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 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.31K- 7.97% |
$333K - $369K
|
26.7K
$5.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-2.36K- 15.37% |
$340K - $376K
|
13K
$2.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 12.87% |
$340K - $376K
|
16K
$3.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.41K- 5.31% |
$347K - $384K
|
42.9K
$8.4M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.42K- 28.03% |
$349K - $386K
|
6.22K
$1.22M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.49K- 19.28% |
$359K - $397K
|
10.4K
$2.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 8.22% |
$360K - $398K
|
27.9K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.59K- 58.75% |
$374K - $414K
|
1.82K
$356K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.6K- 40.52% |
$376K - $415K
|
3.82K
$748K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.62K- 7.04% |
$378K - $418K
|
34.6K
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.64K- 10.64% |
$380K - $420K
|
22.2K
$4.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.65K- 13.57% |
$383K - $423K
|
16.9K
$3.31M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.69K- 29.05% |
$388K - $429K
|
6.56K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.69K- 2.97% |
$389K - $430K
|
87.9K
$17.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-2.74K- 51.5% |
$395K - $437K
|
2.58K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.76K- 46.73% |
$398K - $440K
|
3.15K
$615K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.76K- 37.34% |
$398K - $440K
|
4.63K
$906K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.81K- 12.96% |
$405K - $448K
|
18.9K
$3.69M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.9K- 1.61% |
$419K - $463K
|
177K
$34.7M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.91K- 2.5% |
$420K - $464K
|
114K
$22.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-2.95K- 60.59% |
$425K - $470K
|
1.92K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.98K- 27.76% |
$429K - $474K
|
7.74K
$1.51M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-3.04K- 6.11% |
$438K - $485K
|
46.7K
$9.13M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.07KClosed |
$442K - $489K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.07K- 1.22% |
$443K - $489K
|
248K
$48.4M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.07K- 25.33% |
$443K - $490K
|
9.06K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-3.09K- 18.95% |
$446K - $493K
|
13.2K
$2.58M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.18K- 6.51% |
$459K - $507K
|
45.7K
$8.94M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.24K- 1.83% |
$467K - $516K
|
174K
$34M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-3.25K- 12.38% |
$469K - $519K
|
23K
$4.5M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.27K- 4.54% |
$472K - $521K
|
68.7K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.28K- 16.6% |
$472K - $522K
|
16.5K
$3.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.28K- 2.34% |
$473K - $523K
|
137K
$26.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.3K- 11.07% |
$476K - $527K
|
26.5K
$5.19M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.37K- 10.56% |
$486K - $537K
|
28.5K
$5.58M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-3.38K- 31.87% |
$487K - $539K
|
7.22K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.44K- 3.22% |
$496K - $548K
|
103K
$20.2M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.68K- 4.57% |
$530K - $586K
|
76.7K
$15M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.74K- 3.44% |
$539K - $596K
|
105K
$20.5M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.77K- 97.92% |
$543K - $601K
|
80
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.84K- 1.12% |
$554K - $613K
|
341K
$66.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.92K- 2.38% |
$565K - $625K
|
161K
$31.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.99K- 9.24% |
$575K - $635K
|
39.1K
$7.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-4.04K- 5.2% |
$582K - $644K
|
73.5K
$14.4M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.07K- 36.74% |
$587K - $649K
|
7.01K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.08K- 13.61% |
$588K - $650K
|
25.9K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-4.09K- 3.67% |
$590K - $652K
|
107K
$21M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.1K- 3.13% |
$591K - $653K
|
127K
$24.8M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.28K- 1.58% |
$617K - $682K
|
266K
$52M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.3K- 57.81% |
$620K - $686K
|
3.14K
$614K
|