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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
30.1KNew |
$4.44M - $5.24M
|
30.1K
$6.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.4K+ 0.17% |
$4.34M - $5.12M
|
16.9M
$3.49B
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
29.2K+ 97.07% |
$4.31M - $5.08M
|
59.2K
$12.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
27.3KNew |
$4.03M - $4.76M
|
27.3K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
27KNew |
$3.99M - $4.7M
|
27K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.2K+ 11.07% |
$3.86M - $4.56M
|
263K
$54.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
25.8KNew |
$3.81M - $4.5M
|
25.8K
$5.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.6K+ 0.34% |
$3.79M - $4.47M
|
7.57M
$1.56B
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.5K+ 9.29% |
$3.77M - $4.44M
|
300K
$61.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.2K+ 1.16% |
$3.73M - $4.4M
|
2.2M
$453M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
25K+ 24533.33% |
$3.69M - $4.36M
|
25.1K
$5.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.7K+ 69.14% |
$3.65M - $4.31M
|
60.5K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
24.5K+ 1033.12% |
$3.61M - $4.27M
|
26.9K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.3K+ 10.63% |
$3.59M - $4.23M
|
253K
$52.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24K+ 21.0% |
$3.55M - $4.19M
|
139K
$28.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
23.6KNew |
$3.49M - $4.12M
|
23.6K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23K+ 2472.9% |
$3.4M - $4.01M
|
23.9K
$4.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
22.6K+ 65.99% |
$3.33M - $3.93M
|
56.7K
$11.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
22.2KNew |
$3.28M - $3.87M
|
22.2K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
20.1KNew |
$2.97M - $3.5M
|
20.1K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
19.4KNew |
$2.86M - $3.38M
|
19.4K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19.2K+ 970.65% |
$2.84M - $3.35M
|
21.2K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
18.9K+ 54.77% |
$2.79M - $3.3M
|
53.5K
$11M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.5KNew |
$2.73M - $3.23M
|
18.5K
$3.82M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
18KNew |
$2.66M - $3.13M
|
18K
$3.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
17.5K+ 6.18% |
$2.59M - $3.05M
|
301K
$62M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
17.3KNew |
$2.55M - $3.01M
|
17.3K
$3.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
17.2K+ 4.8% |
$2.54M - $3M
|
376K
$77.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
16.7K+ 8.51% |
$2.46M - $2.9M
|
212K
$43.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
16.3KNew |
$2.4M - $2.83M
|
16.3K
$3.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16.2K+ 57.15% |
$2.39M - $2.82M
|
44.6K
$9.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
16KNew |
$2.37M - $2.79M
|
16K
$3.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
15.6K+ 790.73% |
$2.3M - $2.72M
|
17.6K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 15.57% |
$2.29M - $2.7M
|
115K
$23.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
15.4K+ 126.73% |
$2.28M - $2.69M
|
27.6K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.4K+ 10.45% |
$2.28M - $2.69M
|
163K
$33.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15K+ 2.72% |
$2.21M - $2.61M
|
567K
$117M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15K+ 13.62% |
$2.21M - $2.6M
|
125K
$25.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 283.96% |
$2.14M - $2.52M
|
19.6K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 0.41% |
$2.13M - $2.51M
|
3.56M
$734M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
13.3K+ 35.51% |
$1.96M - $2.32M
|
50.8K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.8KNew |
$1.89M - $2.23M
|
12.8K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6K+ 21.68% |
$1.86M - $2.2M
|
70.8K
$14.6M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12.5KNew |
$1.84M - $2.17M
|
12.5K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.4KNew |
$1.83M - $2.16M
|
12.4K
$2.56M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$1.79M - $2.11M
|
12.1K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
12K+ 1.91% |
$1.77M - $2.08M
|
638K
$131M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.9KNew |
$1.76M - $2.07M
|
11.9K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
11.8K+ 22.32% |
$1.75M - $2.06M
|
64.9K
$13.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
11.7KNew |
$1.73M - $2.04M
|
11.7K
$2.42M
|