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
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
686+ 7.59% |
$91.4K - $109K
|
9.73K
$2.01M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
669+ 26.53% |
$89.2K - $106K
|
3.19K
$658K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
667+ 5.09% |
$88.9K - $106K
|
13.8K
$2.84M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
666+ 4.79% |
$88.8K - $106K
|
14.6K
$3M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
656+ 6.8% |
$87.4K - $104K
|
10.3K
$2.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
651+ 17.31% |
$86.8K - $103K
|
4.41K
$910K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
647+ 11.35% |
$86.2K - $103K
|
6.35K
$1.31M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
613+ 33.35% |
$81.7K - $97.2K
|
2.45K
$505K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
592+ 30.67% |
$78.9K - $93.8K
|
2.52K
$520K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
583+ 1.52% |
$77.7K - $92.4K
|
38.9K
$8.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
581+ 6.02% |
$77.4K - $92.1K
|
10.2K
$2.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
580+ 7.97% |
$77.3K - $91.9K
|
7.86K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
577+ 15.39% |
$76.9K - $91.5K
|
4.33K
$892K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
535+ 25.38% |
$71.3K - $84.8K
|
2.64K
$545K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
533+ 3.99% |
$71K - $84.5K
|
13.9K
$2.86M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
532+ 75.35% |
$70.9K - $84.3K
|
1.24K
$255K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
516+ 23.72% |
$68.8K - $81.8K
|
2.69K
$555K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
503+ 3.96% |
$67K - $79.7K
|
13.2K
$2.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
496+ 12.43% |
$66.1K - $78.6K
|
4.49K
$925K
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
487New |
$64.9K - $77.2K
|
487
$100K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
484+ 0.29% |
$64.5K - $76.7K
|
166K
$34.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
476+ 3.95% |
$63.4K - $75.5K
|
12.5K
$2.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
475+ 3.23% |
$63.3K - $75.3K
|
15.2K
$3.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
454+ 7.51% |
$60.5K - $72K
|
6.5K
$1.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
426+ 15.31% |
$56.8K - $67.5K
|
3.21K
$662K
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
417+ 4.08% |
$55.6K - $66.1K
|
10.6K
$2.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
414+ 0.41% |
$55.2K - $65.6K
|
101K
$20.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
400+ 1.43% |
$53.3K - $63.4K
|
28.3K
$5.84M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
394+ 59.07% |
$52.5K - $62.5K
|
1.06K
$219K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
392+ 17.06% |
$52.2K - $62.1K
|
2.69K
$555K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
387+ 8.06% |
$51.6K - $61.3K
|
5.19K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
385+ 6.72% |
$51.3K - $61K
|
6.11K
$1.26M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
383+ 19.1% |
$51K - $60.7K
|
2.39K
$492K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
371+ 30.76% |
$49.4K - $58.8K
|
1.58K
$325K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
369+ 0.73% |
$49.2K - $58.5K
|
51.2K
$10.6M
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
366+ 2.44% |
$48.8K - $58K
|
15.4K
$3.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
355+ 20.25% |
$47.3K - $56.3K
|
2.11K
$435K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
354+ 13.15% |
$47.2K - $56.1K
|
3.05K
$628K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
345+ 20.18% |
$46K - $54.7K
|
2.06K
$424K
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
342+ 2.98% |
$45.6K - $54.2K
|
11.8K
$2.44M
|
|
|
Jul 08, 2022
Q2 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
340+ 14.95% |
$45.3K - $53.9K
|
2.61K
$539K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
325+ 25.02% |
$43.3K - $51.5K
|
1.62K
$335K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
316+ 135.62% |
$42.1K - $50.1K
|
549
$113K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
315New |
$42K - $49.9K
|
315
$64.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
308+ 2.81% |
$41K - $48.8K
|
11.3K
$2.32M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
304+ 0.7% |
$40.5K - $48.2K
|
43.9K
$9.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300+ 14.42% |
$40K - $47.6K
|
2.38K
$491K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 16.85% |
$40K - $47.6K
|
2.08K
$429K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
287+ 2.35% |
$38.2K - $45.5K
|
12.5K
$2.58M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
282+ 8.77% |
$37.6K - $44.7K
|
3.5K
$721K
|