Purchases and Sales Made in Q1 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 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 10, 2022 Q1 2022
Lion Street Advisors, LLC

BUY
 -
100
+ 6.53%
$14.7K - $15.9K
1.63K $336K
Apr 29, 2022 Q1 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
98
+ 3.78%
$14.5K - $15.6K
2.69K $554K
May 02, 2022 Q1 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
96
+ 1.28%
$14.2K - $15.3K
7.58K $1.56M
May 05, 2022 Q1 2022
Hartford Financial Management Inc.

BUY
 -
94
New
$13.9K - $15K
94 $19.4K
Apr 15, 2022 Q1 2022
Colorado Capital Management, Inc.

BUY
 -
91
+ 4.26%
$13.4K - $14.5K
2.23K $459K
May 16, 2022 Q1 2022
Credit Agricole S A

BUY
 -
90
New
$13.3K - $14.3K
90 $18.6K
Apr 21, 2022 Q1 2022
Ironwood Wealth Management, Inc.

BUY
 -
87
+ 0.12%
$12.8K - $13.8K
75.3K $15.5M
Apr 12, 2022 Q1 2022
Clarus Wealth Advisors

BUY
 -
85
+ 0.39%
$12.5K - $13.5K
21.8K $4.5M
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

BUY
 -
85
+ 4.64%
$12.5K - $13.5K
1.92K $395K
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
BUY
 -
85
+ 0.54%
$12.5K - $13.5K
15.9K $3.28M
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
79
New
$11.6K - $12.6K
79 $16.3K
Aug 30, 2022 Q1 2022
Heritage Financial Services, LLC

BUY
 -
79
+ 2.62%
$11.6K - $12.6K
3.1K $639K
Apr 26, 2022 Q1 2022
Activest Wealth Management

BUY
 -
78
+ 33.33%
$11.5K - $12.4K
312 $64.3K
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
76
+ 0.85%
$11.2K - $12.1K
8.98K $1.85M
May 02, 2022 Q1 2022
Spinnaker Trust

BUY
 -
74
+ 2.83%
$10.9K - $11.8K
2.69K $555K
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
65
+ 2.81%
$9.58K - $10.3K
2.38K $491K
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
64
+ 1.72%
$9.44K - $10.2K
3.79K $782K
May 05, 2022 Q1 2022
Community Bank, N.A.

BUY
 -
63
+ 1.06%
$9.29K - $10K
5.99K $1.23M
May 13, 2022 Q1 2022
Covestor LTD

Boston, MA
BUY
 -
63
New
$9.29K - $10K
63 $13K
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
62
+ 2.24%
$9.14K - $9.86K
2.84K $584K
Aug 16, 2022 Q1 2022
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
59
New
$8.7K - $9.38K
59 $12.2K
May 13, 2022 Q1 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
58
+ 3.85%
$8.55K - $9.23K
1.56K $322K
Nov 17, 2023 Q1 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
58
+ 3.06%
$8.55K - $9.23K
1.95K $403K
Apr 25, 2022 Q1 2022
Tsfg, LLC

BUY
 -
55
+ 3.26%
$8.11K - $8.75K
1.74K $359K
Apr 21, 2022 Q1 2022
Ballast Advisors LLC

BUY
 -
50
+ 5.19%
$7.37K - $7.95K
1.01K $209K
Apr 15, 2022 Q1 2022
Whitcomb & Hess, Inc.

BUY
 -
48
+ 1.52%
$7.08K - $7.63K
3.21K $662K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
42
+ 105.0%
$6.19K - $6.68K
82 $16.9K
May 10, 2022 Q1 2022
Signature Wealth Management Partners, LLC

BUY
 -
35
+ 0.09%
$5.16K - $5.57K
40.4K $8.33M
May 10, 2022 Q1 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
35
+ 0.44%
$5.16K - $5.57K
7.98K $1.65M
Apr 14, 2022 Q1 2022
Arlington Partners LLC

BUY
 -
34
+ 0.1%
$5.01K - $5.41K
33.8K $6.98M
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
32
+ 1.02%
$4.72K - $5.09K
3.16K $651K
May 10, 2022 Q1 2022
Sterling Investment Counsel, LLC

BUY
 -
32
+ 0.61%
$4.72K - $5.09K
5.29K $1.09M
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
31
+ 0.96%
$4.57K - $4.93K
3.28K $675K
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
31
+ 0.15%
$4.57K - $4.93K
21.2K $4.37M
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
30
+ 0.45%
$4.42K - $4.77K
6.74K $1.39M
Apr 12, 2022 Q1 2022
Marietta Wealth Management, LLC

BUY
 -
29
+ 0.27%
$4.28K - $4.61K
10.7K $2.21M
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
29
+ 1.71%
$4.28K - $4.61K
1.73K $356K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
23
New
$3.39K - $3.66K
23 $4.74K
May 10, 2022 Q1 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
22
+ 0.18%
$3.24K - $3.5K
12.1K $2.5M
May 16, 2022 Q1 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
22
+ 0.49%
$3.24K - $3.5K
4.52K $932K
May 12, 2022 Q1 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
22
+ 1.3%
$3.24K - $3.5K
1.71K $353K
May 12, 2022 Q1 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
20
+ 1.56%
$2.95K - $3.18K
1.31K $269K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
20
+ 0.01%
$2.95K - $3.18K
182K $37.6M
May 13, 2022 Q1 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
18
+ 0.27%
$2.65K - $2.86K
6.72K $1.39M
Apr 28, 2022 Q1 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
14
+ 0.44%
$2.06K - $2.23K
3.18K $655K
May 16, 2022 Q1 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
13
+ 0.45%
$1.92K - $2.07K
2.93K $604K
Apr 27, 2022 Q1 2022
Shulman De Meo Asset Management LLC

BUY
 -
13
+ 0.46%
$1.92K - $2.07K
2.85K $587K
May 03, 2022 Q1 2022
Leo Brokerage, LLC

BUY
 -
12
+ 0.06%
$1.77K - $1.91K
20.6K $4.24M
Apr 11, 2022 Q1 2022
Soundmark Wealth Management, LLC

BUY
 -
11
+ 0.03%
$1.62K - $1.75K
43.4K $8.95M

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