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 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.1K+ 2.6% |
$457K - $493K
|
122K
$25.2M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.08K+ 29.88% |
$455K - $490K
|
13.4K
$2.76M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.03K+ 12.85% |
$447K - $482K
|
26.6K
$5.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.01K+ 52.94% |
$444K - $478K
|
8.69K
$1.79M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.97K+ 6.9% |
$438K - $473K
|
46K
$9.49M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.96KNew |
$437K - $471K
|
2.96K
$611K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.91K+ 2.34% |
$429K - $462K
|
127K
$26.2M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 22.8% |
$421K - $455K
|
15.4K
$3.17M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.85KNew |
$421K - $454K
|
2.85K
$588K
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.81KNew |
$414K - $446K
|
2.81K
$579K
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.79KNew |
$412K - $444K
|
2.79K
$576K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.77K+ 3.35% |
$409K - $441K
|
85.5K
$17.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
2.76K+ 10.99% |
$407K - $439K
|
27.9K
$5.76M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.72K+ 905.0% |
$400K - $432K
|
3.02K
$622K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.7K+ 2.52% |
$399K - $430K
|
110K
$22.7M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.63K+ 14.88% |
$388K - $419K
|
20.3K
$4.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
2.54K+ 6.64% |
$375K - $405K
|
40.9K
$8.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.51KNew |
$370K - $399K
|
2.51K
$518K
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
2.51K+ 97.55% |
$369K - $398K
|
5.07K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.5KNew |
$369K - $398K
|
2.5K
$515K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.48K+ 61.98% |
$366K - $394K
|
6.48K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 11.54% |
$366K - $394K
|
24K
$4.94M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.4K+ 2.98% |
$354K - $382K
|
83.1K
$17.1M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.39K+ 1.62% |
$353K - $380K
|
150K
$30.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.39K+ 175.22% |
$352K - $380K
|
3.75K
$774K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.39K+ 11.44% |
$352K - $380K
|
23.3K
$4.79M
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
2.37K+ 2.27% |
$350K - $378K
|
107K
$22.1M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
2.35KNew |
$347K - $374K
|
2.35K
$485K
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.3K+ 4.52% |
$340K - $366K
|
53.2K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.27KNew |
$334K - $361K
|
2.27K
$467K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.24K+ 5.01% |
$331K - $357K
|
47K
$9.68M
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
2.23K+ 6.74% |
$329K - $355K
|
35.3K
$7.28M
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.23KNew |
$328K - $354K
|
2.23K
$459K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.21K+ 4.55% |
$326K - $352K
|
50.8K
$10.5M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
2.18KNew |
$321K - $347K
|
2.18K
$449K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.16K+ 20.47% |
$318K - $343K
|
12.7K
$2.62M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
2.15K+ 2.14% |
$316K - $341K
|
103K
$21.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.14K+ 76.62% |
$316K - $340K
|
4.93K
$1.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
2.14KNew |
$315K - $340K
|
2.14K
$440K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 69.63% |
$312K - $336K
|
5.15K
$1.06M
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.07K+ 4.9% |
$305K - $329K
|
44.3K
$9.14M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.06K+ 16.53% |
$303K - $327K
|
14.5K
$2.99M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.05K+ 39.23% |
$302K - $326K
|
7.28K
$1.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.02K+ 26.52% |
$298K - $321K
|
9.63K
$1.99M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
2.02K+ 77.69% |
$297K - $321K
|
4.61K
$951K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.01KNew |
$296K - $319K
|
2.01K
$413K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.99K+ 25.94% |
$293K - $316K
|
9.64K
$1.99M
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.94KNew |
$286K - $309K
|
1.94K
$400K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.91KNew |
$281K - $303K
|
1.91K
$393K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
1.9K+ 647.28% |
$281K - $303K
|
2.2K
$453K
|