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
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.98K- 73.23% |
$719K - $795K
|
1.82K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.99K- 4.5% |
$719K - $795K
|
106K
$21.8M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5K- 3.01% |
$721K - $797K
|
161K
$33.2M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-5.06K- 11.28% |
$730K - $808K
|
39.8K
$8.21M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.07K- 1.26% |
$731K - $808K
|
399K
$82.2M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-5.14K- 1.48% |
$742K - $820K
|
343K
$70.7M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.19K- 28.34% |
$748K - $828K
|
13.1K
$2.71M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.29K- 77.91% |
$763K - $844K
|
1.5K
$309K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-5.74K- 21.81% |
$828K - $916K
|
20.6K
$4.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.09K- 9.29% |
$879K - $972K
|
59.5K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.16K- 6.55% |
$888K - $982K
|
87.8K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.33K- 32.82% |
$913K - $1.01M
|
13K
$2.67M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.35K- 12.89% |
$916K - $1.01M
|
42.9K
$8.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-6.49K- 2.01% |
$936K - $1.03M
|
316K
$65.2M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.54K- 18.44% |
$943K - $1.04M
|
28.9K
$5.96M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.59K- 18.13% |
$951K - $1.05M
|
29.8K
$6.14M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.66K- 11.09% |
$961K - $1.06M
|
53.4K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.26K- 8.64% |
$1.05M - $1.16M
|
76.8K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-7.56K- 82.15% |
$1.09M - $1.21M
|
1.64K
$339K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.62K- 32.62% |
$1.1M - $1.21M
|
15.7K
$3.24M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.62K- 35.83% |
$1.24M - $1.37M
|
15.4K
$3.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.71K- 75.97% |
$1.26M - $1.39M
|
2.76K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.89K- 1.75% |
$1.28M - $1.42M
|
499K
$103M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.28K- 9.68% |
$1.34M - $1.48M
|
86.6K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.65K- 9.61% |
$1.39M - $1.54M
|
90.8K
$18.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-9.69K- 18.97% |
$1.4M - $1.55M
|
41.4K
$8.53M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-10K- 66.89% |
$1.44M - $1.6M
|
4.96K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-10.3K- 26.84% |
$1.48M - $1.64M
|
28K
$5.77M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-10.7K- 20.25% |
$1.54M - $1.7M
|
42K
$8.66M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.8K- 79.68% |
$1.56M - $1.72M
|
2.75K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-11K- 35.11% |
$1.59M - $1.76M
|
20.4K
$4.2M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.2K- 26.69% |
$1.62M - $1.79M
|
30.9K
$6.37M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.9K- 10.12% |
$1.72M - $1.9M
|
106K
$21.8M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12K- 3.53% |
$1.73M - $1.91M
|
327K
$67.5M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-12K- 3.5% |
$1.73M - $1.92M
|
331K
$68.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 1.08% |
$1.78M - $1.97M
|
1.13M
$233M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-12.5K- 12.4% |
$1.81M - $2M
|
88.5K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-13.8K- 37.68% |
$1.99M - $2.2M
|
22.8K
$4.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.8K- 3.95% |
$2M - $2.21M
|
337K
$69.4M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.3K- 4.36% |
$2.21M - $2.44M
|
336K
$69.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.5K- 32.1% |
$2.38M - $2.63M
|
34.9K
$7.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.7K- 19.37% |
$2.41M - $2.67M
|
69.6K
$14.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-17.4K- 3.02% |
$2.5M - $2.77M
|
557K
$115M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-17.5K- 74.01% |
$2.53M - $2.8M
|
6.16K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-17.8K- 48.28% |
$2.57M - $2.84M
|
19.1K
$3.94M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-18.5K- 49.87% |
$2.67M - $2.95M
|
18.6K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.8K- 8.6% |
$2.85M - $3.15M
|
210K
$43.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 2.89% |
$2.85M - $3.15M
|
664K
$137M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-20.3K- 23.31% |
$2.92M - $3.23M
|
66.7K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-21.1K- 8.08% |
$3.05M - $3.37M
|
241K
$49.6M
|