Purchases and Sales Made in Q4 2021 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 Q4 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
Feb 10, 2022 Q4 2021
Sierra Capital LLC

BUY
 -
65
+ 0.07%
$9.48K - $10.2K
90.5K $17.8M
Jan 27, 2022 Q4 2021
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
65
+ 1.83%
$9.48K - $10.2K
3.61K $709K
Jan 25, 2022 Q4 2021
Sterling Investment Advisors LLC

BUY
 -
65
+ 0.09%
$9.48K - $10.2K
74.9K $14.7M
Feb 04, 2022 Q4 2021
Investment Partners, Ltd.

BUY
 -
64
+ 0.27%
$9.33K - $10K
23.9K $4.69M
Feb 14, 2022 Q4 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
60
New
$8.75K - $9.41K
60 $11.8K
Jan 21, 2022 Q4 2021
Windsor Group LTD

BUY
 -
60
+ 0.93%
$8.75K - $9.41K
6.5K $1.27M
Feb 03, 2022 Q4 2021
Chesapeake Wealth Management

BUY
 -
55
+ 2.38%
$8.02K - $8.62K
2.37K $465K
Feb 02, 2022 Q4 2021
Family Firm, Inc.

BUY
 -
52
+ 0.52%
$7.58K - $8.15K
10.1K $1.98M
Feb 02, 2022 Q4 2021
Pinnacle Associates LTD

BUY
 -
51
+ 0.63%
$7.44K - $8K
8.11K $1.59M
Feb 01, 2022 Q4 2021
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
50
+ 0.88%
$7.29K - $7.84K
5.7K $1.12M
Jan 18, 2022 Q4 2021
Kovack Advisors, Inc.

BUY
 -
46
+ 0.88%
$6.71K - $7.21K
5.26K $1.03M
Feb 17, 2022 Q4 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
43
+ 1.21%
$6.27K - $6.74K
3.6K $706K
Feb 07, 2022 Q4 2021
Benjamin Edwards Inc

Clayton, MO
BUY
 -
40
New
$5.83K - $6.27K
40 $7.85K
Jan 19, 2022 Q4 2021
Whittier Trust CO

BUY
 -
35
+ 0.58%
$5.1K - $5.49K
6.05K $1.19M
Jan 18, 2022 Q4 2021
Onyx Bridge Wealth Group LLC

BUY
 -
33
+ 1.75%
$4.81K - $5.17K
1.92K $377K
Feb 10, 2022 Q4 2021
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
32
New
$4.67K - $5.02K
32 $6.28K
Feb 02, 2022 Q4 2021
Hallmark Capital Management Inc

BUY
 -
32
+ 1.33%
$4.67K - $5.02K
2.45K $480K
Jan 28, 2022 Q4 2021
Shulman De Meo Asset Management LLC

BUY
 -
31
+ 1.11%
$4.52K - $4.86K
2.83K $556K
Jan 31, 2022 Q4 2021
Cnb Bank

Clearfield, PA
BUY
 -
31
New
$4.52K - $4.86K
31 $6.08K
Feb 07, 2022 Q4 2021
Thompson Investment Management, Inc.

BUY
 -
30
+ 0.47%
$4.37K - $4.7K
6.37K $1.25M
Feb 08, 2022 Q4 2021
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
29
+ 1.02%
$4.23K - $4.55K
2.88K $565K
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

BUY
 -
28
New
$4.08K - $4.39K
28 $5.49K
Jan 28, 2022 Q4 2021
Absolute Capital Management, LLC

BUY
 -
28
New
$4.08K - $4.39K
28 $5.49K
Jan 20, 2022 Q4 2021
Sugarloaf Wealth Management, LLC

BUY
 -
27
+ 2.09%
$3.94K - $4.23K
1.32K $259K
Feb 11, 2022 Q4 2021
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
25
New
$3.65K - $3.92K
25 $4.9K
Jan 03, 2022 Q4 2021
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
24
+ 0.2%
$3.5K - $3.76K
12.1K $2.38M
Feb 04, 2022 Q4 2021
Wintrust Investments LLC

Chicago, IL
BUY
 -
23
+ 0.86%
$3.35K - $3.61K
2.7K $529K
Jan 10, 2022 Q4 2021
Integrated Investment Consultants, LLC

BUY
 -
21
+ 0.36%
$3.06K - $3.29K
5.85K $1.15M
Apr 05, 2024 Q4 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
19
+ 1.1%
$2.77K - $2.98K
1.75K $344K
Feb 03, 2022 Q4 2021
Greenhouse Wealth Management, LLC

BUY
 -
18
+ 1.09%
$2.62K - $2.82K
1.66K $326K
Jan 24, 2022 Q4 2021
Jackson, Grant Investment Advisers, Inc.

BUY
 -
16
+ 0.51%
$2.33K - $2.51K
3.17K $621K
Feb 10, 2022 Q4 2021
Independent Wealth Network Inc.

BUY
 -
15
+ 0.45%
$2.19K - $2.35K
3.34K $655K
Jan 24, 2022 Q4 2021
Connecticut Wealth Management, LLC

BUY
 -
15
+ 0.22%
$2.19K - $2.35K
6.74K $1.32M
Feb 11, 2022 Q4 2021
Carl P. Sherr & Co., LLC

BUY
 -
14
+ 0.2%
$2.04K - $2.2K
7.17K $1.41M
Feb 10, 2022 Q4 2021
3 D/L Capital Management, LLC

BUY
 -
14
+ 0.57%
$2.04K - $2.2K
2.49K $488K
Jan 27, 2022 Q4 2021
Oxler Private Wealth LLC

New York, NY
BUY
 -
14
+ 0.48%
$2.04K - $2.2K
2.92K $572K
Feb 11, 2022 Q4 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
14
+ 0.4%
$2.04K - $2.2K
3.54K $694K
Jan 25, 2022 Q4 2021
Peterson Wealth Advisors, LLC

BUY
 -
13
+ 0.47%
$1.9K - $2.04K
2.76K $542K
Jan 19, 2022 Q4 2021
Key F Inancial Inc

BUY
 -
13
+ 1.22%
$1.9K - $2.04K
1.08K $212K
Feb 11, 2022 Q4 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
12
+ 0.72%
$1.75K - $1.88K
1.68K $329K
Feb 07, 2022 Q4 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
12
+ 0.06%
$1.75K - $1.88K
18.8K $3.68M
Jan 19, 2022 Q4 2021
Joel Isaacson & Co., LLC

BUY
 -
11
+ 0.36%
$1.6K - $1.72K
3.09K $607K
Feb 14, 2022 Q4 2021
Two Sigma Securities, LLC

New York, NY
BUY
 -
11
+ 0.26%
$1.6K - $1.72K
4.2K $824K
Feb 03, 2022 Q4 2021
Novare Capital Management LLC

BUY
 -
10
+ 0.27%
$1.46K - $1.57K
3.73K $732K
Jan 21, 2022 Q4 2021
Beacon Financial Advisory LLC

BUY
 -
10
+ 0.13%
$1.46K - $1.57K
7.47K $1.46M
Feb 08, 2022 Q4 2021
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
10
+ 0.19%
$1.46K - $1.57K
5.28K $1.04M
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
9
+ 0.11%
$1.31K - $1.41K
7.94K $1.56M
Feb 02, 2022 Q4 2021
Aurora Private Wealth, Inc.

BUY
 -
9
+ 0.28%
$1.31K - $1.41K
3.24K $636K
Oct 13, 2022 Q4 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
9
+ 0.43%
$1.31K - $1.41K
2.09K $409K

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