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 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.16K
- 12.75%
$167K - $176K
7.93K $1.64M
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.17K
- 21.24%
$168K - $178K
4.33K $893K
Nov 15, 2021 Q3 2021
Prudential Financial Inc

Newark, NJ
SELL
 -
-1.17K
- 13.97%
$168K - $178K
7.19K $1.48M
Oct 27, 2021 Q3 2021
Trust CO Of Virginia

SELL
 -
-1.2K
- 30.0%
$173K - $182K
2.8K $577K
Nov 12, 2021 Q3 2021
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-1.22K
- 1.03%
$175K - $185K
116K $24M
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

SELL
 -
-1.25K
- 15.92%
$180K - $190K
6.61K $1.36M
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

SELL
 -
-1.25K
- 0.86%
$180K - $191K
144K $29.8M
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.28K
- 9.34%
$184K - $195K
12.4K $2.57M
Nov 04, 2021 Q3 2021
Brighton Jones LLC

SELL
 -
-1.37K
- 17.81%
$197K - $208K
6.31K $1.3M
Oct 26, 2021 Q3 2021
First Merchants Corp

SELL
 -
-1.38K
- 1.28%
$199K - $210K
107K $22M
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-1.41K
Closed
$202K - $214K
0 $0
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-1.41K
Closed
$203K - $215K
0 $0
Nov 10, 2021 Q3 2021
Comerica Securities,Inc.

SELL
 -
-1.45K
- 1.92%
$208K - $220K
73.7K $15.2M
Oct 15, 2021 Q3 2021
Bard Financial Services, Inc.

SELL
 -
-1.46K
Closed
$209K - $221K
0 $0
Nov 09, 2021 Q3 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-1.49K
- 13.8%
$215K - $227K
9.33K $1.92M
Oct 27, 2021 Q3 2021
Lutz Financial Services LLC

SELL
 -
-1.5K
- 1.07%
$215K - $228K
139K $28.6M
Nov 10, 2021 Q3 2021
Avidian Wealth Solutions, LLC

SELL
 -
-1.5K
Closed
$216K - $228K
0 $0
Nov 12, 2021 Q3 2021
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-1.55K
- 9.94%
$223K - $235K
14K $2.89M
Nov 08, 2021 Q3 2021
Hamel Associates, Inc.

SELL
 -
-1.58K
Closed
$226K - $239K
0 $0
Nov 03, 2021 Q3 2021
Spectrum Management Group, LLC

SELL
 -
-1.62K
- 14.73%
$233K - $246K
9.38K $1.93M
Oct 14, 2021 Q3 2021
Tiaa, Fsb

St. Louis, MO
SELL
 -
-1.68K
- 8.68%
$241K - $255K
17.6K $3.64M
Nov 02, 2021 Q3 2021
Financial Management Professionals, Inc.

SELL
 -
-1.71K
- 4.26%
$245K - $259K
38.4K $7.91M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.72K
- 0.27%
$248K - $262K
635K $131M
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-1.76K
- 0.76%
$252K - $267K
231K $47.6M
Nov 12, 2021 Q3 2021
Savant Capital, LLC

SELL
 -
-1.79K
- 6.25%
$257K - $272K
26.9K $5.54M
Nov 15, 2021 Q3 2021
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-1.8K
- 11.06%
$259K - $274K
14.5K $2.98M
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
SELL
 -
-1.82K
- 1.58%
$261K - $276K
113K $23.4M
Oct 26, 2021 Q3 2021
Sol Capital Management CO

SELL
 -
-1.87K
- 9.02%
$268K - $283K
18.8K $3.88M
Nov 15, 2021 Q3 2021
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-1.88K
- 3.42%
$270K - $286K
53.1K $10.9M
Nov 02, 2021 Q3 2021
Sierra Capital LLC

SELL
 -
-1.9K
- 2.06%
$273K - $289K
90.5K $18.7M
Nov 12, 2021 Q3 2021
F3 Logic, LLC

SELL
 -
-1.99K
- 2.33%
$286K - $302K
83.4K $17.2M
Oct 26, 2021 Q3 2021
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-1.99K
Closed
$287K - $303K
0 $0
Nov 12, 2021 Q3 2021
Blankinship & Foster, LLC

Solana Beach, CA
SELL
 -
-2.02K
- 18.42%
$290K - $307K
8.94K $1.84M
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-2.06K
- 18.81%
$296K - $313K
8.89K $1.83M
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

SELL
 -
-2.27K
- 0.56%
$326K - $345K
400K $82.5M
Nov 12, 2021 Q3 2021
Journey Advisory Group, LLC

SELL
 -
-2.43K
- 26.27%
$349K - $369K
6.82K $1.41M
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-2.65K
- 25.33%
$381K - $403K
7.81K $1.61M
Oct 25, 2021 Q3 2021
True Wealth Advisors, LLC

SELL
 -
-2.75K
- 9.87%
$395K - $418K
25.1K $5.18M
Nov 15, 2021 Q3 2021
Lake Street Advisors Group, LLC

SELL
 -
-2.76K
Closed
$397K - $420K
0 $0
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-2.88K
- 31.36%
$413K - $437K
6.29K $1.3M
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.91K
- 3.28%
$418K - $442K
85.9K $17.7M
Oct 20, 2021 Q3 2021
Aj Wealth Strategies, LLC

SELL
 -
-2.92K
- 17.34%
$420K - $444K
13.9K $2.87M
Nov 12, 2021 Q3 2021
Trexquant Investment LP

Stamford, CT
SELL
 -
-3.02K
Closed
$434K - $459K
0 $0
Oct 20, 2021 Q3 2021
White Lighthouse Investment Management Inc.

SELL
 -
-3.04K
Closed
$436K - $461K
0 $0
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

SELL
 -
-3.04K
- 7.38%
$438K - $463K
38.2K $7.88M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-3.09K
- 10.78%
$444K - $470K
25.6K $5.27M
Oct 19, 2021 Q3 2021
Parker Investment Management, LLC

SELL
 -
-3.19K
- 10.75%
$458K - $484K
26.4K $5.45M
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-3.33K
- 11.27%
$479K - $506K
26.2K $5.41M
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-3.53K
Closed
$507K - $536K
0 $0

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