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 06, 2023 Q2 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
159
+ 0.92%
$23.8K - $25.6K
17.4K $3.6M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
157
New
$23.5K - $25.3K
157 $32.4K
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
150
+ 89.29%
$22.5K - $24.2K
318 $65.6K
Aug 07, 2023 Q2 2023
Securian Asset Management, Inc

BUY
 -
150
New
$22.5K - $24.2K
150 $30.9K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
147
+ 0.78%
$22K - $23.7K
19K $3.92M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
144
New
$21.6K - $23.2K
144 $29.7K
Aug 03, 2023 Q2 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
140
+ 1.44%
$21K - $22.6K
9.89K $2.04M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
139
+ 0.3%
$20.8K - $22.4K
46.6K $9.62M
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
138
New
$20.7K - $22.2K
138 $28.5K
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
136
+ 0.34%
$20.4K - $21.9K
40K $8.24M
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
128
+ 0.27%
$19.2K - $20.6K
47.1K $9.72M
Jul 20, 2023 Q2 2023
Seneca House Advisors

BUY
 -
126
+ 0.78%
$18.9K - $20.3K
16.3K $3.35M
Jul 18, 2023 Q2 2023
Smithbridge Asset Management Inc

BUY
 -
123
+ 1.64%
$18.4K - $19.8K
7.62K $1.57M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
119
+ 0.63%
$17.8K - $19.2K
19.2K $3.95M
Aug 08, 2023 Q2 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
117
+ 0.29%
$17.5K - $18.9K
40K $8.24M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
109
+ 2.27%
$16.3K - $17.6K
4.91K $1.01M
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
103
+ 10.02%
$15.4K - $16.6K
1.13K $233K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
100
New
$15K - $16.1K
100 $20.6K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
98
+ 3.14%
$14.7K - $15.8K
3.22K $663K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
96
+ 0.34%
$14.4K - $15.5K
28.1K $5.79M
Aug 09, 2023 Q2 2023
Db Fitzpatrick & Co, Inc

BUY
 -
95
New
$14.2K - $15.3K
95 $19.6K
Jul 07, 2023 Q2 2023
Founders Capital Management

BUY
 -
95
+ 8.11%
$14.2K - $15.3K
1.27K $261K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
95
+ 7.36%
$14.2K - $15.3K
1.39K $286K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
95
+ 5.92%
$14.2K - $15.3K
1.7K $351K
Aug 14, 2023 Q2 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
95
+ 0.37%
$14.2K - $15.3K
26K $5.36M
Aug 14, 2023 Q2 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
93
+ 3.39%
$13.9K - $15K
2.83K $584K
Jul 13, 2023 Q2 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
90
+ 3.32%
$13.5K - $14.5K
2.8K $578K
Aug 14, 2023 Q2 2023
Hms Capital Management, LLC

BUY
 -
89
+ 4.62%
$13.3K - $14.3K
2.02K $416K
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
86
+ 0.42%
$12.9K - $13.9K
20.6K $4.25M
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
85
+ 1.29%
$12.7K - $13.7K
6.7K $1.38M
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
84
+ 2.38%
$12.6K - $13.5K
3.62K $746K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
81
+ 3.64%
$12.1K - $13.1K
2.31K $476K
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
81
+ 1.02%
$12.1K - $13.1K
8.04K $1.66M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
78
+ 1.34%
$11.7K - $12.6K
5.88K $1.21M
Aug 11, 2023 Q2 2023
Brandywine Global Investment Management, LLC

Philadelphia, PA
BUY
 -
77
+ 233.33%
$11.5K - $12.4K
110 $22.7K
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
76
+ 1.67%
$11.4K - $12.3K
4.62K $953K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
73
New
$10.9K - $11.8K
73 $15.1K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
69
+ 18.65%
$10.3K - $11.1K
439 $90.5K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
68
+ 2.67%
$10.2K - $11K
2.62K $539K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
67
+ 8.46%
$10K - $10.8K
859 $177K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
67
+ 0.46%
$10K - $10.8K
14.7K $3.04M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
66
+ 1.08%
$9.88K - $10.6K
6.15K $1.27M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
65
+ 4.18%
$9.73K - $10.5K
1.62K $334K
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
65
+ 2.18%
$9.73K - $10.5K
3.04K $627K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
64
+ 1.5%
$9.58K - $10.3K
4.33K $893K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
62
+ 2.96%
$9.28K - $9.99K
2.16K $445K
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
61
+ 0.55%
$9.13K - $9.83K
11.1K $2.29M
Aug 14, 2023 Q2 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
50
+ 3.03%
$7.49K - $8.06K
1.7K $351K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
50
+ 0.17%
$7.49K - $8.06K
29.8K $6.15M

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