Purchases and Sales Made in Q2 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 Q2 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
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
12.7K
+ 116.09%
$1.9M - $2.04M
23.6K $4.86M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
12.4K
+ 24.91%
$1.86M - $2M
62.2K $12.8M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
11.4K
+ 34.75%
$1.71M - $1.84M
44.2K $9.11M
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
10.9K
+ 812.29%
$1.63M - $1.76M
12.3K $2.53M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
10.8K
+ 3.22%
$1.62M - $1.75M
348K $71.6M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
10.6K
+ 0.75%
$1.59M - $1.71M
1.43M $294M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
10.6K
+ 11.65%
$1.58M - $1.71M
101K $20.9M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
10.2K
+ 14.3%
$1.52M - $1.64M
81.4K $16.8M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
10.1K
+ 12.87%
$1.52M - $1.63M
88.9K $18.3M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
9.77K
+ 14.63%
$1.46M - $1.57M
76.6K $15.8M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
9.69K
+ 61.18%
$1.45M - $1.56M
25.5K $5.26M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
9.64K
+ 63.72%
$1.44M - $1.55M
24.8K $5.1M
Aug 10, 2023 Q2 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
9.43K
+ 78.55%
$1.41M - $1.52M
21.4K $4.42M
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

BUY
 -
9.09K
New
$1.36M - $1.46M
9.09K $1.87M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.83K
+ 5.52%
$1.32M - $1.42M
169K $34.8M
Jul 07, 2023 Q2 2023
Platte River Wealth Advisors, LLC

BUY
 -
7.93K
+ 10.65%
$1.19M - $1.28M
82.4K $17M
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

BUY
 -
7.72K
New
$1.16M - $1.24M
7.72K $1.59M
Jul 28, 2023 Q2 2023
Peoples Bank

BUY
 -
7.35K
+ 61.33%
$1.1M - $1.18M
19.3K $3.98M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
7.34K
+ 10.88%
$1.1M - $1.18M
74.8K $15.4M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
7.08K
New
$1.06M - $1.14M
7.08K $1.46M
Aug 14, 2023 Q2 2023
Marshall Wace, LLP

London, X0
BUY
 -
7.07K
+ 49.35%
$1.06M - $1.14M
21.4K $4.41M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
6.98K
+ 419.04%
$1.04M - $1.12M
8.64K $1.78M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.87K
+ 2.77%
$1.03M - $1.11M
255K $52.6M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
6.67K
+ 30.9%
$998K - $1.07M
28.3K $5.83M
Aug 22, 2023 Q2 2023
Idaho Trust Bank

Boise, ID
BUY
 -
6.66K
New
$996K - $1.07M
6.66K $1.37M
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
6.44K
+ 2.42%
$963K - $1.04M
272K $56.1M
Jul 24, 2023 Q2 2023
Newport Capital Group, LLC

BUY
 -
6.39K
New
$957K - $1.03M
6.39K $1.32M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
5.94K
+ 20.45%
$890K - $958K
35K $7.22M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
5.75K
+ 55.43%
$861K - $927K
16.1K $3.32M
Aug 14, 2023 Q2 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
5.59K
New
$837K - $901K
5.59K $1.15M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
5.54K
+ 8.61%
$829K - $893K
69.9K $14.4M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
5.49K
+ 0.99%
$821K - $884K
562K $116M
Aug 10, 2023 Q2 2023
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
5.38K
+ 285.71%
$805K - $867K
7.26K $1.5M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
5.33K
+ 3.71%
$797K - $858K
149K $30.7M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
5.21K
+ 11.19%
$780K - $839K
51.7K $10.7M
Aug 08, 2023 Q2 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
4.96K
New
$742K - $799K
4.96K $1.02M
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
4.92K
+ 3.89%
$737K - $793K
131K $27.1M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
4.86K
New
$728K - $784K
4.86K $1M
Jul 06, 2023 Q2 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
4.86K
+ 63.48%
$728K - $784K
12.5K $2.58M
Feb 02, 2024 Q2 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
4.81K
+ 79.71%
$720K - $775K
10.8K $2.24M
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
4.71K
+ 4.55%
$705K - $759K
108K $22.3M
Jul 10, 2023 Q2 2023
Kwmg, LLC

BUY
 -
4.66K
+ 4.19%
$697K - $751K
116K $23.9M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4.64K
+ 1.36%
$694K - $747K
345K $71.2M
Jul 26, 2023 Q2 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
4.61K
+ 25.91%
$690K - $743K
22.4K $4.62M
Jul 13, 2023 Q2 2023
Prosperity Planning, Inc.

BUY
 -
4.56K
+ 6.24%
$683K - $736K
77.7K $16M
Aug 01, 2023 Q2 2023
Astoria Strategic Wealth, Inc.

BUY
 -
4.45K
+ 9.6%
$666K - $717K
50.8K $10.5M
Jul 12, 2023 Q2 2023
Professional Financial Advisors, LLC

BUY
 -
4.43K
New
$663K - $713K
4.43K $912K
Aug 10, 2023 Q2 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
4.37K
+ 19.75%
$655K - $705K
26.5K $5.47M
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
4.36K
+ 3.51%
$653K - $703K
129K $26.5M

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