Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Jul 29, 2021 Q2 2021
Ironwood Financial, LLC

BUY
 -
15.1K
+ 21.55%
$2.15M - $2.28M
85.2K $16.7M
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
15.1K
+ 4.29%
$2.14M - $2.28M
366K $71.8M
Aug 04, 2021 Q2 2021
Nwam LLC

Mercer Island, WA
BUY
 -
14.9K
+ 46.96%
$2.12M - $2.25M
46.6K $9.14M
Jul 20, 2021 Q2 2021
Transform Wealth, LLC

BUY
 -
14.7K
+ 12.23%
$2.1M - $2.23M
135K $26.5M
Aug 10, 2021 Q2 2021
Smith Anglin Financial, LLC

BUY
 -
14.5K
+ 10.56%
$2.06M - $2.19M
151K $29.7M
Aug 12, 2021 Q2 2021
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
14.4K
+ 6.56%
$2.05M - $2.18M
234K $45.9M
Jul 26, 2021 Q2 2021
Spire Wealth Management

BUY
 -
14.3K
+ 7.56%
$2.03M - $2.16M
203K $39.8M
Aug 04, 2021 Q2 2021
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
13.9K
+ 58.24%
$1.98M - $2.1M
37.8K $7.41M
Aug 16, 2021 Q2 2021
First Trust Advisors LP

Wheaton, IL
BUY
 -
13.9K
+ 45.71%
$1.97M - $2.1M
44.2K $8.66M
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
13.8K
+ 9.26%
$1.96M - $2.09M
163K $31.9M
Aug 13, 2021 Q2 2021
Northern Trust Corp

Chicago, IL
BUY
 -
13K
+ 17.5%
$1.84M - $1.96M
87.1K $17.1M
Aug 16, 2021 Q2 2021
Truist Financial Corp

BUY
 -
12.7K
+ 16.23%
$1.81M - $1.93M
91.1K $17.9M
Aug 19, 2021 Q2 2021
Advisor Resource Council

BUY
 -
12.2K
+ 577.24%
$1.73M - $1.84M
14.3K $2.79M
Aug 06, 2021 Q2 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
12.1K
+ 6.13%
$1.73M - $1.84M
210K $41.2M
Sep 21, 2023 Q2 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
11.3K
+ 6.69%
$1.61M - $1.72M
181K $35.4M
Jul 23, 2021 Q2 2021
Lws Wealth Advisors, Inc.

BUY
 -
11.2K
+ 21.28%
$1.59M - $1.69M
63.7K $12.5M
Jul 23, 2021 Q2 2021
Acorn Financial Advisory Services Inc

BUY
 -
10.8K
New
$1.54M - $1.64M
10.8K $2.12M
Aug 05, 2021 Q2 2021
Simmons Bank

BUY
 -
10.6K
+ 478.6%
$1.51M - $1.61M
12.9K $2.52M
Jul 30, 2021 Q2 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
10.4K
New
$1.48M - $1.58M
10.4K $2.04M
Jul 16, 2021 Q2 2021
Willis Johnson & Associates, Inc.

BUY
 -
9.99K
+ 1.52%
$1.42M - $1.51M
667K $131M
Aug 11, 2021 Q2 2021
Commonwealth Equity Services, LLC

BUY
 -
9.51K
+ 1.57%
$1.35M - $1.44M
616K $121M
Jul 21, 2021 Q2 2021
Ae Wealth Management LLC

BUY
 -
9.32K
+ 41.26%
$1.33M - $1.41M
31.9K $6.25M
Aug 06, 2021 Q2 2021
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
9.18K
+ 8.67%
$1.31M - $1.39M
115K $22.6M
Jul 17, 2024 Q2 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
8.8K
+ 14663.33%
$1.25M - $1.33M
8.86K $1.74M
Aug 02, 2021 Q2 2021
Allworth Financial LP

BUY
 -
8.77K
+ 27.45%
$1.25M - $1.33M
40.7K $7.98M
Aug 11, 2021 Q2 2021
Associated Banc Corp

Green Bay, WI
BUY
 -
8.6K
+ 68.62%
$1.22M - $1.3M
21.1K $4.14M
Aug 16, 2021 Q2 2021
Two Sigma Investments, LP

New York, NY
BUY
 -
8.5K
+ 25.53%
$1.21M - $1.29M
41.8K $8.19M
Jul 14, 2021 Q2 2021
Prism Advisors, Inc.

BUY
 -
8.25K
+ 169.49%
$1.17M - $1.25M
13.1K $2.57M
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
8.24K
+ 5.38%
$1.17M - $1.25M
161K $31.6M
Aug 02, 2021 Q2 2021
Florin Court Capital LLP

BUY
 -
7.85K
New
$1.12M - $1.19M
7.85K $1.54M
Jun 21, 2023 Q2 2021
Metropolitan Life Insurance CO

New York, NY
BUY
 -
7.8K
New
$1.11M - $1.18M
7.8K $1.53M
Aug 12, 2021 Q2 2021
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
7.7K
+ 498.32%
$1.09M - $1.16M
9.24K $1.81M
Aug 16, 2021 Q2 2021
Metropolitan Life Insurance CO

New York, NY
BUY
 -
7.59K
+ 94900.0%
$1.08M - $1.15M
7.6K $1.49M
Aug 06, 2021 Q2 2021
Tamar Securities, LLC

BUY
 -
7.58K
+ 14.98%
$1.08M - $1.15M
58.2K $11.4M
Aug 16, 2024 Q2 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
7.44K
+ 10.25%
$1.06M - $1.13M
80.1K $15.7M
Aug 12, 2021 Q2 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
7.4K
+ 2.12%
$1.05M - $1.12M
356K $69.7M
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
7.26K
New
$1.03M - $1.1M
7.26K $1.42M
Aug 09, 2021 Q2 2021
Wesbanco Bank Inc

BUY
 -
6.9K
+ 31.66%
$981K - $1.04M
28.7K $5.62M
Aug 12, 2021 Q2 2021
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.78K
+ 126.21%
$964K - $1.03M
12.2K $2.38M
Aug 13, 2021 Q2 2021
Lpwm LLC

Minneapolis, MN
BUY
 -
6.72K
+ 3.14%
$955K - $1.02M
221K $43.3M
Jul 29, 2021 Q2 2021
Connecticut Wealth Management, LLC

BUY
 -
6.7K
New
$953K - $1.01M
6.7K $1.31M
Aug 13, 2021 Q2 2021
Capital Directions Investment Advisors, LLC

BUY
 -
6.62K
New
$941K - $1M
6.62K $1.3M
Aug 13, 2021 Q2 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
6.56K
+ 141.97%
$933K - $992K
11.2K $2.19M
Aug 13, 2021 Q2 2021
Scs Capital Management LLC

Boston, MA
BUY
 -
6.47K
New
$920K - $979K
6.47K $1.27M
Aug 05, 2021 Q2 2021
Park Avenue Securities LLC

BUY
 -
6.17K
+ 90.24%
$878K - $934K
13K $2.55M
Aug 04, 2021 Q2 2021
Jfs Wealth Advisors, LLC

BUY
 -
6.03K
+ 110.16%
$857K - $912K
11.5K $2.25M
Jul 13, 2021 Q2 2021
Prosperity Planning, Inc.

BUY
 -
6K
+ 12.24%
$852K - $907K
55K $10.8M
Aug 13, 2021 Q2 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
5.97K
+ 6.08%
$849K - $903K
104K $20.4M
Jul 29, 2021 Q2 2021
Conning Inc.

BUY
 -
5.97K
New
$849K - $903K
5.97K $1.17M

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