Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
19.1M
New
$2.75B - $2.9B
19.1M $3.94B
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
11.2M
New
$1.61B - $1.7B
11.2M $2.31B
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.97M
New
$427M - $451M
2.97M $612M
Nov 12, 2021 Q3 2021
Varma Mutual Pension Insurance CO

Varma, H9
BUY
 -
727K
+ 294.02%
$105M - $111M
975K $201M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
707K
+ 9.34%
$102M - $107M
8.27M $1.71B
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
671K
+ 1127.98%
$96.5M - $102M
731K $151M
Nov 15, 2021 Q3 2021
Lbmc Investment Advisors, LLC

BUY
 -
603K
+ 1340.55%
$86.6M - $91.6M
648K $134M
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
472K
+ 4252.04%
$67.9M - $71.8M
484K $99.7M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
396K
+ 94.87%
$57M - $60.3M
814K $168M
Nov 12, 2021 Q3 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
166K
+ 17.87%
$23.9M - $25.2M
1.1M $226M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
111K
+ 6.88%
$16M - $16.9M
1.73M $357M
Nov 09, 2021 Q3 2021
Koss Olinger Consulting, LLC

BUY
 -
106K
+ 790.79%
$15.3M - $16.2M
120K $24.7M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
105K
New
$15.1M - $16M
105K $21.6M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
83.9K
+ 1.37%
$12.1M - $12.8M
6.19M $1.28B
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
75.9K
+ 4.33%
$10.9M - $11.5M
1.83M $377M
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
74K
+ 643.1%
$10.6M - $11.2M
85.5K $17.6M
Nov 15, 2021 Q3 2021
Alera Investment Advisors, LLC

BUY
 -
53.1K
+ 587.65%
$7.64M - $8.08M
62.2K $12.8M
Oct 19, 2021 Q3 2021
Amarillo National Bank

BUY
 -
51.7K
+ 19.4%
$7.43M - $7.86M
318K $65.6M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
50.8K
+ 1.68%
$7.3M - $7.72M
3.08M $635M
Nov 08, 2021 Q3 2021
Banco Santander, S.A.

BUY
 -
49.7K
+ 72.38%
$7.15M - $7.56M
118K $24.4M
Nov 10, 2021 Q3 2021
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
46.1K
+ 29.02%
$6.62M - $7M
205K $42.2M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
44.1K
+ 21.97%
$6.35M - $6.71M
245K $50.5M
Nov 04, 2021 Q3 2021
Keel Point, LLC

Huntsville, AL
BUY
 -
40.4K
New
$5.81M - $6.14M
40.4K $8.33M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
34.1K
+ 32.68%
$4.9M - $5.18M
138K $28.5M
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
33.4K
New
$4.81M - $5.08M
33.4K $6.89M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
31.7K
+ 3.06%
$4.55M - $4.81M
1.07M $220M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
30.8K
+ 101.98%
$4.43M - $4.68M
61K $12.6M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
30.7K
+ 294.81%
$4.41M - $4.66M
41.1K $8.47M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
30.3K
+ 100.13%
$4.35M - $4.6M
60.5K $12.5M
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
26.3K
+ 195.26%
$3.78M - $4M
39.8K $8.2M
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
25.2K
+ 180.11%
$3.62M - $3.83M
39.2K $8.09M
Oct 20, 2021 Q3 2021
All Season Financial Advisors, Inc.

BUY
 -
25.2K
+ 111.6%
$3.62M - $3.83M
47.8K $9.85M
Oct 27, 2021 Q3 2021
Lvz, Inc.

BUY
 -
24.7K
+ 4.35%
$3.55M - $3.75M
592K $122M
Nov 15, 2021 Q3 2021
Mirae Asset Global Investments Co., Ltd.

BUY
 -
22.9K
New
$3.29M - $3.48M
22.9K $4.72M
Sep 21, 2023 Q3 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
22.4K
+ 12.39%
$3.22M - $3.41M
203K $41.9M
Nov 12, 2021 Q3 2021
American International Group, Inc.

New York, NY
BUY
 -
22.2K
+ 23.2%
$3.19M - $3.38M
118K $24.3M
Nov 03, 2021 Q3 2021
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
21.8K
+ 9.01%
$3.13M - $3.31M
264K $54.4M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
20.7K
+ 21.96%
$2.97M - $3.14M
115K $23.7M
Nov 15, 2021 Q3 2021
United Services Automobile Association

San Antonio, TX
BUY
 -
20.4K
New
$2.94M - $3.11M
20.4K $4.21M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
19.2K
+ 36.54%
$2.76M - $2.92M
71.7K $14.8M
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
19.2K
+ 36.54%
$2.76M - $2.92M
71.7K $14.8M
Nov 15, 2021 Q3 2021
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
19K
New
$2.73M - $2.89M
19K $3.92M
Oct 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
BUY
 -
18.3K
+ 3.21%
$2.63M - $2.78M
587K $121M
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
16K
+ 18.11%
$2.3M - $2.43M
104K $21.5M
Nov 15, 2021 Q3 2021
First Manhattan CO

New York, NY
BUY
 -
15.7K
+ 5639.43%
$2.26M - $2.39M
16K $3.3M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
14.6K
+ 5.93%
$2.09M - $2.21M
260K $53.6M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
14K
+ 3.94%
$2.02M - $2.13M
370K $76.3M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
13.4K
+ 1.26%
$1.93M - $2.04M
1.08M $222M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
12.6K
+ 3.44%
$1.81M - $1.92M
379K $78.1M

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