Purchases and Sales Made in Q3 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 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 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
304+ 0.58% |
$46.6K - $50.7K
|
53K
$10.9M
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
302New |
$46.3K - $50.4K
|
302
$62.3K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
301+ 18.82% |
$46.2K - $50.2K
|
1.9K
$392K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
295+ 8.73% |
$45.2K - $49.2K
|
3.68K
$758K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
292New |
$44.8K - $48.7K
|
292
$60.2K
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
290+ 2.93% |
$44.5K - $48.4K
|
10.2K
$2.1M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
284+ 1.12% |
$43.5K - $47.4K
|
25.6K
$5.28M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
283+ 0.55% |
$43.4K - $47.2K
|
51.6K
$10.6M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
277+ 0.04% |
$42.5K - $46.2K
|
626K
$129M
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
269New |
$41.2K - $44.9K
|
269
$55.5K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
269+ 6.11% |
$41.2K - $44.9K
|
4.67K
$963K
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
260+ 4.44% |
$39.9K - $43.4K
|
6.12K
$1.26M
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
259+ 0.78% |
$39.7K - $43.2K
|
33.3K
$6.86M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
250+ 7.82% |
$38.3K - $41.7K
|
3.45K
$711K
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
249+ 2.61% |
$38.2K - $41.5K
|
9.81K
$2.02M
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
242+ 0.33% |
$37.1K - $40.4K
|
74.3K
$15.3M
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
236+ 2.16% |
$36.2K - $39.4K
|
11.2K
$2.31M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
218+ 5.14% |
$33.4K - $36.4K
|
4.46K
$920K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
209+ 1.76% |
$32K - $34.9K
|
12.1K
$2.49M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
206+ 5.87% |
$31.6K - $34.4K
|
3.71K
$766K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
201+ 0.87% |
$30.8K - $33.5K
|
23.3K
$4.81M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
199New |
$30.5K - $33.2K
|
199
$41K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
194+ 14.98% |
$29.7K - $32.3K
|
1.49K
$307K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
191+ 3.89% |
$29.3K - $31.8K
|
5.1K
$1.05M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
184+ 1.04% |
$28.2K - $30.7K
|
17.9K
$3.7M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
174New |
$26.7K - $29K
|
174
$35.9K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
173+ 3.33% |
$26.5K - $28.8K
|
5.37K
$1.11M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
173+ 3.56% |
$26.5K - $28.8K
|
5.03K
$1.04M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
171+ 1.72% |
$26.2K - $28.5K
|
10.1K
$2.08M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
163New |
$25K - $27.2K
|
163
$33.6K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
163+ 30.24% |
$25K - $27.2K
|
702
$145K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
160+ 2.62% |
$24.5K - $26.7K
|
6.26K
$1.29M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
160New |
$24.5K - $26.7K
|
160
$33K
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
154+ 1.44% |
$23.6K - $25.7K
|
10.8K
$2.24M
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
152+ 0.39% |
$23.3K - $25.3K
|
38.9K
$8.02M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
151+ 7.0% |
$23.2K - $25.2K
|
2.31K
$476K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
140+ 4.94% |
$21.5K - $23.3K
|
2.97K
$613K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
133New |
$20.4K - $22.2K
|
133
$27.4K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
133New |
$20.4K - $22.2K
|
133
$27.4K
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
130New |
$19.9K - $21.7K
|
130
$26.8K
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
130+ 1.72% |
$19.9K - $21.7K
|
7.67K
$1.58M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
127+ 6.74% |
$19.5K - $21.2K
|
2.01K
$415K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
126+ 5.84% |
$19.3K - $21K
|
2.28K
$471K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
123+ 2.74% |
$18.9K - $20.5K
|
4.6K
$949K
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
119+ 1.77% |
$18.2K - $19.8K
|
6.84K
$1.41M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
113+ 3.83% |
$17.3K - $18.8K
|
3.07K
$632K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
113+ 1.28% |
$17.3K - $18.8K
|
8.92K
$1.84M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
113+ 3.87% |
$17.3K - $18.8K
|
3.04K
$626K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
106+ 4.37% |
$16.3K - $17.7K
|
2.53K
$521K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
104+ 6.12% |
$15.9K - $17.3K
|
1.8K
$372K
|