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 10, 2022 Q2 2022
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
277
+ 12.94%
$36.9K - $43.9K
2.42K $498K
Aug 15, 2022 Q2 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
265
+ 3.2%
$35.3K - $42K
8.54K $1.76M
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
255
+ 4.65%
$34K - $40.4K
5.74K $1.18M
Aug 11, 2022 Q2 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
250
+ 0.35%
$33.3K - $39.6K
72.3K $14.9M
Aug 15, 2022 Q2 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
227
+ 0.43%
$30.3K - $36K
53.3K $11M
Aug 11, 2022 Q2 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
224
+ 4.35%
$29.9K - $35.5K
5.38K $1.11M
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

BUY
 -
224
+ 12.91%
$29.9K - $35.5K
1.96K $404K
Aug 04, 2022 Q2 2022
Texas Capital Bancshares Inc

BUY
 -
220
+ 0.63%
$29.3K - $34.9K
35.2K $7.25M
Nov 16, 2022 Q2 2022
Hallmark Capital Management Inc

BUY
 -
215
+ 20.96%
$28.7K - $34.1K
1.24K $256K
Aug 09, 2022 Q2 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
206
+ 4.56%
$27.5K - $32.7K
4.73K $975K
Aug 05, 2022 Q2 2022
Investment Partners, Ltd.

BUY
 -
203
+ 0.85%
$27.1K - $32.2K
24.1K $4.97M
Jul 19, 2022 Q2 2022
High Mark Wealth Management LLC

BUY
 -
202
+ 2.31%
$26.9K - $32K
8.95K $1.85M
Jul 27, 2022 Q2 2022
Lowe Brockenbrough & CO Inc

BUY
 -
200
+ 2.18%
$26.7K - $31.7K
9.36K $1.93M
Aug 12, 2022 Q2 2022
Lcnb Corp

Lebanon, OH
BUY
 -
193
+ 11.22%
$25.7K - $30.6K
1.91K $394K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
189
+ 2.41%
$25.2K - $30K
8.03K $1.66M
Jul 28, 2022 Q2 2022
Rise Advisors, LLC

BUY
 -
188
+ 78.33%
$25.1K - $29.8K
428 $88.2K
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
183
New
$24.4K - $29K
183 $37.7K
Jul 11, 2022 Q2 2022
West Oak Capital, LLC

BUY
 -
175
+ 2.91%
$23.3K - $27.7K
6.19K $1.28M
Aug 02, 2022 Q2 2022
Steel Peak Wealth Management LLC

BUY
 -
174
+ 4.59%
$23.2K - $27.6K
3.97K $818K
Aug 15, 2022 Q2 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
163
+ 0.21%
$21.7K - $25.8K
78.5K $16.2M
Jul 15, 2022 Q2 2022
Oxinas Partners Wealth Management LLC

BUY
 -
158
+ 2.29%
$21.1K - $25K
7.06K $1.46M
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
152
+ 2.77%
$20.3K - $24.1K
5.65K $1.16M
Jul 18, 2022 Q2 2022
Investment Advisory Group, LLC

BUY
 -
151
+ 1.43%
$20.1K - $23.9K
10.7K $2.21M
Jul 27, 2022 Q2 2022
Navalign, LLC

BUY
 -
140
+ 1.98%
$18.7K - $22.2K
7.2K $1.48M
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
139
+ 7.92%
$18.5K - $22K
1.89K $390K
Dec 18, 2023 Q2 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
135
New
$18K - $21.4K
135 $27.8K
Aug 01, 2022 Q2 2022
Calamos Wealth Management LLC

BUY
 -
133
+ 0.25%
$17.7K - $21.1K
53.6K $11.1M
Aug 08, 2022 Q2 2022
Telos Capital Management, Inc.

BUY
 -
127
+ 0.37%
$16.9K - $20.1K
34.5K $7.11M
Aug 02, 2022 Q2 2022
Versant Capital Management, Inc

BUY
 -
123
New
$16.4K - $19.5K
123 $25.4K
Aug 15, 2022 Q2 2022
Sei Investments CO

Oaks, PA
BUY
 -
122
+ 0.24%
$16.3K - $19.3K
50.9K $10.5M
Aug 08, 2022 Q2 2022
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
120
+ 0.17%
$16K - $19K
70.2K $14.5M
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
114
+ 6.18%
$15.2K - $18.1K
1.96K $404K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
112
+ 1.29%
$14.9K - $17.8K
8.8K $1.81M
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
107
New
$14.3K - $17K
107 $22.1K
Jul 13, 2022 Q2 2022
Tsfg, LLC

BUY
 -
104
+ 5.97%
$13.9K - $16.5K
1.85K $381K
Aug 04, 2022 Q2 2022
Aj Wealth Strategies, LLC

BUY
 -
103
+ 0.42%
$13.7K - $16.3K
24.5K $5.06M
Jul 11, 2022 Q2 2022
Sound Income Strategies, LLC

BUY
 -
102
New
$13.6K - $16.2K
102 $21K
Jul 15, 2022 Q2 2022
Activest Wealth Management

BUY
 -
102
+ 32.69%
$13.6K - $16.2K
414 $85.4K
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

BUY
 -
100
New
$13.3K - $15.9K
100 $20.6K
Jul 29, 2022 Q2 2022
Lfa Lugano Financial Advisors Sa

BUY
 -
100
New
$13.3K - $15.9K
100 $20.6K
Jul 29, 2022 Q2 2022
Parsons Capital Management Inc

BUY
 -
100
+ 3.37%
$13.3K - $15.9K
3.06K $632K
Aug 01, 2022 Q2 2022
Cabot Wealth Management Inc

BUY
 -
97
+ 3.19%
$12.9K - $15.4K
3.14K $648K
Aug 04, 2022 Q2 2022
Retirement Group, LLC

BUY
 -
96
+ 4.16%
$12.8K - $15.2K
2.4K $495K
Aug 15, 2022 Q2 2022
Balentine LLC

Atlanta, GA
BUY
 -
95
New
$12.7K - $15.1K
95 $19.6K
Aug 11, 2022 Q2 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
91
+ 1.4%
$12.1K - $14.4K
6.6K $1.36M
Jul 26, 2022 Q2 2022
Strategic Equity Management

BUY
 -
91
+ 1.79%
$12.1K - $14.4K
5.16K $1.06M
Aug 03, 2022 Q2 2022
Estate Counselors, LLC

BUY
 -
90
+ 29.51%
$12K - $14.3K
395 $81.4K
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
87
+ 50.88%
$11.6K - $13.8K
258 $53.2K
Aug 10, 2022 Q2 2022
Sbk Financial, Inc.

Richmond, VA
BUY
 -
86
+ 1.67%
$11.5K - $13.6K
5.22K $1.08M

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