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
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
4.32K
+ 119.48%
$646K - $696K
7.93K $1.64M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
4.24K
+ 4.1%
$635K - $684K
108K $22.2M
Jul 10, 2023 Q2 2023
Praetorian Wealth Management, Inc.

BUY
 -
4.21K
+ 1.66%
$631K - $679K
258K $53.2M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
4.11K
+ 209.12%
$615K - $662K
6.07K $1.25M
Jul 26, 2023 Q2 2023
Goelzer Investment Management, Inc.

BUY
 -
4.09K
New
$613K - $660K
4.09K $844K
Jul 24, 2023 Q2 2023
Signature Wealth Management Partners, LLC

BUY
 -
4.04K
+ 9.24%
$605K - $652K
47.8K $9.86M
Aug 08, 2023 Q2 2023
Bbr Partners, LLC

New York, NY
BUY
 -
3.96K
New
$593K - $638K
3.96K $817K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
3.96K
+ 3.74%
$592K - $638K
110K $22.7M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
3.95K
New
$592K - $637K
3.95K $815K
Aug 11, 2023 Q2 2023
Rmb Capital Management, LLC

BUY
 -
3.87K
New
$579K - $623K
3.87K $797K
Jul 20, 2023 Q2 2023
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
3.82K
New
$572K - $615K
3.82K $787K
Aug 14, 2023 Q2 2023
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
3.78K
New
$566K - $609K
3.78K $779K
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
3.74K
+ 135.97%
$560K - $603K
6.49K $1.34M
Aug 11, 2023 Q2 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
3.72K
+ 118.35%
$556K - $599K
6.85K $1.41M
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
3.45K
+ 260.38%
$517K - $556K
4.78K $984K
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
3.36K
New
$502K - $541K
3.36K $692K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
3.23K
New
$484K - $521K
3.23K $666K
Jul 12, 2023 Q2 2023
Matthew Goff Investment Advisor, LLC

BUY
 -
3.22K
+ 3.96%
$482K - $519K
84.5K $17.4M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
3.16K
+ 1.96%
$474K - $510K
164K $33.9M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.13K
+ 3.61%
$469K - $505K
89.8K $18.5M
Jul 28, 2023 Q2 2023
Alaska Permanent Capital Management

BUY
 -
3.05K
New
$457K - $492K
3.05K $629K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.99K
New
$448K - $483K
2.99K $617K
Jul 20, 2023 Q2 2023
Nvest Financial, LLC

BUY
 -
2.97K
+ 7.99%
$444K - $478K
40.1K $8.27M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.9K
+ 5.93%
$434K - $468K
51.9K $10.7M
Jul 19, 2023 Q2 2023
Grant

BUY
 -
2.79K
New
$418K - $450K
2.79K $576K
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
2.78K
+ 0.9%
$417K - $449K
314K $64.6M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
2.78K
+ 18.43%
$416K - $448K
17.8K $3.68M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
2.74K
New
$411K - $442K
2.74K $565K
Aug 09, 2023 Q2 2023
Chris Davis Davis Selected Advisers | Tucson, Az
BUY
 -
2.66K
New
$398K - $428K
2.66K $548K
Jul 28, 2023 Q2 2023
Lws Wealth Advisors, Inc.

BUY
 -
2.57K
+ 3.39%
$384K - $413K
78.1K $16.1M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
2.53K
+ 138.69%
$378K - $407K
4.35K $897K
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.51K
+ 100.28%
$376K - $405K
5.02K $1.03M
Aug 25, 2023 Q2 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
2.4K
New
$359K - $387K
2.4K $495K
Aug 07, 2023 Q2 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
2.36K
+ 157.33%
$353K - $380K
3.86K $796K
Jul 18, 2023 Q2 2023
Financial Life Advisors

BUY
 -
2.23K
+ 1.27%
$334K - $360K
177K $36.5M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.23K
+ 9.66%
$334K - $359K
25.3K $5.22M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
2.19K
+ 2.09%
$327K - $352K
107K $22M
Jul 20, 2023 Q2 2023
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
2.18K
New
$327K - $352K
2.18K $450K
Jul 17, 2023 Q2 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
2.17K
New
$324K - $349K
2.17K $447K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.08K
+ 3.23%
$312K - $336K
66.6K $13.7M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
2.08K
New
$311K - $335K
2.08K $428K
Aug 04, 2023 Q2 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
2.05K
New
$307K - $331K
2.05K $423K
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
2K
New
$300K - $323K
2K $413K
Aug 09, 2023 Q2 2023
Texas Capital Bancshares Inc

BUY
 -
1.98K
+ 10.61%
$296K - $319K
20.6K $4.25M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
1.97K
+ 67.05%
$296K - $318K
4.92K $1.01M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
1.96K
+ 6.64%
$293K - $315K
31.4K $6.47M
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
1.94K
New
$291K - $313K
1.94K $401K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.93K
New
$289K - $311K
1.93K $398K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
1.92K
+ 8.97%
$288K - $310K
23.4K $4.82M

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