Purchases and Sales Made in Q2 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 Q2 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
Jul 27, 2022 Q2 2022
Cottonwood Capital Advisors, LLC

SELL
 -
-175
- 7.81%
$23.3K - $27.7K
2.07K $410K
Aug 15, 2022 Q2 2022
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-179
- 6.28%
$23.9K - $28.4K
2.67K $530K
Jul 21, 2022 Q2 2022
Sol Capital Management CO

SELL
 -
-180
- 1.02%
$24K - $28.5K
17.5K $3.48M
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-181
- 40.58%
$24.1K - $28.7K
265 $52.6K
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

SELL
 -
-184
- 12.3%
$24.5K - $29.2K
1.31K $261K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-185
- 0.93%
$24.7K - $29.3K
19.8K $3.92M
Aug 15, 2022 Q2 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-189
- 0.79%
$25.2K - $30K
23.6K $4.7M
Jul 08, 2022 Q2 2022
Perkins Coie Trust CO

SELL
 -
-190
Closed
$25.3K - $30.1K
0 $0
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-192
- 1.32%
$25.6K - $30.4K
14.3K $2.84M
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
SELL
 -
-194
- 1.93%
$25.9K - $30.8K
9.87K $1.96M
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
SELL
 -
-200
- 1.58%
$26.7K - $31.7K
12.5K $2.48M
Aug 08, 2022 Q2 2022
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-200
- 8.44%
$26.7K - $31.7K
2.17K $431K
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-200
- 48.78%
$26.7K - $31.7K
210 $41.7K
Jul 11, 2022 Q2 2022
Thrive Wealth Management, LLC

SELL
 -
-203
- 4.91%
$27.1K - $32.2K
3.93K $780K
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

SELL
 -
-203
- 1.11%
$27.1K - $32.2K
18.1K $3.6M
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

SELL
 -
-204
- 0.1%
$27.2K - $32.3K
202K $40.1M
Aug 05, 2022 Q2 2022
Zions Bancorporation, N.A.

SELL
 -
-205
Closed
$27.3K - $32.5K
0 $0
Jul 26, 2022 Q2 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-207
- 4.18%
$27.6K - $32.8K
4.74K $941K
Jul 06, 2022 Q2 2022
First Farmers & Merchants Bank

SELL
 -
-209
- 1.45%
$27.9K - $33.1K
14.2K $2.83M
Jul 25, 2022 Q2 2022
Regal Wealth Group, Inc.

SELL
 -
-216
- 1.79%
$28.8K - $34.2K
11.8K $2.35M
Jul 27, 2022 Q2 2022
Inspirion Wealth Advisors, LLC

SELL
 -
-222
- 3.71%
$29.6K - $35.2K
5.77K $1.15M
Aug 15, 2022 Q2 2022
Silvercrest Asset Management Group LLC

New York, NY
SELL
 -
-225
- 2.27%
$30K - $35.7K
9.67K $1.92M
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-226
- 3.48%
$30.1K - $35.8K
6.27K $1.25M
Aug 12, 2022 Q2 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-226
- 2.65%
$30.1K - $35.8K
8.31K $1.65M
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-228
- 0.54%
$30.4K - $36.1K
42.1K $8.37M
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-229
- 4.96%
$30.5K - $36.3K
4.39K $871K
Aug 03, 2022 Q2 2022
Ltg Capital LLC

SELL
 -
-229
- 2.66%
$30.5K - $36.3K
8.39K $1.67M
Aug 01, 2022 Q2 2022
Essex Financial Services, Inc.

SELL
 -
-249
- 2.88%
$33.2K - $39.5K
8.4K $1.67M
Aug 02, 2022 Q2 2022
Brown Advisory Inc

SELL
 -
-250
- 0.91%
$33.3K - $39.6K
27.2K $5.4M
Nov 14, 2022 Q2 2022
Brown Advisory Inc

SELL
 -
-250
- 0.89%
$33.3K - $39.6K
27.9K $5.54M
Jul 15, 2022 Q2 2022
Norway Savings Bank

SELL
 -
-260
- 3.87%
$34.7K - $41.2K
6.46K $1.28M
Aug 01, 2022 Q2 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-267
- 2.97%
$35.6K - $42.3K
8.71K $1.73M
Jul 26, 2022 Q2 2022
Community Bank, N.A.

SELL
 -
-269
- 4.49%
$35.8K - $42.6K
5.72K $1.14M
Jul 15, 2022 Q2 2022
Amarillo National Bank

SELL
 -
-272
- 0.08%
$36.2K - $43.1K
331K $65.7M
Aug 08, 2022 Q2 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-274
- 0.28%
$36.5K - $43.4K
96.3K $19.1M
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-279
Closed
$37.2K - $44.2K
0 $0
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

SELL
 -
-287
- 5.48%
$38.2K - $45.5K
4.95K $982K
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
SELL
 -
-288
Closed
$38.4K - $45.7K
0 $0
Aug 12, 2022 Q2 2022
Claro Advisors LLC

Boston, MA
SELL
 -
-290
- 8.57%
$38.6K - $46K
3.09K $614K
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-301
- 18.7%
$40.1K - $47.7K
1.31K $260K
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

SELL
 -
-310
- 0.45%
$41.3K - $49.1K
68.1K $13.5M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-314
- 0.34%
$41.8K - $49.8K
92.3K $18.3M
Jul 12, 2022 Q2 2022
Diversified Trust CO

SELL
 -
-317
- 13.48%
$42.2K - $50.3K
2.03K $404K
Aug 16, 2022 Q2 2022
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-318
- 3.61%
$42.4K - $50.4K
8.49K $1.69M
Aug 12, 2022 Q2 2022
Milestone Wealth, LLC

Buffalo, NY
SELL
 -
-330
- 14.57%
$44K - $52.3K
1.94K $384K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

SELL
 -
-343
- 1.08%
$45.7K - $54.4K
31.4K $6.24M
Aug 02, 2022 Q2 2022
Mount Yale Investment Advisors, LLC

SELL
 -
-347
- 12.48%
$46.2K - $55K
2.43K $483K
Aug 15, 2022 Q2 2022
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-347
- 8.82%
$46.2K - $55K
3.59K $713K
Aug 01, 2022 Q2 2022
Acas, LLC

SELL
 -
-348
- 1.66%
$46.4K - $55.2K
20.7K $4.11M

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