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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.41K- 5.29% |
$636K - $703K
|
78.9K
$15.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-4.47K- 1.06% |
$644K - $712K
|
417K
$81.5M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.63K- 68.33% |
$668K - $739K
|
2.15K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.65K- 2.84% |
$670K - $741K
|
159K
$31M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.76K- 3.22% |
$686K - $759K
|
143K
$28M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.87K- 43.23% |
$703K - $777K
|
6.4K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.97K- 27.67% |
$716K - $792K
|
13K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.98K- 2.78% |
$718K - $794K
|
174K
$34M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.98K- 36.16% |
$718K - $794K
|
8.79K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.98K- 73.23% |
$719K - $795K
|
1.82K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.99K- 4.5% |
$719K - $795K
|
106K
$20.7M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5K- 3.01% |
$721K - $797K
|
161K
$31.5M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-5.06K- 11.28% |
$730K - $808K
|
39.8K
$7.79M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.07K- 1.26% |
$731K - $808K
|
399K
$78M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-5.14K- 1.48% |
$742K - $820K
|
343K
$67.1M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.19K- 28.34% |
$748K - $828K
|
13.1K
$2.57M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.29K- 77.91% |
$763K - $844K
|
1.5K
$293K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-5.74K- 21.81% |
$828K - $916K
|
20.6K
$4.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.09K- 9.29% |
$879K - $972K
|
59.5K
$11.6M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.16K- 6.55% |
$888K - $982K
|
87.8K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.33K- 32.82% |
$913K - $1.01M
|
13K
$2.53M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.35K- 12.89% |
$916K - $1.01M
|
42.9K
$8.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-6.49K- 2.01% |
$936K - $1.03M
|
316K
$61.9M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.54K- 18.44% |
$943K - $1.04M
|
28.9K
$5.66M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.59K- 18.13% |
$951K - $1.05M
|
29.8K
$5.82M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.66K- 11.09% |
$961K - $1.06M
|
53.4K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.26K- 8.64% |
$1.05M - $1.16M
|
76.8K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-7.56K- 82.15% |
$1.09M - $1.21M
|
1.64K
$321K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.62K- 32.62% |
$1.1M - $1.21M
|
15.7K
$3.08M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.62K- 35.83% |
$1.24M - $1.37M
|
15.4K
$3.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.71K- 75.97% |
$1.26M - $1.39M
|
2.76K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.89K- 1.75% |
$1.28M - $1.42M
|
499K
$97.6M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.28K- 9.68% |
$1.34M - $1.48M
|
86.6K
$16.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.65K- 9.61% |
$1.39M - $1.54M
|
90.8K
$17.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-9.69K- 18.97% |
$1.4M - $1.55M
|
41.4K
$8.09M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-10K- 66.89% |
$1.44M - $1.6M
|
4.96K
$969K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-10.3K- 26.84% |
$1.48M - $1.64M
|
28K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-10.7K- 20.25% |
$1.54M - $1.7M
|
42K
$8.21M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.8K- 79.68% |
$1.56M - $1.72M
|
2.75K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-11K- 35.11% |
$1.59M - $1.76M
|
20.4K
$3.98M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.2K- 26.69% |
$1.62M - $1.79M
|
30.9K
$6.04M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.9K- 10.12% |
$1.72M - $1.9M
|
106K
$20.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12K- 3.53% |
$1.73M - $1.91M
|
327K
$64M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-12K- 3.5% |
$1.73M - $1.92M
|
331K
$64.8M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 1.08% |
$1.78M - $1.97M
|
1.13M
$221M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-12.5K- 12.4% |
$1.81M - $2M
|
88.5K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-13.8K- 37.68% |
$1.99M - $2.2M
|
22.8K
$4.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.8K- 3.95% |
$2M - $2.21M
|
337K
$65.8M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.3K- 4.36% |
$2.21M - $2.44M
|
336K
$65.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.5K- 32.1% |
$2.38M - $2.63M
|
34.9K
$6.83M
|