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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.39K+ 3.59% |
$251K - $273K
|
40.1K
$7.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.38K+ 5.55% |
$249K - $271K
|
26.2K
$5.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.36K+ 4.85% |
$247K - $269K
|
29.4K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.36K+ 4.57% |
$246K - $268K
|
31.1K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.36K+ 46.88% |
$246K - $268K
|
4.26K
$838K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.34KNew |
$243K - $265K
|
1.34K
$264K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.34K+ 7.4% |
$243K - $264K
|
19.5K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.3K+ 2.88% |
$236K - $257K
|
46.5K
$9.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.29K+ 4.35% |
$234K - $255K
|
31K
$6.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$229K - $250K
|
1.27K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.26K+ 5.02% |
$228K - $248K
|
26.4K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.26K+ 5.04% |
$228K - $248K
|
26.2K
$5.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.25KNew |
$227K - $247K
|
1.25K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 15.1% |
$226K - $246K
|
9.53K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.25K+ 162.29% |
$226K - $246K
|
2.02K
$397K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.24KNew |
$225K - $245K
|
1.24K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.24K+ 5.14% |
$225K - $245K
|
25.4K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.24K+ 1.75% |
$225K - $245K
|
72.4K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.24K+ 15.7% |
$224K - $244K
|
9.12K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.24KNew |
$224K - $244K
|
1.24K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23KNew |
$223K - $243K
|
1.23K
$243K
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$223K - $243K
|
1.23K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.23KNew |
$222K - $242K
|
1.23K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.23KNew |
$222K - $242K
|
1.23K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.93% |
$220K - $239K
|
64.1K
$12.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.19K+ 2.31% |
$215K - $235K
|
52.8K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.19K+ 4.75% |
$215K - $235K
|
26.2K
$5.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.19KNew |
$215K - $234K
|
1.19K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.18K+ 6.38% |
$213K - $232K
|
19.6K
$3.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.16KNew |
$210K - $229K
|
1.16K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.14KNew |
$207K - $226K
|
1.14K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.14KNew |
$207K - $226K
|
1.14K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 7.58% |
$206K - $224K
|
16.1K
$3.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.14KNew |
$206K - $224K
|
1.14K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.14KNew |
$206K - $224K
|
1.14K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.12K+ 4.75% |
$202K - $220K
|
24.6K
$4.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.11K+ 25.87% |
$201K - $219K
|
5.4K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.1K+ 1.37% |
$199K - $217K
|
81.5K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.1KNew |
$199K - $216K
|
1.1K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.09KNew |
$197K - $215K
|
1.09K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.08KNew |
$196K - $214K
|
1.08K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$196K - $214K
|
1.08K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$195K - $213K
|
1.08K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.08KNew |
$195K - $213K
|
1.08K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$194K - $211K
|
1.07K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.07KNew |
$193K - $211K
|
1.07K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.07KNew |
$193K - $211K
|
1.07K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.06KNew |
$192K - $209K
|
1.06K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.05KNew |
$190K - $207K
|
1.05K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.05KNew |
$190K - $207K
|
1.05K
$207K
|