Purchases and Sales Made in Q1 2022 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 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
Aug 05, 2022 Q1 2022
Gds Wealth Management

BUY
 -
1.32K
+ 69.65%
$194K - $209K
3.21K $637K
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
1.31K
+ 0.53%
$193K - $209K
249K $49.5M
May 10, 2022 Q1 2022
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
1.31K
New
$193K - $208K
1.31K $260K
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.3K
New
$192K - $207K
1.3K $259K
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
1.3K
New
$192K - $207K
1.3K $258K
Feb 10, 2025 Q1 2022
Saiph Capital, LLC

Wyckoff, NJ
BUY
 -
1.29K
New
$191K - $206K
1.29K $257K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.29K
New
$190K - $205K
1.29K $256K
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
1.29K
+ 37.92%
$189K - $204K
4.67K $928K
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.28K
+ 33.34%
$189K - $204K
5.14K $1.02M
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
1.26K
New
$185K - $200K
1.26K $249K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
1.24K
+ 4.2%
$182K - $197K
30.7K $6.09M
May 10, 2022 Q1 2022
Willis Johnson & Associates, Inc.

BUY
 -
1.18K
+ 2.06%
$174K - $188K
58.5K $11.6M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.17K
+ 9.72%
$172K - $186K
13.2K $2.62M
Apr 11, 2022 Q1 2022
Lbmc Investment Advisors, LLC

BUY
 -
1.15K
+ 2.52%
$170K - $183K
46.9K $9.31M
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
1.1K
+ 280.66%
$163K - $175K
1.5K $297K
May 16, 2022 Q1 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1.1K
New
$162K - $174K
1.1K $218K
Apr 29, 2022 Q1 2022
Tranquility Partners, LLC

BUY
 -
1.08K
+ 28.1%
$159K - $172K
4.92K $978K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.08K
+ 31.24%
$159K - $171K
4.53K $899K
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
1.07K
+ 73.45%
$157K - $170K
2.52K $501K
May 04, 2022 Q1 2022
Southern Capital Advisors, LLC

BUY
 -
1.06K
+ 11.61%
$157K - $169K
10.2K $2.03M
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
1.05K
+ 13.76%
$154K - $166K
8.65K $1.72M
Apr 25, 2022 Q1 2022
Wesbanco Bank Inc

BUY
 -
992
+ 3.4%
$146K - $158K
30.2K $5.99M
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

BUY
 -
977
+ 20.69%
$144K - $155K
5.7K $1.13M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
976
+ 1.07%
$144K - $155K
92.3K $18.3M
May 05, 2022 Q1 2022
Signature Securities Group Corporation

BUY
 -
966
+ 7.44%
$142K - $154K
13.9K $2.77M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
960
+ 28.46%
$142K - $153K
4.33K $860K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
956
+ 3.52%
$141K - $152K
28.1K $5.59M
May 16, 2022 Q1 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
935
+ 10.25%
$138K - $149K
10.1K $2M
May 03, 2022 Q1 2022
Round Table Services, LLC

BUY
 -
923
+ 48.86%
$136K - $147K
2.81K $558K
May 18, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
888
+ 7.02%
$131K - $141K
13.5K $2.69M
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
874
+ 3.32%
$129K - $139K
27.2K $5.41M
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

BUY
 -
871
+ 6.49%
$128K - $139K
14.3K $2.84M
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

BUY
 -
856
+ 15.32%
$126K - $136K
6.44K $1.28M
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
824
+ 55.64%
$122K - $131K
2.31K $458K
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
793
+ 16.06%
$117K - $126K
5.73K $1.14M
May 13, 2022 Q1 2022
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
781
+ 5.04%
$115K - $124K
16.3K $3.23M
May 09, 2022 Q1 2022
Jackson Hole Capital Partners, LLC

BUY
 -
777
+ 2.79%
$115K - $124K
28.6K $5.69M
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
750
New
$111K - $119K
750 $149K
May 10, 2022 Q1 2022
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
710
+ 9.74%
$105K - $113K
8K $1.59M
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
704
+ 33.86%
$104K - $112K
2.78K $553K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
691
New
$102K - $110K
691 $137K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
679
+ 22.12%
$100K - $108K
3.75K $744K
Apr 12, 2022 Q1 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
674
+ 4.59%
$99.4K - $107K
15.4K $3.05M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
670
+ 13.88%
$98.8K - $107K
5.5K $1.09M
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
651
+ 12.36%
$96K - $104K
5.92K $1.17M
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
650
+ 10.22%
$95.8K - $103K
7.01K $1.39M
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
643
+ 2.92%
$94.8K - $102K
22.7K $4.5M
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

BUY
 -
638
New
$94.1K - $101K
638 $127K
May 16, 2022 Q1 2022
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
635
+ 1.31%
$93.6K - $101K
49.2K $9.77M

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