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 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
665+ 4.6% |
$120K - $131K
|
15.1K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
665+ 22.95% |
$120K - $131K
|
3.56K
$701K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
660+ 6.75% |
$119K - $130K
|
10.4K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
652+ 2.12% |
$118K - $129K
|
31.5K
$6.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
651+ 5.33% |
$118K - $128K
|
12.9K
$2.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
646+ 8.28% |
$117K - $127K
|
8.45K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
644+ 11.34% |
$117K - $127K
|
6.32K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
634+ 6.6% |
$115K - $125K
|
10.2K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
623+ 5.55% |
$113K - $123K
|
11.8K
$2.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
621+ 431.25% |
$112K - $122K
|
765
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
618+ 7.58% |
$112K - $122K
|
8.77K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
616+ 0.85% |
$112K - $121K
|
72.9K
$14.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
600+ 5.07% |
$109K - $118K
|
12.4K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
597+ 9.37% |
$108K - $118K
|
6.97K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
596+ 0.55% |
$108K - $118K
|
109K
$21.4M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
594+ 2.08% |
$108K - $117K
|
29.1K
$5.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
585+ 2.05% |
$106K - $115K
|
29.1K
$5.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
583+ 1.86% |
$106K - $115K
|
32K
$6.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
570+ 3.95% |
$103K - $112K
|
15K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
569+ 16.66% |
$103K - $112K
|
3.99K
$785K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
569+ 40.24% |
$103K - $112K
|
1.98K
$390K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
567+ 34.64% |
$103K - $112K
|
2.2K
$434K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
565+ 12.61% |
$102K - $111K
|
5.05K
$993K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
559+ 16.54% |
$101K - $110K
|
3.94K
$775K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
555+ 38.17% |
$100K - $109K
|
2.01K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 82.91% |
$100K - $109K
|
1.22K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
553+ 2.07% |
$100K - $109K
|
27.2K
$5.36M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
546+ 1.38% |
$98.9K - $108K
|
40K
$7.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
536+ 33.25% |
$97K - $106K
|
2.15K
$423K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
536+ 31.57% |
$97K - $106K
|
2.23K
$440K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
526+ 0.18% |
$95.2K - $104K
|
292K
$57.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
524+ 28.67% |
$94.9K - $103K
|
2.35K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
512New |
$92.7K - $101K
|
512
$101K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
495+ 42.6% |
$89.6K - $97.6K
|
1.66K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
490+ 3.25% |
$88.7K - $96.6K
|
15.6K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
490+ 1.72% |
$88.7K - $96.6K
|
28.9K
$5.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
463+ 0.31% |
$83.8K - $91.3K
|
150K
$29.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
461New |
$83.5K - $90.9K
|
461
$90.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
458+ 16.45% |
$82.9K - $90.3K
|
3.24K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
442+ 9.1% |
$80K - $87.1K
|
5.3K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
441+ 5.08% |
$79.8K - $87K
|
9.12K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
437+ 8.46% |
$79.1K - $86.2K
|
5.61K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
424+ 8.79% |
$76.8K - $83.6K
|
5.25K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
423+ 5.36% |
$76.6K - $83.4K
|
8.32K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
411+ 20.34% |
$74.4K - $81K
|
2.43K
$479K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
408+ 3.78% |
$73.9K - $80.4K
|
11.2K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
399+ 1.83% |
$72.2K - $78.7K
|
22.2K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
398+ 9.2% |
$72.1K - $78.5K
|
4.72K
$930K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
397+ 1.0% |
$71.9K - $78.3K
|
40.1K
$7.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
397+ 1.08% |
$71.9K - $78.3K
|
37K
$7.29M
|