Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.91M+ 9.36% |
$255M - $303M
|
22.3M
$4.6B
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.47M+ 34.29% |
$197M - $234M
|
5.78M
$1.19B
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
293K+ 3.28% |
$39.1M - $46.5M
|
9.23M
$1.9B
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
231K+ 3.39% |
$30.8M - $36.6M
|
7.04M
$1.45B
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
215K+ 160.54% |
$28.7M - $34.1M
|
349K
$72M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
149K+ 4.84% |
$19.8M - $23.6M
|
3.22M
$664M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
147K+ 11.98% |
$19.6M - $23.4M
|
1.38M
$284M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146K+ 31.73% |
$19.5M - $23.2M
|
607K
$125M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
146K+ 6.45% |
$19.5M - $23.1M
|
2.41M
$497M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
144K+ 4.33% |
$19.2M - $22.8M
|
3.47M
$715M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
136K+ 12.92% |
$18.2M - $21.6M
|
1.19M
$246M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
130K+ 12.89% |
$17.3M - $20.6M
|
1.14M
$234M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
124K+ 102.78% |
$16.5M - $19.7M
|
245K
$50.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
117K+ 50.18% |
$15.6M - $18.5M
|
350K
$72.1M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
92.4K+ 149.0% |
$12.3M - $14.6M
|
154K
$31.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
87KNew |
$11.6M - $13.8M
|
87K
$17.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86.9K+ 11.49% |
$11.6M - $13.8M
|
843K
$174M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.9K+ 4.13% |
$10.7M - $12.7M
|
2.02M
$416M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
76.6K+ 6.25% |
$10.2M - $12.1M
|
1.3M
$268M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$9.48M - $11.3M
|
71.2K
$14.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
68.3K+ 19.1% |
$9.1M - $10.8M
|
426K
$87.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.6K+ 65.86% |
$8.87M - $10.6M
|
168K
$34.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64K+ 8.5% |
$8.53M - $10.1M
|
817K
$168M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
63.1KNew |
$8.4M - $10M
|
63.1K
$13M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
60.4K+ 255.43% |
$8.04M - $9.57M
|
84K
$17.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
60K+ 140.73% |
$7.99M - $9.51M
|
103K
$21.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
54.8K+ 41.39% |
$7.3M - $8.68M
|
187K
$38.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
52.2K+ 1285.78% |
$6.95M - $8.27M
|
56.2K
$11.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
50.9KNew |
$6.78M - $8.07M
|
50.9K
$10.5M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
50.7K+ 118.08% |
$6.76M - $8.04M
|
93.7K
$19.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
50.5K+ 651.18% |
$6.72M - $8M
|
58.2K
$12M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
50K+ 10.67% |
$6.66M - $7.92M
|
518K
$107M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
47.8K+ 12.77% |
$6.37M - $7.58M
|
422K
$87.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47K+ 6.65% |
$6.26M - $7.45M
|
753K
$155M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
45.7KNew |
$6.1M - $7.25M
|
45.7K
$9.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
44.4KNew |
$5.92M - $7.04M
|
44.4K
$9.16M
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
43.7K+ 2099.47% |
$5.82M - $6.92M
|
45.7K
$9.43M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
42.5K+ 8.5% |
$5.66M - $6.73M
|
542K
$112M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
38.6KNew |
$5.14M - $6.11M
|
38.6K
$7.95M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
38.4K+ 3.83% |
$5.12M - $6.08M
|
1.04M
$215M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
34.5K+ 56.98% |
$4.6M - $5.47M
|
95.1K
$19.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.8K+ 151.35% |
$4.24M - $5.04M
|
52.8K
$10.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31.5K+ 840.06% |
$4.2M - $5M
|
35.3K
$7.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30.3K+ 3254.51% |
$4.04M - $4.81M
|
31.3K
$6.45M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
29.1K+ 230.48% |
$3.88M - $4.61M
|
41.7K
$8.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
28.9KNew |
$3.85M - $4.57M
|
28.9K
$5.95M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
28.6K+ 66.29% |
$3.81M - $4.53M
|
71.7K
$14.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.9KNew |
$3.72M - $4.42M
|
27.9K
$5.75M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27.8K+ 402.37% |
$3.7M - $4.4M
|
34.7K
$7.15M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27.5KNew |
$3.66M - $4.36M
|
27.5K
$5.67M
|