Purchases and Sales Made in Q1 2022 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 2022. 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 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
12+ 0.06% |
$1.77K - $1.91K
|
20.6K
$4.09M
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11+ 0.03% |
$1.62K - $1.75K
|
43.4K
$8.62M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9+ 0.33% |
$1.33K - $1.43K
|
2.71K
$537K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8New |
$1.18K - $1.27K
|
8
$1.59K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8+ 2.95% |
$1.18K - $1.27K
|
279
$55.4K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 0.46% |
$1.18K - $1.27K
|
1.76K
$350K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.46% |
$1.18K - $1.27K
|
1.75K
$347K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.38% |
$1.18K - $1.27K
|
2.1K
$416K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.01% |
$1.18K - $1.27K
|
142K
$28.3M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.38% |
$1.18K - $1.27K
|
2.1K
$416K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7+ 0.03% |
$1.03K - $1.11K
|
20.5K
$4.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7+ 0.12% |
$1.03K - $1.11K
|
5.8K
$1.15M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
6+ 0.25% |
$885 - $954
|
2.4K
$477K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
6+ 0.07% |
$885 - $954
|
8.8K
$1.75M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.08% |
$885 - $954
|
7.4K
$1.47M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.11% |
$737 - $795
|
4.52K
$897K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
4+ 0.2% |
$590 - $636
|
2.04K
$404K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.13% |
$590 - $636
|
3.1K
$615K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.02% |
$590 - $636
|
25.2K
$4.99M
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
3+ 0.02% |
$442 - $477
|
14.7K
$2.92M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$442 - $477
|
2.22K
$441K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$442 - $477
|
7.8K
$1.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2+ 0.04% |
$295 - $318
|
5.4K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$295 - $318
|
3.13K
$622K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$295 - $318
|
5.47K
$1.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.84% |
$295 - $318
|
240
$47.7K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2+ 0.06% |
$295 - $318
|
3.56K
$706K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.2% |
$295 - $318
|
984
$195K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.44% |
$295 - $318
|
453
$90K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.03% |
$147 - $159
|
3.28K
$652K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$147 - $159
|
1.4K
$279K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$147 - $159
|
1.85K
$367K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.44% |
$147 - $159
|
229
$45.5K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.04% |
$147 - $159
|
2.62K
$520K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.1% |
$147 - $159
|
974
$193K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
$147 - $159
|
6.1K
$1.21M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.02% |
$147 - $159
|
5.49K
$1.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.24% |
$147 - $159
|
423
$84K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.05% |
$147 - $159
|
1.92K
$382K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.05% |
$147 - $159
|
1.88K
$373K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.41% |
$147 - $159
|
245
$48.7K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1- 0.04% |
$147 - $159
|
2.24K
$445K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.02% |
$147 - $159
|
5.73K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.03% |
$147 - $159
|
3.03K
$601K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.12% |
$147 - $159
|
88
$17.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$590 - $636
|
1.51K
$299K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-8- 0.28% |
$1.18K - $1.27K
|
2.86K
$567K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-9- 0.49% |
$1.33K - $1.43K
|
1.84K
$365K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10- 0.19% |
$1.47K - $1.59K
|
5.39K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 3.28% |
$1.47K - $1.59K
|
295
$58.6K
|