Purchases and Sales Made in Q3 2023 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q3 2023. 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 16, 2023 Q3 2023
Powell Investment Advisors, LLC

BUY
 -
1.67K
+ 1.22%
$257K - $279K
138K $27.5M
Nov 06, 2023 Q3 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
1.67K
New
$256K - $278K
1.67K $331K
Nov 14, 2023 Q3 2023
Bank Ozk

BUY
 -
1.62K
New
$248K - $270K
1.62K $322K
Nov 21, 2023 Q3 2023
Invst, LLC

Indianapolis, IN
BUY
 -
1.6K
New
$245K - $266K
1.6K $317K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.58K
+ 0.15%
$241K - $263K
1.04M $206M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
1.56K
+ 2.5%
$238K - $259K
63.8K $12.7M
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.5K
+ 67.66%
$230K - $250K
3.72K $739K
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
1.5K
+ 4.58%
$230K - $250K
34.2K $6.79M
Nov 14, 2023 Q3 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
1.49K
New
$228K - $248K
1.49K $296K
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
1.48K
+ 37.36%
$227K - $247K
5.44K $1.08M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
1.46K
New
$223K - $243K
1.46K $289K
Nov 14, 2023 Q3 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.43K
New
$219K - $238K
1.43K $284K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
1.42K
+ 3.01%
$217K - $236K
48.6K $9.64M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
1.41K
+ 3.03%
$217K - $236K
48.1K $9.54M
Nov 07, 2023 Q3 2023
Boston Partners

Boston, MA
BUY
 -
1.39K
New
$213K - $232K
1.39K $276K
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
1.37K
New
$209K - $228K
1.37K $271K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
1.36K
+ 3.52%
$209K - $227K
39.9K $7.93M
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
1.33K
New
$205K - $222K
1.33K $265K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
1.33K
New
$204K - $222K
1.33K $264K
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
1.32K
New
$203K - $221K
1.32K $263K
Oct 31, 2023 Q3 2023
Wealth Advisors Of Tampa Bay, LLC

BUY
 -
1.32K
+ 100.0%
$203K - $220K
2.64K $525K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.31K
+ 7.36%
$201K - $219K
19.2K $3.8M
Oct 12, 2023 Q3 2023
Single Point Partners, LLC

BUY
 -
1.3K
New
$199K - $217K
1.3K $258K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1.29K
+ 0.86%
$197K - $214K
150K $29.8M
Nov 07, 2023 Q3 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
1.25K
+ 32.38%
$192K - $208K
5.11K $1.01M
Oct 30, 2023 Q3 2023
Yousif Capital Management, LLC

BUY
 -
1.22K
+ 74.86%
$186K - $203K
2.84K $564K
Nov 08, 2023 Q3 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
1.21K
+ 2.15%
$186K - $202K
57.6K $11.4M
Nov 09, 2023 Q3 2023
Efg Asset Management (Americas) Corp.

BUY
 -
1.18K
+ 35.04%
$180K - $196K
4.53K $900K
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
1.17K
+ 76.79%
$180K - $195K
2.7K $535K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.14K
+ 6.2%
$175K - $190K
19.6K $3.89M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
1.13K
+ 2.25%
$174K - $189K
51.5K $10.2M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
1.13K
+ 2.25%
$174K - $189K
51.5K $10.2M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
1.1K
+ 3.22%
$168K - $183K
35.2K $6.98M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.08K
+ 19.32%
$165K - $180K
6.65K $1.32M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.05K
+ 28.94%
$160K - $174K
4.66K $925K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.04K
+ 10.25%
$159K - $173K
11.1K $2.21M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
1.01K
+ 66.45%
$155K - $168K
2.53K $501K
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
980
+ 4.33%
$150K - $163K
23.6K $4.69M
Oct 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
975
+ 1.18%
$149K - $163K
83.4K $16.6M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
950
+ 29.53%
$146K - $158K
4.17K $827K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
928
+ 46400.0%
$142K - $155K
930 $185K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
926
New
$142K - $154K
926 $184K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
900
New
$138K - $150K
900 $179K
Oct 13, 2023 Q3 2023
Thrive Wealth Management, LLC

BUY
 -
899
+ 11.64%
$138K - $150K
8.62K $1.71M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
885
+ 14.58%
$136K - $148K
6.95K $1.38M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
876
+ 52.8%
$134K - $146K
2.54K $503K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
866
+ 9.37%
$133K - $144K
10.1K $2.01M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
863
+ 2.05%
$132K - $144K
43K $8.53M
Oct 16, 2023 Q3 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
828
+ 1.87%
$127K - $138K
45K $8.94M

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