Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 1.96% |
$161K - $170K
|
56K
$11.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.13K- 24.13% |
$162K - $172K
|
3.55K
$705K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 12.75% |
$167K - $176K
|
7.93K
$1.58M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.17K- 21.24% |
$168K - $178K
|
4.33K
$860K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.17K- 13.97% |
$168K - $178K
|
7.19K
$1.43M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-1.2K- 30.0% |
$173K - $182K
|
2.8K
$556K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 1.03% |
$175K - $185K
|
116K
$23.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.25K- 15.92% |
$180K - $190K
|
6.61K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.25K- 0.86% |
$180K - $191K
|
144K
$28.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.28K- 9.34% |
$184K - $195K
|
12.4K
$2.47M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-1.37K- 17.81% |
$197K - $208K
|
6.31K
$1.25M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-1.38K- 1.28% |
$199K - $210K
|
107K
$21.2M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.39K- 13.37% |
$200K - $212K
|
9.04K
$1.79M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.41KClosed |
$202K - $214K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.41KClosed |
$203K - $215K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.45K- 1.92% |
$208K - $220K
|
73.7K
$14.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.46KClosed |
$209K - $221K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.49K- 13.8% |
$215K - $227K
|
9.33K
$1.85M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.5K- 1.07% |
$215K - $228K
|
139K
$27.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.5KClosed |
$216K - $228K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.55K- 9.94% |
$223K - $235K
|
14K
$2.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.58KClosed |
$226K - $239K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.62K- 14.73% |
$233K - $246K
|
9.38K
$1.86M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.68K- 8.68% |
$241K - $255K
|
17.6K
$3.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.71K- 4.26% |
$245K - $259K
|
38.4K
$7.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.72K- 0.27% |
$248K - $262K
|
635K
$126M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.76K- 0.76% |
$252K - $267K
|
231K
$45.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.79K- 6.25% |
$257K - $272K
|
26.9K
$5.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.8K- 11.06% |
$259K - $274K
|
14.5K
$2.87M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.82K- 1.58% |
$261K - $276K
|
113K
$22.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.87K- 9.02% |
$268K - $283K
|
18.8K
$3.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.88K- 3.42% |
$270K - $286K
|
53.1K
$10.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
SELL
|
- |
-1.9K- 2.06% |
$273K - $289K
|
90.5K
$18M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.99K- 2.33% |
$286K - $302K
|
83.4K
$16.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.99KClosed |
$287K - $303K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.02K- 18.42% |
$290K - $307K
|
8.94K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.06K- 18.81% |
$296K - $313K
|
8.89K
$1.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.27K- 0.56% |
$326K - $345K
|
400K
$79.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.43K- 26.27% |
$349K - $369K
|
6.82K
$1.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-2.65K- 25.33% |
$381K - $403K
|
7.81K
$1.55M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 9.87% |
$395K - $418K
|
25.1K
$4.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.76KClosed |
$397K - $420K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.88K- 31.36% |
$413K - $437K
|
6.29K
$1.25M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.91K- 3.28% |
$418K - $442K
|
85.9K
$17.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.92K- 17.34% |
$420K - $444K
|
13.9K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.02KClosed |
$434K - $459K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.04KClosed |
$436K - $461K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.04K- 7.38% |
$438K - $463K
|
38.2K
$7.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.09K- 10.78% |
$444K - $470K
|
25.6K
$5.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-3.19K- 10.75% |
$458K - $484K
|
26.4K
$5.25M
|