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 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
14.4KNew |
$2.12M - $2.29M
|
14.4K
$2.97M
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.2K+ 151.16% |
$2.1M - $2.26M
|
23.6K
$4.87M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.9KNew |
$2.05M - $2.21M
|
13.9K
$2.86M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13K+ 370.33% |
$1.91M - $2.06M
|
16.5K
$3.39M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3K+ 119.67% |
$1.81M - $1.96M
|
22.6K
$4.65M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
12KNew |
$1.76M - $1.9M
|
12K
$2.47M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.2KNew |
$1.65M - $1.78M
|
11.2K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 6.95% |
$1.58M - $1.71M
|
165K
$34.1M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.7K+ 15.15% |
$1.58M - $1.7M
|
81.3K
$16.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.6K+ 418.61% |
$1.56M - $1.68M
|
13.1K
$2.7M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
10.6K+ 194.62% |
$1.56M - $1.68M
|
16K
$3.3M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 18.39% |
$1.53M - $1.65M
|
66.8K
$13.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10KNew |
$1.48M - $1.6M
|
10K
$2.07M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10K+ 47.02% |
$1.48M - $1.59M
|
31.3K
$6.45M
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.52KNew |
$1.4M - $1.51M
|
9.52K
$1.96M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.65K+ 14.48% |
$1.27M - $1.38M
|
68.4K
$14.1M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.54K+ 40.39% |
$1.26M - $1.36M
|
29.7K
$6.12M
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
8.49K+ 205.12% |
$1.25M - $1.35M
|
12.6K
$2.6M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.28K+ 14.5% |
$1.22M - $1.32M
|
65.4K
$13.5M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.26K+ 6.66% |
$1.22M - $1.31M
|
132K
$27.3M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.23K+ 14.42% |
$1.21M - $1.31M
|
65.3K
$13.5M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7.96KNew |
$1.17M - $1.27M
|
7.96K
$1.64M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.91K+ 5.56% |
$1.17M - $1.26M
|
150K
$30.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
7.83K+ 16.32% |
$1.15M - $1.25M
|
55.8K
$11.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.8K+ 23.79% |
$1.15M - $1.24M
|
40.6K
$8.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.71K+ 3.33% |
$1.14M - $1.23M
|
240K
$49.4M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
7.62K+ 11.18% |
$1.12M - $1.21M
|
75.8K
$15.6M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
7.52K+ 3.19% |
$1.11M - $1.2M
|
243K
$50.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.25KNew |
$1.07M - $1.15M
|
7.25K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.23K+ 60.04% |
$1.07M - $1.15M
|
19.3K
$3.97M
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
7.04K+ 31.11% |
$1.04M - $1.12M
|
29.7K
$6.12M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7K+ 126.35% |
$1.03M - $1.11M
|
12.5K
$2.59M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
6.95K+ 19.21% |
$1.03M - $1.11M
|
43.1K
$8.89M
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.91K+ 5.43% |
$1.02M - $1.1M
|
134K
$27.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.9KNew |
$1.02M - $1.1M
|
6.9K
$1.42M
|
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
6.68KNew |
$985K - $1.06M
|
6.68K
$1.38M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
6.68K+ 0.67% |
$985K - $1.06M
|
1.01M
$208M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.51K+ 15.89% |
$960K - $1.04M
|
47.5K
$9.79M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.48K+ 6.76% |
$956K - $1.03M
|
102K
$21.1M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.48K+ 6.2% |
$955K - $1.03M
|
111K
$22.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.36K+ 2.28% |
$938K - $1.01M
|
285K
$58.9M
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
6.23KNew |
$919K - $991K
|
6.23K
$1.28M
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.2KNew |
$914K - $986K
|
6.2K
$1.28M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.16K+ 4.65% |
$908K - $980K
|
139K
$28.6M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.16KNew |
$908K - $979K
|
6.16K
$1.27M
|
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.82K+ 10.07% |
$859K - $926K
|
63.7K
$13.1M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.81K+ 53.28% |
$857K - $924K
|
16.7K
$3.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.8K+ 2139.85% |
$855K - $922K
|
6.07K
$1.25M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
5.77K+ 3.6% |
$851K - $918K
|
166K
$34.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
5.76K+ 2.76% |
$850K - $917K
|
214K
$44.2M
|