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
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
229
+ 6.17%
$33.8K - $39.9K
3.94K $813K
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
229
+ 3.49%
$33.8K - $39.9K
6.8K $1.4M
Feb 14, 2024 Q4 2023
Washington Trust Bank

BUY
 -
223
+ 12.36%
$32.9K - $38.8K
2.03K $418K
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
219
+ 5.17%
$32.3K - $38.2K
4.45K $918K
Jan 25, 2024 Q4 2023
Bristlecone Advisors, LLC

BUY
 -
217
+ 3.03%
$32K - $37.8K
7.38K $1.52M
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
212
+ 2.53%
$31.3K - $36.9K
8.58K $1.77M
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
205
New
$30.3K - $35.7K
205 $42.3K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
203
+ 10.68%
$30K - $35.4K
2.1K $434K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
200
New
$29.5K - $34.8K
200 $41.2K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
199
New
$29.4K - $34.7K
199 $41K
Jan 22, 2024 Q4 2023
Country Club Bank

BUY
 -
197
+ 3.67%
$29.1K - $34.3K
5.56K $1.15M
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

BUY
 -
194
+ 5.22%
$28.6K - $33.8K
3.91K $806K
Jan 23, 2024 Q4 2023
Corundum Group, Inc.

BUY
 -
193
+ 3.23%
$28.5K - $33.6K
6.16K $1.27M
Jan 30, 2024 Q4 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
182
+ 9.05%
$26.9K - $31.7K
2.19K $452K
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
178
+ 4.79%
$26.3K - $31K
3.9K $803K
Jan 08, 2024 Q4 2023
Diversified Trust CO

BUY
 -
175
+ 5.76%
$25.8K - $30.5K
3.21K $662K
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
173
+ 1.28%
$25.5K - $30.1K
13.7K $2.82M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
171
New
$25.2K - $29.8K
171 $35.3K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
165
+ 11.63%
$24.4K - $28.7K
1.58K $327K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
158
+ 13.5%
$23.3K - $27.5K
1.33K $274K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
158
+ 1.78%
$23.3K - $27.5K
9.02K $1.86M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
154
+ 15400.0%
$22.7K - $26.8K
155 $32K
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
153
+ 3.58%
$22.6K - $26.7K
4.43K $913K
Jan 19, 2024 Q4 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
150
+ 9.12%
$22.1K - $26.1K
1.8K $370K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
150
+ 625.0%
$22.1K - $26.1K
174 $35.9K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
143
New
$21.1K - $24.9K
143 $29.5K
Feb 07, 2024 Q4 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
140
+ 4.06%
$20.7K - $24.4K
3.59K $740K
Jan 30, 2024 Q4 2023
Sierra Capital LLC

BUY
 -
130
+ 0.25%
$19.2K - $22.6K
51.9K $10.7M
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
126
New
$18.6K - $22K
126 $26K
Feb 14, 2024 Q4 2023
First Foundation Advisors

Irvine, CA
BUY
 -
125
+ 4.95%
$18.5K - $21.8K
2.65K $546K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
123
New
$18.2K - $21.4K
123 $25.4K
Feb 02, 2024 Q4 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
121
+ 0.98%
$17.9K - $21.1K
12.4K $2.56M
Feb 14, 2024 Q4 2023
Campion Asset Management

BUY
 -
120
+ 3.33%
$17.7K - $20.9K
3.72K $768K
Mar 11, 2024 Q4 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
119
+ 6.54%
$17.6K - $20.7K
1.94K $400K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
119
+ 23.85%
$17.6K - $20.7K
618 $127K
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
114
+ 4.61%
$16.8K - $19.9K
2.59K $534K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
112
New
$16.5K - $19.5K
112 $23.1K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
111
New
$16.4K - $19.3K
111 $22.9K
Feb 16, 2024 Q4 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
110
+ 3.89%
$16.2K - $19.2K
2.94K $606K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
110
+ 0.61%
$16.2K - $19.2K
18K $3.71M
Jan 25, 2024 Q4 2023
Bernardo Wealth Planning LLC

BUY
 -
106
+ 1.14%
$15.6K - $18.5K
9.44K $1.95M
Feb 05, 2024 Q4 2023
Family Firm, Inc.

BUY
 -
105
+ 1.01%
$15.5K - $18.3K
10.5K $2.16M
Feb 07, 2024 Q4 2023
Ironwood Investment Counsel, LLC

BUY
 -
101
+ 5.48%
$14.9K - $17.6K
1.94K $401K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
100
+ 100.0%
$14.8K - $17.4K
200 $41.2K
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
99
New
$14.6K - $17.2K
99 $20.4K
Feb 09, 2024 Q4 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
97
+ 1.81%
$14.3K - $16.9K
5.44K $1.12M
Feb 09, 2024 Q4 2023
Hoyle Cohen, LLC

BUY
 -
94
+ 2.24%
$13.9K - $16.4K
4.3K $886K
Jan 23, 2024 Q4 2023
Indiana Trust & Investment Management CO

BUY
 -
92
New
$13.6K - $16K
92 $19K
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
90
New
$13.3K - $15.7K
90 $18.6K

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