Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.97M+ 11790.84% |
$1.32B - $1.43B
|
9.05M
$1.87B
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.03M+ 11.01% |
$299M - $322M
|
20.4M
$4.21B
|
|
|
May 16, 2022
Q1 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
739K+ 75.88% |
$109M - $118M
|
1.71M
$353M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
663K+ 128.77% |
$97.8M - $105M
|
1.18M
$243M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
500KNew |
$73.7M - $79.5M
|
500K
$103M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
493K+ 7.79% |
$72.6M - $78.3M
|
6.81M
$1.4B
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
449K+ 5.3% |
$66.3M - $71.5M
|
8.93M
$1.84B
|
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
427K+ 841.9% |
$63M - $68M
|
478K
$98.6M
|
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
363K+ 3209.8% |
$53.5M - $57.8M
|
374K
$77.2M
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
316K+ 125.81% |
$46.6M - $50.3M
|
567K
$117M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
314KNew |
$46.4M - $50M
|
314K
$64.8M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
260K+ 16798.13% |
$38.4M - $41.4M
|
262K
$54M
|
|
|
May 04, 2022
Q1 2022
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
233KNew |
$34.4M - $37.1M
|
233K
$48M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
229KNew |
$33.8M - $36.4M
|
229K
$47.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
226K+ 7527.33% |
$33.3M - $35.9M
|
229K
$47.2M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
221K+ 92.03% |
$32.5M - $35.1M
|
460K
$94.9M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210K+ 10.24% |
$31M - $33.4M
|
2.26M
$467M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
203K+ 11.7% |
$29.9M - $32.2M
|
1.94M
$399M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
173K+ 759.94% |
$25.5M - $27.5M
|
195K
$40.3M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 1.47% |
$25.1M - $27M
|
11.7M
$2.42B
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
163K+ 17.14% |
$24M - $25.9M
|
1.11M
$229M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
157K+ 608.67% |
$23.1M - $24.9M
|
182K
$37.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 14.12% |
$22.5M - $24.2M
|
1.23M
$254M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
147K+ 37.31% |
$21.7M - $23.5M
|
543K
$112M
|
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
144KNew |
$21.3M - $22.9M
|
144K
$29.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
142KNew |
$20.9M - $22.6M
|
142K
$29.3M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
133K+ 4.53% |
$19.6M - $21.2M
|
3.07M
$634M
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
123K+ 83.19% |
$18.1M - $19.5M
|
270K
$55.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
103KNew |
$15.3M - $16.5M
|
103K
$21.3M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
98.7KNew |
$14.6M - $15.7M
|
98.7K
$20.3M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
87.6K+ 13.1% |
$12.9M - $13.9M
|
756K
$156M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85KNew |
$12.5M - $13.5M
|
85K
$17.5M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
83.9KNew |
$12.4M - $13.3M
|
83.9K
$17.3M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
83.6KNew |
$12.3M - $13.3M
|
83.6K
$17.2M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82.5K+ 1913.9% |
$12.2M - $13.1M
|
86.8K
$17.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.6K+ 0.68% |
$11.7M - $12.7M
|
11.7M
$2.42B
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
79.3KNew |
$11.7M - $12.6M
|
79.3K
$16.3M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
66.7K+ 39.52% |
$9.83M - $10.6M
|
235K
$48.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
64.1K+ 21.86% |
$9.45M - $10.2M
|
357K
$73.7M
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
63.3KNew |
$9.34M - $10.1M
|
63.3K
$13.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61.4K+ 19.6% |
$9.05M - $9.76M
|
375K
$77.2M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.2K+ 8.82% |
$8.43M - $9.1M
|
706K
$146M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
54.1KNew |
$7.97M - $8.6M
|
54.1K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
BUY
|
- |
53.4K+ 16.95% |
$7.87M - $8.49M
|
368K
$76M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
51.5KNew |
$7.59M - $8.19M
|
51.5K
$10.6M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
48K+ 103.28% |
$7.08M - $7.63M
|
94.5K
$19.5M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.1K+ 6.68% |
$6.95M - $7.5M
|
753K
$155M
|
|
|
May 16, 2022
Q1 2022
|
Cpmg Inc
Dallas, TX |
BUY
|
- |
46.5KNew |
$6.86M - $7.4M
|
46.5K
$9.59M
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
45KNew |
$6.63M - $7.16M
|
45K
$9.28M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
44.6K+ 117.05% |
$6.57M - $7.09M
|
82.6K
$17M
|