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 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
147+ 1.1% |
$21.2K - $23.4K
|
13.5K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
146+ 2.32% |
$21.1K - $23.3K
|
6.43K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
144+ 0.39% |
$20.8K - $23K
|
37.1K
$7.66M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
138+ 3.39% |
$19.9K - $22K
|
4.21K
$868K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
129+ 0.46% |
$18.6K - $20.6K
|
28K
$5.77M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
113+ 1.17% |
$16.3K - $18K
|
9.79K
$2.02M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
113+ 3.27% |
$16.3K - $18K
|
3.57K
$736K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
109New |
$15.7K - $17.4K
|
109
$22.5K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
109+ 0.18% |
$15.7K - $17.4K
|
60.1K
$12.4M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
101+ 1.77% |
$14.6K - $16.1K
|
5.79K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
100New |
$14.4K - $15.9K
|
100
$20.6K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
99+ 6.6% |
$14.3K - $15.8K
|
1.6K
$330K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
97New |
$14K - $15.5K
|
97
$20K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
95+ 8.15% |
$13.7K - $15.1K
|
1.26K
$260K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
93+ 0.88% |
$13.4K - $14.8K
|
10.6K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
89+ 0.12% |
$12.8K - $14.2K
|
72.2K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
84+ 4.07% |
$12.1K - $13.4K
|
2.15K
$443K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
81New |
$11.7K - $12.9K
|
81
$16.7K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
80+ 4.45% |
$11.5K - $12.8K
|
1.88K
$387K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
79+ 0.66% |
$11.4K - $12.6K
|
12K
$2.47M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
78+ 2.02% |
$11.2K - $12.4K
|
3.94K
$812K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
76+ 0.28% |
$11K - $12.1K
|
27.6K
$5.7M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
76+ 0.64% |
$11K - $12.1K
|
11.9K
$2.46M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
75+ 0.41% |
$10.8K - $12K
|
18.4K
$3.78M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
75+ 0.1% |
$10.8K - $12K
|
77.5K
$16M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
73+ 0.38% |
$10.5K - $11.6K
|
19K
$3.93M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
72+ 2.25% |
$10.4K - $11.5K
|
3.27K
$673K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
72+ 2.58% |
$10.4K - $11.5K
|
2.87K
$591K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
69+ 2.13% |
$9.95K - $11K
|
3.3K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
68+ 1.25% |
$9.81K - $10.8K
|
5.53K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
66+ 0.47% |
$9.52K - $10.5K
|
14.1K
$2.92M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
66+ 0.24% |
$9.52K - $10.5K
|
28.1K
$5.79M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
60+ 0.55% |
$8.65K - $9.57K
|
11K
$2.27M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.04% |
$8.65K - $9.57K
|
141K
$29M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
59+ 536.36% |
$8.51K - $9.41K
|
70
$14.4K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58+ 2.33% |
$8.36K - $9.25K
|
2.55K
$525K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
56+ 1.82% |
$8.08K - $8.93K
|
3.13K
$645K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
55+ 2.63% |
$7.93K - $8.77K
|
2.15K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
54+ 2.56% |
$7.79K - $8.61K
|
2.17K
$446K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
53New |
$7.64K - $8.45K
|
53
$10.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
51+ 212.5% |
$7.35K - $8.13K
|
75
$15.5K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50+ 0.66% |
$7.21K - $7.97K
|
7.65K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
50+ 0.62% |
$7.21K - $7.97K
|
8.16K
$1.68M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
48+ 0.47% |
$6.92K - $7.65K
|
10.4K
$2.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
41+ 1.66% |
$5.91K - $6.54K
|
2.52K
$519K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.1% |
$5.62K - $6.22K
|
41K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.23% |
$5.34K - $5.9K
|
16.5K
$3.4M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34New |
$4.9K - $5.42K
|
34
$7.01K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
34+ 1.21% |
$4.9K - $5.42K
|
2.84K
$585K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
34+ 1.01% |
$4.9K - $5.42K
|
3.41K
$703K
|