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 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
113
+ 3.83%
$17.3K - $18.8K
3.07K $630K
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
113
+ 1.28%
$17.3K - $18.8K
8.92K $1.83M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
106
+ 4.37%
$16.3K - $17.7K
2.53K $520K
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
104
+ 6.12%
$15.9K - $17.3K
1.8K $371K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
100
New
$15.3K - $16.7K
100 $20.6K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
100
New
$15.3K - $16.7K
100 $20.6K
Apr 12, 2024 Q3 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
99
+ 0.8%
$15.2K - $16.5K
12.5K $2.58M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
96
+ 1.78%
$14.7K - $16K
5.5K $1.13M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
96
+ 2.65%
$14.7K - $16K
3.71K $764K
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
94
+ 3.68%
$14.4K - $15.7K
2.65K $544K
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
93
+ 53.14%
$14.3K - $15.5K
268 $55.1K
Nov 14, 2023 Q3 2023
Credit Agricole S A

BUY
 -
90
New
$13.8K - $15K
90 $18.5K
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
88
+ 4.83%
$13.5K - $14.7K
1.91K $393K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
88
+ 4.54%
$13.5K - $14.7K
2.03K $417K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
83
+ 1.3%
$12.7K - $13.8K
6.45K $1.33M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
76
+ 0.78%
$11.7K - $12.7K
9.85K $2.03M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
76
+ 2.96%
$11.7K - $12.7K
2.64K $543K
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
75
+ 1.76%
$11.5K - $12.5K
4.33K $891K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
75
+ 2.36%
$11.5K - $12.5K
3.26K $669K
Nov 14, 2023 Q3 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
72
+ 0.33%
$11K - $12K
21.7K $4.46M
Nov 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
72
+ 5.45%
$11K - $12K
1.39K $287K
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
68
+ 1.67%
$10.4K - $11.3K
4.15K $853K
Nov 01, 2023 Q3 2023
Cadinha & CO LLC

BUY
 -
66
+ 1.05%
$10.1K - $11K
6.36K $1.31M
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
63
+ 2.3%
$9.66K - $10.5K
2.8K $576K
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
62
+ 2.24%
$9.51K - $10.3K
2.83K $582K
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
60
+ 0.54%
$9.2K - $10K
11.2K $2.29M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
58
+ 0.78%
$8.89K - $9.67K
7.49K $1.54M
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
58
+ 0.11%
$8.89K - $9.67K
53.1K $10.9M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
57
+ 0.06%
$8.74K - $9.5K
101K $20.7M
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
55
New
$8.43K - $9.17K
55 $11.3K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
53
New
$8.13K - $8.84K
53 $10.9K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
51
+ 0.84%
$7.82K - $8.5K
6.13K $1.26M
Nov 14, 2023 Q3 2023
Campion Asset Management

BUY
 -
45
+ 1.26%
$6.9K - $7.5K
3.6K $741K
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
42
+ 1.01%
$6.44K - $7K
4.2K $864K
Nov 14, 2023 Q3 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
42
+ 3.23%
$6.44K - $7K
1.34K $276K
Nov 06, 2023 Q3 2023
Guidance Point Advisors, LLC

BUY
 -
41
+ 0.08%
$6.29K - $6.84K
53K $10.9M
Oct 01, 2025 Q3 2023
Caldwell Trust CO

Venice, FL
BUY
 -
40
+ 10.53%
$6.13K - $6.67K
420 $86.4K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
39
New
$5.98K - $6.5K
39 $8.02K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
39
+ 3.45%
$5.98K - $6.5K
1.17K $241K
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
35
+ 0.26%
$5.37K - $5.84K
13.5K $2.78M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
33
+ 0.08%
$5.06K - $5.5K
39.3K $8.09M
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
32
+ 0.6%
$4.91K - $5.34K
5.35K $1.1M
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
30
+ 0.37%
$4.6K - $5K
8.19K $1.68M
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
29
+ 0.44%
$4.45K - $4.84K
6.68K $1.37M
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
29
New
$4.45K - $4.84K
29 $5.96K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
28
+ 0.41%
$4.29K - $4.67K
6.88K $1.41M
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
28
+ 0.6%
$4.29K - $4.67K
4.72K $970K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
27
+ 9.93%
$4.14K - $4.5K
299 $61.5K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
22
+ 0.95%
$3.37K - $3.67K
2.33K $479K

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