Who owns iShares S&P 500 Value Index?
- Ticker: IVE
- CUSIP Number: 464287408
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 500 Value Index with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P 500 Value Index this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Jpmorgan Chase & Co | 18M | $3.3B | 5% | Mar 2024 |
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Morgan Stanley | 12M | $2.3B | 8% | Mar 2024 |
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Envestnet Asset Management | 12M | $2.2B | 202% | Mar 2024 |
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Bank of America Corporation | 7.8M | $1.5B | 10% | Mar 2024 |
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Wells Fargo & Company | 7.5M | $1.4B | -1% | Mar 2024 |
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Goldman Sachs Group | 4.7M | $869M | -1% | Mar 2024 |
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LPL Financial | 4.1M | $758M | 109% | Mar 2024 |
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UBS Group | 3.5M | $655M | -1% | Mar 2024 |
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Ameriprise Financial | 2.5M | $0 | -3% | Mar 2024 |
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Stifel Financial | 2.4M | $453M | 10% | Mar 2024 |
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Pnc Financial Services | 1.7M | $324M | 9% | Mar 2024 |
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Us Bancorp | 1.5M | $288M | 10% | Mar 2024 |
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CWM | 1.5M | $280M | 228% | Mar 2024 |
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Envestnet Portfolio Solutions | 1.4M | $257M | 504% | Mar 2024 |
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Royal Bank of Canada | 1.3M | $237M | 3% | Mar 2024 |
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BlackRock | 1.3M | $235M | 19888% | Mar 2024 |
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Mariner Wealth Advisors | 1.1M | $211M | 3% | Mar 2024 |
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Commonwealth Equity Services | 1.1M | $202M | 16% | Mar 2024 |
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M^T Bank Corporation | 1.1M | $201M | 0% | Mar 2024 |
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Huntington National Bank | 1000k | $187M | 7% | Mar 2024 |
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Park Avenue Securities | 903k | $169M | 1337% | Mar 2024 |
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Raymond James Financial Services Advisors | 857k | $160M | 17% | Mar 2024 |
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FMR | 849k | $159M | -5% | Mar 2024 |
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Raymond James & Associates | 781k | $146M | 0% | Mar 2024 |
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MAI Wealth Advisors | 735k | $137M | 15% | Mar 2024 |
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CliftonLarsonAllen Wealth Advisors | 672k | $126M | 2% | Mar 2024 |
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Miracle Mile Advisors | 628k | $117M | -11% | Mar 2024 |
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Janney Montgomery Scott | 627k | $117M | 315% | Mar 2024 |
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Lido Advisors | 595k | $111M | -32% | Mar 2024 |
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Advisor Group Holdings | 563k | $105M | -37% | Mar 2024 |
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Kestra Advisory Services | 527k | $92M | 16% | Dec 2023 |
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Charles Schwab Investment Management | 519k | $97M | -6% | Mar 2024 |
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HighTower Advisors | 515k | $96M | -9% | Mar 2024 |
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McKinley Carter Wealth Services | 472k | $88M | 1% | Mar 2024 |
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Calamos Wealth Management | 470k | $88M | -1% | Mar 2024 |
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Strategic Wealth Partners | 463k | $87M | 1% | Mar 2024 |
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Betterment | 447k | $83M | -3% | Mar 2024 |
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Rehmann Capital Advisory | 433k | $81M | 18% | Mar 2024 |
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LVZ Advisors | 430k | $80M | -5% | Mar 2024 |
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Branch Banking & Trust Company | 407k | $76M | 6% | Mar 2024 |
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Home Federal Bank Of Tennessee | 397k | $74M | -2% | Mar 2024 |
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Brian McDonald | 388k | $72M | -5% | Mar 2024 |
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USA Financial Portformulas | 386k | $72M | 2% | Mar 2024 |
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United Capital Financial Advisers | 371k | $69M | 332% | Mar 2024 |
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Foundations Investment Advisors | 359k | $67M | 8% | Mar 2024 |
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Cambridge Investment Research Advisors | 351k | $66M | 35% | Mar 2024 |
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ValMark Advisers | 350k | $65M | -1% | Mar 2024 |
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Bank of New York Mellon | 348k | $65M | 572% | Mar 2024 |
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Bank Of Montreal | 339k | $64M | 16% | Mar 2024 |
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Resources Investment Advisors | 329k | $62M | 242% | Mar 2024 |
