Purchases and Sales Made in Q4 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 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 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
21
New
$3.1K - $3.66K
21 $4K
Feb 14, 2024 Q4 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
21
+ 0.11%
$3.1K - $3.66K
19.1K $3.65M
Jan 10, 2024 Q4 2023
City Holding CO

BUY
 -
20
+ 1.24%
$2.95K - $3.48K
1.64K $312K
Jan 24, 2024 Q4 2023
Cadinha & CO LLC

BUY
 -
20
+ 0.31%
$2.95K - $3.48K
6.38K $1.22M
Feb 01, 2024 Q4 2023
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
20
+ 1.01%
$2.95K - $3.48K
2K $381K
Jan 22, 2024 Q4 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
18
+ 0.77%
$2.66K - $3.14K
2.37K $451K
Jan 22, 2024 Q4 2023
Newton One Investments LLC

BUY
 -
18
+ 1.03%
$2.66K - $3.14K
1.76K $335K
Feb 05, 2024 Q4 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
18
+ 1.0%
$2.66K - $3.14K
1.81K $345K
Feb 15, 2024 Q4 2023
Westshore Wealth, LLC

BUY
 -
18
+ 1.01%
$2.66K - $3.14K
1.8K $343K
Feb 02, 2024 Q4 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
17
+ 0.34%
$2.51K - $2.96K
5K $952K
Feb 14, 2024 Q4 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
17
New
$2.51K - $2.96K
17 $3.24K
Jan 29, 2024 Q4 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
16
+ 0.29%
$2.36K - $2.79K
5.54K $1.06M
Jan 18, 2024 Q4 2023
Altfest L J & CO Inc

BUY
 -
15
+ 0.64%
$2.21K - $2.61K
2.34K $447K
Feb 01, 2024 Q4 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
15
+ 0.45%
$2.21K - $2.61K
3.35K $638K
Feb 01, 2024 Q4 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
15
+ 1.06%
$2.21K - $2.61K
1.43K $272K
Feb 06, 2024 Q4 2023
Gryphon Financial Partners LLC

BUY
 -
15
+ 0.11%
$2.21K - $2.61K
13.8K $2.63M
Feb 13, 2024 Q4 2023
Vista Private Wealth Partners. LLC

BUY
 -
15
+ 1.06%
$2.21K - $2.61K
1.43K $273K
Jan 09, 2024 Q4 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
14
+ 0.68%
$2.07K - $2.44K
2.09K $398K
Jan 09, 2024 Q4 2023
Blue Zone Wealth Advisors, LLC

BUY
 -
14
+ 0.59%
$2.07K - $2.44K
2.38K $454K
Jan 23, 2024 Q4 2023
Steel Peak Wealth Management LLC

BUY
 -
14
+ 0.61%
$2.07K - $2.44K
2.32K $443K
Jan 29, 2024 Q4 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
14
+ 1.01%
$2.07K - $2.44K
1.4K $268K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
14
+ 1.02%
$2.07K - $2.44K
1.39K $265K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
14
New
$2.07K - $2.44K
14 $2.67K
Jan 11, 2024 Q4 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
13
+ 0.85%
$1.92K - $2.26K
1.55K $295K
Jan 17, 2024 Q4 2023
Legacy Bridge, LLC

BUY
 -
13
+ 1.85%
$1.92K - $2.26K
714 $136K
Feb 06, 2024 Q4 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
12
+ 0.91%
$1.77K - $2.09K
1.34K $255K
Feb 14, 2024 Q4 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
12
+ 0.76%
$1.77K - $2.09K
1.59K $303K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
12
New
$1.77K - $2.09K
12 $2.29K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
11
+ 0.32%
$1.62K - $1.92K
3.41K $651K
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
11
+ 40.74%
$1.62K - $1.92K
38 $7.24K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
11
+ 0.24%
$1.62K - $1.92K
4.62K $881K
Jan 09, 2024 Q4 2023
Soundmark Wealth Management, LLC

BUY
 -
10
+ 0.02%
$1.48K - $1.74K
41.6K $7.93M
Jan 10, 2024 Q4 2023
Inspirion Wealth Advisors, LLC

BUY
 -
9
+ 0.19%
$1.33K - $1.57K
4.67K $890K
Jan 17, 2024 Q4 2023
Gemmer Asset Management LLC

BUY
 -
9
+ 0.12%
$1.33K - $1.57K
7.72K $1.47M
Jan 23, 2024 Q4 2023
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
8
+ 0.26%
$1.18K - $1.39K
3.08K $587K
Jan 29, 2024 Q4 2023
Ifg Advisors, LLC

BUY
 -
8
+ 0.39%
$1.18K - $1.39K
2.06K $392K
Feb 09, 2024 Q4 2023
Atlantic Private Wealth, LLC

BUY
 -
8
+ 1.11%
$1.18K - $1.39K
731 $139K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
7
+ 9.33%
$1.03K - $1.22K
82 $15.6K
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
7
+ 0.37%
$1.03K - $1.22K
1.91K $364K
Feb 09, 2024 Q4 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
6
+ 0.23%
$886 - $1.05K
2.67K $509K
Feb 09, 2024 Q4 2023
Brandywine Global Investment Management, LLC

Philadelphia, PA
BUY
 -
6
New
$886 - $1.05K
6 $1.14K
Feb 12, 2024 Q4 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
6
+ 0.44%
$886 - $1.05K
1.38K $264K
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
5
+ 0.09%
$738 - $871
5.56K $1.06M
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
5
+ 0.18%
$738 - $871
2.78K $531K
Jan 30, 2024 Q4 2023
Marietta Wealth Management, LLC

BUY
 -
5
+ 0.05%
$738 - $871
10.7K $2.04M
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
5
+ 1.08%
$738 - $871
470 $89.6K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
5
+ 0.22%
$738 - $871
2.24K $428K
Feb 08, 2024 Q4 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
4
New
$591 - $697
4 $762
Feb 12, 2024 Q4 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
4
+ 0.09%
$591 - $697
4.61K $878K

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