Purchases and Sales Made in Q1 2022 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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 06, 2022 Q1 2022
Courage Miller Partners, LLC

BUY
 -
253
+ 14.79%
$37.3K - $40.2K
1.96K $405K
May 10, 2022 Q1 2022
Alera Investment Advisors, LLC

BUY
 -
252
+ 0.41%
$37.2K - $40.1K
62.2K $12.8M
Apr 13, 2022 Q1 2022
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
250
+ 4.52%
$36.9K - $39.8K
5.78K $1.19M
May 11, 2022 Q1 2022
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
243
+ 3.29%
$35.8K - $38.7K
7.63K $1.57M
May 06, 2022 Q1 2022
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
242
+ 0.35%
$35.7K - $38.5K
70.1K $14.5M
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
237
+ 3.11%
$34.9K - $37.7K
7.85K $1.62M
May 04, 2022 Q1 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
236
+ 7.16%
$34.8K - $37.5K
3.53K $728K
May 10, 2022 Q1 2022
Steel Peak Wealth Management LLC

BUY
 -
234
+ 6.57%
$34.5K - $37.2K
3.79K $782K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
233
New
$34.4K - $37.1K
233 $48K
May 16, 2022 Q1 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
233
+ 0.44%
$34.4K - $37.1K
53K $10.9M
May 10, 2022 Q1 2022
Corbett Road Capital Management, LLC

Mclean, VA
BUY
 -
227
+ 4.43%
$33.5K - $36.1K
5.35K $1.1M
Apr 14, 2022 Q1 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
221
+ 4.64%
$32.6K - $35.2K
4.98K $1.03M
Apr 27, 2022 Q1 2022
Financial Management Professionals, Inc.

BUY
 -
221
+ 0.56%
$32.6K - $35.2K
39.4K $8.13M
May 13, 2022 Q1 2022
9258 Wealth Management, LLC

BUY
 -
214
+ 2.48%
$31.6K - $34K
8.83K $1.82M
May 12, 2022 Q1 2022
Cadinha & CO LLC

BUY
 -
200
+ 2.69%
$29.5K - $31.8K
7.64K $1.57M
May 09, 2022 Q1 2022
Novare Capital Management LLC

BUY
 -
200
+ 5.36%
$29.5K - $31.8K
3.93K $810K
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
195
+ 5.15%
$28.8K - $31K
3.98K $820K
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

BUY
 -
193
+ 0.5%
$28.5K - $30.7K
38.7K $7.97M
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
192
+ 220.69%
$28.3K - $30.5K
279 $57.5K
Apr 15, 2022 Q1 2022
Perkins Coie Trust CO

BUY
 -
190
New
$28K - $30.2K
190 $39.2K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
190
+ 13.38%
$28K - $30.2K
1.61K $332K
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
188
+ 0.76%
$27.7K - $29.9K
24.9K $5.13M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
187
+ 6.17%
$27.6K - $29.7K
3.22K $663K
Apr 18, 2022 Q1 2022
Connecticut Wealth Management, LLC

BUY
 -
181
+ 2.69%
$26.7K - $28.8K
6.92K $1.43M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
174
+ 9.92%
$25.7K - $27.7K
1.93K $397K
Apr 25, 2022 Q1 2022
Marino, Stram & Associates LLC

BUY
 -
174
+ 2.76%
$25.7K - $27.7K
6.47K $1.33M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
171
New
$25.2K - $27.2K
171 $35.3K
May 05, 2022 Q1 2022
Falcon Wealth Planning

BUY
 -
168
+ 1.53%
$24.8K - $26.7K
11.1K $2.3M
May 05, 2022 Q1 2022
Savant Capital, LLC

BUY
 -
168
+ 0.58%
$24.8K - $26.7K
29.1K $6.01M
May 11, 2022 Q1 2022
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
157
+ 7.92%
$23.2K - $25K
2.14K $441K
Apr 26, 2022 Q1 2022
Center For Asset Management LLC

BUY
 -
154
+ 8.0%
$22.7K - $24.5K
2.08K $429K
Apr 14, 2022 Q1 2022
Thomasville National Bank

BUY
 -
146
+ 2.18%
$21.5K - $23.2K
6.84K $1.41M
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
144
+ 1.48%
$21.2K - $22.9K
9.86K $2.03M
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
134
New
$19.8K - $21.3K
134 $27.6K
May 05, 2022 Q1 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
133
+ 1.34%
$19.6K - $21.2K
10.1K $2.08M
Jul 17, 2024 Q1 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
128
+ 213.33%
$18.9K - $20.4K
188 $38.8K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
125
+ 0.93%
$18.4K - $19.9K
13.5K $2.79M
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
125
+ 8.02%
$18.4K - $19.9K
1.68K $347K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
123
New
$18.1K - $19.6K
123 $25.4K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
120
+ 6.98%
$17.7K - $19.1K
1.84K $379K
May 02, 2022 Q1 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
119
+ 2.09%
$17.5K - $18.9K
5.82K $1.2M
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
118
New
$17.4K - $18.8K
118 $24.3K
May 03, 2022 Q1 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
116
+ 2.28%
$17.1K - $18.5K
5.2K $1.07M
May 13, 2022 Q1 2022
Aj Wealth Strategies, LLC

BUY
 -
110
+ 0.45%
$16.2K - $17.5K
24.4K $5.04M
Apr 29, 2022 Q1 2022
Investment Advisory Group, LLC

BUY
 -
103
+ 0.99%
$15.2K - $16.4K
10.5K $2.17M
May 09, 2022 Q1 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
103
New
$15.2K - $16.4K
103 $21.2K
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
101
+ 6.42%
$14.9K - $16.1K
1.67K $345K
May 13, 2022 Q1 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
100
New
$14.7K - $15.9K
100 $20.6K
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
100
New
$14.7K - $15.9K
100 $20.6K

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