Purchases and Sales Made in Q2 2023 in Ishares S&P 500 Value ETF (IVE)
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 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 7.68% |
$7.49K - $8.06K
|
701
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
50+ 0.47% |
$7.49K - $8.06K
|
10.7K
$2.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
50+ 0.98% |
$7.49K - $8.06K
|
5.14K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
49+ 0.51% |
$7.34K - $7.9K
|
9.7K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
49+ 0.35% |
$7.34K - $7.9K
|
14.2K
$2.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
48+ 48.0% |
$7.19K - $7.74K
|
148
$30.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46+ 0.35% |
$6.89K - $7.41K
|
13.3K
$2.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
45+ 2.81% |
$6.74K - $7.25K
|
1.65K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
44+ 1.03% |
$6.59K - $7.09K
|
4.32K
$890K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
41New |
$6.14K - $6.61K
|
41
$8.45K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
40+ 2.4% |
$5.99K - $6.45K
|
1.71K
$352K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
40+ 1.72% |
$5.99K - $6.45K
|
2.36K
$487K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
39+ 0.25% |
$5.84K - $6.29K
|
15.8K
$3.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
39+ 0.6% |
$5.84K - $6.29K
|
6.54K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
39+ 0.56% |
$5.84K - $6.29K
|
6.98K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.34% |
$5.24K - $5.64K
|
10.4K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33+ 0.52% |
$4.94K - $5.32K
|
6.43K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33+ 2.62% |
$4.94K - $5.32K
|
1.29K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.41% |
$4.79K - $5.16K
|
7.83K
$1.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.7% |
$4.64K - $5K
|
4.47K
$922K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 1.08% |
$4.49K - $4.84K
|
2.81K
$579K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
28+ 1.74% |
$4.19K - $4.51K
|
1.64K
$338K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
28+ 37.33% |
$4.19K - $4.51K
|
103
$21.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27+ 0.44% |
$4.04K - $4.35K
|
6.11K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.8% |
$4.04K - $4.35K
|
3.41K
$703K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
24New |
$3.59K - $3.87K
|
24
$4.95K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21New |
$3.14K - $3.38K
|
21
$4.33K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20New |
$2.99K - $3.22K
|
20
$4.12K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
19+ 0.28% |
$2.84K - $3.06K
|
6.85K
$1.41M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
17+ 1.03% |
$2.55K - $2.74K
|
1.66K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17+ 28.33% |
$2.55K - $2.74K
|
77
$15.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16+ 0.34% |
$2.4K - $2.58K
|
4.69K
$967K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13+ 0.23% |
$1.95K - $2.1K
|
5.64K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
12+ 0.39% |
$1.8K - $1.93K
|
3.11K
$641K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.36% |
$1.8K - $1.93K
|
3.31K
$683K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.42% |
$1.65K - $1.77K
|
2.66K
$548K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10+ 0.36% |
$1.5K - $1.61K
|
2.77K
$571K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.36% |
$1.35K - $1.45K
|
2.49K
$514K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7+ 0.05% |
$1.05K - $1.13K
|
13K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.23% |
$1.05K - $1.13K
|
2.99K
$616K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
7+ 0.35% |
$1.05K - $1.13K
|
1.98K
$408K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.35% |
$898 - $967
|
1.74K
$359K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
6+ 0.34% |
$898 - $967
|
1.78K
$367K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.34% |
$898 - $967
|
1.79K
$370K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.01% |
$749 - $806
|
45.8K
$9.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.06% |
$749 - $806
|
7.74K
$1.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5+ 0.36% |
$749 - $806
|
1.39K
$287K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5+ 0.33% |
$749 - $806
|
1.54K
$316K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5+ 0.35% |
$749 - $806
|
1.43K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5+ 0.04% |
$749 - $806
|
13.8K
$2.85M
|