Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
20+ 1.01% |
$2.95K - $3.48K
|
2K
$377K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
18+ 0.77% |
$2.66K - $3.14K
|
2.37K
$447K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
18+ 1.03% |
$2.66K - $3.14K
|
1.76K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
18+ 1.0% |
$2.66K - $3.14K
|
1.81K
$342K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
18+ 1.01% |
$2.66K - $3.14K
|
1.8K
$340K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17+ 0.34% |
$2.51K - $2.96K
|
5K
$943K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
17+ 0.29% |
$2.51K - $2.96K
|
5.82K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17New |
$2.51K - $2.96K
|
17
$3.21K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.29% |
$2.36K - $2.79K
|
5.54K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
15+ 0.64% |
$2.21K - $2.61K
|
2.34K
$442K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.45% |
$2.21K - $2.61K
|
3.35K
$632K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15+ 1.06% |
$2.21K - $2.61K
|
1.43K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
15+ 0.11% |
$2.21K - $2.61K
|
13.8K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
15+ 1.06% |
$2.21K - $2.61K
|
1.43K
$270K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.68% |
$2.07K - $2.44K
|
2.09K
$394K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.59% |
$2.07K - $2.44K
|
2.38K
$450K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14+ 0.61% |
$2.07K - $2.44K
|
2.32K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
14+ 1.01% |
$2.07K - $2.44K
|
1.4K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 1.02% |
$2.07K - $2.44K
|
1.39K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14New |
$2.07K - $2.44K
|
14
$2.64K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
13+ 0.85% |
$1.92K - $2.26K
|
1.55K
$292K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 1.85% |
$1.92K - $2.26K
|
714
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12+ 0.91% |
$1.77K - $2.09K
|
1.34K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
12+ 0.76% |
$1.77K - $2.09K
|
1.59K
$300K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12New |
$1.77K - $2.09K
|
12
$2.26K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11+ 0.32% |
$1.62K - $1.92K
|
3.41K
$644K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11+ 40.74% |
$1.62K - $1.92K
|
38
$7.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11+ 0.24% |
$1.62K - $1.92K
|
4.62K
$873K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
10+ 0.02% |
$1.48K - $1.74K
|
41.6K
$7.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.33K - $1.57K
|
4.67K
$881K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 0.12% |
$1.33K - $1.57K
|
7.72K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.26% |
$1.18K - $1.39K
|
3.08K
$581K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$1.18K - $1.39K
|
2.06K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8+ 1.11% |
$1.18K - $1.39K
|
731
$138K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 9.33% |
$1.03K - $1.22K
|
82
$15.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7+ 0.37% |
$1.03K - $1.22K
|
1.91K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.23% |
$886 - $1.05K
|
2.67K
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
6New |
$886 - $1.05K
|
6
$1.13K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6+ 0.44% |
$886 - $1.05K
|
1.38K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.09% |
$738 - $871
|
5.56K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5+ 0.18% |
$738 - $871
|
2.78K
$525K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$738 - $871
|
10.7K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 1.08% |
$738 - $871
|
470
$88.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$738 - $871
|
2.24K
$423K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4New |
$591 - $697
|
4
$755
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$591 - $697
|
4.61K
$870K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 15.0% |
$443 - $523
|
23
$4.34K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.22% |
$443 - $523
|
1.39K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.07% |
$443 - $523
|
4.43K
$837K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.3% |
$443 - $523
|
995
$188K
|