Purchases and Sales Made in Q1 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 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
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

SELL
 -
-196
- 2.61%
$28.3K - $31.3K
7.32K $1.51M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

SELL
 -
-200
- 13.05%
$28.8K - $31.9K
1.33K $275K
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
SELL
 -
-200
- 4.01%
$28.8K - $31.9K
4.79K $987K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-207
- 72.63%
$29.9K - $33K
78 $16.1K
May 17, 2023 Q1 2023
Pacific Financial Group Inc

SELL
 -
-209
- 0.55%
$30.1K - $33.3K
37.9K $7.82M
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

SELL
 -
-216
Closed
$31.1K - $34.4K
0 $0
Apr 07, 2023 Q1 2023
Inspirion Wealth Advisors, LLC

SELL
 -
-218
- 4.37%
$31.4K - $34.8K
4.77K $982K
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-225
Closed
$32.4K - $35.9K
0 $0
May 08, 2023 Q1 2023
Brighton Jones LLC

SELL
 -
-225
- 1.98%
$32.4K - $35.9K
11.1K $2.3M
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-233
- 5.37%
$33.6K - $37.2K
4.11K $847K
Apr 18, 2023 Q1 2023
Sterling Investment Counsel, LLC

SELL
 -
-261
- 2.12%
$37.6K - $41.6K
12K $2.48M
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-276
- 3.14%
$39.8K - $44K
8.5K $1.75M
Apr 25, 2023 Q1 2023
Strategic Equity Management

SELL
 -
-276
- 3.11%
$39.8K - $44K
8.61K $1.78M
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

SELL
 -
-281
- 14.6%
$40.5K - $44.8K
1.64K $339K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-285
- 21.97%
$41.1K - $45.4K
1.01K $209K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-287
- 2.84%
$41.4K - $45.8K
9.81K $2.02M
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

SELL
 -
-300
- 3.14%
$43.3K - $47.8K
9.26K $1.91M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-302
- 1.57%
$43.6K - $48.2K
18.9K $3.9M
Apr 06, 2023 Q1 2023
Veracity Capital LLC

SELL
 -
-303
- 8.75%
$43.7K - $48.3K
3.16K $651K
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

SELL
 -
-303
- 14.28%
$43.7K - $48.3K
1.82K $375K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

SELL
 -
-304
- 5.49%
$43.8K - $48.5K
5.23K $1.08M
Apr 20, 2023 Q1 2023
Community Bank, N.A.

SELL
 -
-308
- 5.38%
$44.4K - $49.1K
5.41K $1.12M
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-316
- 8.83%
$45.6K - $50.4K
3.26K $673K
Apr 21, 2023 Q1 2023
Tsfg, LLC

SELL
 -
-316
- 2.96%
$45.6K - $50.4K
10.4K $2.14M
Apr 11, 2023 Q1 2023
Norway Savings Bank

SELL
 -
-318
- 5.53%
$45.9K - $50.7K
5.43K $1.12M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-322
- 1.42%
$46.4K - $51.3K
22.4K $4.61M
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

SELL
 -
-323
- 11.16%
$46.6K - $51.5K
2.57K $530K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-326
- 22.09%
$47K - $52K
1.15K $237K
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

SELL
 -
-347
- 2.16%
$50K - $55.3K
15.7K $3.24M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

SELL
 -
-350
- 1.0%
$50.5K - $55.8K
34.5K $7.11M
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-362
- 5.82%
$52.2K - $57.7K
5.86K $1.21M
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

SELL
 -
-373
- 6.61%
$53.8K - $59.5K
5.27K $1.09M
May 15, 2023 Q1 2023
Forum Private Client Group LLC

SELL
 -
-373
- 6.15%
$53.8K - $59.5K
5.69K $1.17M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-384
- 19.81%
$55.4K - $61.2K
1.55K $320K
Apr 18, 2023 Q1 2023
Alhambra Investment Partners LLC

SELL
 -
-393
- 3.01%
$56.7K - $62.7K
12.7K $2.61M
May 15, 2023 Q1 2023
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-393
- 8.79%
$56.7K - $62.7K
4.08K $841K
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-395
- 5.99%
$57K - $63K
6.2K $1.28M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-411
- 0.37%
$59.3K - $65.5K
111K $22.8M
May 02, 2023 Q1 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-412
- 7.94%
$59.4K - $65.7K
4.78K $985K
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

SELL
 -
-415
- 19.65%
$59.8K - $66.2K
1.7K $350K
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
SELL
 -
-416
- 23.41%
$60K - $66.3K
1.36K $281K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-418
- 0.61%
$60.3K - $66.7K
68.4K $14.1M
Apr 13, 2023 Q1 2023
Hms Capital Management, LLC

SELL
 -
-421
- 17.93%
$60.7K - $67.1K
1.93K $397K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

SELL
 -
-428
- 4.46%
$61.7K - $68.3K
9.18K $1.89M
Apr 18, 2023 Q1 2023
Enzi Wealth

Austin, TX
SELL
 -
-435
- 15.2%
$62.7K - $69.4K
2.43K $500K
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

SELL
 -
-437
- 5.3%
$63K - $69.7K
7.82K $1.61M
May 08, 2023 Q1 2023
Front Barnett Associates LLC

Chicago, IL
SELL
 -
-443
- 0.77%
$63.9K - $70.6K
57.3K $11.8M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

SELL
 -
-455
- 0.92%
$65.6K - $72.6K
49K $10.1M
Apr 28, 2023 Q1 2023
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-458
- 1.94%
$66K - $73K
23.1K $4.77M

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