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 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.76KNew |
$849K - $916K
|
5.76K
$1.19M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.74K+ 35.09% |
$846K - $912K
|
22.1K
$4.55M
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
5.58K+ 1.71% |
$823K - $888K
|
331K
$68.3M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.57K+ 4.25% |
$822K - $887K
|
137K
$28.2M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.51K+ 38.66% |
$813K - $877K
|
19.8K
$4.08M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.46K+ 6.01% |
$805K - $868K
|
96.3K
$19.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
5.4KNew |
$796K - $859K
|
5.4K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.4K+ 21.11% |
$796K - $858K
|
31K
$6.38M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
5.36KNew |
$791K - $853K
|
5.36K
$1.11M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.23KNew |
$771K - $832K
|
5.23K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.22K+ 15.79% |
$770K - $831K
|
38.3K
$7.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.22K+ 8.07% |
$769K - $829K
|
69.8K
$14.4M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.21K+ 53.48% |
$769K - $829K
|
15K
$3.08M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.19K+ 15.4% |
$765K - $825K
|
38.9K
$8.02M
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5KNew |
$737K - $795K
|
5K
$1.03M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.99K+ 37.64% |
$736K - $794K
|
18.2K
$3.76M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.99KNew |
$736K - $793K
|
4.99K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.79K+ 3.36% |
$707K - $763K
|
148K
$30.4M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$704K - $760K
|
4.78K
$984K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.75K+ 9.56% |
$700K - $756K
|
54.4K
$11.2M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.71K+ 50.55% |
$694K - $748K
|
14K
$2.89M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.69K+ 140.41% |
$692K - $746K
|
8.03K
$1.66M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.62K+ 51.15% |
$681K - $734K
|
13.6K
$2.81M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 18.16% |
$681K - $734K
|
30K
$6.19M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.61KNew |
$680K - $734K
|
4.61K
$951K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.61K+ 123.29% |
$680K - $733K
|
8.35K
$1.72M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.56K+ 63.15% |
$672K - $725K
|
11.8K
$2.43M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.54K+ 323.91% |
$669K - $722K
|
5.94K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.52K+ 45.9% |
$667K - $719K
|
14.4K
$2.96M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.44K+ 43.37% |
$655K - $707K
|
14.7K
$3.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
4.36K+ 4.54% |
$643K - $694K
|
100K
$20.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 4.66% |
$625K - $674K
|
95.2K
$19.6M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.17K+ 19.64% |
$614K - $662K
|
25.4K
$5.23M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.13KNew |
$609K - $657K
|
4.13K
$852K
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4.06KNew |
$598K - $645K
|
4.06K
$836K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
4.05K+ 10.49% |
$598K - $645K
|
42.7K
$8.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4K+ 23.48% |
$589K - $635K
|
21K
$4.33M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.99KNew |
$589K - $635K
|
3.99K
$823K
|
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
BUY
|
- |
3.97K+ 6.32% |
$585K - $631K
|
66.8K
$13.8M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79K+ 13.54% |
$559K - $603K
|
31.8K
$6.55M
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.79K+ 33.86% |
$558K - $602K
|
15K
$3.09M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.75K+ 25.3% |
$552K - $596K
|
18.6K
$3.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 2.13% |
$551K - $594K
|
179K
$36.9M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.53K+ 14.74% |
$520K - $561K
|
27.5K
$5.66M
|
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
BUY
|
- |
3.5KNew |
$516K - $557K
|
3.5K
$722K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.49K+ 6.98% |
$514K - $555K
|
53.5K
$11M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.44K+ 8.55% |
$507K - $547K
|
43.6K
$8.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
3.31KNew |
$489K - $527K
|
3.31K
$683K
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.28K+ 37.34% |
$483K - $521K
|
12K
$2.48M
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.17KNew |
$467K - $503K
|
3.17K
$653K
|