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 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.03K
+ 5.33%
$148K - $164K
20.3K $4.19M
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
1.02K
+ 2.53%
$148K - $163K
41.4K $8.54M
May 08, 2023 Q1 2023
Yhb Investment Advisors, Inc.

BUY
 -
1K
+ 2.58%
$145K - $160K
39.8K $8.21M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
984
+ 2.46%
$142K - $157K
41.1K $8.46M
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
982
+ 286.3%
$142K - $157K
1.33K $273K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
981
+ 7.82%
$141K - $156K
13.5K $2.79M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
965
New
$139K - $154K
965 $199K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
965
+ 42.85%
$139K - $154K
3.22K $663K
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
965
+ 25.71%
$139K - $154K
4.72K $973K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
945
+ 3.04%
$136K - $151K
32.1K $6.61M
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
882
+ 12.46%
$127K - $141K
7.96K $1.64M
May 01, 2023 Q1 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
880
+ 58.28%
$127K - $140K
2.39K $493K
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
880
+ 12.54%
$127K - $140K
7.9K $1.63M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
859
+ 19.06%
$124K - $137K
5.37K $1.11M
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
859
+ 25.54%
$124K - $137K
4.22K $870K
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

BUY
 -
842
+ 452.69%
$121K - $134K
1.03K $212K
Apr 10, 2023 Q1 2023
First Premier Bank

BUY
 -
817
New
$118K - $130K
817 $168K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
792
+ 0.76%
$114K - $126K
105K $21.6M
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
789
+ 3.39%
$114K - $126K
24.1K $4.96M
May 02, 2023 Q1 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
779
+ 1.8%
$112K - $124K
43.9K $9.06M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
758
+ 2.23%
$109K - $121K
34.7K $7.15M
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
745
+ 5.59%
$107K - $119K
14.1K $2.9M
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
720
New
$104K - $115K
720 $148K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
663
+ 16.49%
$95.6K - $106K
4.68K $966K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
642
+ 9.37%
$92.6K - $102K
7.49K $1.54M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
617
New
$89K - $98.4K
617 $127K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
613
+ 49.12%
$88.4K - $97.8K
1.86K $384K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
601
+ 22.95%
$86.7K - $95.8K
3.22K $664K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
600
+ 2.45%
$86.5K - $95.7K
25.1K $5.18M
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
576
+ 29.49%
$83.1K - $91.9K
2.53K $521K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
567
New
$81.8K - $90.4K
567 $117K
Apr 20, 2023 Q1 2023
Catalyst Private Wealth, LLC

BUY
 -
550
+ 20.27%
$79.3K - $87.7K
3.26K $673K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
520
+ 16.74%
$75K - $82.9K
3.63K $748K
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
514
+ 1.18%
$74.1K - $82K
44K $9.08M
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
514
+ 2.32%
$74.1K - $82K
22.7K $4.68M
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
510
+ 14.12%
$73.5K - $81.3K
4.12K $850K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
494
+ 5.9%
$71.2K - $78.8K
8.87K $1.83M
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
480
+ 0.46%
$69.2K - $76.5K
104K $21.5M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
480
+ 4.86%
$69.2K - $76.5K
10.4K $2.13M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
477
New
$68.8K - $76.1K
477 $98.3K
May 12, 2023 Q1 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
470
+ 60.65%
$67.8K - $75K
1.25K $257K
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
470
+ 4.95%
$67.8K - $75K
9.96K $2.05M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
468
+ 13.53%
$67.5K - $74.6K
3.93K $809K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
463
+ 1.71%
$66.8K - $73.8K
27.6K $5.68M
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
463
+ 8.93%
$66.8K - $73.8K
5.65K $1.16M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
462
+ 1925.0%
$66.6K - $73.7K
486 $100K
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
439
+ 1.11%
$63.3K - $70K
39.8K $8.21M
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
438
+ 29.14%
$63.2K - $69.8K
1.94K $400K
Apr 06, 2023 Q1 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
408
+ 24.4%
$58.8K - $65.1K
2.08K $429K

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