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 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25- 0.94% |
$3.61K - $3.99K
|
2.64K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-25- 0.11% |
$3.61K - $3.99K
|
22.6K
$4.65M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-29- 25.0% |
$4.18K - $4.62K
|
87
$17.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-30- 1.45% |
$4.33K - $4.78K
|
2.05K
$422K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-32- 2.26% |
$4.61K - $5.1K
|
1.38K
$285K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-33- 1.25% |
$4.76K - $5.26K
|
2.61K
$538K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 1.45% |
$5.05K - $5.58K
|
2.38K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-36- 1.74% |
$5.19K - $5.74K
|
2.03K
$419K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-37- 14.02% |
$5.34K - $5.9K
|
227
$46.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-38- 13.38% |
$5.48K - $6.06K
|
246
$50.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-38- 1.44% |
$5.48K - $6.06K
|
2.6K
$537K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38- 4.37% |
$5.48K - $6.06K
|
832
$172K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-39- 0.88% |
$5.62K - $6.22K
|
4.4K
$908K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-45- 1.76% |
$6.49K - $7.18K
|
2.51K
$517K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-46- 0.48% |
$6.63K - $7.34K
|
9.46K
$1.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-47- 0.44% |
$6.78K - $7.5K
|
10.7K
$2.21M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 1.78% |
$7.21K - $7.97K
|
2.76K
$569K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-50- 0.61% |
$7.21K - $7.97K
|
8.09K
$1.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-51- 0.99% |
$7.35K - $8.13K
|
5.11K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-52- 0.85% |
$7.5K - $8.29K
|
6.1K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-52- 2.57% |
$7.5K - $8.29K
|
1.97K
$406K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-54- 13.85% |
$7.79K - $8.61K
|
336
$69.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-55- 3.22% |
$7.93K - $8.77K
|
1.66K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-59- 84.29% |
$8.51K - $9.41K
|
11
$2.27K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-59- 1.21% |
$8.51K - $9.41K
|
4.8K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-60- 0.86% |
$8.65K - $9.57K
|
6.94K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-60- 1.12% |
$8.65K - $9.57K
|
5.29K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-61- 11.17% |
$8.8K - $9.73K
|
485
$100K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-65- 3.11% |
$9.37K - $10.4K
|
2.03K
$418K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-65- 0.85% |
$9.37K - $10.4K
|
7.61K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-65- 1.41% |
$9.37K - $10.4K
|
4.55K
$938K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-65- 0.78% |
$9.37K - $10.4K
|
8.26K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-66- 1.44% |
$9.52K - $10.5K
|
4.51K
$930K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-67- 0.39% |
$9.66K - $10.7K
|
17.3K
$3.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-70- 4.25% |
$10.1K - $11.2K
|
1.58K
$325K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-70- 0.02% |
$10.1K - $11.2K
|
304K
$62.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-74- 2.75% |
$10.7K - $11.8K
|
2.62K
$539K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-75- 3.82% |
$10.8K - $12K
|
1.89K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-75- 4.82% |
$10.8K - $12K
|
1.48K
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-75- 0.25% |
$10.8K - $12K
|
29.9K
$6.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-76- 2.53% |
$11K - $12.1K
|
2.93K
$604K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-78- 1.11% |
$11.2K - $12.4K
|
6.95K
$1.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-79- 0.8% |
$11.4K - $12.6K
|
9.75K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-79- 2.07% |
$11.4K - $12.6K
|
3.74K
$771K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-80- 27.97% |
$11.5K - $12.8K
|
206
$42.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.88% |
$12.3K - $13.6K
|
4.44K
$915K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-85- 5.07% |
$12.3K - $13.6K
|
1.59K
$328K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-87- 0.65% |
$12.5K - $13.9K
|
13.2K
$2.73M
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-88- 0.59% |
$12.7K - $14K
|
14.9K
$3.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-92- 0.56% |
$13.3K - $14.7K
|
16.4K
$3.38M
|