Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
906K+ 1830.06% |
$131M - $144M
|
955K
$197M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
270KNew |
$38.9M - $43M
|
270K
$55.7M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
260K+ 3.85% |
$37.5M - $41.4M
|
7.01M
$1.45B
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
188K+ 63.65% |
$27.2M - $30M
|
484K
$99.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
117KNew |
$16.9M - $18.7M
|
117K
$24.1M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
110K+ 1529.95% |
$15.9M - $17.6M
|
117K
$24.2M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100K+ 3.19% |
$14.5M - $16M
|
3.25M
$669M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100K+ 3.19% |
$14.5M - $16M
|
3.25M
$669M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
96.3KNew |
$13.9M - $15.4M
|
96.3K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
92.4KNew |
$13.3M - $14.7M
|
92.4K
$19M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
75.5K+ 17.41% |
$10.9M - $12M
|
509K
$105M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
68.3KNew |
$9.85M - $10.9M
|
68.3K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
65.9K+ 7.39% |
$9.51M - $10.5M
|
958K
$198M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.3K+ 12760.35% |
$9.42M - $10.4M
|
65.8K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
60.8KNew |
$8.77M - $9.7M
|
60.8K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
60.4K+ 51.1% |
$8.71M - $9.63M
|
179K
$36.8M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.8K+ 277.8% |
$8.04M - $8.9M
|
75.9K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.4K+ 2.92% |
$7.98M - $8.83M
|
1.95M
$402M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
54.8K+ 407.1% |
$7.9M - $8.74M
|
68.3K
$14.1M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
54.7KNew |
$7.88M - $8.72M
|
54.7K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
53.9K+ 126.02% |
$7.77M - $8.6M
|
96.7K
$19.9M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
46.5KNew |
$6.71M - $7.42M
|
46.5K
$9.59M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.9K+ 5.02% |
$6.04M - $6.68M
|
877K
$181M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.3K+ 21.22% |
$5.8M - $6.42M
|
230K
$47.4M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
39.9KNew |
$5.75M - $6.36M
|
39.9K
$8.22M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
33.7KNew |
$4.85M - $5.37M
|
33.7K
$6.94M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
33.3K+ 1694.51% |
$4.81M - $5.32M
|
35.3K
$7.28M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32.4K+ 9242.74% |
$4.68M - $5.17M
|
32.8K
$6.76M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
32.3K+ 29.03% |
$4.66M - $5.15M
|
144K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
30.5K+ 14.95% |
$4.39M - $4.86M
|
234K
$48.3M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
30.2K+ 31.38% |
$4.35M - $4.81M
|
126K
$26.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5KNew |
$4.26M - $4.71M
|
29.5K
$6.08M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.1KNew |
$4.2M - $4.64M
|
29.1K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$4.19M - $4.64M
|
29.1K
$5.99M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
28.3K+ 7.57% |
$4.09M - $4.52M
|
403K
$83M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
28K+ 430.47% |
$4.04M - $4.47M
|
34.5K
$7.11M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
27KNew |
$3.89M - $4.31M
|
27K
$5.57M
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
26.4K+ 84.62% |
$3.81M - $4.21M
|
57.6K
$11.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 4.59% |
$3.28M - $3.63M
|
518K
$107M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.1K+ 5.12% |
$3.19M - $3.53M
|
454K
$93.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
21.9K+ 7.42% |
$3.17M - $3.5M
|
318K
$65.5M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
21.4K+ 8.74% |
$3.08M - $3.41M
|
266K
$54.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
21.2KNew |
$3.06M - $3.38M
|
21.2K
$4.37M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.9K+ 43.13% |
$3.02M - $3.34M
|
69.5K
$14.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.4K+ 17.58% |
$2.93M - $3.25M
|
136K
$28.1M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19.6K+ 18.15% |
$2.83M - $3.13M
|
128K
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.6KNew |
$2.68M - $2.96M
|
18.6K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
17.2K+ 16.02% |
$2.48M - $2.74M
|
124K
$25.6M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.7K+ 24.03% |
$2.41M - $2.67M
|
86.3K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.7K+ 75.25% |
$2.41M - $2.67M
|
38.9K
$8.03M
|