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
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
1.01K
+ 2.68%
$152K - $163K
38.9K $8.02M
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

BUY
 -
1.01K
+ 0.97%
$151K - $162K
105K $21.7M
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
1K
+ 1.07%
$150K - $161K
94.8K $19.5M
Aug 09, 2023 Q2 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
1K
New
$150K - $161K
1K $206K
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
995
+ 3.8%
$149K - $160K
27.2K $5.6M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
988
+ 27.41%
$148K - $159K
4.59K $947K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
975
+ 134.3%
$146K - $157K
1.7K $351K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
969
+ 76.9%
$145K - $156K
2.23K $460K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
945
New
$141K - $152K
945 $195K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
943
New
$141K - $152K
943 $194K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
905
+ 5.37%
$135K - $146K
17.7K $3.66M
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
895
+ 1.71%
$134K - $144K
53.1K $10.9M
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
885
+ 3.95%
$133K - $143K
23.3K $4.8M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
852
+ 2.22%
$128K - $137K
39.3K $8.1M
Aug 09, 2023 Q2 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
849
+ 24.91%
$127K - $137K
4.26K $878K
Jul 26, 2023 Q2 2023
Alera Investment Advisors, LLC

BUY
 -
838
+ 1.08%
$125K - $135K
78.4K $16.2M
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

BUY
 -
831
+ 2.19%
$124K - $134K
38.8K $7.99M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
813
New
$122K - $131K
813 $168K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
810
+ 3.98%
$121K - $131K
21.1K $4.36M
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
800
New
$120K - $129K
800 $165K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
787
+ 36.62%
$118K - $127K
2.94K $605K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
781
+ 0.01%
$117K - $126K
7.01M $1.45B
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
765
+ 1.65%
$115K - $123K
47.2K $9.72M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
763
+ 31.09%
$114K - $123K
3.22K $663K
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
759
+ 9.38%
$114K - $122K
8.85K $1.83M
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
758
+ 8.26%
$113K - $122K
9.94K $2.05M
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
755
+ 4.85%
$113K - $122K
16.3K $3.36M
Aug 11, 2023 Q2 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
750
+ 11.08%
$112K - $121K
7.52K $1.55M
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
744
+ 41.15%
$111K - $120K
2.55K $526K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
677
+ 677.0%
$101K - $109K
777 $160K
Aug 14, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
670
+ 9.64%
$100K - $108K
7.62K $1.57M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
670
+ 6.02%
$100K - $108K
11.8K $2.43M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
660
+ 2.28%
$98.8K - $106K
29.6K $6.1M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
659
New
$98.7K - $106K
659 $136K
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
656
+ 1.98%
$98.2K - $106K
33.8K $6.97M
Aug 11, 2023 Q2 2023
Hsbc Holdings PLC

London, X0
BUY
 -
640
+ 3.89%
$95.8K - $103K
17.1K $3.52M
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
640
+ 26.01%
$95.8K - $103K
3.1K $639K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
632
+ 3.08%
$94.6K - $102K
21.1K $4.36M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
615
+ 11.5%
$92.1K - $99.1K
5.96K $1.23M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
597
+ 6.77%
$89.4K - $96.2K
9.41K $1.94M
Jul 10, 2023 Q2 2023
Thomasville National Bank

BUY
 -
595
+ 8.56%
$89.1K - $95.9K
7.54K $1.55M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
574
+ 12.94%
$85.9K - $92.5K
5.01K $1.03M
Jul 13, 2023 Q2 2023
Hudson Capital Management LLC

BUY
 -
557
+ 2.09%
$83.4K - $89.8K
27.3K $5.62M
Aug 14, 2023 Q2 2023
Boston Family Office LLC

Boston, MA
BUY
 -
547
+ 10.76%
$81.9K - $88.2K
5.63K $1.16M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
536
+ 5.45%
$80.2K - $86.4K
10.4K $2.14M
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
536
+ 6.76%
$80.2K - $86.4K
8.47K $1.75M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
533
+ 2.44%
$79.8K - $85.9K
22.3K $4.61M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
524
+ 16.65%
$78.5K - $84.5K
3.67K $757K
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

BUY
 -
500
+ 19.23%
$74.9K - $80.6K
3.1K $639K

Track Institutional and Insider Activities on IVE

Follow ISHARES S&P 500 VALUE ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVE shares.

Notify only if

Insider Trading

Get notified when an Ishares S&P 500 Value ETF insider buys or sells IVE shares.

Notify only if

News

Receive news related to ISHARES S&P 500 VALUE ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVE