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 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-93- 0.55% |
$13.4K - $14.8K
|
16.8K
$3.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-96- 1.51% |
$13.8K - $15.3K
|
6.28K
$1.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-96- 0.49% |
$13.8K - $15.3K
|
19.4K
$3.99M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-97- 4.01% |
$14K - $15.5K
|
2.32K
$478K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-97- 0.26% |
$14K - $15.5K
|
37K
$7.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-98- 0.72% |
$14.1K - $15.6K
|
13.4K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 7.16% |
$14.4K - $15.9K
|
1.3K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-100- 44.44% |
$14.4K - $15.9K
|
125
$25.8K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-107- 0.4% |
$15.4K - $17.1K
|
26.9K
$5.55M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-108- 0.24% |
$15.6K - $17.2K
|
44.8K
$9.23M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-110- 3.2% |
$15.9K - $17.5K
|
3.33K
$687K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-110- 1.73% |
$15.9K - $17.5K
|
6.27K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-110- 3.81% |
$15.9K - $17.5K
|
2.78K
$573K
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-111- 3.3% |
$16K - $17.7K
|
3.26K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-121- 13.25% |
$17.4K - $19.3K
|
792
$163K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-123- 1.61% |
$17.7K - $19.6K
|
7.5K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-124- 1.01% |
$17.9K - $19.8K
|
12.1K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-128- 1.18% |
$18.5K - $20.4K
|
10.7K
$2.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-129- 1.34% |
$18.6K - $20.6K
|
9.46K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-130- 7.83% |
$18.7K - $20.7K
|
1.53K
$315K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-135- 3.97% |
$19.5K - $21.5K
|
3.26K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-138- 0.63% |
$19.9K - $22K
|
21.8K
$4.5M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-140- 5.29% |
$20.2K - $22.3K
|
2.51K
$517K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-141- 16.73% |
$20.3K - $22.5K
|
702
$145K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-144- 3.82% |
$20.8K - $23K
|
3.62K
$747K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-149- 5.96% |
$21.5K - $23.8K
|
2.35K
$485K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-150- 10.19% |
$21.6K - $23.9K
|
1.32K
$273K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 10.03% |
$21.6K - $23.9K
|
1.35K
$277K
|
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-151- 2.46% |
$21.8K - $24.1K
|
5.98K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-151- 0.78% |
$21.8K - $24.1K
|
19.3K
$3.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-152- 0.44% |
$21.9K - $24.2K
|
34.4K
$7.1M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-153- 0.79% |
$22.1K - $24.4K
|
19.2K
$3.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-156- 23.08% |
$22.5K - $24.9K
|
520
$107K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-156- 0.84% |
$22.5K - $24.9K
|
18.4K
$3.79M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-157- 1.41% |
$22.6K - $25K
|
11K
$2.26M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-158- 0.76% |
$22.8K - $25.2K
|
20.6K
$4.24M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-158- 7.22% |
$22.8K - $25.2K
|
2.03K
$418K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-162- 3.68% |
$23.4K - $25.8K
|
4.24K
$875K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-166- 2.07% |
$23.9K - $26.5K
|
7.85K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-166- 6.27% |
$23.9K - $26.5K
|
2.48K
$512K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-168- 10.42% |
$24.2K - $26.8K
|
1.45K
$298K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-172- 5.51% |
$24.8K - $27.4K
|
2.95K
$608K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-172- 2.38% |
$24.8K - $27.4K
|
7.05K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-172- 2.16% |
$24.8K - $27.4K
|
7.8K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-173- 2.9% |
$24.9K - $27.6K
|
5.8K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-175- 1.92% |
$25.2K - $27.9K
|
8.96K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-176- 16.43% |
$25.4K - $28.1K
|
895
$185K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-178- 1.41% |
$25.7K - $28.4K
|
12.4K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-190- 38.31% |
$27.4K - $30.3K
|
306
$63.1K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-192- 87.67% |
$27.7K - $30.6K
|
27
$5.57K
|