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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
622+ 1382.22% |
$91.7K - $98.9K
|
667
$138K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
599New |
$88.3K - $95.3K
|
599
$123K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
589+ 0.51% |
$86.9K - $93.7K
|
117K
$24M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
585+ 6.86% |
$86.3K - $93.1K
|
9.11K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
572+ 0.24% |
$84.3K - $91K
|
238K
$49.1M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
565+ 3.12% |
$83.3K - $89.9K
|
18.7K
$3.85M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
552+ 1.5% |
$81.4K - $87.8K
|
37.4K
$7.7M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
547+ 1.3% |
$80.7K - $87K
|
42.5K
$8.76M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
543+ 4.44% |
$80.1K - $86.4K
|
12.8K
$2.63M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
519+ 3.16% |
$76.5K - $82.6K
|
16.9K
$3.49M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
498+ 4.16% |
$73.4K - $79.2K
|
12.5K
$2.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
494+ 21.39% |
$72.8K - $78.6K
|
2.8K
$578K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
490+ 11.88% |
$72.3K - $77.9K
|
4.62K
$952K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
482+ 5.83% |
$71.1K - $76.7K
|
8.75K
$1.8M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
479+ 7.88% |
$70.6K - $76.2K
|
6.55K
$1.35M
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
461+ 1.09% |
$68K - $73.3K
|
42.6K
$8.78M
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
460+ 0.81% |
$67.8K - $73.2K
|
57.6K
$11.9M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
458+ 35.87% |
$67.5K - $72.8K
|
1.74K
$358K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
452+ 447.52% |
$66.7K - $71.9K
|
553
$114K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
451+ 1.47% |
$66.5K - $71.7K
|
31.1K
$6.42M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
425+ 17.0% |
$62.7K - $67.6K
|
2.93K
$603K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
410New |
$60.5K - $65.2K
|
410
$84.5K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
410+ 410.0% |
$60.5K - $65.2K
|
510
$105K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
405New |
$59.7K - $64.4K
|
405
$83.5K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
401+ 1.44% |
$59.1K - $63.8K
|
28.3K
$5.83M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
392+ 46.01% |
$57.8K - $62.4K
|
1.24K
$256K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
381+ 15.3% |
$56.2K - $60.6K
|
2.87K
$592K
|
|
|
May 16, 2022
Q1 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
380New |
$56K - $60.4K
|
380
$78.3K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
370+ 12.86% |
$54.6K - $58.9K
|
3.25K
$670K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
369+ 14.48% |
$54.4K - $58.7K
|
2.92K
$602K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
369+ 1.53% |
$54.4K - $58.7K
|
24.5K
$5.05M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
365+ 23.95% |
$53.8K - $58.1K
|
1.89K
$389K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
350New |
$51.6K - $55.7K
|
350
$72.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
333+ 77.44% |
$49.1K - $53K
|
763
$157K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
BUY
|
- |
330+ 5.8% |
$48.7K - $52.5K
|
6.02K
$1.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
328+ 13.5% |
$48.4K - $52.2K
|
2.76K
$569K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
325+ 2.12% |
$47.9K - $51.7K
|
15.7K
$3.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
324+ 3.63% |
$47.8K - $51.5K
|
9.24K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
318+ 5.32% |
$46.9K - $50.6K
|
6.3K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
313+ 2.86% |
$46.2K - $49.8K
|
11.3K
$2.32M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
310+ 0.77% |
$45.7K - $49.3K
|
40.3K
$8.32M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
297+ 9.21% |
$43.8K - $47.2K
|
3.52K
$726K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
292+ 239.34% |
$43.1K - $46.4K
|
414
$85.4K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
288New |
$42.5K - $45.8K
|
288
$59.4K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
280+ 0.82% |
$41.3K - $44.5K
|
34.4K
$7.08M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
271+ 5.2% |
$40K - $43.1K
|
5.48K
$1.13M
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
268+ 1.54% |
$39.5K - $42.6K
|
17.7K
$3.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
267+ 1.42% |
$39.4K - $42.5K
|
19K
$3.92M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
261+ 3.5% |
$38.5K - $41.5K
|
7.73K
$1.59M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
260+ 3.27% |
$38.3K - $41.4K
|
8.21K
$1.69M
|