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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12+ 0.03% |
$1.6K - $1.9K
|
43.4K
$8.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.43% |
$1.6K - $1.9K
|
2.79K
$527K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
12+ 0.42% |
$1.6K - $1.9K
|
2.86K
$540K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.1% |
$1.6K - $1.9K
|
11.8K
$2.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10+ 0.61% |
$1.33K - $1.59K
|
1.65K
$311K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 1.45% |
$1.33K - $1.59K
|
701
$132K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9+ 10.98% |
$1.2K - $1.43K
|
91
$17.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.1% |
$1.07K - $1.27K
|
7.74K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.38% |
$1.07K - $1.27K
|
2.1K
$397K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.37% |
$1.07K - $1.27K
|
2.19K
$414K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.07K - $1.27K
|
5.8K
$1.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
7+ 0.4% |
$933 - $1.11K
|
1.74K
$329K
|
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.4% |
$933 - $1.11K
|
1.76K
$331K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.02% |
$933 - $1.11K
|
45K
$8.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.22% |
$933 - $1.11K
|
3.17K
$598K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
6+ 0.19% |
$800 - $951
|
3.1K
$586K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.13% |
$800 - $951
|
4.52K
$853K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
5+ 0.25% |
$666 - $793
|
2.04K
$385K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.14% |
$533 - $634
|
2.81K
$531K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.13% |
$533 - $634
|
3.1K
$585K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$400 - $476
|
9.09K
$1.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$400 - $476
|
10.7K
$2.02M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.4% |
$400 - $476
|
753
$142K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$267 - $317
|
3.14K
$592K
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.08% |
$267 - $317
|
2.62K
$495K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$267 - $317
|
2.22K
$420K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.01% |
$267 - $317
|
19K
$3.59M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.44% |
$267 - $317
|
455
$85.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.0% |
$267 - $317
|
65.4K
$12.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.01% |
$267 - $317
|
25.2K
$4.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2+ 0.02% |
$267 - $317
|
12.5K
$2.35M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$133 - $159
|
9.29K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$133 - $159
|
2.71K
$511K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$133 - $159
|
1.27K
$240K
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$133 - $159
|
5.31K
$1M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.02% |
$133 - $159
|
5.49K
$1.04M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.28% |
$133 - $159
|
79
$14.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
1+ 0.04% |
$133 - $159
|
2.71K
$511K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.55% |
$133 - $159
|
183
$34.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.02% |
$133 - $159
|
6.47K
$1.22M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.36K
$257K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.1% |
$133 - $159
|
985
$186K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.24% |
$133 - $159
|
424
$80K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.02% |
$133 - $159
|
4.96K
$936K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-1- 1.12% |
$133 - $159
|
88
$16.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1- 0.07% |
$133 - $159
|
1.47K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2- 1.94% |
$267 - $317
|
101
$19.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-3- 0.19% |
$400 - $476
|
1.58K
$297K
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 0.16% |
$666 - $793
|
3.16K
$596K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-8- 2.87% |
$1.07K - $1.27K
|
271
$51.1K
|