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 10, 2023 Q2 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
480
+ 38.55%
$71.9K - $77.4K
1.73K $356K
Jul 18, 2023 Q2 2023
Kfa Private Wealth Group, LLC

BUY
 -
467
+ 1.0%
$69.9K - $75.3K
47.2K $9.72M
Aug 03, 2023 Q2 2023
Southern Capital Advisors, LLC

BUY
 -
438
+ 3.64%
$65.6K - $70.6K
12.5K $2.57M
Aug 09, 2023 Q2 2023
Encompass Wealth Advisors, LLC

BUY
 -
416
+ 0.3%
$62.3K - $67.1K
141K $29.1M
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
406
+ 14.55%
$60.8K - $65.4K
3.2K $659K
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
404
+ 8.72%
$60.5K - $65.1K
5.04K $1.04M
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
403
+ 1.25%
$60.3K - $65K
32.7K $6.74M
Aug 08, 2023 Q2 2023
Ironwood Investment Counsel, LLC

BUY
 -
397
+ 25.19%
$59.4K - $64K
1.97K $407K
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
394
+ 15.58%
$59K - $63.5K
2.92K $603K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
388
+ 0.49%
$58.1K - $62.5K
79.3K $16.4M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
364
+ 21.99%
$54.5K - $58.7K
2.02K $416K
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
363
+ 25.24%
$54.3K - $58.5K
1.8K $371K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
355
+ 20.72%
$53.2K - $57.2K
2.07K $426K
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
350
+ 34.38%
$52.4K - $56.4K
1.37K $282K
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
339
+ 18.64%
$50.8K - $54.6K
2.16K $445K
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
315
New
$47.2K - $50.8K
315 $64.9K
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
313
+ 11.48%
$46.9K - $50.5K
3.04K $627K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
310
+ 9.74%
$46.4K - $50K
3.49K $720K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
303
New
$45.4K - $48.8K
303 $62.5K
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
300
+ 0.68%
$44.9K - $48.4K
44.3K $9.14M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
299
+ 124.58%
$44.8K - $48.2K
539 $111K
Jul 17, 2023 Q2 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
288
+ 11.82%
$43.1K - $46.4K
2.72K $562K
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
271
+ 18.77%
$40.6K - $43.7K
1.72K $354K
Aug 29, 2023 Q2 2023
Efg Asset Management (Americas) Corp.

BUY
 -
265
+ 8.57%
$39.7K - $42.7K
3.36K $692K
Jul 26, 2023 Q2 2023
Shulman De Meo Asset Management LLC

BUY
 -
257
+ 8.83%
$38.5K - $41.4K
3.17K $653K
Jul 27, 2023 Q2 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
256
+ 0.58%
$38.3K - $41.3K
44.2K $9.11M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
255
+ 0.62%
$38.2K - $41.1K
41.3K $8.52M
Jul 27, 2023 Q2 2023
Hohimer Wealth Management, LLC

BUY
 -
253
+ 5.7%
$37.9K - $40.8K
4.69K $967K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
252
+ 12600.0%
$37.7K - $40.6K
254 $52.4K
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
233
+ 17.39%
$34.9K - $37.6K
1.57K $324K
Aug 07, 2023 Q2 2023
Berkshire Money Management, Inc.

BUY
 -
230
+ 0.1%
$34.4K - $37.1K
235K $48.4M
Aug 14, 2023 Q2 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
228
+ 1.44%
$34.1K - $36.8K
16K $3.31M
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
222
+ 7.01%
$33.2K - $35.8K
3.39K $699K
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
220
+ 2.12%
$32.9K - $35.5K
10.6K $2.18M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
212
New
$31.7K - $34.2K
212 $43.7K
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
206
+ 4.76%
$30.8K - $33.2K
4.54K $935K
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
200
+ 15.02%
$29.9K - $32.2K
1.53K $316K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
199
+ 1.71%
$29.8K - $32.1K
11.8K $2.44M
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
199
+ 1.97%
$29.8K - $32.1K
10.3K $2.12M
Aug 11, 2023 Q2 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
198
+ 11.37%
$29.6K - $31.9K
1.94K $400K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
195
+ 0.69%
$29.2K - $31.4K
28.3K $5.83M
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
194
+ 0.27%
$29K - $31.3K
72.4K $14.9M
Jul 21, 2023 Q2 2023
Stordahl Capital Management, Inc.

BUY
 -
192
+ 0.93%
$28.7K - $30.9K
20.8K $4.28M
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
192
+ 0.9%
$28.7K - $30.9K
21.4K $4.41M
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
189
+ 2.7%
$28.3K - $30.5K
7.2K $1.48M
Aug 11, 2023 Q2 2023
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
186
+ 7.73%
$27.8K - $30K
2.59K $534K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
163
+ 3.8%
$24.4K - $26.3K
4.45K $917K
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
160
+ 0.15%
$24K - $25.8K
105K $21.6M
Jul 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
160
+ 2.35%
$24K - $25.8K
6.98K $1.44M

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