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 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
4K
New
$613K - $667K
4K $825K
Nov 14, 2023 Q3 2023
Harvest Investment Services, LLC

BUY
 -
3.89K
+ 42.84%
$597K - $649K
13K $2.68M
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
3.74K
+ 26.01%
$573K - $623K
18.1K $3.73M
Nov 08, 2023 Q3 2023
Astoria Strategic Wealth, Inc.

BUY
 -
3.68K
+ 7.24%
$564K - $614K
54.5K $11.2M
Nov 15, 2023 Q3 2023
Brick & Kyle, Associates

Newtown, PA
BUY
 -
3.66K
New
$561K - $610K
3.66K $755K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.66K
New
$560K - $609K
3.66K $754K
Nov 09, 2023 Q3 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
3.45K
New
$529K - $575K
3.45K $711K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
3.31K
+ 822.89%
$507K - $552K
3.71K $765K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.28K
+ 3.03%
$503K - $547K
112K $23M
Nov 13, 2023 Q3 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
3.16K
New
$485K - $527K
3.16K $652K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
3.05K
+ 2.86%
$468K - $509K
110K $22.6M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
2.87K
+ 6.09%
$441K - $479K
50K $10.3M
Nov 01, 2023 Q3 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
2.87K
+ 0.96%
$439K - $478K
300K $61.9M
Nov 07, 2023 Q3 2023
Encompass Wealth Advisors, LLC

BUY
 -
2.85K
+ 2.02%
$438K - $476K
144K $29.7M
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
2.72K
+ 9.62%
$417K - $453K
31K $6.39M
Nov 13, 2023 Q3 2023
Front Barnett Associates LLC

Chicago, IL
BUY
 -
2.7K
+ 4.81%
$413K - $449K
58.8K $12.1M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.68K
+ 2.99%
$411K - $447K
92.4K $19.1M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.6K
+ 3.8%
$398K - $433K
70.9K $14.6M
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

BUY
 -
2.58K
+ 3.3%
$395K - $430K
80.7K $16.6M
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
2.49K
+ 2.62%
$382K - $416K
97.7K $20.2M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
2.43K
+ 3.13%
$373K - $405K
80.2K $16.5M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.42K
+ 123.51%
$371K - $403K
4.37K $902K
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

BUY
 -
2.41K
+ 5.05%
$370K - $402K
50.2K $10.4M
Nov 02, 2023 Q3 2023
Estate Counselors, LLC

BUY
 -
2.37K
New
$363K - $395K
2.37K $489K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
2.36K
New
$362K - $393K
2.36K $486K
Feb 07, 2024 Q3 2023
Wealth Advisory Solutions, LLC

BUY
 -
2.33K
+ 12.75%
$358K - $389K
20.6K $4.26M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
2.29K
New
$351K - $382K
2.29K $473K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.28K
New
$350K - $380K
2.28K $470K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.25K
+ 1.55%
$345K - $375K
148K $30.4M
Oct 24, 2023 Q3 2023
Catalyst Private Wealth, LLC

BUY
 -
2.24K
+ 68.9%
$344K - $374K
5.5K $1.13M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
2.09K
+ 5.21%
$321K - $349K
42.3K $8.72M
Oct 18, 2023 Q3 2023
Riverwater Partners LLC

BUY
 -
2.08K
New
$320K - $348K
2.08K $430K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.06K
+ 44.93%
$316K - $344K
6.66K $1.37M
Nov 14, 2023 Q3 2023
Texas Capital Bancshares Inc

BUY
 -
1.99K
+ 9.65%
$305K - $331K
22.6K $4.66M
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
1.98K
New
$304K - $331K
1.98K $409K
Oct 17, 2023 Q3 2023
Rodgers & Associates, LTD

BUY
 -
1.98K
+ 5.66%
$304K - $330K
37K $7.63M
Oct 18, 2023 Q3 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
1.96K
+ 3.49%
$300K - $327K
58.1K $12M
Oct 10, 2023 Q3 2023
Koss Olinger Consulting, LLC

BUY
 -
1.95K
+ 0.72%
$299K - $325K
274K $56.5M
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
1.94K
New
$297K - $323K
1.94K $400K
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
1.92K
+ 55.41%
$294K - $320K
5.38K $1.11M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
1.91K
New
$293K - $319K
1.91K $394K
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.9K
+ 36.29%
$291K - $317K
7.14K $1.47M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
1.85K
New
$283K - $308K
1.85K $380K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
1.82K
+ 1.73%
$279K - $303K
107K $22M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
1.81K
New
$277K - $301K
1.81K $372K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
1.76K
New
$270K - $294K
1.76K $363K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.75K
+ 1.5%
$269K - $292K
119K $24.5M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.73K
+ 10.3%
$265K - $288K
18.5K $3.82M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
1.7K
+ 0.54%
$261K - $284K
315K $65M

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