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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 2.25% |
$2.37M - $2.62M
|
747K
$154M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15.3K+ 9.88% |
$2.2M - $2.44M
|
170K
$35M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
14.8K+ 174.49% |
$2.13M - $2.36M
|
23.2K
$4.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
14.6K+ 23.93% |
$2.1M - $2.33M
|
75.6K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 13.5% |
$2.09M - $2.32M
|
122K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.3KNew |
$2.07M - $2.29M
|
14.3K
$2.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.1K+ 1.85% |
$2.04M - $2.26M
|
780K
$161M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.1K+ 19.22% |
$2.04M - $2.25M
|
87.6K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
13.8K+ 163.98% |
$1.98M - $2.19M
|
22.1K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.7K+ 657.59% |
$1.98M - $2.19M
|
15.8K
$3.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
13.4K+ 301.01% |
$1.93M - $2.13M
|
17.8K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
13.3KNew |
$1.92M - $2.12M
|
13.3K
$2.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13K+ 25.15% |
$1.88M - $2.08M
|
64.9K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
12KNew |
$1.73M - $1.91M
|
12K
$2.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.5KNew |
$1.65M - $1.83M
|
11.5K
$2.36M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
11KNew |
$1.58M - $1.75M
|
11K
$2.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10.9KNew |
$1.57M - $1.74M
|
10.9K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.4KNew |
$1.5M - $1.65M
|
10.4K
$2.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.68K+ 16.75% |
$1.4M - $1.54M
|
67.5K
$13.9M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
9.49K+ 17.28% |
$1.37M - $1.51M
|
64.4K
$13.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
9.23K+ 5.57% |
$1.33M - $1.47M
|
175K
$36.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.01K+ 8.87% |
$1.3M - $1.44M
|
111K
$22.8M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.81K+ 4.38% |
$1.27M - $1.4M
|
210K
$43.3M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
8.21K+ 18.05% |
$1.18M - $1.31M
|
53.7K
$11.1M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8KNew |
$1.15M - $1.28M
|
8K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.71K+ 0.55% |
$1.11M - $1.23M
|
1.42M
$292M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.11K+ 16.63% |
$1.02M - $1.13M
|
49.8K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.72K+ 32.83% |
$969K - $1.07M
|
27.2K
$5.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.61KNew |
$954K - $1.05M
|
6.61K
$1.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 2.67% |
$952K - $1.05M
|
254K
$52.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.28K+ 2.58% |
$905K - $1M
|
249K
$51.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.25K+ 215.53% |
$901K - $996K
|
9.14K
$1.89M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.22K+ 56.73% |
$896K - $991K
|
17.2K
$3.54M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.13K+ 63.17% |
$884K - $977K
|
15.8K
$3.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.97K+ 171.12% |
$861K - $952K
|
9.46K
$1.95M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.83K+ 81.19% |
$841K - $930K
|
13K
$2.68M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.81K+ 41.89% |
$838K - $927K
|
19.7K
$4.06M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.3K+ 61.27% |
$764K - $845K
|
14K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.06K+ 5.14% |
$730K - $807K
|
104K
$21.4M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5KNew |
$721K - $797K
|
5K
$1.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.84K+ 10.63% |
$698K - $772K
|
50.4K
$10.4M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.84K+ 10.63% |
$698K - $772K
|
50.4K
$10.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.75KNew |
$685K - $758K
|
4.75K
$980K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.67K+ 119.87% |
$673K - $745K
|
8.56K
$1.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.65K+ 44.43% |
$671K - $742K
|
15.1K
$3.12M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.59K+ 10.83% |
$662K - $732K
|
47K
$9.69M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.36K+ 12.78% |
$628K - $695K
|
38.4K
$7.93M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.35KNew |
$627K - $693K
|
4.35K
$896K
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.3KNew |
$621K - $686K
|
4.3K
$887K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.27KNew |
$616K - $682K
|
4.27K
$881K
|