- 4.65% |
$12.5K - $13.6K
|
1.42K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 4.81% |
$12.7K - $13.8K
|
1.39K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-70- 0.09% |
$12.7K - $13.8K
|
75.4K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-73- 4.84% |
$13.2K - $14.4K
|
1.43K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-76- 3.9% |
$13.8K - $15K
|
1.88K
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-81- 2.77% |
$14.7K - $16K
|
2.84K
$556K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-83- 1.31% |
$15K - $16.4K
|
6.25K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-86- 0.67% |
$15.6K - $17K
|
12.8K
$2.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87- 83.65% |
$15.8K - $17.2K
|
17
$3.32K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-92- 2.41% |
$16.7K - $18.1K
|
3.72K
$727K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-93- 4.91% |
$16.8K - $18.3K
|
1.8K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-93- 33.33% |
$16.8K - $18.3K
|
186
$36.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-94- 8.43% |
$17K - $18.5K
|
1.02K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-95- 4.37% |
$17.2K - $18.7K
|
2.08K
$406K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-97- 0.48% |
$17.6K - $19.1K
|
19.9K
$3.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-99- 3.8% |
$17.9K - $19.5K
|
2.5K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 4.91% |
$17.9K - $19.5K
|
1.92K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-99- 1.18% |
$17.9K - $19.5K
|
8.31K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 4.91% |
$18.1K - $19.7K
|
1.94K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-100- 1.27% |
$18.1K - $19.7K
|
7.76K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 3.56% |
$18.1K - $19.7K
|
2.71K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-100- 0.87% |
$18.1K - $19.7K
|
11.4K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 1.56% |
$18.1K - $19.7K
|
6.3K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-102- 0.64% |
$18.5K - $20.1K
|
15.8K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-102- 4.18% |
$18.5K - $20.1K
|
2.34K
$457K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-103- 4.28% |
$18.6K - $20.3K
|
2.3K
$451K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 3.74% |
$18.6K - $20.3K
|
2.65K
$518K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-106- 1.06% |
$19.2K - $20.9K
|
9.89K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-107- 4.55% |
$19.4K - $21.1K
|
2.25K
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-108- 8.34% |
$19.6K - $21.3K
|
1.19K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-108- 2.86% |
$19.6K - $21.3K
|
3.66K
$716K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-110- 1.11% |
$19.9K - $21.7K
|
9.84K
$1.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-111- 5.04% |
$20.1K - $21.9K
|
2.09K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-112- 3.38% |
$20.3K - $22.1K
|
3.2K
$626K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-115- 1.41% |
$20.8K - $22.7K
|
8.07K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-117- 8.23% |
$21.2K - $23.1K
|
1.31K
$255K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-120- 1.53% |
$21.7K - $23.7K
|
7.71K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-121- 0.93% |
$21.9K - $23.9K
|
12.9K
$2.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-122- 0.35% |
$22.1K - $24.1K
|
34.4K
$6.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-124- 4.98% |
$22.5K - $24.4K
|
2.36K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-124- 6.53% |
$22.5K - $24.4K
|
1.78K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-127- 0.53% |
$23K - $25K
|
24K
$4.7M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-129- 0.49% |
$23.4K - $25.4K
|
26.1K
$5.1M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-129- 2.81% |
$23.4K - $25.4K
|
4.46K
$873K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-129- 0.74% |
$23.4K - $25.4K
|
17.4K
$3.4M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-130- 6.04% |
$23.5K - $25.6K
|
2.02K
$396K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-134- 2.36% |
$24.3K - $26.4K
|
5.55K
$1.08M
|