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 12, 2022 Q2 2022
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
2.44K
New
$325K - $387K
2.44K $485K
Jul 28, 2022 Q2 2022
Guidance Point Advisors, LLC

BUY
 -
2.43K
+ 5.17%
$324K - $385K
49.4K $9.81M
Jul 08, 2022 Q2 2022
Covington Capital Management

BUY
 -
2.42K
+ 137.11%
$323K - $384K
4.19K $831K
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
2.4K
+ 31.99%
$320K - $381K
9.92K $1.97M
Aug 11, 2022 Q2 2022
Hsbc Holdings PLC

London, X0
BUY
 -
2.39K
+ 6.53%
$318K - $378K
38.9K $7.73M
Jul 20, 2022 Q2 2022
Signature Securities Group Corporation

BUY
 -
2.37K
+ 16.99%
$316K - $376K
16.3K $3.24M
Jul 28, 2022 Q2 2022
Pinnacle Wealth Management, LLC

BUY
 -
2.37K
+ 165.8%
$315K - $375K
3.79K $753K
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
2.36K
+ 7.67%
$315K - $374K
33.2K $6.59M
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
2.36K
+ 115.22%
$314K - $373K
4.4K $874K
Aug 15, 2022 Q2 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.34K
New
$312K - $371K
2.34K $465K
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.28K
New
$303K - $361K
2.28K $452K
Jul 26, 2022 Q2 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
2.27K
New
$303K - $360K
2.27K $451K
Aug 15, 2022 Q2 2022
Tradewinds, Llc.

Raleigh, NC
BUY
 -
2.21K
New
$294K - $350K
2.21K $438K
Aug 26, 2022 Q2 2022
W Advisors, LLC

Germantown, TN
BUY
 -
2.2K
+ 9.0%
$294K - $349K
26.7K $5.3M
Aug 02, 2022 Q2 2022
3 D/L Capital Management, LLC

BUY
 -
2.19K
+ 76.25%
$292K - $347K
5.06K $1M
Aug 24, 2022 Q2 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
2.17K
+ 70.72%
$289K - $344K
5.24K $1.04M
Aug 16, 2022 Q2 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
2.13K
+ 13.84%
$284K - $338K
17.5K $3.48M
Aug 09, 2022 Q2 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
2.1K
New
$280K - $333K
2.1K $417K
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

BUY
 -
2.07K
+ 0.57%
$276K - $329K
364K $72.3M
Aug 08, 2022 Q2 2022
Bay Colony Advisory Group, Inc D

BUY
 -
2.07K
+ 22.7%
$276K - $328K
11.2K $2.22M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
2.05K
New
$273K - $325K
2.05K $407K
Aug 04, 2022 Q2 2022
Whitcomb & Hess, Inc.

BUY
 -
2.03K
+ 63.22%
$271K - $322K
5.24K $1.04M
Aug 05, 2022 Q2 2022
Wealth Advisory Solutions, LLC

BUY
 -
2K
+ 3.15%
$266K - $317K
65.5K $13M
Jul 15, 2022 Q2 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
1.98K
+ 0.69%
$263K - $313K
287K $57.1M
Jul 26, 2022 Q2 2022
Executive Wealth Management, LLC

BUY
 -
1.96K
+ 160.43%
$261K - $311K
3.19K $632K
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.96K
New
$261K - $311K
1.96K $389K
Jul 12, 2022 Q2 2022
Financial Management Professionals, Inc.

BUY
 -
1.95K
+ 4.95%
$260K - $309K
41.4K $8.22M
Aug 02, 2022 Q2 2022
In Track Investment Management Inc

BUY
 -
1.95K
New
$260K - $309K
1.95K $387K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.95K
New
$259K - $308K
1.95K $386K
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.89K
New
$252K - $300K
1.89K $375K
Aug 10, 2022 Q2 2022
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
1.85K
+ 95.31%
$247K - $293K
3.79K $753K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
1.81K
+ 23.26%
$242K - $288K
9.61K $1.91M
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

BUY
 -
1.77K
New
$235K - $280K
1.77K $350K
Aug 15, 2022 Q2 2022
Putnam Investments LLC

Boston, MA
BUY
 -
1.75K
New
$233K - $278K
1.75K $348K
Aug 15, 2022 Q2 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.74K
+ 79.96%
$231K - $275K
3.91K $776K
Aug 15, 2022 Q2 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.69K
+ 3.97%
$225K - $267K
44.2K $8.77M
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

BUY
 -
1.68K
+ 2.44%
$224K - $267K
70.7K $14M
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
1.65K
+ 8.35%
$220K - $262K
21.4K $4.25M
Feb 10, 2025 Q2 2022
Saiph Capital, LLC

Wyckoff, NJ
BUY
 -
1.63K
+ 126.12%
$217K - $259K
2.93K $581K
Aug 12, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.63K
+ 3.05%
$217K - $258K
54.9K $10.9M
Aug 12, 2022 Q2 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
1.56K
New
$208K - $248K
1.56K $310K
Aug 05, 2022 Q2 2022
Cambiar Investors LLC

BUY
 -
1.52K
New
$202K - $240K
1.52K $301K
Aug 04, 2022 Q2 2022
Financial Advisors Network, Inc.

BUY
 -
1.51K
+ 3.17%
$202K - $240K
49.2K $9.77M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
1.51K
New
$201K - $239K
1.51K $299K
Jul 13, 2022 Q2 2022
Nvest Financial, LLC

BUY
 -
1.5K
+ 4.37%
$200K - $238K
35.8K $7.11M
Jul 25, 2022 Q2 2022
One Advisory Partners, LLC

BUY
 -
1.48K
New
$198K - $235K
1.48K $295K
Jul 29, 2022 Q2 2022
Sg Americas Securities, LLC

BUY
 -
1.47K
+ 2.14%
$196K - $234K
70.3K $14M
Jul 28, 2022 Q2 2022
Gryphon Financial Partners LLC

BUY
 -
1.46K
+ 40.98%
$194K - $231K
5.01K $995K
Aug 01, 2022 Q2 2022
Rmb Capital Management, LLC

BUY
 -
1.46K
New
$194K - $231K
1.46K $289K

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