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
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
808
+ 39.47%
$124K - $135K
2.86K $589K
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
801
+ 0.53%
$123K - $134K
152K $31.3M
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
797
+ 10.27%
$122K - $133K
8.56K $1.77M
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
795
+ 0.9%
$122K - $133K
89.5K $18.4M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
787
New
$121K - $131K
787 $162K
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
784
+ 15.21%
$120K - $131K
5.94K $1.22M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
780
+ 5.73%
$120K - $130K
14.4K $2.97M
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

BUY
 -
734
+ 10.52%
$113K - $122K
7.71K $1.59M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
723
+ 4.91%
$111K - $121K
15.5K $3.19M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
711
+ 3.92%
$109K - $119K
18.9K $3.89M
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
660
+ 12.58%
$101K - $110K
5.91K $1.22M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
658
+ 19.3%
$101K - $110K
4.07K $838K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
649
New
$99.5K - $108K
649 $134K
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
646
+ 0.56%
$99.1K - $108K
116K $24M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
593
+ 16.98%
$90.9K - $98.9K
4.09K $842K
Nov 01, 2023 Q3 2023
Financial Life Advisors

BUY
 -
584
+ 0.33%
$89.5K - $97.4K
178K $36.7M
Oct 24, 2023 Q3 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
566
+ 0.42%
$86.8K - $94.4K
136K $28.1M
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
550
+ 14.22%
$84.3K - $91.7K
4.42K $911K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
541
+ 30.04%
$83K - $90.2K
2.34K $483K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
535
+ 8.24%
$82K - $89.2K
7.03K $1.45M
Nov 09, 2023 Q3 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
516
+ 27.49%
$79.1K - $86K
2.39K $493K
Nov 14, 2023 Q3 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
503
+ 15.99%
$77.1K - $83.9K
3.65K $752K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
501
+ 0.94%
$76.8K - $83.5K
53.6K $11.1M
Oct 30, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
492
+ 0.74%
$75.4K - $82K
66.6K $13.7M
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
477
+ 4.57%
$73.1K - $79.5K
10.9K $2.25M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
475
+ 33.31%
$72.8K - $79.2K
1.9K $392K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
467
+ 15.91%
$71.6K - $77.9K
3.4K $702K
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
458
+ 13.68%
$70.2K - $76.4K
3.81K $785K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
453
+ 0.68%
$69.5K - $75.5K
67.1K $13.8M
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
430
New
$65.9K - $71.7K
430 $88.7K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
416
+ 8.26%
$63.8K - $69.4K
5.45K $1.12M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
403
+ 5.18%
$61.8K - $67.2K
8.19K $1.69M
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
400
New
$61.3K - $66.7K
400 $82.5K
Oct 24, 2023 Q3 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
400
+ 10.32%
$61.3K - $66.7K
4.28K $882K
May 17, 2024 Q3 2023
Cim, LLC

BUY
 -
399
+ 17.36%
$61.2K - $66.5K
2.7K $556K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
393
+ 59.01%
$60.3K - $65.5K
1.06K $218K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
383
+ 6.27%
$58.7K - $63.9K
6.49K $1.34M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
379
+ 176.28%
$58.1K - $63.2K
594 $122K
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
376
+ 1.83%
$57.7K - $62.7K
21K $4.32M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
375
+ 1.38%
$57.5K - $62.5K
27.6K $5.69M
Oct 30, 2023 Q3 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
373
+ 2.33%
$57.2K - $62.2K
16.4K $3.38M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
373
+ 11.0%
$57.2K - $62.2K
3.76K $776K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
372
+ 0.47%
$57K - $62K
79.7K $16.4M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
365
+ 26.33%
$56K - $60.9K
1.75K $361K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
360
+ 12.82%
$55.2K - $60K
3.17K $653K
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
343
+ 1.97%
$52.6K - $57.2K
17.8K $3.67M
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
322
+ 13.21%
$49.4K - $53.7K
2.76K $569K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
308
+ 13.82%
$47.2K - $51.4K
2.54K $523K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
306
+ 4.17%
$46.9K - $51K
7.64K $1.58M

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