Purchases and Sales Made in Q2 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 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 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-96.1K- 97.43% |
$12.8M - $15.2M
|
2.54K
$504K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-99.1K- 14.57% |
$13.2M - $15.7M
|
581K
$115M
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-116K- 85.29% |
$15.5M - $18.4M
|
20K
$3.98M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-138K- 70.57% |
$18.4M - $21.9M
|
57.5K
$11.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-177K- 97.0% |
$23.6M - $28M
|
5.47K
$1.09M
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-225K- 83.33% |
$30M - $35.7M
|
45K
$8.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-229KClosed |
$30.5M - $36.3M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-235K- 49.24% |
$31.4M - $37.3M
|
243K
$48.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-258K- 98.4% |
$34.3M - $40.9M
|
4.19K
$832K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-258K- 69.98% |
$34.4M - $40.9M
|
111K
$22M
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-354K- 94.47% |
$47.1M - $56.1M
|
20.7K
$4.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-1.45M- 84.4% |
$193M - $229M
|
267K
$53.1M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.46M- 31.2% |
$195M - $232M
|
3.22M
$640M
|