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 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-3.6K- 3.38% |
$531K - $573K
|
103K
$21.2M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.63K- 1.88% |
$535K - $577K
|
189K
$39M
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-3.86KClosed |
$570K - $615K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-3.94K- 0.65% |
$580K - $626K
|
601K
$124M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.97K- 98.07% |
$586K - $632K
|
78
$16.1K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.01K- 2.7% |
$592K - $638K
|
144K
$29.8M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.01K- 2.7% |
$592K - $638K
|
144K
$29.8M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.29K- 13.52% |
$632K - $682K
|
27.4K
$5.65M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.38K- 5.14% |
$645K - $696K
|
80.8K
$16.7M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.51KClosed |
$665K - $718K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.53K- 30.7% |
$667K - $720K
|
10.2K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-4.55KClosed |
$671K - $724K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-4.6K- 55.23% |
$678K - $731K
|
3.73K
$768K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.62K- 15.37% |
$681K - $734K
|
25.4K
$5.24M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.79K- 4.72% |
$706K - $761K
|
96.6K
$19.9M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-4.95K- 5.47% |
$730K - $787K
|
85.6K
$17.6M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.02K- 20.09% |
$740K - $798K
|
20K
$4.11M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.15K- 0.49% |
$760K - $819K
|
1.06M
$218M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.27K- 9.62% |
$777K - $838K
|
49.5K
$10.2M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.29KClosed |
$780K - $841K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.51K- 1.73% |
$812K - $876K
|
314K
$64.7M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.13KClosed |
$904K - $975K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-6.19KClosed |
$912K - $984K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.28K- 32.4% |
$926K - $999K
|
13.1K
$2.7M
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
SELL
|
- |
-6.32KClosed |
$931K - $1M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.52K- 1.69% |
$961K - $1.04M
|
380K
$78.3M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.03K- 21.2% |
$1.04M - $1.12M
|
26.1K
$5.39M
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-7.41KClosed |
$1.09M - $1.18M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-7.48KClosed |
$1.1M - $1.19M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.5K- 20.43% |
$1.11M - $1.19M
|
29.2K
$6.02M
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-7.77K- 3.28% |
$1.15M - $1.24M
|
229K
$47.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-8.41K- 79.26% |
$1.24M - $1.34M
|
2.2K
$454K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-8.5KClosed |
$1.25M - $1.35M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.8K- 64.71% |
$1.3M - $1.4M
|
4.8K
$990K
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-9.39K- 7.51% |
$1.38M - $1.49M
|
116K
$23.9M
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.39KClosed |
$1.39M - $1.49M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.6KClosed |
$1.42M - $1.53M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.81K- 54.27% |
$1.45M - $1.56M
|
8.27K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.88K- 44.72% |
$1.46M - $1.57M
|
12.2K
$2.52M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9.89K- 26.33% |
$1.46M - $1.57M
|
27.7K
$5.7M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.4K- 58.14% |
$1.53M - $1.65M
|
7.47K
$1.54M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 9.85% |
$1.54M - $1.66M
|
95.3K
$19.6M
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.7KClosed |
$1.58M - $1.7M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-10.8K- 20.85% |
$1.59M - $1.71M
|
40.9K
$8.44M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1K- 11.6% |
$1.63M - $1.76M
|
84.3K
$17.4M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.3K- 14.52% |
$1.81M - $1.95M
|
72.3K
$14.9M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13K- 56.44% |
$1.92M - $2.07M
|
10K
$2.07M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14.1K- 59.74% |
$2.07M - $2.24M
|
9.47K
$1.95M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-14.4KClosed |
$2.12M - $2.29M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-15.2K- 20.57% |
$2.24M - $2.42M
|
58.7K
$12.1M
|