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
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.89K+ 52.5% |
$279K - $300K
|
5.49K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.88KNew |
$277K - $298K
|
1.88K
$387K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.86K+ 1.82% |
$274K - $295K
|
104K
$21.4M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.83K+ 542.6% |
$270K - $292K
|
2.17K
$448K
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 40.89% |
$270K - $291K
|
6.3K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.81KNew |
$267K - $288K
|
1.81K
$374K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.8K+ 5.44% |
$266K - $287K
|
34.9K
$7.2M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.8K+ 4.24% |
$266K - $286K
|
44.2K
$9.12M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.78K+ 4.62% |
$262K - $282K
|
40.2K
$8.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.76KNew |
$260K - $281K
|
1.76K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1.74KNew |
$256K - $276K
|
1.74K
$358K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
1.73K+ 8.33% |
$254K - $274K
|
22.4K
$4.63M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.72K+ 14.79% |
$253K - $273K
|
13.3K
$2.75M
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
BUY
|
- |
1.69K+ 2.14% |
$249K - $269K
|
80.6K
$16.6M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.67KNew |
$246K - $265K
|
1.67K
$343K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.66KNew |
$244K - $264K
|
1.66K
$342K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.65K+ 2.49% |
$243K - $262K
|
67.8K
$14M
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
1.65K+ 0.99% |
$243K - $262K
|
168K
$34.6M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.65K+ 16.03% |
$243K - $262K
|
11.9K
$2.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.64K+ 88.34% |
$241K - $260K
|
3.49K
$720K
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.64K+ 6.56% |
$241K - $260K
|
26.6K
$5.48M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.63K+ 23.64% |
$241K - $260K
|
8.54K
$1.76M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
1.62K+ 16.44% |
$239K - $258K
|
11.5K
$2.37M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.61K+ 75.85% |
$237K - $256K
|
3.73K
$769K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.6K+ 21.4% |
$237K - $255K
|
9.1K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.6K+ 11.82% |
$235K - $254K
|
15.1K
$3.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.57K+ 0.91% |
$232K - $250K
|
174K
$36M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.56K+ 23.13% |
$229K - $247K
|
8.28K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.55K+ 1.7% |
$229K - $247K
|
92.6K
$19.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.51KNew |
$223K - $240K
|
1.51K
$311K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.49K+ 110.02% |
$220K - $237K
|
2.85K
$588K
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.49K+ 11.5% |
$220K - $237K
|
14.5K
$2.98M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.49K+ 3.52% |
$219K - $236K
|
43.7K
$9.01M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.49K+ 3.52% |
$219K - $236K
|
43.7K
$9.01M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.49K+ 16.96% |
$219K - $236K
|
10.2K
$2.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.48K+ 114.01% |
$218K - $236K
|
2.78K
$573K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.48K+ 18.06% |
$218K - $235K
|
9.67K
$1.99M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.47K+ 10.58% |
$217K - $234K
|
15.4K
$3.18M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.46K+ 11.89% |
$215K - $232K
|
13.7K
$2.83M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.46K+ 8.99% |
$215K - $232K
|
17.7K
$3.64M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.44KNew |
$212K - $229K
|
1.44K
$296K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$210K - $227K
|
1.43K
$294K
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
1.41K+ 10.36% |
$208K - $224K
|
15K
$3.1M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.4KNew |
$207K - $223K
|
1.4K
$289K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.4K+ 12.2% |
$207K - $223K
|
12.9K
$2.66M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.39KNew |
$205K - $221K
|
1.39K
$287K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 16.37% |
$200K - $216K
|
9.65K
$1.99M
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.36K+ 3.31% |
$200K - $216K
|
42.3K
$8.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.35K+ 0.51% |
$199K - $215K
|
264K
$54.5M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.34K+ 0.48% |
$198K - $213K
|
279K
$57.5M
|