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
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

SELL
 -
-1.62K
- 7.15%
$216K - $257K
21.1K $4.18M
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-1.64K
- 1.09%
$219K - $260K
148K $29.5M
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-1.67K
Closed
$223K - $265K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.74K
Closed
$231K - $275K
0 $0
Aug 08, 2022 Q2 2022
Quent Capital, LLC

SELL
 -
-1.74K
- 37.72%
$231K - $275K
2.87K $570K
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-1.75K
Closed
$233K - $277K
0 $0
Jul 12, 2022 Q2 2022
Webster Bank, N. A.

SELL
 -
-1.76K
- 80.11%
$235K - $279K
437 $86.8K
Jul 19, 2022 Q2 2022
Icon Wealth Partners, LLC

SELL
 -
-1.78K
Closed
$237K - $282K
0 $0
Jul 20, 2022 Q2 2022
Courier Capital LLC

SELL
 -
-1.78K
- 0.57%
$237K - $282K
313K $62.1M
Jul 21, 2022 Q2 2022
Astoria Strategic Wealth, Inc.

SELL
 -
-1.81K
- 4.28%
$241K - $287K
40.5K $8.04M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
SELL
 -
-1.88K
Closed
$250K - $297K
0 $0
Aug 11, 2022 Q2 2022
Bokf, Na

Tulsa, OK
SELL
 -
-1.9K
- 1.52%
$253K - $301K
123K $24.5M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-1.91K
Closed
$254K - $302K
0 $0
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-1.95K
Closed
$260K - $310K
0 $0
Jul 28, 2022 Q2 2022
True Private Wealth Advisors

SELL
 -
-1.96K
- 15.22%
$261K - $311K
10.9K $2.17M
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

SELL
 -
-1.98K
- 24.63%
$264K - $314K
6.05K $1.2M
Aug 12, 2022 Q2 2022
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-1.99K
- 1.14%
$265K - $315K
172K $34.3M
Aug 11, 2022 Q2 2022
Mcf Advisors LLC

Covington, KY
SELL
 -
-2K
- 32.48%
$267K - $317K
4.16K $826K
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-2.02K
- 37.53%
$269K - $320K
3.36K $668K
Aug 01, 2022 Q2 2022
Xml Financial, LLC

SELL
 -
-2.16K
Closed
$288K - $343K
0 $0
Jul 18, 2022 Q2 2022
Fulcrum Equity Management

SELL
 -
-2.18K
Closed
$291K - $346K
0 $0
Jul 27, 2022 Q2 2022
Vahanian & Associates Financial Planning Inc.

SELL
 -
-2.2K
Closed
$293K - $349K
0 $0
Aug 05, 2022 Q2 2022
Wms Partners, LLC

SELL
 -
-2.24K
- 19.56%
$299K - $356K
9.23K $1.83M
Aug 15, 2022 Q2 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
SELL
 -
-2.27K
Closed
$302K - $359K
0 $0
Aug 10, 2022 Q2 2022
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-2.27K
- 7.29%
$303K - $360K
28.9K $5.74M
Jul 27, 2022 Q2 2022
Anson Capital, Inc.

SELL
 -
-2.27K
- 5.52%
$303K - $360K
38.9K $7.72M
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-2.29K
- 13.93%
$305K - $363K
14.2K $2.81M
Aug 16, 2022 Q2 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-2.36K
- 29.67%
$315K - $374K
5.6K $1.11M
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-2.45K
- 2.86%
$326K - $388K
83.1K $16.5M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-2.47K
- 6.46%
$329K - $391K
35.7K $7.1M
Aug 02, 2022 Q2 2022
Uma Financial Services, Inc.

SELL
 -
-2.47K
- 59.96%
$329K - $391K
1.65K $327K
Aug 15, 2022 Q2 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-2.52K
- 12.53%
$335K - $399K
17.6K $3.49M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

SELL
 -
-2.58K
- 8.85%
$343K - $409K
26.6K $5.27M
Jul 29, 2022 Q2 2022
Single Point Partners, LLC

SELL
 -
-2.78K
Closed
$370K - $441K
0 $0
Jul 11, 2022 Q2 2022
Northstar Advisory Group, LLC

SELL
 -
-2.79K
Closed
$372K - $443K
0 $0
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-2.85K
Closed
$380K - $452K
0 $0
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

SELL
 -
-2.86K
- 24.0%
$381K - $454K
9.06K $1.8M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-2.9K
- 2.22%
$386K - $459K
127K $25.3M
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-2.92K
- 23.29%
$389K - $463K
9.62K $1.91M
Jul 08, 2022 Q2 2022
Pure Financial Advisors, LLC

SELL
 -
-2.94K
- 5.94%
$392K - $467K
46.6K $9.25M
Aug 15, 2022 Q2 2022
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-2.97K
- 2.17%
$395K - $470K
134K $26.6M
Aug 02, 2022 Q2 2022
Banque Cantonale Vaudoise

SELL
 -
-3K
- 48.39%
$400K - $476K
3.2K $635K
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-3.16K
- 78.99%
$421K - $501K
841 $167K
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-3.2K
- 3.94%
$426K - $507K
77.8K $15.5M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-3.22K
- 62.73%
$429K - $511K
1.91K $380K
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

SELL
 -
-3.28K
Closed
$436K - $519K
0 $0
Jul 27, 2022 Q2 2022
Country Club Bank

SELL
 -
-3.3K
- 22.96%
$440K - $524K
11.1K $2.2M
Aug 25, 2022 Q2 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-3.3K
- 66.24%
$440K - $524K
1.68K $334K
Aug 11, 2022 Q2 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-3.32K
- 2.85%
$442K - $526K
113K $22.5M

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