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 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
255
+ 2.53%
$37.6K - $44.4K
10.3K $1.97M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
254
New
$37.5K - $44.2K
254 $48.4K
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
248
+ 3.16%
$36.6K - $43.2K
8.1K $1.54M
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
245
+ 408.33%
$36.2K - $42.7K
305 $58.1K
Jan 25, 2024 Q4 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
244
+ 0.42%
$36K - $42.5K
58.3K $11.1M
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
243
New
$35.9K - $42.3K
243 $46.3K
Jan 17, 2024 Q4 2023
Professional Financial Advisors, LLC

BUY
 -
240
+ 5.48%
$35.4K - $41.8K
4.62K $880K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
234
+ 12.05%
$34.5K - $40.8K
2.18K $415K
Feb 12, 2024 Q4 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
229
+ 6.17%
$33.8K - $39.9K
3.94K $751K
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
229
+ 3.49%
$33.8K - $39.9K
6.8K $1.3M
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
219
+ 5.17%
$32.3K - $38.2K
4.45K $849K
Jan 25, 2024 Q4 2023
Bristlecone Advisors, LLC

BUY
 -
217
+ 3.03%
$32K - $37.8K
7.38K $1.41M
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
212
+ 2.53%
$31.3K - $36.9K
8.58K $1.63M
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
205
New
$30.3K - $35.7K
205 $39.1K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
203
+ 10.68%
$30K - $35.4K
2.1K $401K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
200
New
$29.5K - $34.8K
200 $38.1K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
199
New
$29.4K - $34.7K
199 $37.9K
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
BUY
 -
198
+ 8.08%
$29.2K - $34.5K
2.65K $505K
Jan 22, 2024 Q4 2023
Country Club Bank

BUY
 -
197
+ 3.67%
$29.1K - $34.3K
5.56K $1.06M
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

BUY
 -
194
+ 5.22%
$28.6K - $33.8K
3.91K $745K
Jan 23, 2024 Q4 2023
Corundum Group, Inc.

BUY
 -
193
+ 3.23%
$28.5K - $33.6K
6.16K $1.17M
Jan 30, 2024 Q4 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
182
+ 9.05%
$26.9K - $31.7K
2.19K $418K
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
178
+ 4.79%
$26.3K - $31K
3.9K $742K
Jan 08, 2024 Q4 2023
Diversified Trust CO

BUY
 -
175
+ 5.76%
$25.8K - $30.5K
3.21K $612K
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
173
+ 1.28%
$25.5K - $30.1K
13.7K $2.61M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
171
New
$25.2K - $29.8K
171 $32.6K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
165
+ 11.63%
$24.4K - $28.7K
1.58K $302K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
158
+ 1.78%
$23.3K - $27.5K
9.02K $1.72M
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
158
+ 13.5%
$23.3K - $27.5K
1.33K $253K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
154
+ 15400.0%
$22.7K - $26.8K
155 $29.5K
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
153
+ 3.58%
$22.6K - $26.7K
4.43K $844K
Jan 19, 2024 Q4 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
150
+ 9.12%
$22.1K - $26.1K
1.8K $342K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
150
+ 625.0%
$22.1K - $26.1K
174 $33.2K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
143
New
$21.1K - $24.9K
143 $27.3K
Feb 07, 2024 Q4 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
140
+ 4.06%
$20.7K - $24.4K
3.59K $684K
Jan 30, 2024 Q4 2023
Sierra Capital LLC

BUY
 -
130
+ 0.25%
$19.2K - $22.6K
51.9K $9.9M
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
126
New
$18.6K - $22K
126 $24K
Feb 14, 2024 Q4 2023
First Foundation Advisors

Irvine, CA
BUY
 -
125
+ 4.95%
$18.5K - $21.8K
2.65K $505K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
123
New
$18.2K - $21.4K
123 $23.4K
Feb 02, 2024 Q4 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
121
+ 0.98%
$17.9K - $21.1K
12.4K $2.37M
Feb 14, 2024 Q4 2023
Campion Asset Management

BUY
 -
120
+ 3.33%
$17.7K - $20.9K
3.72K $710K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
119
+ 23.85%
$17.6K - $20.7K
618 $118K
Mar 11, 2024 Q4 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
119
+ 6.54%
$17.6K - $20.7K
1.94K $370K
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
114
+ 4.61%
$16.8K - $19.9K
2.59K $493K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
112
New
$16.5K - $19.5K
112 $21.3K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
111
New
$16.4K - $19.3K
111 $21.2K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
110
+ 0.61%
$16.2K - $19.2K
18K $3.43M
Feb 16, 2024 Q4 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
110
+ 3.89%
$16.2K - $19.2K
2.94K $561K
Jan 25, 2024 Q4 2023
Bernardo Wealth Planning LLC

BUY
 -
106
+ 1.14%
$15.6K - $18.5K
9.44K $1.8M

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