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 13, 2022 Q1 2022
American International Group, Inc.

New York, NY
BUY
 -
44.3K
+ 99.61%
$6.53M - $7.05M
88.8K $18.3M
May 09, 2022 Q1 2022
Scotia Capital Inc.

BUY
 -
43.3K
+ 449.8%
$6.39M - $6.89M
53K $10.9M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
40.8K
+ 236.47%
$6.02M - $6.49M
58.1K $12M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
40K
+ 128.36%
$5.89M - $6.36M
71.1K $14.7M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
39.9K
New
$5.89M - $6.35M
39.9K $8.23M
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

BUY
 -
37.1K
+ 20.56%
$5.47M - $5.9M
217K $44.8M
Apr 08, 2022 Q1 2022
Beacon Financial Group

BUY
 -
36.4K
New
$5.37M - $5.79M
36.4K $7.51M
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
36.4K
New
$5.36M - $5.79M
36.4K $7.5M
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

BUY
 -
35.7K
+ 706.78%
$5.27M - $5.69M
40.8K $8.41M
Apr 26, 2022 Q1 2022
Nvest Financial, LLC

BUY
 -
34.3K
New
$5.06M - $5.46M
34.3K $7.07M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
33.3K
+ 9.68%
$4.91M - $5.3M
378K $77.8M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
32.6K
+ 121.02%
$4.81M - $5.19M
59.6K $12.3M
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
30.6K
+ 32.69%
$4.51M - $4.87M
124K $25.6M
Apr 19, 2022 Q1 2022
Matthew Goff Investment Advisor, LLC

BUY
 -
30.3K
+ 47.17%
$4.46M - $4.81M
94.4K $19.5M
Apr 20, 2022 Q1 2022
Polianta LTD

BUY
 -
30.1K
New
$4.44M - $4.79M
30.1K $6.21M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
28.3K
+ 95.55%
$4.18M - $4.51M
58K $12M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
28.3K
+ 38.86%
$4.17M - $4.5M
101K $20.8M
Apr 21, 2022 Q1 2022
Harvest Group Wealth Management, LLC

BUY
 -
28.1K
New
$4.15M - $4.47M
28.1K $5.8M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
27.5K
+ 255.92%
$4.05M - $4.37M
38.2K $7.88M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
27.1K
+ 51.1%
$4M - $4.31M
80.1K $16.5M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
26.3K
+ 10.49%
$3.88M - $4.19M
277K $57.2M
Apr 29, 2022 Q1 2022
Sg Americas Securities, LLC

BUY
 -
25.1K
+ 57.27%
$3.7M - $3.99M
68.8K $14.2M
May 16, 2022 Q1 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
24.2K
+ 66.64%
$3.57M - $3.85M
60.6K $12.5M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
24.2K
+ 22.76%
$3.56M - $3.84M
130K $26.9M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
23.8K
+ 10.12%
$3.5M - $3.78M
259K $53.3M
May 16, 2022 Q1 2022
Scs Capital Management LLC

Boston, MA
BUY
 -
22.7K
+ 351.0%
$3.35M - $3.61M
29.2K $6.02M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
22.5K
+ 4.91%
$3.32M - $3.58M
481K $99.3M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
21K
+ 26.79%
$3.1M - $3.34M
99.5K $20.5M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
21K
+ 26.79%
$3.1M - $3.34M
99.5K $20.5M
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
20.7K
+ 9.76%
$3.06M - $3.3M
233K $48.1M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
20.7K
+ 3.56%
$3.05M - $3.29M
603K $124M
May 16, 2022 Q1 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
20.1K
New
$2.96M - $3.19M
20.1K $4.14M
May 10, 2022 Q1 2022
Evoke Wealth, LLC

BUY
 -
20K
+ 10.96%
$2.95M - $3.18M
202K $41.7M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
19.6K
New
$2.89M - $3.12M
19.6K $4.05M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
19.4K
New
$2.87M - $3.09M
19.4K $4.01M
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
19.1K
+ 2.89%
$2.81M - $3.03M
680K $140M
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
19K
+ 4.23%
$2.8M - $3.02M
468K $96.6M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
17.9K
+ 0.54%
$2.64M - $2.85M
3.33M $686M
May 10, 2022 Q1 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
17.7K
+ 6.02%
$2.61M - $2.82M
312K $64.4M
May 10, 2022 Q1 2022
Forvis Wealth Advisors, LLC

BUY
 -
16.2K
+ 69.06%
$2.38M - $2.57M
39.6K $8.16M
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
15.9K
+ 138.4%
$2.34M - $2.53M
27.4K $5.64M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
15.4K
+ 4.45%
$2.28M - $2.46M
362K $74.7M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
15.3K
+ 3.91%
$2.26M - $2.44M
408K $84M
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
15.2K
+ 21.54%
$2.24M - $2.42M
85.7K $17.7M
May 16, 2022 Q1 2022
Wealth Advisory Solutions, LLC

BUY
 -
15K
+ 31.02%
$2.22M - $2.39M
63.5K $13.1M
Apr 28, 2022 Q1 2022
Alpha Star Capital Management, LLC

BUY
 -
15K
New
$2.21M - $2.38M
15K $3.08M
May 13, 2022 Q1 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
14.9K
+ 48.69%
$2.2M - $2.37M
45.5K $9.38M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
14.8K
+ 32.84%
$2.19M - $2.36M
60K $12.4M
May 09, 2022 Q1 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
14.6K
New
$2.15M - $2.32M
14.6K $3M

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