Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.88% |
$12.3K - $13.6K
|
4.44K
$868K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-85- 5.07% |
$12.3K - $13.6K
|
1.59K
$311K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-87- 0.65% |
$12.5K - $13.9K
|
13.2K
$2.59M
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-88- 0.59% |
$12.7K - $14K
|
14.9K
$2.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-92- 0.56% |
$13.3K - $14.7K
|
16.4K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-93- 0.55% |
$13.4K - $14.8K
|
16.8K
$3.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-96- 0.49% |
$13.8K - $15.3K
|
19.4K
$3.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-96- 1.51% |
$13.8K - $15.3K
|
6.28K
$1.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-97- 0.26% |
$14K - $15.5K
|
37K
$7.23M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-97- 4.01% |
$14K - $15.5K
|
2.32K
$454K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-98- 0.72% |
$14.1K - $15.6K
|
13.4K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 7.16% |
$14.4K - $15.9K
|
1.3K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-100- 44.44% |
$14.4K - $15.9K
|
125
$24.4K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-107- 0.4% |
$15.4K - $17.1K
|
26.9K
$5.27M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-108- 0.24% |
$15.6K - $17.2K
|
44.8K
$8.75M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-110- 3.81% |
$15.9K - $17.5K
|
2.78K
$543K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-110- 1.73% |
$15.9K - $17.5K
|
6.27K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-110- 3.2% |
$15.9K - $17.5K
|
3.33K
$652K
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-111- 3.3% |
$16K - $17.7K
|
3.26K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-121- 13.25% |
$17.4K - $19.3K
|
792
$155K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-123- 1.61% |
$17.7K - $19.6K
|
7.5K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-124- 1.01% |
$17.9K - $19.8K
|
12.1K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-128- 1.18% |
$18.5K - $20.4K
|
10.7K
$2.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-129- 1.34% |
$18.6K - $20.6K
|
9.46K
$1.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-130- 7.83% |
$18.7K - $20.7K
|
1.53K
$299K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-135- 3.97% |
$19.5K - $21.5K
|
3.26K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-138- 0.63% |
$19.9K - $22K
|
21.8K
$4.26M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-140- 5.29% |
$20.2K - $22.3K
|
2.51K
$491K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-141- 16.73% |
$20.3K - $22.5K
|
702
$137K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-144- 3.82% |
$20.8K - $23K
|
3.62K
$708K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-149- 5.96% |
$21.5K - $23.8K
|
2.35K
$460K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 10.03% |
$21.6K - $23.9K
|
1.35K
$263K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-150- 10.19% |
$21.6K - $23.9K
|
1.32K
$259K
|
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-151- 2.46% |
$21.8K - $24.1K
|
5.98K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-151- 0.78% |
$21.8K - $24.1K
|
19.3K
$3.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-152- 0.44% |
$21.9K - $24.2K
|
34.4K
$6.74M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-153- 0.79% |
$22.1K - $24.4K
|
19.2K
$3.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-156- 23.08% |
$22.5K - $24.9K
|
520
$102K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-156- 0.84% |
$22.5K - $24.9K
|
18.4K
$3.59M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-157- 1.41% |
$22.6K - $25K
|
11K
$2.15M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-158- 7.22% |
$22.8K - $25.2K
|
2.03K
$397K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-158- 0.76% |
$22.8K - $25.2K
|
20.6K
$4.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-162- 3.68% |
$23.4K - $25.8K
|
4.24K
$830K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-166- 2.07% |
$23.9K - $26.5K
|
7.85K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-166- 6.27% |
$23.9K - $26.5K
|
2.48K
$485K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-168- 10.42% |
$24.2K - $26.8K
|
1.45K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-172- 2.16% |
$24.8K - $27.4K
|
7.8K
$1.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-172- 5.51% |
$24.8K - $27.4K
|
2.95K
$577K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-172- 2.38% |
$24.8K - $27.4K
|
7.05K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-173- 2.9% |
$24.9K - $27.6K
|
5.8K
$1.13M
|