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
Nov 15, 2023 Q3 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
304
+ 0.58%
$46.6K - $50.7K
53K $10.5M
Oct 17, 2023 Q3 2023
Paladin Advisory Group, LLC

BUY
 -
302
New
$46.3K - $50.4K
302 $60K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
301
+ 18.82%
$46.2K - $50.2K
1.9K $377K
Oct 10, 2023 Q3 2023
Navalign, LLC

BUY
 -
295
+ 8.73%
$45.2K - $49.2K
3.68K $730K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
292
New
$44.8K - $48.7K
292 $58K
Oct 27, 2023 Q3 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
290
+ 2.93%
$44.5K - $48.4K
10.2K $2.02M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
284
+ 1.12%
$43.5K - $47.4K
25.6K $5.08M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
283
+ 0.55%
$43.4K - $47.2K
51.6K $10.2M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
277
+ 0.04%
$42.5K - $46.2K
626K $124M
Oct 10, 2023 Q3 2023
Avondale Wealth Management

BUY
 -
269
New
$41.2K - $44.9K
269 $53.4K
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
260
+ 4.44%
$39.9K - $43.4K
6.12K $1.22M
Nov 09, 2023 Q3 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
259
+ 0.78%
$39.7K - $43.2K
33.3K $6.61M
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
250
+ 7.82%
$38.3K - $41.7K
3.45K $685K
Oct 30, 2023 Q3 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
249
+ 2.61%
$38.2K - $41.5K
9.81K $1.95M
Oct 16, 2023 Q3 2023
ETF Portfolio Partners, Inc.

BUY
 -
242
+ 0.33%
$37.1K - $40.4K
74.3K $14.8M
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
236
+ 2.16%
$36.2K - $39.4K
11.2K $2.22M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
218
+ 5.14%
$33.4K - $36.4K
4.46K $886K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
209
+ 1.76%
$32K - $34.9K
12.1K $2.4M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
206
+ 5.87%
$31.6K - $34.4K
3.71K $737K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
201
+ 0.87%
$30.8K - $33.5K
23.3K $4.63M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
199
New
$30.5K - $33.2K
199 $39.5K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
194
+ 14.98%
$29.7K - $32.3K
1.49K $296K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
191
+ 3.89%
$29.3K - $31.8K
5.1K $1.01M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
184
+ 1.04%
$28.2K - $30.7K
17.9K $3.56M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
174
New
$26.7K - $29K
174 $34.6K
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
173
+ 3.33%
$26.5K - $28.8K
5.37K $1.07M
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
173
+ 3.56%
$26.5K - $28.8K
5.03K $999K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
171
+ 1.72%
$26.2K - $28.5K
10.1K $2.01M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
163
+ 30.24%
$25K - $27.2K
702 $139K
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
163
New
$25K - $27.2K
163 $32.4K
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
160
+ 2.62%
$24.5K - $26.7K
6.26K $1.24M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
160
New
$24.5K - $26.7K
160 $31.8K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
154
+ 1.44%
$23.6K - $25.7K
10.8K $2.15M
Nov 09, 2023 Q3 2023
Pacific Financial Group Inc

BUY
 -
152
+ 0.39%
$23.3K - $25.3K
38.9K $7.73M
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
151
+ 7.0%
$23.2K - $25.2K
2.31K $459K
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
140
+ 4.94%
$21.5K - $23.3K
2.97K $591K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
133
New
$20.4K - $22.2K
133 $26.4K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
133
New
$20.4K - $22.2K
133 $26.4K
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
130
+ 1.72%
$19.9K - $21.7K
7.67K $1.52M
Nov 09, 2023 Q3 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
130
New
$19.9K - $21.7K
130 $25.8K
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
127
+ 6.74%
$19.5K - $21.2K
2.01K $399K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
126
+ 5.84%
$19.3K - $21K
2.28K $453K
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
123
+ 2.74%
$18.9K - $20.5K
4.6K $914K
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
119
+ 1.77%
$18.2K - $19.8K
6.84K $1.36M
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
113
+ 3.87%
$17.3K - $18.8K
3.04K $603K
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
113
+ 1.28%
$17.3K - $18.8K
8.92K $1.77M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
113
+ 3.83%
$17.3K - $18.8K
3.07K $609K
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
106
+ 4.37%
$16.3K - $17.7K
2.53K $502K
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
104
+ 6.12%
$15.9K - $17.3K
1.8K $358K

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