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 09, 2021 Q3 2021
Geneos Wealth Management Inc.

SELL
 -
-14.3K
- 24.21%
$2.05M - $2.17M
44.7K $9.22M
Nov 15, 2021 Q3 2021
First Trust Advisors LP

Wheaton, IL
SELL
 -
-14.5K
- 32.78%
$2.08M - $2.2M
29.7K $6.12M
Nov 08, 2021 Q3 2021
Securian Asset Management, Inc

SELL
 -
-14.5K
- 50.52%
$2.08M - $2.2M
14.2K $2.93M
Oct 27, 2021 Q3 2021
Telemus Capital, LLC

SELL
 -
-15.3K
Closed
$2.2M - $2.33M
0 $0
Nov 15, 2021 Q3 2021
Squarepoint Ops LLC

New York, NY
SELL
 -
-15.7K
- 26.98%
$2.26M - $2.39M
42.5K $8.77M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-15.8K
- 9.7%
$2.27M - $2.4M
147K $30.3M
Nov 01, 2021 Q3 2021
Sg Americas Securities, LLC

SELL
 -
-17.5K
- 89.81%
$2.52M - $2.66M
1.99K $409K
Nov 09, 2021 Q3 2021
Evolution Wealth Advisors, LLC

SELL
 -
-17.5K
- 97.39%
$2.52M - $2.66M
469 $96.7K
Oct 28, 2021 Q3 2021
M&T Bank Corp

SELL
 -
-17.6K
- 1.69%
$2.53M - $2.68M
1.02M $211M
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-18.9K
- 43.22%
$2.72M - $2.88M
24.9K $5.13M
Oct 21, 2021 Q3 2021
Efficient Advisors, LLC

SELL
 -
-19.9K
- 10.02%
$2.86M - $3.02M
179K $36.8M
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-20.3K
- 1.52%
$2.92M - $3.09M
1.31M $271M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-21.1K
- 63.51%
$3.03M - $3.2M
12.1K $2.49M
Nov 16, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-23.5K
- 62.71%
$3.38M - $3.58M
14K $2.89M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-25.8K
Closed
$3.71M - $3.92M
0 $0
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-27.2K
- 66.1%
$3.91M - $4.13M
14K $2.88M
Nov 15, 2021 Q3 2021
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-28.9K
Closed
$4.15M - $4.39M
0 $0
Oct 28, 2021 Q3 2021
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-31.3K
- 36.08%
$4.5M - $4.76M
55.5K $11.4M
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-31.5K
- 7.62%
$4.52M - $4.78M
381K $78.6M
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-32.5K
- 31.78%
$4.67M - $4.94M
69.7K $14.4M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

SELL
 -
-33K
- 5.36%
$4.74M - $5.01M
583K $120M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-33.5K
- 4.71%
$4.82M - $5.09M
677K $140M
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-37.1K
- 79.51%
$5.33M - $5.63M
9.55K $1.97M
Nov 15, 2021 Q3 2021
Two Sigma Investments, LP

New York, NY
SELL
 -
-37.4K
- 89.47%
$5.38M - $5.68M
4.4K $907K
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-41.2K
Closed
$5.92M - $6.26M
0 $0
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-46K
- 1.75%
$6.61M - $6.99M
2.59M $533M
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-47K
- 17.12%
$6.76M - $7.15M
228K $46.9M
Nov 12, 2021 Q3 2021
Banco Bilbao Vizcaya Argentaria, S.A.

SELL
 -
-48.7K
- 49.11%
$7M - $7.4M
50.5K $10.4M
Oct 26, 2021 Q3 2021
Exane Derivatives

SELL
 -
-50.6K
- 85.75%
$7.27M - $7.69M
8.4K $1.73M
Nov 09, 2021 Q3 2021
Alera Investment Advisors, LLC

SELL
 -
-52.9K
- 85.41%
$7.61M - $8.04M
9.04K $1.86M
Oct 19, 2021 Q3 2021
Mitsubishi Ufj Asset Management (Uk) Ltd.

SELL
 -
-60.5K
Closed
$8.7M - $9.2M
0 $0
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

SELL
 -
-61.3K
- 50.91%
$8.81M - $9.32M
59.1K $12.2M
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-61.4K
Closed
$8.82M - $9.33M
0 $0
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

SELL
 -
-64.3K
- 24.57%
$9.25M - $9.78M
198K $40.7M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-65.1K
- 6.08%
$9.36M - $9.9M
1.01M $207M
Nov 12, 2021 Q3 2021
Barings LLC

SELL
 -
-65.3K
- 30.72%
$9.39M - $9.93M
147K $30.4M
Nov 02, 2021 Q3 2021
River Front Investment Group, LLC

Richmond, VA
SELL
 -
-69K
- 55.2%
$9.92M - $10.5M
56K $11.5M
Nov 12, 2021 Q3 2021
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-69.4K
Closed
$9.98M - $10.6M
0 $0
Nov 12, 2021 Q3 2021
Delta Investment Management, LLC

SELL
 -
-73.4K
Closed
$10.6M - $11.2M
0 $0
Nov 12, 2021 Q3 2021
Schroder Investment Management Group

London, X0
SELL
 -
-96.6K
- 91.21%
$13.9M - $14.7M
9.31K $1.92M
Oct 08, 2021 Q3 2021
Johnson Midwest Financial, LLC

SELL
 -
-107K
- 99.96%
$15.3M - $16.2M
44 $9.07K
Nov 09, 2021 Q3 2021
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-344K
Closed
$49.5M - $52.3M
0 $0
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-348K
- 56.95%
$50.1M - $52.9M
263K $54.3M
Nov 10, 2021 Q3 2021
Silicon Valley Capital Partners

SELL
 -
-381K
- 96.99%
$54.8M - $57.9M
11.8K $2.44M
Oct 15, 2021 Q3 2021
Willis Johnson & Associates, Inc.

SELL
 -
-580K
- 86.95%
$83.3M - $88.1M
87K $17.9M
Oct 14, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-659K
- 91.72%
$94.8M - $100M
59.5K $12.3M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-831K
- 98.68%
$119M - $126M
11.1K $2.29M

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