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 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14+ 0.13% |
$2.15K - $2.33K
|
10.6K
$1.88M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 14.43% |
$2.15K - $2.33K
|
111
$19.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 0.26% |
$1.99K - $2.17K
|
5.06K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
12+ 0.1% |
$1.84K - $2K
|
11.7K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.45% |
$1.69K - $1.83K
|
2.47K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 0.77% |
$1.53K - $1.67K
|
1.3K
$231K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9+ 12.33% |
$1.38K - $1.5K
|
82
$14.5K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 1.04% |
$1.23K - $1.33K
|
774
$137K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
8+ 0.05% |
$1.23K - $1.33K
|
16.3K
$2.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7+ 0.33% |
$1.07K - $1.17K
|
2.14K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.26% |
$1.07K - $1.17K
|
2.67K
$473K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$767 - $834
|
5
$887
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.77% |
$613 - $667
|
525
$93.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$460 - $500
|
3
$532
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3+ 0.8% |
$460 - $500
|
379
$67.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$460 - $500
|
2.24K
$397K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.06% |
$460 - $500
|
4.98K
$883K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.02% |
$307 - $334
|
8.04K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 8.0% |
$307 - $334
|
27
$4.79K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1+ 0.03% |
$153 - $167
|
3.23K
$573K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$153 - $167
|
10.7K
$1.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$153 - $167
|
2.99K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1- -0.0% |
$153 - $167
|
77.3K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$153 - $167
|
11.9K
$2.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1- 0.03% |
$153 - $167
|
2.92K
$518K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.07% |
$153 - $167
|
1.36K
$242K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3- 0.01% |
$460 - $500
|
47.8K
$8.48M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$767 - $834
|
2.13K
$377K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7- 0.12% |
$1.07K - $1.17K
|
5.64K
$1M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-8- 0.3% |
$1.23K - $1.33K
|
2.62K
$465K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 0.04% |
$1.23K - $1.33K
|
22.2K
$3.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 0.47% |
$1.23K - $1.33K
|
1.69K
$300K
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-8- 0.3% |
$1.23K - $1.33K
|
2.62K
$465K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9- 0.46% |
$1.38K - $1.5K
|
1.94K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9- 0.65% |
$1.38K - $1.5K
|
1.38K
$244K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-10- 0.63% |
$1.53K - $1.67K
|
1.57K
$279K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10- 1.62% |
$1.53K - $1.67K
|
607
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-10- 0.5% |
$1.53K - $1.67K
|
2.01K
$356K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10- 0.08% |
$1.53K - $1.67K
|
13.2K
$2.35M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-10- 0.62% |
$1.53K - $1.67K
|
1.62K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12- 0.84% |
$1.84K - $2K
|
1.42K
$251K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-12- 0.39% |
$1.84K - $2K
|
3.1K
$549K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.15% |
$1.84K - $2K
|
7.81K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13- 0.04% |
$1.99K - $2.17K
|
36.3K
$6.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14- 0.11% |
$2.15K - $2.33K
|
12.7K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-15- 0.94% |
$2.3K - $2.5K
|
1.58K
$280K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 42.86% |
$2.3K - $2.5K
|
20
$3.55K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-17- 0.15% |
$2.61K - $2.83K
|
11.6K
$2.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18- 0.08% |
$2.76K - $3K
|
23.6K
$4.18M
|