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 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-79- 1.6% |
$11.6K - $12.6K
|
4.86K
$1M
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-79- 1.6% |
$11.6K - $12.6K
|
4.86K
$1M
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-80- 1.32% |
$11.8K - $12.7K
|
5.99K
$1.23M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-81- 2.03% |
$11.9K - $12.9K
|
3.91K
$806K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-83- 1.77% |
$12.2K - $13.2K
|
4.59K
$947K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-84Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-84- 1.32% |
$12.4K - $13.4K
|
6.29K
$1.3M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-85- 3.14% |
$12.5K - $13.5K
|
2.62K
$540K
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-86- 5.21% |
$12.7K - $13.7K
|
1.56K
$322K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-90- 1.77% |
$13.3K - $14.3K
|
4.99K
$1.03M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-90- 5.81% |
$13.3K - $14.3K
|
1.46K
$301K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-90- 0.34% |
$13.3K - $14.3K
|
26.8K
$5.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-94- 4.3% |
$13.9K - $15K
|
2.09K
$431K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-95- 1.31% |
$14K - $15.1K
|
7.17K
$1.48M
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
SELL
|
- |
-99- 1.14% |
$14.6K - $15.7K
|
8.61K
$1.78M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-100Closed |
$14.7K - $15.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-100- 24.69% |
$14.7K - $15.9K
|
305
$62.9K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-101- 1.27% |
$14.9K - $16.1K
|
7.84K
$1.62M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-101- 1.25% |
$14.9K - $16.1K
|
8.01K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-107- 3.23% |
$15.8K - $17K
|
3.2K
$660K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-114- 1.76% |
$16.8K - $18.1K
|
6.35K
$1.31M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-125- 6.07% |
$18.4K - $19.9K
|
1.94K
$399K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-126- 5.16% |
$18.6K - $20K
|
2.31K
$477K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-127- 2.34% |
$18.7K - $20.2K
|
5.31K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.94% |
$19K - $20.5K
|
6.53K
$1.35M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-132- 6.01% |
$19.5K - $21K
|
2.07K
$426K
|
|
|
May 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-138- 0.44% |
$20.3K - $22K
|
31.4K
$6.47M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-139- 85.8% |
$20.5K - $22.1K
|
23
$4.74K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-140- 19.97% |
$20.6K - $22.3K
|
561
$116K
|
|
|
Sep 25, 2024
Q1 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-141- 0.95% |
$20.8K - $22.4K
|
14.8K
$3.05M
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-144- 1.85% |
$21.2K - $22.9K
|
7.64K
$1.58M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-145- 7.64% |
$21.4K - $23.1K
|
1.75K
$361K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-146- 1.58% |
$21.5K - $23.2K
|
9.09K
$1.87M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-150- 0.2% |
$22.1K - $23.9K
|
73.6K
$15.2M
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-151- 2.27% |
$22.3K - $24K
|
6.51K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-153- 0.32% |
$22.6K - $24.3K
|
47.7K
$9.83M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-159Closed |
$23.4K - $25.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-163- 6.97% |
$24K - $25.9K
|
2.18K
$448K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-164- 4.04% |
$24.2K - $26.1K
|
3.89K
$803K
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-165- 10.57% |
$24.3K - $26.2K
|
1.4K
$288K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-169- 1.52% |
$24.9K - $26.9K
|
10.9K
$2.25M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-171- 14.33% |
$25.2K - $27.2K
|
1.02K
$211K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-173- 0.72% |
$25.5K - $27.5K
|
23.8K
$4.91M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-174- 9.02% |
$25.7K - $27.7K
|
1.75K
$362K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-176- 0.56% |
$26K - $28K
|
31.2K
$6.42M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-177- 2.84% |
$26.1K - $28.2K
|
6.05K
$1.25M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-178- 0.94% |
$26.2K - $28.3K
|
18.7K
$3.86M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-179- 0.36% |
$26.4K - $28.5K
|
49.9K
$10.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-190- 1.94% |
$28K - $30.2K
|
9.63K
$1.99M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-197- 0.52% |
$29K - $31.3K
|
37.7K
$7.76M
|