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 20, 2022 Q2 2022
Weaver Consulting Group

SELL
 -
-828
- 22.21%
$110K - $131K
2.9K $576K
Jul 25, 2022 Q2 2022
Bristlecone Advisors, LLC

SELL
 -
-858
- 6.25%
$114K - $136K
12.9K $2.55M
Aug 10, 2022 Q2 2022
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-871
- 16.27%
$116K - $138K
4.48K $890K
Aug 10, 2022 Q2 2022
Blankinship & Foster, LLC

Solana Beach, CA
SELL
 -
-905
- 11.88%
$121K - $143K
6.71K $1.33M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-912
- 2.42%
$122K - $145K
36.7K $7.3M
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-929
- 11.6%
$124K - $147K
7.08K $1.41M
Jul 14, 2022 Q2 2022
ETF Portfolio Partners, Inc.

SELL
 -
-935
- 1.38%
$125K - $148K
66.8K $13.3M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

SELL
 -
-943
- 24.24%
$126K - $149K
2.95K $585K
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-947
- 4.66%
$126K - $150K
19.4K $3.85M
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

SELL
 -
-950
- 10.25%
$127K - $151K
8.32K $1.65M
Aug 15, 2022 Q2 2022
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-1K
- 33.1%
$134K - $159K
2.03K $402K
Aug 09, 2022 Q2 2022
Ballentine Partners, LLC

Waltham, MA
SELL
 -
-1.05K
- 10.4%
$140K - $166K
9.04K $1.8M
Jul 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-1.08K
- 7.05%
$144K - $172K
14.3K $2.84M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-1.09K
- 24.09%
$145K - $173K
3.44K $683K
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

SELL
 -
-1.1K
- 94.43%
$147K - $175K
65 $12.9K
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-1.11K
- 4.5%
$148K - $176K
23.5K $4.67M
Aug 05, 2022 Q2 2022
Gds Wealth Management

SELL
 -
-1.11K
- 34.73%
$148K - $177K
2.09K $416K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-1.19K
- 92.08%
$158K - $188K
102 $20.3K
Aug 01, 2022 Q2 2022
Hallmark Capital Management Inc

SELL
 -
-1.2K
- 49.24%
$160K - $191K
1.24K $246K
Aug 09, 2022 Q2 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-1.25K
- 15.95%
$167K - $198K
6.6K $1.31M
Aug 10, 2022 Q2 2022
Tbh Global Asset Management, LLC

Brentwood, TN
SELL
 -
-1.27K
- 16.65%
$169K - $201K
6.36K $1.26M
Aug 11, 2022 Q2 2022
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-1.27K
- 3.74%
$170K - $202K
32.7K $6.5M
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.29K
Closed
$172K - $205K
0 $0
Jul 21, 2022 Q2 2022
Middleton & CO Inc

SELL
 -
-1.3K
Closed
$173K - $206K
0 $0
Aug 08, 2022 Q2 2022
Vantage Financial Partners Ltd., Inc.

SELL
 -
-1.3K
Closed
$173K - $206K
0 $0
Jul 15, 2022 Q2 2022
Rhs Financial, LLC

SELL
 -
-1.3K
Closed
$174K - $206K
0 $0
Aug 11, 2022 Q2 2022
Wealthspan Partners, LLC

Davenport, IA
SELL
 -
-1.31K
Closed
$174K - $207K
0 $0
Jul 22, 2022 Q2 2022
Freedom Day Solutions, LLC

SELL
 -
-1.32K
Closed
$176K - $209K
0 $0
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-1.32K
- 1.4%
$176K - $210K
93.1K $18.5M
Aug 10, 2022 Q2 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-1.34K
Closed
$179K - $212K
0 $0
Jul 22, 2022 Q2 2022
Alpha Cubed Investments, LLC

SELL
 -
-1.34K
Closed
$179K - $213K
0 $0
Jul 19, 2022 Q2 2022
Cahaba Wealth Management, Inc.

SELL
 -
-1.36K
- 9.89%
$182K - $216K
12.4K $2.47M
Aug 15, 2022 Q2 2022
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-1.37K
Closed
$182K - $217K
0 $0
Jul 06, 2022 Q2 2022
Bard Financial Services, Inc.

SELL
 -
-1.37K
Closed
$183K - $217K
0 $0
Aug 12, 2022 Q2 2022
Rex Capital Advisors, LLC

Providence, RI
SELL
 -
-1.39K
Closed
$186K - $221K
0 $0
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

SELL
 -
-1.39K
Closed
$186K - $221K
0 $0
Aug 12, 2022 Q2 2022
Alerus Financial Na

Grand Forks, ND
SELL
 -
-1.4K
Closed
$186K - $221K
0 $0
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-1.4K
Closed
$187K - $223K
0 $0
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-1.41K
Closed
$188K - $223K
0 $0
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

SELL
 -
-1.42K
Closed
$189K - $224K
0 $0
Jul 29, 2022 Q2 2022
Parthenon LLC

SELL
 -
-1.42K
Closed
$190K - $225K
0 $0
Aug 04, 2022 Q2 2022
Ironwood Investment Counsel, LLC

SELL
 -
-1.43K
Closed
$191K - $227K
0 $0
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

SELL
 -
-1.44K
Closed
$192K - $228K
0 $0
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-1.44K
Closed
$192K - $228K
0 $0
Aug 04, 2022 Q2 2022
Sensible Financial Planning & Management, Llc.

SELL
 -
-1.44K
Closed
$192K - $228K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-1.52K
- 33.25%
$202K - $241K
3.05K $606K
Jul 26, 2022 Q2 2022
Caprock Group, Inc.

SELL
 -
-1.55K
Closed
$206K - $245K
0 $0
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

SELL
 -
-1.56K
Closed
$208K - $248K
0 $0
Jul 25, 2022 Q2 2022
Measured Wealth Private Client Group, LLC

SELL
 -
-1.61K
Closed
$214K - $255K
0 $0

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