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 |
|---|---|---|---|---|---|---|---|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.92KNew |
$283K - $334K
|
1.92K
$395K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
1.9K+ 67.09% |
$280K - $331K
|
4.73K
$975K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.89KNew |
$279K - $329K
|
1.89K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.85K+ 3.2% |
$272K - $321K
|
59.5K
$12.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.78K+ 25.31% |
$263K - $310K
|
8.81K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.77KNew |
$262K - $309K
|
1.77K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 52.15% |
$256K - $302K
|
5.06K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$254K - $299K
|
1.72K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.7KNew |
$251K - $296K
|
1.7K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.65K+ 1.43% |
$243K - $287K
|
117K
$24.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.61K+ 58.17% |
$238K - $280K
|
4.38K
$902K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.6K+ 0.94% |
$237K - $279K
|
173K
$35.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.59K+ 8.44% |
$235K - $277K
|
20.4K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.59KNew |
$234K - $277K
|
1.59K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.55KNew |
$229K - $270K
|
1.55K
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.5KNew |
$222K - $262K
|
1.5K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.5K+ 12.73% |
$221K - $261K
|
13.3K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.5K+ 22.93% |
$221K - $261K
|
8.04K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.5K+ 8.38% |
$221K - $260K
|
19.3K
$3.99M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.48KNew |
$219K - $259K
|
1.48K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.46KNew |
$216K - $254K
|
1.46K
$301K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$215K - $254K
|
1.46K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.43KNew |
$212K - $250K
|
1.43K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.43KNew |
$211K - $249K
|
1.43K
$295K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.43K+ 39.65% |
$211K - $249K
|
5.04K
$1.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.38K+ 7.49% |
$204K - $241K
|
19.9K
$4.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.38KNew |
$204K - $241K
|
1.38K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.38KNew |
$203K - $240K
|
1.38K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.34KNew |
$198K - $234K
|
1.34K
$277K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.33KNew |
$197K - $232K
|
1.33K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.3KNew |
$192K - $226K
|
1.3K
$268K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.29K+ 1.82% |
$191K - $225K
|
72.2K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.28K+ 3.39% |
$189K - $223K
|
39K
$8.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
1.28KNew |
$188K - $222K
|
1.28K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.26K+ 1.18% |
$187K - $220K
|
108K
$22.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.26KNew |
$186K - $219K
|
1.26K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.26KNew |
$186K - $219K
|
1.26K
$259K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.26K+ 32.87% |
$185K - $219K
|
5.07K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.25KNew |
$184K - $217K
|
1.25K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$183K - $216K
|
1.24K
$256K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.23KNew |
$181K - $214K
|
1.23K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.22KNew |
$181K - $213K
|
1.22K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.22KNew |
$180K - $212K
|
1.22K
$251K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.22KNew |
$179K - $212K
|
1.22K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.21KNew |
$179K - $211K
|
1.21K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.21K+ 5.1% |
$178K - $210K
|
24.8K
$5.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.2KNew |
$177K - $209K
|
1.2K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.2KNew |
$177K - $209K
|
1.2K
$247K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.2KNew |
$177K - $209K
|
1.2K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.2KNew |
$176K - $208K
|
1.2K
$246K
|