Purchases and Sales Made in Q2 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 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 02, 2022 Q2 2022
Bank Of The West

SELL
 -
-13.8K
- 37.06%
$1.85M - $2.2M
23.5K $4.85M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-14.2K
- 3.86%
$1.9M - $2.26M
354K $73M
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
SELL
 -
-14.4K
- 2.64%
$1.93M - $2.29M
533K $110M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-14.8K
- 15.48%
$1.97M - $2.34M
80.6K $16.6M
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

SELL
 -
-15K
Closed
$1.99M - $2.37M
0 $0
Jul 12, 2022 Q2 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-16.2K
- 7.44%
$2.16M - $2.56M
201K $41.5M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-18.9K
Closed
$2.51M - $2.99M
0 $0
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-19.2K
- 27.03%
$2.56M - $3.05M
51.9K $10.7M
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-19.6K
Closed
$2.61M - $3.11M
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-19.7K
Closed
$2.62M - $3.12M
0 $0
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-21.2K
- 77.6%
$2.83M - $3.37M
6.13K $1.26M
Aug 09, 2022 Q2 2022
Personal Wealth Partners

Bloomington, MN
SELL
 -
-21.6K
Closed
$2.88M - $3.42M
0 $0
Jul 18, 2022 Q2 2022
All Season Financial Advisors, Inc.

SELL
 -
-21.7K
- 39.93%
$2.9M - $3.44M
32.7K $6.74M
Jul 19, 2022 Q2 2022
Stone House Investment Management, LLC

SELL
 -
-22.5K
Closed
$2.99M - $3.56M
0 $0
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

SELL
 -
-22.6K
- 5.95%
$3.01M - $3.58M
357K $73.6M
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-22.9K
- 27.38%
$3.05M - $3.63M
60.7K $12.5M
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-25K
- 20.15%
$3.33M - $3.97M
99.1K $20.4M
Aug 03, 2022 Q2 2022
Stephens Inc

SELL
 -
-25.1K
- 61.42%
$3.35M - $3.99M
15.8K $3.26M
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
SELL
 -
-27.5K
- 94.19%
$3.66M - $4.36M
1.7K $349K
Jul 12, 2022 Q2 2022
Holland Advisory Services, Inc.

SELL
 -
-27.7K
- 62.98%
$3.69M - $4.39M
16.3K $3.35M
Aug 25, 2022 Q2 2022
Smi Advisory Services, LLC

Columbus, IN
SELL
 -
-28.2K
- 19.91%
$3.76M - $4.48M
114K $23.4M
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

SELL
 -
-28.4K
- 10.18%
$3.78M - $4.5M
251K $51.7M
Aug 03, 2022 Q2 2022
Encompass Wealth Advisors, LLC

SELL
 -
-28.4K
- 15.89%
$3.79M - $4.5M
150K $31M
Jul 19, 2022 Q2 2022
Polianta LTD

SELL
 -
-30.1K
Closed
$4.01M - $4.77M
0 $0
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-31.2K
- 52.36%
$4.16M - $4.95M
28.4K $5.85M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-31.5K
- 5.22%
$4.19M - $4.99M
571K $118M
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-32.2K
- 2.73%
$4.29M - $5.1M
1.15M $236M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-32.7K
- 6.02%
$4.35M - $5.18M
510K $105M
Aug 05, 2022 Q2 2022
Efficient Advisors, LLC

SELL
 -
-39.3K
- 26.05%
$5.24M - $6.24M
112K $23M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-40.5K
- 1.51%
$5.4M - $6.42M
2.65M $545M
Aug 05, 2022 Q2 2022
Scotia Capital Inc.

SELL
 -
-40.8K
- 76.97%
$5.43M - $6.46M
12.2K $2.52M
Aug 15, 2022 Q2 2022
Balyasny Asset Management LLC

Chicago, IL
SELL
 -
-44.3K
Closed
$5.91M - $7.03M
0 $0
Aug 12, 2022 Q2 2022
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-45K
Closed
$6M - $7.13M
0 $0
Aug 15, 2022 Q2 2022
Cpmg Inc

Dallas, TX
SELL
 -
-46.5K
Closed
$6.2M - $7.37M
0 $0
Jul 22, 2022 Q2 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-54.1K
Closed
$7.21M - $8.57M
0 $0
Jul 20, 2022 Q2 2022
Delta Investment Management, LLC

SELL
 -
-57.6K
- 72.69%
$7.68M - $9.13M
21.7K $4.46M
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-58.2K
- 36.87%
$7.76M - $9.23M
99.7K $20.6M
Jul 25, 2022 Q2 2022
Hohimer Wealth Management, LLC

SELL
 -
-63.3K
Closed
$8.44M - $10M
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-63.6K
- 29.67%
$8.47M - $10.1M
151K $31.1M
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
SELL
 -
-67.1K
- 61.24%
$8.94M - $10.6M
42.4K $8.75M
Aug 02, 2022 Q2 2022
Florin Court Capital LLP

SELL
 -
-72.6K
- 81.71%
$9.68M - $11.5M
16.3K $3.35M
Aug 03, 2022 Q2 2022
F3 Logic, LLC

SELL
 -
-75.2K
- 93.13%
$10M - $11.9M
5.55K $1.14M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-79.6K
- 0.68%
$10.6M - $12.6M
11.7M $2.4B
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-79.6K
- 0.68%
$10.6M - $12.6M
11.7M $2.4B
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-96.1K
- 97.43%
$12.8M - $15.2M
2.54K $523K
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-99.1K
- 14.57%
$13.2M - $15.7M
581K $120M
Jul 15, 2022 Q2 2022
Brave Asset Management Inc

SELL
 -
-116K
- 85.29%
$15.5M - $18.4M
20K $4.13M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-138K
- 70.57%
$18.4M - $21.9M
57.5K $11.9M
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-177K
- 97.0%
$23.6M - $28M
5.47K $1.13M

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