Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
90New |
$13.3K - $15.7K
|
90
$17.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85New |
$12.5K - $14.8K
|
85
$16.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
81New |
$12K - $14.1K
|
81
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
80New |
$11.8K - $13.9K
|
80
$15.7K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
79+ 0.11% |
$11.7K - $13.8K
|
74.4K
$14.6M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
75+ 0.07% |
$11.1K - $13.1K
|
114K
$22.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
71+ 0.7% |
$10.5K - $12.4K
|
10.2K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
71+ 1.1% |
$10.5K - $12.4K
|
6.53K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
66+ 1.98% |
$9.74K - $11.5K
|
3.4K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
66+ 2.11% |
$9.74K - $11.5K
|
3.2K
$627K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
63+ 0.4% |
$9.3K - $11K
|
15.8K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
63+ 4.7% |
$9.3K - $11K
|
1.4K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
55+ 18.39% |
$8.12K - $9.58K
|
354
$69.4K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
55+ 18.39% |
$8.12K - $9.58K
|
354
$69.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
51+ 0.09% |
$7.53K - $8.88K
|
54.6K
$10.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
50+ 1.99% |
$7.38K - $8.71K
|
2.56K
$502K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
49+ 1.66% |
$7.23K - $8.54K
|
3K
$587K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47+ 1.0% |
$6.94K - $8.19K
|
4.77K
$935K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
45New |
$6.64K - $7.84K
|
45
$8.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
44+ 1.36% |
$6.5K - $7.67K
|
3.28K
$644K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
44+ 0.15% |
$6.5K - $7.67K
|
30.1K
$5.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
40+ 1.01% |
$5.91K - $6.97K
|
4K
$785K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 19.14% |
$5.91K - $6.97K
|
249
$48.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
39+ 2.01% |
$5.76K - $6.79K
|
1.98K
$388K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
38+ 1.89% |
$5.61K - $6.62K
|
2.05K
$401K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
37New |
$5.46K - $6.45K
|
37
$7.26K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
36New |
$5.32K - $6.27K
|
36
$7.06K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
35+ 1.28% |
$5.17K - $6.1K
|
2.76K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35New |
$5.17K - $6.1K
|
35
$6.87K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
34+ 0.28% |
$5.02K - $5.92K
|
12K
$2.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
32+ 1.68% |
$4.72K - $5.57K
|
1.94K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31+ 0.31% |
$4.58K - $5.4K
|
9.88K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29+ 0.2% |
$4.28K - $5.05K
|
14.4K
$2.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
29+ 0.92% |
$4.28K - $5.05K
|
3.2K
$627K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
28+ 0.38% |
$4.13K - $4.88K
|
7.42K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
25+ 0.15% |
$3.69K - $4.36K
|
16.4K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
25+ 1.16% |
$3.69K - $4.36K
|
2.19K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
25+ 1.0% |
$3.69K - $4.36K
|
2.52K
$494K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 5.69% |
$3.69K - $4.36K
|
464
$91K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24+ 0.15% |
$3.54K - $4.18K
|
16.3K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
23+ 0.77% |
$3.4K - $4.01K
|
3.01K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
21New |
$3.1K - $3.66K
|
21
$4.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21+ 0.11% |
$3.1K - $3.66K
|
19.1K
$3.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
21+ 7.81% |
$3.1K - $3.66K
|
290
$56.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
20+ 1.01% |
$2.95K - $3.48K
|
2K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
20+ 1.24% |
$2.95K - $3.48K
|
1.64K
$321K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
20+ 0.31% |
$2.95K - $3.48K
|
6.38K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
18+ 1.03% |
$2.66K - $3.14K
|
1.76K
$345K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
18+ 1.01% |
$2.66K - $3.14K
|
1.8K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
18+ 1.0% |
$2.66K - $3.14K
|
1.81K
$355K
|