Purchases and Sales Made in Q4 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 Q4 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
Feb 09, 2023 Q4 2022
Trust CO Of Vermont

SELL
 -
-7
- 0.64%
$908 - $1.06K
1.08K $214K
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

SELL
 -
-10
- 0.79%
$1.3K - $1.52K
1.26K $250K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

SELL
 -
-10
- 0.37%
$1.3K - $1.52K
2.66K $528K
Jan 17, 2023 Q4 2022
4 J Wealth Management LLC

SELL
 -
-10
- 0.35%
$1.3K - $1.52K
2.81K $558K
Feb 03, 2023 Q4 2022
Archer Investment Corp

SELL
 -
-13
- 5.14%
$1.69K - $1.97K
240 $47.7K
Feb 10, 2023 Q4 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-14
- 0.44%
$1.82K - $2.13K
3.17K $630K
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-14
- 4.68%
$1.82K - $2.13K
285 $56.6K
Feb 14, 2023 Q4 2022
Peachtree Investment Partners, LLC

Vero Beach, FL
SELL
 -
-15
- 21.13%
$1.95K - $2.28K
56 $11.1K
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

SELL
 -
-20
- 0.74%
$2.59K - $3.04K
2.69K $535K
Feb 14, 2023 Q4 2022
True Private Wealth Advisors

SELL
 -
-22
- 0.21%
$2.85K - $3.34K
10.5K $2.09M
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

SELL
 -
-24
- 7.72%
$3.11K - $3.64K
287 $57K
Feb 13, 2023 Q4 2022
Cibc World Market Inc.

Toronto, A6
SELL
 -
-25
- 0.28%
$3.24K - $3.79K
8.83K $1.75M
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-26
Closed
$3.37K - $3.95K
0 $0
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-31
- 2.15%
$4.02K - $4.71K
1.41K $280K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-31
- 0.47%
$4.02K - $4.71K
6.6K $1.31M
Feb 06, 2023 Q4 2022
Colony Family Offices, LLC

SELL
 -
-32
- 12.96%
$4.15K - $4.86K
215 $42.7K
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-32
- 0.29%
$4.15K - $4.86K
10.9K $2.17M
Feb 03, 2023 Q4 2022
Klingman & Associates, LLC

SELL
 -
-38
- 1.66%
$4.93K - $5.77K
2.25K $447K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

SELL
 -
-39
- 5.45%
$5.06K - $5.92K
676 $134K
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-39
- 0.21%
$5.06K - $5.92K
19K $3.77M
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

SELL
 -
-40
- 4.37%
$5.19K - $6.07K
875 $174K
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

SELL
 -
-40
- 1.7%
$5.19K - $6.07K
2.32K $460K
Jan 31, 2023 Q4 2022
Peoples Bank

SELL
 -
-40
- 0.34%
$5.19K - $6.07K
11.8K $2.33M
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-40
- 29.2%
$5.19K - $6.07K
97 $19.3K
Jan 26, 2023 Q4 2022
Gds Wealth Management

SELL
 -
-42
- 1.95%
$5.45K - $6.38K
2.11K $419K
Feb 10, 2023 Q4 2022
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-45
- 0.55%
$5.84K - $6.83K
8.14K $1.62M
Feb 06, 2023 Q4 2022
Carson Allaria Wealth Management, Ltd.

SELL
 -
-47
- 54.02%
$6.09K - $7.13K
40 $7.94K
Feb 06, 2023 Q4 2022
Cottonwood Capital Advisors, LLC

SELL
 -
-47
- 2.42%
$6.09K - $7.13K
1.89K $376K
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

SELL
 -
-48
- 0.79%
$6.22K - $7.29K
6.02K $1.2M
Feb 10, 2023 Q4 2022
Essex Financial Services, Inc.

SELL
 -
-50
- 0.51%
$6.48K - $7.59K
9.66K $1.92M
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

SELL
 -
-50
- 2.54%
$6.48K - $7.59K
1.92K $381K
Feb 09, 2023 Q4 2022
Horizon Bancorp Inc /In/

Michigan City, IN
SELL
 -
-51
Closed
$6.61K - $7.74K
0 $0
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
SELL
 -
-52
- 2.0%
$6.74K - $7.89K
2.55K $507K
Jan 31, 2023 Q4 2022
Wedbush Securities Inc

SELL
 -
-59
- 0.54%
$7.65K - $8.96K
11K $2.18M
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

SELL
 -
-60
- 0.31%
$7.78K - $9.11K
19.4K $3.85M
Feb 09, 2023 Q4 2022
Renasant Bank

SELL
 -
-65
- 0.25%
$8.43K - $9.87K
26.3K $5.22M
Feb 10, 2023 Q4 2022
Forum Private Client Group LLC

SELL
 -
-68
- 1.11%
$8.82K - $10.3K
6.06K $1.2M
Jan 26, 2023 Q4 2022
Dumont & Blake Investment Advisors LLC

SELL
 -
-68
- 0.69%
$8.82K - $10.3K
9.83K $1.95M
Feb 07, 2023 Q4 2022
Wms Partners, LLC

SELL
 -
-70
- 0.76%
$9.08K - $10.6K
9.13K $1.81M
Feb 14, 2023 Q4 2022
Pin Oak Investment Advisors Inc

Houston, TX
SELL
 -
-70
- 23.73%
$9.08K - $10.6K
225 $44.7K
Jan 27, 2023 Q4 2022
Courage Miller Partners, LLC

SELL
 -
-74
- 3.61%
$9.6K - $11.2K
1.98K $392K
Feb 14, 2023 Q4 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-75
- 0.07%
$9.73K - $11.4K
107K $21.2M
Jan 30, 2023 Q4 2022
Armor Investment Advisors, LLC

SELL
 -
-80
- 98.77%
$10.4K - $12.1K
1 $199
Feb 06, 2023 Q4 2022
Mattern Wealth Management LLC

SELL
 -
-84
- 0.77%
$10.9K - $12.8K
10.8K $2.14M
Feb 14, 2023 Q4 2022
Powell Investment Advisors, LLC

SELL
 -
-86
- 0.06%
$11.2K - $13.1K
144K $28.5M
Feb 14, 2023 Q4 2022
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-91
- 0.18%
$11.8K - $13.8K
49.5K $9.83M
Sep 25, 2024 Q4 2022
Paragon Capital Management Inc

Provo, UT
SELL
 -
-92
- 0.61%
$11.9K - $14K
14.9K $2.97M
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-94
- 1.64%
$12.2K - $14.3K
5.62K $1.12M
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
SELL
 -
-96
- 3.1%
$12.4K - $14.6K
3K $595K

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