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 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
4.37K
+ 1.75%
$582K - $692K
253K $52.3M
Jul 22, 2022 Q2 2022
Charles Schwab Trust CO

BUY
 -
4.34K
New
$579K - $688K
4.34K $895K
Jul 18, 2022 Q2 2022
Sterling Investment Counsel, LLC

BUY
 -
4.26K
+ 80.62%
$568K - $676K
9.55K $1.97M
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
4.05K
+ 64.16%
$540K - $642K
10.4K $2.14M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4K
+ 10.99%
$533K - $634K
40.4K $8.32M
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
3.95K
+ 252.62%
$527K - $626K
5.52K $1.14M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
3.91K
+ 0.96%
$521K - $619K
412K $84.8M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
3.86K
+ 11.64%
$514K - $612K
37K $7.63M
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.85K
+ 29.2%
$513K - $610K
17K $3.51M
Aug 11, 2022 Q2 2022
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
3.69K
New
$492K - $585K
3.69K $761K
Jul 14, 2022 Q2 2022
Praetorian Wealth Management, Inc.

BUY
 -
3.63K
+ 1.51%
$484K - $575K
243K $50.1M
Aug 05, 2022 Q2 2022
Capital Advisors, Ltd. LLC

BUY
 -
3.55K
+ 54.13%
$473K - $562K
10.1K $2.08M
Aug 15, 2022 Q2 2022
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
3.49K
+ 31.27%
$466K - $554K
14.7K $3.02M
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
3.48K
+ 1.32%
$463K - $551K
268K $55.2M
Aug 09, 2022 Q2 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
3.44K
New
$459K - $546K
3.44K $710K
Jul 25, 2022 Q2 2022
Smith Anglin Financial, LLC

BUY
 -
3.37K
+ 1.43%
$449K - $534K
239K $49.2M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.32K
+ 3.33%
$442K - $526K
103K $21.2M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.32K
+ 3.33%
$442K - $526K
103K $21.2M
Aug 15, 2022 Q2 2022
Caxton Associates LP

New York, NY
BUY
 -
3.32K
New
$442K - $525K
3.32K $683K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
3.23K
New
$431K - $512K
3.23K $666K
Aug 15, 2022 Q2 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
3.2K
+ 245.7%
$426K - $507K
4.5K $928K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

BUY
 -
3.19K
+ 14.11%
$424K - $505K
25.8K $5.31M
Jul 27, 2022 Q2 2022
Hoyle Cohen, LLC

BUY
 -
3.18K
New
$424K - $504K
3.18K $656K
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.16K
+ 108.33%
$421K - $501K
6.08K $1.25M
Aug 10, 2022 Q2 2022
Boston Partners

Boston, MA
BUY
 -
3.07K
New
$409K - $487K
3.07K $633K
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
3.05K
New
$406K - $483K
3.05K $628K
Aug 01, 2022 Q2 2022
Tranquility Partners, LLC

BUY
 -
3.01K
+ 61.21%
$402K - $478K
7.94K $1.64M
Jul 14, 2022 Q2 2022
Krilogy Financial LLC

BUY
 -
3.01K
+ 65.43%
$401K - $477K
7.6K $1.57M
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
3K
+ 101.66%
$400K - $475K
5.95K $1.23M
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
2.94K
+ 7.59%
$391K - $465K
41.6K $8.58M
Aug 05, 2022 Q2 2022
Stokes Family Office, LLC

BUY
 -
2.83K
+ 156.04%
$377K - $448K
4.64K $957K
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.82K
New
$376K - $447K
2.82K $582K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
2.82K
+ 9.19%
$376K - $447K
33.5K $6.91M
Aug 15, 2022 Q2 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
2.8K
New
$373K - $444K
2.8K $577K
Jul 19, 2022 Q2 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
2.78K
New
$371K - $441K
2.78K $574K
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
2.78K
+ 7.03%
$370K - $441K
42.3K $8.73M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
2.74K
+ 26.78%
$365K - $435K
13K $2.68M
Sep 08, 2022 Q2 2022
Francis Financial, Inc.

New York, NY
BUY
 -
2.74K
New
$364K - $434K
2.74K $564K
Aug 12, 2022 Q2 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
2.73K
New
$364K - $433K
2.73K $563K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
2.71K
+ 8.0%
$361K - $429K
36.5K $7.53M
Jul 11, 2022 Q2 2022
Stone Asset Management Inc.

BUY
 -
2.58K
+ 4.94%
$344K - $409K
54.8K $11.3M
Aug 11, 2022 Q2 2022
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
2.56K
+ 2.09%
$341K - $406K
125K $25.8M
Aug 12, 2022 Q2 2022
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
2.55K
+ 0.95%
$340K - $404K
272K $56.2M
Aug 02, 2022 Q2 2022
Trail Ridge Investment Advisors, LLC

BUY
 -
2.5K
+ 16.25%
$333K - $397K
17.9K $3.69M
Aug 15, 2022 Q2 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
2.5K
New
$333K - $396K
2.5K $515K
Jul 13, 2022 Q2 2022
Clarus Wealth Advisors

BUY
 -
2.47K
+ 11.3%
$329K - $391K
24.3K $5.01M
Jul 06, 2022 Q2 2022
Lynch & Associates

BUY
 -
2.45K
+ 6.93%
$326K - $388K
37.8K $7.78M
Aug 12, 2022 Q2 2022
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
2.44K
New
$325K - $387K
2.44K $503K
Jul 28, 2022 Q2 2022
Guidance Point Advisors, LLC

BUY
 -
2.43K
+ 5.17%
$324K - $385K
49.4K $10.2M

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