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 |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-559- 3.12% |
$82.4K - $88.9K
|
17.3K
$3.57M
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-569- 1.14% |
$83.9K - $90.5K
|
49.2K
$10.2M
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-607- 21.01% |
$89.5K - $96.5K
|
2.28K
$470K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-608- 24.99% |
$89.7K - $96.7K
|
1.83K
$376K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-613Closed |
$90.4K - $97.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-615Closed |
$90.7K - $97.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-625- 3.02% |
$92.2K - $99.4K
|
20.1K
$4.14M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-636- 13.91% |
$93.8K - $101K
|
3.94K
$811K
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-649- 3.05% |
$95.7K - $103K
|
20.6K
$4.25M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-658Closed |
$97K - $105K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-667- 1.78% |
$98.4K - $106K
|
36.9K
$7.6M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-669- 23.56% |
$98.7K - $106K
|
2.17K
$448K
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-683- 9.22% |
$101K - $109K
|
6.72K
$1.39M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-694- 19.2% |
$102K - $110K
|
2.92K
$602K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-727- 34.65% |
$107K - $116K
|
1.37K
$283K
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-748- 10.44% |
$110K - $119K
|
6.42K
$1.32M
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-760Closed |
$112K - $121K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-778- 60.83% |
$115K - $124K
|
501
$103K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-796- 1.25% |
$117K - $127K
|
62.7K
$12.9M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-803- 16.69% |
$118K - $128K
|
4.01K
$826K
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-820- 1.96% |
$121K - $130K
|
41K
$8.44M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-882- 59.35% |
$130K - $140K
|
604
$125K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-885- 1.93% |
$131K - $141K
|
45K
$9.28M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-910- 16.5% |
$134K - $145K
|
4.61K
$949K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-986- 1.05% |
$145K - $157K
|
92.6K
$19.1M
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-995- 2.65% |
$147K - $158K
|
36.6K
$7.54M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.06K- 1.51% |
$156K - $169K
|
69K
$14.2M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.1KClosed |
$163K - $175K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.11K- 0.82% |
$164K - $177K
|
135K
$27.8M
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.14K- 5.02% |
$168K - $182K
|
21.6K
$4.45M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.15K- 2.22% |
$170K - $184K
|
50.8K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.18K- 0.32% |
$174K - $188K
|
368K
$76M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.19K- 3.39% |
$176K - $190K
|
34K
$7.01M
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.23K- 47.88% |
$182K - $196K
|
1.34K
$276K
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.26K- 2.31% |
$185K - $200K
|
53.2K
$11M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.26K- 10.31% |
$186K - $200K
|
11K
$2.26M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.28K- 1.15% |
$188K - $203K
|
110K
$22.6M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.29K- 0.37% |
$190K - $205K
|
349K
$71.9M
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.31KClosed |
$194K - $209K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-1.33KClosed |
$196K - $212K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-1.33K- 20.01% |
$196K - $212K
|
5.32K
$1.1M
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-1.34K- 15.94% |
$197K - $213K
|
7.06K
$1.45M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.34K- 1.23% |
$197K - $213K
|
107K
$22.2M
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.35KClosed |
$199K - $215K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-1.38KClosed |
$203K - $220K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.38KClosed |
$203K - $220K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.38K- 14.28% |
$204K - $220K
|
8.3K
$1.71M
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.39KClosed |
$205K - $221K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.39K- 40.08% |
$205K - $221K
|
2.07K
$428K
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 9.14% |
$205K - $221K
|
13.8K
$2.84M
|