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 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.23% |
$5.34K - $5.9K
|
16.5K
$2.92M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34New |
$4.9K - $5.42K
|
34
$6.03K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
34+ 1.21% |
$4.9K - $5.42K
|
2.84K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
34+ 1.01% |
$4.9K - $5.42K
|
3.41K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
33New |
$4.76K - $5.26K
|
33
$5.85K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
33+ 1.36% |
$4.76K - $5.26K
|
2.46K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 0.07% |
$4.76K - $5.26K
|
45.8K
$8.13M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
31+ 3.54% |
$4.47K - $4.94K
|
906
$161K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
30+ 0.14% |
$4.33K - $4.78K
|
22K
$3.9M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
29+ 0.98% |
$4.18K - $4.62K
|
2.98K
$528K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
27+ 1.2% |
$3.89K - $4.31K
|
2.28K
$404K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.79% |
$3.61K - $3.99K
|
3.18K
$564K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.2% |
$3.46K - $3.83K
|
12.2K
$2.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
24+ 0.02% |
$3.46K - $3.83K
|
107K
$19M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
24+ 0.35% |
$3.46K - $3.83K
|
6.83K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
23+ 1.47% |
$3.32K - $3.67K
|
1.59K
$282K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22+ 0.47% |
$3.17K - $3.51K
|
4.68K
$829K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21New |
$3.03K - $3.35K
|
21
$3.72K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20+ 0.21% |
$2.88K - $3.19K
|
9.65K
$1.71M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
18+ 1.21% |
$2.6K - $2.87K
|
1.51K
$268K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
18+ 0.71% |
$2.6K - $2.87K
|
2.57K
$455K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
17+ 0.12% |
$2.45K - $2.71K
|
14.2K
$2.51M
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
16+ 1.21% |
$2.31K - $2.55K
|
1.33K
$236K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 75.0% |
$2.16K - $2.39K
|
35
$6.21K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14+ 0.15% |
$2.02K - $2.23K
|
9.13K
$1.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14+ 0.48% |
$2.02K - $2.23K
|
2.91K
$516K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
13+ 0.46% |
$1.87K - $2.07K
|
2.84K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
13New |
$1.87K - $2.07K
|
13
$2.31K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11+ 3.01% |
$1.59K - $1.75K
|
376
$66.7K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.34% |
$1.44K - $1.59K
|
2.98K
$529K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
10New |
$1.44K - $1.59K
|
10
$1.77K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.4% |
$1.44K - $1.59K
|
2.51K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9+ 0.46% |
$1.3K - $1.44K
|
1.97K
$350K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.41% |
$1.3K - $1.44K
|
2.23K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
8+ 0.45% |
$1.15K - $1.28K
|
1.78K
$315K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8+ 2.86% |
$1.15K - $1.28K
|
288
$51.1K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.16% |
$1.15K - $1.28K
|
4.97K
$882K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
8+ 0.5% |
$1.15K - $1.28K
|
1.61K
$285K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.46% |
$1.15K - $1.28K
|
1.74K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.45% |
$1.15K - $1.28K
|
1.79K
$317K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.08% |
$1.01K - $1.12K
|
8.63K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
7+ 0.45% |
$1.01K - $1.12K
|
1.56K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.5% |
$1.01K - $1.12K
|
1.41K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7+ 0.05% |
$1.01K - $1.12K
|
13.8K
$2.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.26% |
$1.01K - $1.12K
|
2.68K
$476K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.44% |
$865 - $957
|
1.39K
$246K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6+ 0.41% |
$865 - $957
|
1.46K
$258K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6+ 0.42% |
$865 - $957
|
1.42K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.23% |
$865 - $957
|
2.65K
$470K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.16% |
$721 - $797
|
3.12K
$553K
|