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Baird Financial | 327k | $57M | 2% | Dec 2023 |
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Barclays | 322k | $60M | 0% | Mar 2024 |
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Praetorian Wealth Management | 320k | $60M | 6% | Mar 2024 |
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Salomon & Ludwin | 311k | $58M | -1% | Mar 2024 |
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Amarillo National Bank | 309k | $58M | 0% | Mar 2024 |
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Fifth Third Bancorp | 307k | $57M | -6% | Mar 2024 |
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Colony | 302k | $56M | 84% | Mar 2024 |
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Strategic Point Investment Advisors | 298k | $52M | -1% | Dec 2023 |
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Courier Capital Corp | 296k | $55M | -1% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 290k | $54M | 6% | Mar 2024 |
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JB Capital | 281k | $53M | 100% | Mar 2024 |
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Phillips Financial Management | 275k | $51M | -3% | Mar 2024 |
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Frank, Rimerman Advisors | 270k | $50M | 0% | Mar 2024 |
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LPWM | 268k | $49M | 2% | Mar 2024 |
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First Hawaiian Bank | 266k | $50M | -19% | Mar 2024 |
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Halpern Financial | 264k | $49M | -1% | Mar 2024 |
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Keybank National Association | 262k | $49M | 1% | Mar 2024 |
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Probity Advisors | 259k | $48M | -3% | Mar 2024 |
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Financial Engines Advisors L.L.C | 258k | $48M | -16% | Mar 2024 |
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Rockefeller Capital Management | 253k | $44M | 11% | Dec 2023 |
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Goss Wealth Management | 250k | $47M | 576% | Mar 2024 |
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Smith Anglin Financial | 241k | $45M | -36% | Mar 2024 |
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Adviser Investments | 233k | $44M | -26% | Mar 2024 |
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Moneta Group Investment Advisors | 233k | $41M | 0% | Dec 2023 |
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Evoke Wealth | 224k | $42M | 2% | Mar 2024 |
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Regions Bank | 223k | $42M | 5% | Mar 2024 |
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Northern Oak Capital Management | 209k | $39M | -7% | Mar 2024 |
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Baker Avenue Asset Management | 205k | $38M | 2% | Mar 2024 |
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Quantitative Strategies | 205k | $38M | 10% | Mar 2024 |
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Berkshire Money Management | 200k | $37M | 2% | Mar 2024 |
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Smith, Moore & Co. | 199k | $37M | -3% | Mar 2024 |
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Atria Wealth Solutions | 193k | $36M | 167% | Mar 2024 |
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Platte River Wealth Advisors | 184k | $34M | 12% | Mar 2024 |
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Amundi | 180k | $32M | 28% | Mar 2024 |
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North Star Investment Management | 178k | $33M | 3% | Mar 2024 |
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Bnp Paribas Arbitrage, Snc | 177k | $33M | 29% | Mar 2024 |
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Pinkerton Retirement Specialists | 172k | $32M | 10% | Mar 2024 |
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Greenleaf Trust | 168k | $31M | -4% | Mar 2024 |
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Foundation Wealth Management | 168k | $31M | 7% | Mar 2024 |
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CX Institutional | 166k | $31M | -5% | Mar 2024 |
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Spire Wealth Management | 158k | $30M | 9% | Mar 2024 |
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Carnick & Kubik | 158k | $29M | -2% | Mar 2024 |
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Thrivent Financial for Lutherans | 157k | $29M | 37% | Mar 2024 |
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West Wealth Group | 155k | $29M | 100% | Mar 2024 |
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H D Vest Advisory Services | 155k | $29M | 63% | Mar 2024 |
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Ohe Financial | 152k | $28M | 4% | Mar 2024 |
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AE Wealth Management | 151k | $28M | -40% | Mar 2024 |
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Financial Life Advisors | 150k | $28M | -1% | Mar 2024 |
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Condor Capital Management | 150k | $28M | -1% | Mar 2024 |
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Encompass Wealth Advisors | 148k | $28M | 3% | Mar 2024 |
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Private Advisor | 141k | $26M | 21% | Mar 2024 |
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Powell Investment Advisors | 141k | $26M | 1% | Mar 2024 |
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Relative Value Partners | 140k | $24M | -6% | Mar 2024 |
