Purchases and Sales Made in Q1 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 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 15, 2023 Q1 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
4.3K
New
$621K - $686K
4.3K $847K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
4.27K
New
$616K - $682K
4.27K $842K
May 09, 2023 Q1 2023
Hanlon Investment Management, Inc.

BUY
 -
3.97K
New
$573K - $633K
3.97K $782K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
3.92K
+ 5.24%
$565K - $625K
78.8K $15.5M
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
3.89K
+ 63.16%
$561K - $620K
10K $1.98M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
3.65K
+ 4.49%
$527K - $582K
85K $16.7M
May 12, 2023 Q1 2023
Astoria Strategic Wealth, Inc.

BUY
 -
3.62K
+ 8.46%
$522K - $577K
46.4K $9.13M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
3.61K
New
$521K - $576K
3.61K $712K
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
3.61K
+ 17.56%
$521K - $576K
24.2K $4.76M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
3.53K
New
$509K - $563K
3.53K $696K
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
3.42K
+ 3.52%
$493K - $545K
101K $19.8M
May 03, 2023 Q1 2023
Florin Court Capital LLP

BUY
 -
3.4K
+ 14.32%
$490K - $542K
27.2K $5.35M
May 01, 2023 Q1 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
3.3K
+ 14.74%
$476K - $526K
25.7K $5.06M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
3.29K
+ 73.84%
$474K - $524K
7.74K $1.52M
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
3.24K
+ 9.36%
$468K - $517K
37.9K $7.46M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.22K
New
$464K - $513K
3.22K $634K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
3.21K
New
$463K - $512K
3.21K $633K
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
3.14K
+ 1.02%
$453K - $501K
311K $61.2M
May 12, 2023 Q1 2023
Cadence Bank

Tupelo, MS
BUY
 -
3.11K
+ 18.62%
$448K - $495K
19.8K $3.89M
May 04, 2023 Q1 2023
Efg Asset Management (Americas) Corp.

BUY
 -
3.09K
New
$446K - $493K
3.09K $609K
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
3.03K
New
$437K - $483K
3.03K $596K
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
3.02K
New
$435K - $481K
3.02K $594K
May 15, 2023 Q1 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
2.97K
New
$428K - $473K
2.97K $584K
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.83K
+ 7.75%
$408K - $451K
39.4K $7.75M
Apr 25, 2023 Q1 2023
ETF Portfolio Partners, Inc.

BUY
 -
2.8K
+ 3.88%
$404K - $447K
75K $14.8M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
2.8K
New
$404K - $447K
2.8K $552K
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
2.79K
New
$402K - $445K
2.79K $550K
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
2.73K
New
$393K - $435K
2.73K $537K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
2.66K
+ 135.73%
$383K - $424K
4.62K $909K
Feb 11, 2025 Q1 2023
Brown Miller Wealth Management, LLC

BUY
 -
2.63K
New
$379K - $419K
2.63K $517K
Apr 10, 2023 Q1 2023
Brown Miller Wealth Management, LLC

BUY
 -
2.63K
New
$379K - $419K
2.63K $517K
May 10, 2023 Q1 2023
Citizens Financial Group Inc

BUY
 -
2.5K
+ 3.71%
$360K - $398K
69.8K $13.7M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.5K
New
$360K - $398K
2.5K $492K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
2.49K
New
$359K - $397K
2.49K $490K
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
2.48K
New
$358K - $396K
2.48K $489K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.41K
New
$348K - $385K
2.41K $475K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
2.41K
+ 5.49%
$348K - $385K
46.4K $9.13M
May 12, 2023 Q1 2023
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
2.41K
New
$347K - $384K
2.41K $474K
May 02, 2023 Q1 2023
Yousif Capital Management, LLC

BUY
 -
2.34K
New
$337K - $373K
2.34K $460K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
2.28K
+ 15.65%
$329K - $363K
16.8K $3.32M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
2.21K
+ 4.41%
$318K - $352K
52.2K $10.3M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
2.15K
New
$310K - $343K
2.15K $423K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.14K
New
$309K - $342K
2.14K $422K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
2.14K
+ 2.07%
$309K - $342K
106K $20.8M
Dec 11, 2023 Q1 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
2.12K
New
$305K - $338K
2.12K $417K
May 15, 2023 Q1 2023
Conservest Capital Advisors, Inc.

BUY
 -
2.08K
New
$300K - $332K
2.08K $410K
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
2.04K
+ 49.48%
$294K - $325K
6.15K $1.21M
May 09, 2023 Q1 2023
Warwick Investment Management, Inc.

BUY
 -
1.99K
+ 2.12%
$287K - $317K
95.7K $18.8M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
1.96K
New
$283K - $313K
1.96K $386K

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