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
Lee Financial CO

Dallas, TX
SELL
 -
-145
- 1.75%
$20.8K - $22K
8.14K $1.68M
Nov 15, 2021 Q3 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-150
- 2.18%
$21.6K - $22.8K
6.73K $1.39M
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-150
- 6.74%
$21.6K - $22.8K
2.07K $428K
Nov 04, 2021 Q3 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-156
- 2.26%
$22.4K - $23.7K
6.75K $1.39M
Nov 08, 2021 Q3 2021
Davis R M Inc

Portland, ME
SELL
 -
-160
- 8.1%
$23K - $24.3K
1.82K $374K
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-166
- 8.33%
$23.9K - $25.2K
1.83K $376K
Nov 01, 2021 Q3 2021
Whittier Trust CO

SELL
 -
-166
- 2.68%
$23.9K - $25.2K
6.02K $1.24M
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-169
- 1.72%
$24.3K - $25.7K
9.63K $1.99M
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

SELL
 -
-171
- 1.45%
$24.6K - $26K
11.6K $2.39M
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-174
- 9.02%
$25K - $26.4K
1.75K $362K
Oct 07, 2021 Q3 2021
Newman Dignan & Sheerar, Inc.

SELL
 -
-197
- 5.2%
$28.3K - $29.9K
3.59K $740K
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-199
- 0.2%
$28.6K - $30.2K
101K $20.9M
Nov 03, 2021 Q3 2021
Estate Counselors, LLC

SELL
 -
-200
- 6.45%
$28.8K - $30.4K
2.9K $598K
Oct 19, 2021 Q3 2021
Falcon Wealth Planning

SELL
 -
-200
- 1.78%
$28.8K - $30.4K
11K $2.27M
Oct 08, 2021 Q3 2021
Inspirion Wealth Advisors, LLC

SELL
 -
-201
- 3.12%
$28.9K - $30.6K
6.24K $1.29M
Nov 15, 2021 Q3 2021
Freedom Day Solutions, LLC

SELL
 -
-208
- 11.54%
$29.9K - $31.6K
1.59K $329K
Nov 09, 2021 Q3 2021
Interactive Financial Advisors

Chicago, IL
SELL
 -
-209
- 8.55%
$30K - $31.8K
2.24K $461K
Nov 04, 2021 Q3 2021
Accel Wealth Management

SELL
 -
-209
- 49.76%
$30K - $31.8K
211 $43.5K
Nov 05, 2021 Q3 2021
Pfg Advisors

SELL
 -
-209
- 7.5%
$30K - $31.8K
2.58K $531K
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-210
- 0.79%
$30.2K - $31.9K
26.3K $5.43M
Nov 01, 2021 Q3 2021
Ascent Wealth Partners, LLC

New Hartford, NY
SELL
 -
-216
- 1.46%
$31.1K - $32.8K
14.6K $3M
Nov 15, 2021 Q3 2021
Optiver Holding B.V.

Amsterdam, P7
SELL
 -
-228
Closed
$32.8K - $34.7K
0 $0
Nov 15, 2021 Q3 2021
Zurich Insurance Group LTD

Zurich, V8
SELL
 -
-230
- 0.92%
$33.1K - $35K
24.8K $5.1M
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-230
Closed
$33.1K - $35K
0 $0
Nov 12, 2021 Q3 2021
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-233
- 0.1%
$33.5K - $35.4K
234K $48.2M
Oct 21, 2021 Q3 2021
Farmers & Merchants Investments Inc

SELL
 -
-243
- 2.78%
$34.9K - $36.9K
8.49K $1.75M
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
SELL
 -
-247
- 2.95%
$35.5K - $37.5K
8.13K $1.68M
Oct 18, 2021 Q3 2021
Polaris Wealth Advisory Group, LLC

SELL
 -
-257
- 0.14%
$36.9K - $39.1K
180K $37.1M
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-257
- 7.1%
$36.9K - $39.1K
3.36K $693K
Nov 15, 2021 Q3 2021
Silvercrest Asset Management Group LLC

New York, NY
SELL
 -
-265
- 2.56%
$38.1K - $40.3K
10.1K $2.08M
Oct 26, 2021 Q3 2021
Calamos Wealth Management LLC

SELL
 -
-271
- 0.54%
$39K - $41.2K
50K $10.3M
Oct 14, 2021 Q3 2021
Procyon Advisors, LLC

SELL
 -
-272
- 0.99%
$39.1K - $41.3K
27.2K $5.61M
Oct 12, 2021 Q3 2021
Wesbanco Bank Inc

SELL
 -
-273
- 0.95%
$39.2K - $41.5K
28.4K $5.86M
Nov 16, 2021 Q3 2021
Intellectus Partners, LLC

San Francisco, CA
SELL
 -
-275
- 5.43%
$39.5K - $41.8K
4.79K $987K
Nov 12, 2021 Q3 2021
Gryphon Financial Partners LLC

SELL
 -
-277
- 8.18%
$39.8K - $42.1K
3.11K $641K
Nov 18, 2021 Q3 2021
Personal Cfo Solutions, LLC

SELL
 -
-298
- 3.78%
$42.8K - $45.3K
7.58K $1.56M
Nov 15, 2021 Q3 2021
Steel Peak Wealth Management LLC

SELL
 -
-304
- 15.02%
$43.7K - $46.2K
1.72K $355K
Nov 15, 2021 Q3 2021
Acorn Financial Advisory Services Inc

SELL
 -
-321
- 2.97%
$46.1K - $48.8K
10.5K $2.16M
Oct 19, 2021 Q3 2021
Blossom Wealth Management

SELL
 -
-327
- 13.48%
$47K - $49.7K
2.1K $433K
Oct 13, 2021 Q3 2021
Gofen & Glossberg LLC

SELL
 -
-334
- 5.2%
$48K - $50.8K
6.1K $1.26M
Nov 12, 2021 Q3 2021
Sei Investments CO

Oaks, PA
SELL
 -
-350
- 0.66%
$50.3K - $53.2K
53K $10.9M
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

SELL
 -
-378
- 10.26%
$54.3K - $57.5K
3.31K $682K
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-379
- 0.52%
$54.5K - $57.6K
72.1K $14.9M
Nov 02, 2021 Q3 2021
Blue Chip Partners, Inc.

SELL
 -
-397
- 11.26%
$57.1K - $60.3K
3.13K $645K
Nov 12, 2021 Q3 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-402
- 9.67%
$57.8K - $61.1K
3.76K $774K
Nov 12, 2021 Q3 2021
Mv Capital Management, Inc.

SELL
 -
-404
- 0.51%
$58.1K - $61.4K
79.6K $16.4M
Nov 05, 2021 Q3 2021
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-414
- 6.36%
$59.5K - $62.9K
6.09K $1.26M
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

SELL
 -
-423
- 17.51%
$60.8K - $64.3K
1.99K $411K
Nov 09, 2021 Q3 2021
Bank Of The West

SELL
 -
-433
- 1.16%
$62.2K - $65.8K
37K $7.62M

Track Institutional and Insider Activities on IVE

Follow ISHARES S&P 500 VALUE ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVE shares.

Notify only if

Insider Trading

Get notified when an Ishares S&P 500 Value ETF insider buys or sells IVE shares.

Notify only if

News

Receive news related to ISHARES S&P 500 VALUE ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVE