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 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
9.36K+ 2.74% |
$1.25M - $1.48M
|
351K
$72.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9.35K+ 18.16% |
$1.25M - $1.48M
|
60.8K
$12.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.1K+ 6.31% |
$1.21M - $1.44M
|
153K
$31.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9.08K+ 8.78% |
$1.21M - $1.44M
|
113K
$23.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.92K+ 6.65% |
$1.19M - $1.41M
|
143K
$29.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.65KNew |
$1.15M - $1.37M
|
8.65K
$1.78M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.65K+ 10.09% |
$1.15M - $1.37M
|
94.3K
$19.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
8.5K+ 127.25% |
$1.13M - $1.35M
|
15.2K
$3.13M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.21KNew |
$1.09M - $1.3M
|
8.21K
$1.69M
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
8.05K+ 6.96% |
$1.07M - $1.28M
|
124K
$25.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.05KNew |
$1.07M - $1.28M
|
8.05K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.98K+ 19.77% |
$1.06M - $1.26M
|
48.3K
$9.96M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.9K+ 261.86% |
$1.05M - $1.25M
|
10.9K
$2.25M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.88K+ 12.07% |
$1.05M - $1.25M
|
73.2K
$15.1M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.84K+ 15.71% |
$1.05M - $1.24M
|
57.8K
$11.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.77K+ 404.74% |
$1.04M - $1.23M
|
9.69K
$2M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.7K+ 1.6% |
$1.03M - $1.22M
|
489K
$101M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.62KNew |
$1.02M - $1.21M
|
7.62K
$1.57M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.58K+ 7.4% |
$1.01M - $1.2M
|
110K
$22.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.57K+ 50.15% |
$1.01M - $1.2M
|
22.7K
$4.68M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.26K+ 27.97% |
$967K - $1.15M
|
33.2K
$6.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.1K+ 14.22% |
$946K - $1.13M
|
57K
$11.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.87KNew |
$915K - $1.09M
|
6.87K
$1.42M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.86K+ 31.07% |
$914K - $1.09M
|
28.9K
$5.97M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.71K+ 8.04% |
$894K - $1.06M
|
90.1K
$18.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
6.63K+ 59.53% |
$884K - $1.05M
|
17.8K
$3.66M
|
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.43K+ 10.1% |
$857K - $1.02M
|
70.1K
$14.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
6.35K+ 1814.29% |
$846K - $1.01M
|
6.7K
$1.38M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.2KNew |
$826K - $983K
|
6.2K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
5.75K+ 1.48% |
$766K - $911K
|
394K
$81.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
5.63K+ 18.67% |
$751K - $893K
|
35.8K
$7.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
5.62K+ 95.01% |
$749K - $891K
|
11.5K
$2.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.59K+ 9.64% |
$745K - $886K
|
63.6K
$13.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
5.56K+ 6.89% |
$740K - $881K
|
86.2K
$17.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.43K+ 8.5% |
$724K - $861K
|
69.3K
$14.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.34K+ 22.25% |
$711K - $846K
|
29.3K
$6.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.3K+ 28.35% |
$706K - $840K
|
24K
$4.94M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.28K+ 19.24% |
$704K - $837K
|
32.7K
$6.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.15K+ 2.17% |
$687K - $817K
|
243K
$50.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
5.14K+ 1.22% |
$685K - $815K
|
425K
$87.6M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.03K+ 96.6% |
$670K - $797K
|
10.2K
$2.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.01K+ 77.23% |
$667K - $793K
|
11.5K
$2.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.99K+ 16.81% |
$665K - $791K
|
34.7K
$7.15M
|
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.8KNew |
$640K - $761K
|
4.8K
$990K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.79K+ 10.08% |
$638K - $759K
|
52.3K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.73K+ 5.7% |
$631K - $750K
|
87.8K
$18.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
4.61K+ 196.09% |
$614K - $730K
|
6.96K
$1.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.57K+ 4.11% |
$608K - $724K
|
116K
$23.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 347.82% |
$607K - $722K
|
5.86K
$1.21M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.38K+ 2.63% |
$583K - $694K
|
171K
$35.3M
|