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Advocacy Wealth Management Services | 139k | $26M | 100% | Mar 2024 |
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Summit Investment Advisors | 137k | $26M | -8% | Mar 2024 |
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JFS Wealth Advisors | 136k | $25M | 9% | Mar 2024 |
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Northern Trust | 134k | $25M | 25% | Mar 2024 |
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Droms Strauss Advisors | 134k | $25M | 0% | Mar 2024 |
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Captrust Financial Advisors | 134k | $25M | -18% | Mar 2024 |
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TD Waterhouse Canada | 133k | $31M | -13% | Mar 2024 |
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Citigroup | 130k | $24M | 49% | Mar 2024 |
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SRS Capital Advisors | 127k | $22M | -2% | Dec 2023 |
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American International | 126k | $22M | 187% | Dec 2023 |
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Susquehanna International | 122k | $23M | 6% | Mar 2024 |
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Ewa | 121k | $22M | 100% | Mar 2024 |
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MV Capital Management | 121k | $23M | 0% | Mar 2024 |
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Lutz Financial Services | 120k | $23M | -2% | Mar 2024 |
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DDFG | 120k | $22B | -5% | Mar 2024 |
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Principal Securities | 119k | $22M | 0% | Mar 2024 |
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Pathstone Holdings | 119k | $22M | -1% | Mar 2024 |
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Sigma Planning | 118k | $22M | 149% | Mar 2024 |
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Creative Planning | 118k | $22M | 0% | Mar 2024 |
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Quest Investment Management | 118k | $22M | 0% | Mar 2024 |
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GW & Wade | 116k | $20M | 4% | Dec 2023 |
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Warwick Investment Management | 116k | $20M | -35% | Dec 2023 |
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Greenup Street Wealth Management | 114k | $21M | -31% | Mar 2024 |
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Hanson McClain Advisors | 114k | $21M | 1% | Mar 2024 |
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KWMG | 113k | $21M | 0% | Mar 2024 |
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Bank Of Oklahoma National Association / | 113k | $21M | -15% | Mar 2024 |
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Milestone Group | 112k | $21M | -6% | Mar 2024 |
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Durante & Waters | 112k | $21M | -4% | Mar 2024 |
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Austin Private Wealth | 110k | $20M | 100% | Mar 2024 |
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Stratos Wealth Partners | 108k | $20M | 53% | Mar 2024 |
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Banco Santander | 106k | $20M | -2% | Mar 2024 |
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JSF Financial | 104k | $19M | 35% | Mar 2024 |
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GHP Investment Advisors | 103k | $19M | -1% | Mar 2024 |
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Ironwood Wealth Management | 103k | $19M | 0% | Mar 2024 |
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Hartland & Co | 103k | $18M | 3% | Dec 2023 |
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ETF Portfolio Partners | 102k | $19M | 37% | Mar 2024 |
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Concurrent Investment Advisors | 102k | $19M | 10% | Mar 2024 |
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Peapack Gladstone Financial Corp | 101k | $19M | 1% | Mar 2024 |
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Mesirow Financial Investment Management International Equity | 99k | $19M | 100% | Mar 2024 |
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Cullen Frost Bankers | 95k | $18M | -5% | Mar 2024 |
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SilverOak Wealth Management | 95k | $18M | -4% | Mar 2024 |
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Mma Asset Management | 94k | $16M | -5% | Dec 2023 |
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First Merchants Bank, National Association | 92k | $17M | 3% | Mar 2024 |
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Gladstone Institutional Advisory | 92k | $16M | -1% | Dec 2023 |
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Narwhal Capital Management | 91k | $17M | 3% | Mar 2024 |
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Mercer Global Advisors | 90k | $17M | 0% | Mar 2024 |
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Savant Capital Management | 89k | $17M | -2% | Mar 2024 |
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Rsm Us Wealth Management | 68k | $13M | -26% | Mar 2024 |
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Avitas Wealth Management | 64k | $12M | -35% | Mar 2024 |
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Who sold out of iShares S&P 500 Value Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Koss-Olinger Consulting | Sep 2023 | 274k | $42M |
Varma Mutual Pension Insurance | Sep 2023 | 231k | $36M |
Davis Selected Advisers | Dec 2023 | 140k | $24M |
Peninsula Wealth | Dec 2023 | 128k | $22M |