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
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
439
+ 1.11%
$63.3K - $70K
39.8K $7.07M
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
438
+ 29.14%
$63.2K - $69.8K
1.94K $344K
Feb 26, 2025 Q1 2023
Partners In Financial Planning

Salem, VA
BUY
 -
424
+ 30.37%
$61.1K - $67.6K
1.82K $323K
Apr 06, 2023 Q1 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
408
+ 24.4%
$58.8K - $65.1K
2.08K $369K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
392
+ 19.01%
$56.5K - $62.5K
2.45K $435K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
391
+ 5.32%
$56.4K - $62.4K
7.74K $1.37M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
370
New
$53.4K - $59K
370 $65.6K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
370
+ 17.41%
$53.4K - $59K
2.5K $443K
May 10, 2023 Q1 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
367
+ 3.09%
$52.9K - $58.5K
12.2K $2.17M
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
366
+ 5.62%
$52.8K - $58.4K
6.87K $1.22M
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
353
+ 2.23%
$50.9K - $56.3K
16.2K $2.88M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
353
+ 7.53%
$50.9K - $56.3K
5.04K $895K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
345
+ 1.52%
$49.8K - $55K
23.1K $4.09M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
340
+ 0.81%
$49K - $54.2K
42.3K $7.5M
Apr 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
331
+ 0.7%
$47.7K - $52.8K
47.3K $8.39M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
321
+ 1.75%
$46.3K - $51.2K
18.6K $3.31M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
315
+ 3.71%
$45.4K - $50.2K
8.81K $1.56M
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
304
+ 28.46%
$43.8K - $48.5K
1.37K $243K
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
299
+ 1.76%
$43.1K - $47.7K
17.3K $3.07M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
297
+ 1.01%
$42.8K - $47.4K
29.6K $5.25M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
295
+ 3.01%
$42.5K - $47K
10.1K $1.79M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
295
New
$42.5K - $47K
295 $52.3K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
294
+ 0.99%
$42.4K - $46.9K
30K $5.32M
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
293
+ 8.36%
$42.3K - $46.7K
3.8K $674K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
292
+ 5.04%
$42.1K - $46.6K
6.08K $1.08M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
287
+ 1.3%
$41.4K - $45.8K
22.4K $3.97M
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
272
+ 0.85%
$39.2K - $43.4K
32.3K $5.73M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
270
+ 0.35%
$38.9K - $43.1K
77.3K $13.7M
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
269
+ 3.58%
$38.8K - $42.9K
7.79K $1.38M
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
265
+ 7.71%
$38.2K - $42.3K
3.7K $657K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
265
+ 3.04%
$38.2K - $42.3K
9K $1.6M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
247
+ 0.31%
$35.6K - $39.4K
79.4K $14.1M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
242
+ 3.49%
$34.9K - $38.6K
7.18K $1.27M
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
237
+ 0.45%
$34.2K - $37.8K
53.1K $9.42M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
236
+ 8.1%
$34K - $37.6K
3.15K $558K
Apr 24, 2023 Q1 2023
Peoples Bank

BUY
 -
225
+ 1.91%
$32.4K - $35.9K
12K $2.12M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
225
New
$32.4K - $35.9K
225 $39.9K
Apr 12, 2023 Q1 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
224
+ 1.31%
$32.3K - $35.7K
17.3K $3.07M
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
224
+ 6.49%
$32.3K - $35.7K
3.67K $652K
May 15, 2023 Q1 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
221
+ 2.97%
$31.9K - $35.2K
7.66K $1.36M
Apr 24, 2023 Q1 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
208
+ 9.34%
$30K - $33.2K
2.44K $432K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
200
New
$28.8K - $31.9K
200 $35.5K
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
190
+ 3.79%
$27.4K - $30.3K
5.2K $923K
May 04, 2023 Q1 2023
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
176
+ 0.79%
$25.4K - $28.1K
22.4K $3.97M
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
175
+ 2.41%
$25.2K - $27.9K
7.42K $1.32M
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
174
+ 5.22%
$25.1K - $27.7K
3.51K $622K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
171
+ 2.79%
$24.7K - $27.3K
6.29K $1.12M
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
170
+ 1.96%
$24.5K - $27.1K
8.83K $1.57M
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
170
+ 5.67%
$24.5K - $27.1K
3.17K $562K

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