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 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.88K
New
$282K - $304K
1.88K $388K
Aug 08, 2023 Q2 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
1.87K
New
$280K - $302K
1.87K $386K
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
1.84K
+ 36.04%
$276K - $297K
6.95K $1.43M
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
1.78K
+ 2.69%
$267K - $287K
68K $14M
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
1.76K
New
$264K - $284K
1.76K $363K
Aug 08, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.76K
+ 2.74%
$264K - $284K
66.1K $13.6M
Jul 24, 2023 Q2 2023
Coho Partners, Ltd.

BUY
 -
1.75K
New
$262K - $282K
1.75K $361K
Jul 28, 2023 Q2 2023
Foundation Wealth Management, LLC

Clayton, MO
BUY
 -
1.71K
+ 1.6%
$257K - $276K
109K $22.4M
Aug 02, 2023 Q2 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.7K
+ 1.0%
$255K - $275K
172K $35.4M
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
1.65K
+ 3.09%
$247K - $266K
55.1K $11.4M
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

BUY
 -
1.64K
New
$245K - $264K
1.64K $337K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.61K
New
$240K - $259K
1.61K $331K
Aug 14, 2023 Q2 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
1.6K
New
$240K - $258K
1.6K $330K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
1.6K
+ 12.33%
$239K - $258K
14.6K $3M
Jul 14, 2023 Q2 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
1.59K
+ 0.64%
$238K - $257K
251K $51.7M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
1.59K
New
$238K - $256K
1.59K $328K
Aug 10, 2023 Q2 2023
King Wealth

Saratoga Springs, NY
BUY
 -
1.55K
+ 35.04%
$232K - $250K
5.97K $1.23M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.48K
+ 16.41%
$221K - $238K
10.5K $2.16M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
1.45K
+ 30.37%
$218K - $234K
6.24K $1.29M
Jul 13, 2023 Q2 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
1.45K
+ 2.65%
$217K - $234K
56.1K $11.6M
Aug 07, 2023 Q2 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
1.4K
New
$210K - $226K
1.4K $289K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.39K
New
$208K - $224K
1.39K $286K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.36K
New
$204K - $220K
1.36K $281K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.35K
New
$201K - $217K
1.35K $277K
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
1.33K
+ 0.85%
$200K - $215K
157K $32.4M
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
1.33K
New
$199K - $214K
1.33K $274K
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
1.32K
+ 3.92%
$197K - $213K
35K $7.21M
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.31K
New
$196K - $211K
1.31K $270K
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
1.3K
New
$195K - $210K
1.3K $268K
Aug 08, 2023 Q2 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
1.3K
New
$195K - $210K
1.3K $268K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
1.3K
New
$194K - $209K
1.3K $267K
Jul 18, 2023 Q2 2023
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
1.29K
New
$193K - $208K
1.29K $266K
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
1.28K
New
$191K - $206K
1.28K $263K
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.27K
New
$191K - $205K
1.27K $262K
Jul 11, 2023 Q2 2023
Planned Solutions, Inc.

BUY
 -
1.27K
New
$190K - $204K
1.27K $261K
Jul 21, 2023 Q2 2023
Busey Wealth Management

BUY
 -
1.26K
New
$189K - $203K
1.26K $260K
Jul 06, 2023 Q2 2023
Fulton Bank, N.A.

BUY
 -
1.26K
New
$188K - $203K
1.26K $259K
Jul 12, 2023 Q2 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
1.26K
New
$188K - $203K
1.26K $259K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
1.24K
New
$186K - $200K
1.24K $256K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.24K
+ 2.52%
$185K - $199K
50.3K $10.4M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.23K
+ 13.9%
$184K - $199K
10.1K $2.08M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.17K
+ 5.3%
$175K - $189K
23.3K $4.8M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.17K
+ 8.35%
$174K - $188K
15.1K $3.12M
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
1.16K
+ 50.97%
$174K - $187K
3.44K $709K
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
1.16K
+ 22.02%
$174K - $187K
6.43K $1.33M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.14K
+ 25.19%
$170K - $183K
5.65K $1.16M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
1.08K
New
$162K - $174K
1.08K $223K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
1.06K
+ 9.61%
$158K - $171K
12.1K $2.49M
Aug 08, 2023 Q2 2023
Hanlon Investment Management, Inc.

BUY
 -
1.02K
+ 25.79%
$153K - $165K
4.99K $1.03M

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