Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
14.6K
+ 69.12%
$2.24M - $2.44M
35.8K $7.37M
Nov 09, 2023 Q3 2023
Chris Davis Davis Selected Advisers | Tucson, Az
BUY
 -
14.5K
+ 545.92%
$2.22M - $2.42M
17.2K $3.54M
Nov 14, 2023 Q3 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
14.1K
New
$2.16M - $2.35M
14.1K $2.9M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
13.2K
+ 6.04%
$2.03M - $2.21M
232K $47.9M
Nov 14, 2023 Q3 2023
Amundi

Paris, I0
BUY
 -
12.9K
+ 24.9%
$1.98M - $2.15M
64.7K $13.3M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
12.8K
+ 128.68%
$1.96M - $2.13M
22.7K $4.68M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
12.7K
New
$1.94M - $2.11M
12.7K $2.61M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
12.5K
+ 5.8%
$1.92M - $2.09M
229K $47.2M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
12.5K
+ 82.45%
$1.91M - $2.08M
27.6K $5.69M
Oct 31, 2023 Q3 2023
Foundation Wealth Management, LLC

Clayton, MO
BUY
 -
12.5K
+ 11.46%
$1.91M - $2.08M
121K $25M
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
10.9K
+ 1.84%
$1.67M - $1.81M
604K $124M
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
10.7K
+ 2.4%
$1.65M - $1.79M
458K $94.4M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
10.5K
+ 132.87%
$1.62M - $1.76M
18.5K $3.81M
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
10.3K
+ 612.66%
$1.57M - $1.71M
11.9K $2.46M
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
10.2K
New
$1.57M - $1.71M
10.2K $2.11M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
10.1K
+ 0.76%
$1.54M - $1.68M
1.33M $275M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
9.88K
+ 38.23%
$1.51M - $1.65M
35.7K $7.36M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
9.54K
+ 31.59%
$1.46M - $1.59M
39.7K $8.19M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
9.38K
New
$1.44M - $1.56M
9.38K $1.93M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
9.29K
New
$1.42M - $1.55M
9.29K $1.91M
Oct 17, 2023 Q3 2023
Quantitative Strategies, Inc.

Calabasas, CA
BUY
 -
8.94K
+ 5.02%
$1.37M - $1.49M
187K $38.6M
Nov 13, 2023 Q3 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
7.87K
+ 10.86%
$1.21M - $1.31M
80.3K $16.6M
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
7.72K
New
$1.18M - $1.29M
7.72K $1.59M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
7.6K
New
$1.17M - $1.27M
7.6K $1.57M
Nov 08, 2023 Q3 2023
Banco Santander, S.A.

BUY
 -
7.35K
+ 7.37%
$1.13M - $1.23M
107K $22.1M
Nov 07, 2023 Q3 2023
Mv Capital Management, Inc.

BUY
 -
7.32K
+ 6.17%
$1.12M - $1.22M
126K $26M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
7.26K
+ 33.9%
$1.11M - $1.21M
28.7K $5.91M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
6.8K
+ 13.23%
$1.04M - $1.13M
58.2K $12M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
6.67K
+ 325.86%
$1.02M - $1.11M
8.71K $1.8M
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
6.59K
+ 4.4%
$1.01M - $1.1M
157K $32.3M
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
6.54K
New
$1M - $1.09M
6.54K $1.35M
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
6.52K
New
$1M - $1.09M
6.52K $1.35M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
6.41K
+ 9.86%
$983K - $1.07M
71.4K $14.7M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
6.17K
+ 14.4%
$946K - $1.03M
49K $10.1M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
6.17K
+ 14.4%
$946K - $1.03M
49K $10.1M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
6.04K
New
$926K - $1.01M
6.04K $1.25M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
6K
+ 5.46%
$920K - $1M
116K $23.9M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
5.61K
+ 5.16%
$861K - $936K
114K $23.6M
Nov 13, 2023 Q3 2023
Delta Investment Management, LLC

BUY
 -
5.5K
+ 25.61%
$843K - $917K
27K $5.56M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
5.49K
+ 697.08%
$841K - $915K
6.27K $1.29M
Nov 09, 2023 Q3 2023
1 St Source Bank

BUY
 -
5.19K
New
$796K - $866K
5.19K $1.07M
Oct 23, 2023 Q3 2023
Norway Savings Bank

BUY
 -
5.1K
New
$782K - $850K
5.1K $1.05M
Oct 10, 2023 Q3 2023
Transform Wealth, LLC

BUY
 -
5.07K
+ 3.22%
$778K - $846K
162K $33.5M
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
5.05K
+ 4.19%
$774K - $842K
126K $25.9M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
4.44K
+ 14.13%
$680K - $740K
35.8K $7.39M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
4.27K
+ 4.31%
$655K - $713K
103K $21.3M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
4.21K
New
$645K - $702K
4.21K $867K
Oct 24, 2023 Q3 2023
Acas, LLC

BUY
 -
4.16K
+ 19.28%
$638K - $694K
25.8K $5.31M
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
4.09K
+ 1.63%
$627K - $682K
255K $52.6M

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