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 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 -
27K
+ 10.44%
$3.6M - $4.28M
286K $58.9M
Sep 21, 2023 Q2 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
25.2K
+ 10.8%
$3.36M - $3.99M
258K $53.3M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
25.1K
+ 22.76%
$3.34M - $3.97M
135K $27.9M
Aug 02, 2022 Q2 2022
Comerica Bank

BUY
 -
25K
+ 24.42%
$3.34M - $3.97M
128K $26.3M
Aug 12, 2022 Q2 2022
Prudential PLC

London, England, X0
BUY
 -
24.3K
+ 973.16%
$3.24M - $3.86M
26.8K $5.53M
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
24.2K
New
$3.22M - $3.83M
24.2K $4.99M
Aug 12, 2022 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
24.1K
+ 24100.0%
$3.21M - $3.82M
24.2K $4.99M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
23.6K
+ 8.49%
$3.14M - $3.73M
301K $62.1M
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
23.2K
+ 170.27%
$3.1M - $3.68M
36.9K $7.6M
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
22.8K
+ 273.37%
$3.04M - $3.62M
31.2K $6.43M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
20K
+ 142.74%
$2.67M - $3.17M
34K $7.01M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
19.7K
+ 1.77%
$2.62M - $3.12M
1.13M $233M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
19.7K
New
$2.62M - $3.12M
19.7K $4.05M
Aug 12, 2022 Q2 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
18.7K
+ 41.19%
$2.5M - $2.97M
64.2K $13.2M
Jul 25, 2022 Q2 2022
Regions Financial Corp

BUY
 -
18.5K
+ 11.12%
$2.46M - $2.93M
184K $38M
Aug 15, 2022 Q2 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
18.4K
+ 138.98%
$2.45M - $2.91M
31.6K $6.52M
Aug 15, 2022 Q2 2022
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
17.7K
+ 56.37%
$2.36M - $2.81M
49.1K $10.1M
Nov 03, 2022 Q2 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
17.7K
New
$2.35M - $2.8M
17.7K $3.64M
Aug 08, 2022 Q2 2022
Hancock Whitney Corp

BUY
 -
17.4K
+ 170.35%
$2.32M - $2.76M
27.6K $5.69M
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
17.2K
+ 102.78%
$2.29M - $2.72M
33.9K $6.99M
Aug 04, 2022 Q2 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
16.4K
+ 6.73%
$2.18M - $2.6M
260K $53.5M
Aug 08, 2022 Q2 2022
Erts Wealth Advisors, LLC

BUY
 -
16.1K
+ 5938.38%
$2.14M - $2.55M
16.4K $3.37M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
15K
+ 1070.35%
$2M - $2.38M
16.4K $3.39M
Aug 08, 2022 Q2 2022
Alera Investment Advisors, LLC

BUY
 -
14.9K
+ 24.02%
$1.99M - $2.37M
77.2K $15.9M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
14.9K
+ 16.12%
$1.98M - $2.36M
107K $22.1M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
14.3K
New
$1.91M - $2.27M
14.3K $2.96M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
14.2K
+ 87.21%
$1.89M - $2.25M
30.4K $6.27M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
13.7K
+ 3.63%
$1.83M - $2.17M
391K $80.7M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
13.4K
+ 16.67%
$1.78M - $2.12M
93.5K $19.3M
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
13.3K
New
$1.77M - $2.1M
13.3K $2.74M
Aug 15, 2022 Q2 2022
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
13.1K
+ 44.3%
$1.75M - $2.08M
42.8K $8.83M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
12.7K
+ 31.28%
$1.69M - $2.01M
53.3K $11M
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
12.6K
New
$1.68M - $2M
12.6K $2.6M
Aug 09, 2022 Q2 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
12.3K
+ 1.53%
$1.64M - $1.95M
815K $168M
Aug 15, 2022 Q2 2022
J. Goldman & CO LP

New York, NY
BUY
 -
12.2K
New
$1.63M - $1.94M
12.2K $2.52M
Jul 12, 2022 Q2 2022
Wbh Advisory Inc

BUY
 -
12.2K
+ 260.25%
$1.62M - $1.93M
16.8K $3.47M
Jul 19, 2022 Q2 2022
Mv Capital Management, Inc.

BUY
 -
12.1K
+ 16.45%
$1.61M - $1.92M
85.7K $17.7M
Jul 25, 2022 Q2 2022
Old National Bancorp

BUY
 -
11.9K
+ 606.31%
$1.59M - $1.89M
13.9K $2.86M
Aug 05, 2022 Q2 2022
Citizens Financial Group Inc

BUY
 -
11.3K
+ 21.2%
$1.5M - $1.79M
64.5K $13.3M
Aug 15, 2022 Q2 2022
Lpwm LLC

Minneapolis, MN
BUY
 -
11.3K
+ 4.92%
$1.5M - $1.79M
240K $49.5M
Aug 12, 2022 Q2 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
11.2K
+ 3.59%
$1.5M - $1.78M
323K $66.7M
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
11.2K
New
$1.49M - $1.78M
11.2K $2.31M
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
10.9K
New
$1.45M - $1.72M
10.9K $2.24M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
10.8K
+ 332.0%
$1.43M - $1.71M
14K $2.89M
Jul 22, 2022 Q2 2022
Intelligence Driven Advisers, LLC

BUY
 -
10.7K
+ 129.39%
$1.43M - $1.7M
19K $3.91M
Jul 22, 2022 Q2 2022
Bank Of Stockton

BUY
 -
10.6K
+ 11.95%
$1.42M - $1.69M
99.6K $20.5M
Aug 12, 2022 Q2 2022
American International Group, Inc.

New York, NY
BUY
 -
10.4K
+ 11.72%
$1.39M - $1.65M
99.2K $20.4M
Aug 03, 2022 Q2 2022
Pinnacle Wealth Planning Services, Inc.

BUY
 -
9.72K
+ 197.1%
$1.3M - $1.54M
14.7K $3.02M
Jul 07, 2022 Q2 2022
Lbmc Investment Advisors, LLC

BUY
 -
9.4K
+ 20.05%
$1.25M - $1.49M
56.3K $11.6M

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