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 27, 2022
Q1 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.43K- 1.58% |
$211K - $227K
|
89K
$18.3M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.49KClosed |
$219K - $236K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.5KClosed |
$221K - $238K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.52K- 25.91% |
$224K - $241K
|
4.33K
$894K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.55KClosed |
$228K - $246K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.58KClosed |
$232K - $251K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.61KClosed |
$237K - $256K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-1.63KClosed |
$241K - $260K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.64KClosed |
$242K - $261K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.65K- 2.54% |
$244K - $263K
|
63.5K
$13.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.66K- 25.68% |
$245K - $264K
|
4.8K
$990K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-1.69K- 48.72% |
$249K - $269K
|
1.78K
$367K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.72K- 6.62% |
$254K - $274K
|
24.3K
$5.01M
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.73KClosed |
$255K - $275K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.74KClosed |
$257K - $277K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-1.79K- 4.18% |
$265K - $285K
|
41.2K
$8.49M
|
|
|
Mar 30, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.8K- 26.87% |
$265K - $286K
|
4.9K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.8K- 26.87% |
$265K - $286K
|
4.9K
$1.01M
|
|
|
May 03, 2022
Q1 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-1.8K- 1.99% |
$265K - $286K
|
88.9K
$18.3M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.84K- 99.89% |
$271K - $292K
|
2
$412
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.93K- 2.48% |
$284K - $306K
|
75.7K
$15.6M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.99K- 44.65% |
$293K - $316K
|
2.46K
$507K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-2.06K- 0.65% |
$304K - $328K
|
314K
$64.8M
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.07K- 85.96% |
$305K - $329K
|
338
$69.7K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.1K- 11.46% |
$310K - $335K
|
16.2K
$3.35M
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.11KClosed |
$311K - $336K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.22K- 0.64% |
$327K - $353K
|
342K
$70.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-2.25K- 0.53% |
$332K - $359K
|
420K
$86.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.26K- 41.05% |
$333K - $359K
|
3.24K
$668K
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.27KClosed |
$335K - $361K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.32K- 3.6% |
$342K - $369K
|
62K
$12.8M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.33K- 15.56% |
$344K - $371K
|
12.7K
$2.61M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.35K- 4.49% |
$346K - $373K
|
49.9K
$10.3M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.37K- 2.76% |
$350K - $377K
|
83.4K
$17.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.48K- 3.32% |
$366K - $395K
|
72.4K
$14.9M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.49K- 68.04% |
$367K - $396K
|
1.17K
$241K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-2.53KClosed |
$374K - $403K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.54KClosed |
$374K - $404K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.73K- 36.77% |
$403K - $435K
|
4.7K
$969K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.77K- 48.4% |
$408K - $440K
|
2.95K
$608K
|
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-2.77K- 9.34% |
$409K - $441K
|
26.9K
$5.55M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.8KClosed |
$413K - $445K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.81K- 46.06% |
$415K - $447K
|
3.29K
$679K
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.96KClosed |
$437K - $471K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-3.04K- 6.47% |
$449K - $484K
|
43.9K
$9.06M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-3.25K- 70.46% |
$479K - $516K
|
1.36K
$281K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.34K- 2.36% |
$493K - $531K
|
138K
$28.5M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.41K- 3.91% |
$503K - $543K
|
83.9K
$17.3M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.45K- 2.69% |
$509K - $549K
|
125K
$25.8M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.49K- 10.18% |
$515K - $555K
|
30.8K
$6.35M
|