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 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-256- 0.29% |
$46.4K - $50.5K
|
88.2K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-256- 0.4% |
$46.4K - $50.5K
|
64.4K
$12.6M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-257- 54.56% |
$46.5K - $50.7K
|
214
$41.9K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-262- 5.79% |
$47.4K - $51.7K
|
4.26K
$834K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-265- 65.11% |
$48K - $52.3K
|
142
$27.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-270- 2.34% |
$48.9K - $53.2K
|
11.3K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-271- 0.13% |
$49.1K - $53.4K
|
203K
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-272- 0.26% |
$49.2K - $53.6K
|
106K
$20.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-275- 1.73% |
$49.8K - $54.2K
|
15.6K
$3.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-275- 17.03% |
$49.8K - $54.2K
|
1.34K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-281- 1.69% |
$50.9K - $55.4K
|
16.4K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-283- 0.71% |
$51.2K - $55.8K
|
39.8K
$7.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-293- 1.52% |
$53.1K - $57.8K
|
19K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-296- 5.87% |
$53.6K - $58.4K
|
4.75K
$928K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-297- 2.25% |
$53.8K - $58.6K
|
12.9K
$2.52M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-297- 9.27% |
$53.8K - $58.6K
|
2.91K
$569K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-298- 8.5% |
$54K - $58.8K
|
3.21K
$628K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-300- 0.35% |
$54.3K - $59.2K
|
84.4K
$16.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-301- 8.68% |
$54.5K - $59.3K
|
3.17K
$619K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-310- 5.06% |
$56.1K - $61.1K
|
5.82K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-311- 0.33% |
$56.3K - $61.3K
|
93.8K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-314- 0.58% |
$56.9K - $61.9K
|
53.4K
$10.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-318- 3.34% |
$57.6K - $62.7K
|
9.2K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-318- 0.86% |
$57.6K - $62.7K
|
36.8K
$7.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-326- 1.29% |
$59K - $64.3K
|
25K
$4.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-331- 20.24% |
$59.9K - $65.3K
|
1.3K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-333- 0.88% |
$60.3K - $65.7K
|
37.6K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-333- 4.41% |
$60.3K - $65.7K
|
7.22K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-334- 25.67% |
$60.5K - $65.9K
|
967
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-337- 1.79% |
$61K - $66.4K
|
18.5K
$3.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-338- 0.64% |
$61.2K - $66.6K
|
52.7K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-340- 4.14% |
$61.6K - $67K
|
7.87K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-343- 20.86% |
$62.1K - $67.6K
|
1.3K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-363- 0.18% |
$65.7K - $71.6K
|
205K
$40.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-370- 3.42% |
$67K - $73K
|
10.5K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-370- 1.62% |
$67K - $73K
|
22.5K
$4.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-374- 9.63% |
$67.7K - $73.7K
|
3.51K
$686K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-376- 0.96% |
$68.1K - $74.1K
|
38.9K
$7.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-380- 17.95% |
$68.8K - $74.9K
|
1.74K
$340K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-382- 5.85% |
$69.2K - $75.3K
|
6.15K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-388- 0.44% |
$70.3K - $76.5K
|
87.7K
$17.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-395- 8.68% |
$71.5K - $77.9K
|
4.16K
$813K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-401- 5.64% |
$72.6K - $79.1K
|
6.71K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-405- 2.98% |
$73.3K - $79.9K
|
13.2K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-413- 12.98% |
$74.8K - $81.4K
|
2.77K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-417- 1.68% |
$75.5K - $82.2K
|
24.4K
$4.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-420- 15.21% |
$76K - $82.8K
|
2.34K
$458K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-423- 9.04% |
$76.6K - $83.4K
|
4.26K
$833K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-425- 6.45% |
$77K - $83.8K
|
6.17K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-426- 0.4% |
$77.1K - $84K
|
106K
$20.7M
|