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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.88K+ 3.67% |
$271K - $300K
|
53.1K
$10.9M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.8K+ 21.04% |
$260K - $288K
|
10.4K
$2.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.8K+ 115.16% |
$260K - $287K
|
3.36K
$693K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.8K+ 17.58% |
$259K - $286K
|
12K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.79KNew |
$258K - $285K
|
1.79K
$369K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.76KNew |
$254K - $281K
|
1.76K
$363K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.72KNew |
$247K - $273K
|
1.72K
$354K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.71KNew |
$246K - $272K
|
1.71K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.69K+ 2.69% |
$243K - $269K
|
64.4K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
1.68K+ 87.91% |
$242K - $268K
|
3.59K
$740K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.67K+ 2.34% |
$241K - $267K
|
73.2K
$15.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.67K+ 17.68% |
$240K - $266K
|
11.1K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.63K+ 1.13% |
$234K - $259K
|
145K
$29.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.62KNew |
$233K - $258K
|
1.62K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.61K+ 19.59% |
$232K - $257K
|
9.84K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.6K+ 30.67% |
$231K - $255K
|
6.82K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$229K - $253K
|
1.59K
$327K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.58KNew |
$227K - $251K
|
1.58K
$325K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.57K+ 15.62% |
$227K - $251K
|
11.6K
$2.4M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.55KNew |
$224K - $247K
|
1.55K
$320K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$213K - $236K
|
1.48K
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.47K+ 1.09% |
$213K - $235K
|
137K
$28.2M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.45K+ 10.62% |
$209K - $232K
|
15.1K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.43K+ 73.34% |
$207K - $229K
|
3.39K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.39KNew |
$201K - $222K
|
1.39K
$287K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.38K+ 303.74% |
$199K - $220K
|
1.84K
$379K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.37KNew |
$198K - $218K
|
1.37K
$282K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.37K+ 20.12% |
$198K - $218K
|
8.18K
$1.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.37K+ 2.31% |
$197K - $218K
|
60.6K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
1.37KNew |
$197K - $218K
|
1.37K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35KNew |
$195K - $216K
|
1.35K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.34KNew |
$193K - $214K
|
1.34K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.34K+ 65.46% |
$193K - $213K
|
3.38K
$697K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.34KNew |
$193K - $213K
|
1.34K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.34KNew |
$193K - $213K
|
1.34K
$276K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.33KNew |
$192K - $213K
|
1.33K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.33KNew |
$192K - $212K
|
1.33K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.32KNew |
$191K - $211K
|
1.32K
$273K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.29K+ 1.89% |
$186K - $206K
|
69.6K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.23K+ 6.04% |
$177K - $196K
|
21.6K
$4.45M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
1.23K+ 1.12% |
$177K - $195K
|
111K
$22.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.19KNew |
$172K - $190K
|
1.19K
$246K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.19KNew |
$171K - $189K
|
1.19K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 1.16% |
$168K - $186K
|
101K
$20.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 1.59% |
$168K - $186K
|
74.5K
$15.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.12K+ 10.44% |
$161K - $178K
|
11.8K
$2.44M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.07K+ 5.51% |
$154K - $171K
|
20.5K
$4.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 9.77% |
$154K - $171K
|
12K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.06K+ 33.11% |
$153K - $169K
|
4.27K
$879K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.05KNew |
$152K - $168K
|
1.05K
$217K
|