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
Jul 18, 2022 Q2 2022
Courage Miller Partners, LLC

BUY
 -
85
+ 4.33%
$11.3K - $13.5K
2.05K $422K
Nov 07, 2023 Q2 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
82
New
$10.9K - $13K
82 $16.9K
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
BUY
 -
79
+ 3.11%
$10.5K - $12.5K
2.62K $541K
Aug 15, 2022 Q2 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
78
New
$10.4K - $12.4K
78 $16.1K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
77
+ 1.41%
$10.3K - $12.2K
5.55K $1.14M
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

BUY
 -
74
+ 7.62%
$9.86K - $11.7K
1.05K $215K
Aug 02, 2022 Q2 2022
Kovitz Investment Group Partners, LLC

BUY
 -
74
+ 0.11%
$9.86K - $11.7K
69.9K $14.4M
Jul 13, 2022 Q2 2022
First National Bank Of South Miami

BUY
 -
72
+ 3.0%
$9.6K - $11.4K
2.47K $510K
Jul 22, 2022 Q2 2022
Blossom Wealth Management

BUY
 -
70
+ 2.54%
$9.33K - $11.1K
2.83K $583K
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
66
+ 3.92%
$8.8K - $10.5K
1.75K $361K
Aug 12, 2022 Q2 2022
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
64
+ 1.02%
$8.53K - $10.1K
6.36K $1.31M
Aug 15, 2022 Q2 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
61
+ 3.68%
$8.13K - $9.67K
1.72K $354K
Jul 18, 2022 Q2 2022
Field & Main Bank

BUY
 -
61
New
$8.13K - $9.67K
61 $12.6K
Jul 22, 2022 Q2 2022
C2 C Wealth Management, LLC

BUY
 -
60
+ 1.76%
$8K - $9.51K
3.47K $715K
Aug 08, 2022 Q2 2022
Davis R M Inc

Portland, ME
BUY
 -
53
+ 3.4%
$7.06K - $8.4K
1.61K $333K
Aug 12, 2022 Q2 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
53
+ 1.0%
$7.06K - $8.4K
5.36K $1.11M
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
49
+ 0.85%
$6.53K - $7.77K
5.78K $1.19M
Aug 09, 2023 Q2 2022
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
48
+ 48.0%
$6.4K - $7.61K
148 $30.5K
Aug 11, 2022 Q2 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
48
+ 1.31%
$6.4K - $7.61K
3.72K $767K
Aug 02, 2022 Q2 2022
American Investment Services, Inc.

BUY
 -
47
+ 1.74%
$6.26K - $7.45K
2.75K $566K
Aug 01, 2022 Q2 2022
Ellis Investment Partners, LLC

BUY
 -
46
+ 0.34%
$6.13K - $7.29K
13.4K $2.76M
Aug 08, 2022 Q2 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
44
+ 0.16%
$5.86K - $6.97K
28.3K $5.84M
Jul 20, 2022 Q2 2022
Endurance Wealth Management, Inc.

BUY
 -
43
+ 0.45%
$5.73K - $6.82K
9.67K $1.99M
Aug 03, 2022 Q2 2022
Moloney Securities Asset Management, LLC

BUY
 -
42
+ 2.19%
$5.6K - $6.66K
1.96K $404K
Aug 08, 2022 Q2 2022
One Charles Private Wealth Services, LLC

BUY
 -
40
+ 1.76%
$5.33K - $6.34K
2.32K $478K
Aug 03, 2022 Q2 2022
Novare Capital Management LLC

BUY
 -
40
+ 1.02%
$5.33K - $6.34K
3.97K $818K
Aug 10, 2022 Q2 2022
Covestor LTD

Boston, MA
BUY
 -
36
+ 57.14%
$4.8K - $5.71K
99 $20.4K
Jul 13, 2022 Q2 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
34
+ 0.45%
$4.53K - $5.39K
7.62K $1.57M
Aug 05, 2022 Q2 2022
Tamar Securities, LLC

BUY
 -
34
+ 0.05%
$4.53K - $5.39K
66.8K $13.8M
Aug 03, 2022 Q2 2022
Sonata Capital Group Inc

BUY
 -
30
+ 0.2%
$4K - $4.76K
14.7K $3.03M
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
28
+ 0.42%
$3.73K - $4.44K
6.76K $1.39M
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
22
+ 0.87%
$2.93K - $3.49K
2.54K $524K
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

BUY
 -
21
+ 0.91%
$2.8K - $3.33K
2.34K $482K
Aug 05, 2022 Q2 2022
Bellwether Advisors, LLC

BUY
 -
21
+ 0.64%
$2.8K - $3.33K
3.29K $679K
Aug 01, 2022 Q2 2022
4 J Wealth Management LLC

BUY
 -
20
+ 0.7%
$2.67K - $3.17K
2.88K $593K
Jul 28, 2022 Q2 2022
Alta Wealth Advisors LLC

BUY
 -
20
+ 0.32%
$2.67K - $3.17K
6.32K $1.3M
Aug 05, 2022 Q2 2022
Clear Investment Research, LLC

BUY
 -
19
+ 0.23%
$2.53K - $3.01K
8.32K $1.71M
Aug 15, 2022 Q2 2022
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
17
+ 28.81%
$2.27K - $2.69K
76 $15.7K
Jul 19, 2022 Q2 2022
Evensky & Katz LLC

BUY
 -
17
+ 0.24%
$2.27K - $2.69K
7.18K $1.48M
Aug 10, 2022 Q2 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
16
+ 0.85%
$2.13K - $2.54K
1.89K $390K
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
15
+ 0.63%
$2K - $2.38K
2.42K $498K
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
14
+ 0.07%
$1.87K - $2.22K
21.2K $4.37M
Aug 12, 2022 Q2 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
13
+ 0.4%
$1.73K - $2.06K
3.26K $672K
Aug 04, 2022 Q2 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
13
+ 0.41%
$1.73K - $2.06K
3.19K $658K
Aug 15, 2022 Q2 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
13
+ 0.44%
$1.73K - $2.06K
2.94K $607K
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
12
+ 0.1%
$1.6K - $1.9K
11.8K $2.43M
Jul 22, 2022 Q2 2022
Shulman De Meo Asset Management LLC

BUY
 -
12
+ 0.42%
$1.6K - $1.9K
2.86K $589K
Jul 29, 2022 Q2 2022
Arcus Capital Partners, LLC

BUY
 -
12
+ 0.43%
$1.6K - $1.9K
2.79K $576K
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
12
+ 0.8%
$1.6K - $1.9K
1.52K $314K

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