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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.4K- 16.85% |
$3.09M - $3.41M
|
106K
$21.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-22.4K- 94.34% |
$3.23M - $3.57M
|
1.34K
$277K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.9K- 99.86% |
$3.45M - $3.81M
|
34
$7.01K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-24.6K- 34.2% |
$3.55M - $3.93M
|
47.4K
$9.77M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-25K- 4.01% |
$3.6M - $3.99M
|
599K
$123M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-26.2K- 43.55% |
$3.77M - $4.17M
|
33.9K
$6.99M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.1K- 8.83% |
$3.9M - $4.31M
|
279K
$57.6M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-27.6K- 65.31% |
$3.98M - $4.4M
|
14.7K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.9K- 7.82% |
$4.02M - $4.44M
|
328K
$67.7M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-28.5K- 14.45% |
$4.1M - $4.54M
|
168K
$34.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.7K- 3.9% |
$4.28M - $4.73M
|
730K
$151M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-30.6K- 67.83% |
$4.42M - $4.88M
|
14.5K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.6K- 16.52% |
$4.56M - $5.04M
|
160K
$32.9M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-32.7K- 16.18% |
$4.72M - $5.22M
|
169K
$34.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.2K- 3.12% |
$5.36M - $5.93M
|
1.15M
$238M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-37.4K- 2.82% |
$5.39M - $5.96M
|
1.29M
$265M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-37.9K- 87.64% |
$5.47M - $6.05M
|
5.35K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38.9K- 5.25% |
$5.61M - $6.21M
|
703K
$145M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-39.8K- 50.98% |
$5.73M - $6.34M
|
38.2K
$7.88M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-39.8K- 50.98% |
$5.73M - $6.34M
|
38.2K
$7.88M
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-41.2K- 44.24% |
$5.94M - $6.57M
|
51.9K
$10.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-41.2K- 57.86% |
$5.94M - $6.57M
|
30K
$6.19M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-41.8K- 52.0% |
$6.03M - $6.67M
|
38.6K
$7.96M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-42K- 35.18% |
$6.06M - $6.7M
|
77.4K
$16M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-42.4K- 89.61% |
$6.11M - $6.76M
|
4.91K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-43.6K- 95.45% |
$6.29M - $6.96M
|
2.08K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-48.6K- 34.12% |
$7M - $7.74M
|
93.8K
$19.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-53.5K- 1.42% |
$7.72M - $8.54M
|
3.7M
$764M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56K- 33.17% |
$8.08M - $8.93M
|
113K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-56.1K- 2.27% |
$8.08M - $8.94M
|
2.42M
$498M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-60.8K- 26.56% |
$8.76M - $9.69M
|
168K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-61.9K- 34.4% |
$8.92M - $9.87M
|
118K
$24.3M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-65.2K- 91.53% |
$9.41M - $10.4M
|
6.04K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-72.7K- 77.04% |
$10.5M - $11.6M
|
21.7K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-73.5K- 5.9% |
$10.6M - $11.7M
|
1.17M
$242M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.5K- 6.79% |
$11M - $12.2M
|
1.05M
$217M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-77.4K- 90.0% |
$11.2M - $12.3M
|
8.6K
$1.77M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-87.1K- 55.02% |
$12.6M - $13.9M
|
71.2K
$14.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-88.9K- 15.46% |
$12.8M - $14.2M
|
486K
$100M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-93.6K- 40.58% |
$13.5M - $14.9M
|
137K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-98.6K- 22.46% |
$14.2M - $15.7M
|
340K
$70.2M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-100K- 41.77% |
$14.4M - $16M
|
139K
$28.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-106K- 29.9% |
$15.3M - $16.9M
|
248K
$51.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-106K- 33.45% |
$15.3M - $17M
|
212K
$43.6M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-124K- 75.62% |
$17.9M - $19.8M
|
40.1K
$8.27M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-147K- 97.98% |
$21.2M - $23.4M
|
3.03K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-269K- 10.85% |
$38.7M - $42.8M
|
2.21M
$455M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 2.49% |
$41.9M - $46.3M
|
11.4M
$2.35B
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-310K- 98.59% |
$44.7M - $49.5M
|
4.44K
$914K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-336K- 87.8% |
$48.5M - $53.6M
|
46.7K
$9.63M
|