Purchases and Sales Made in Q3 2021 in Ishares S&P 500 Value ETF (IVE)
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 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.47K+ 7.72% |
$499K - $528K
|
48.4K
$9.99M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.33KNew |
$478K - $506K
|
3.33K
$686K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.27K+ 8.05% |
$470K - $497K
|
43.9K
$9.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.22KNew |
$463K - $489K
|
3.22K
$663K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.17K+ 10.88% |
$456K - $482K
|
32.3K
$6.67M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
3.16K+ 3.61% |
$454K - $480K
|
90.7K
$18.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
3.06K+ 3.02% |
$439K - $465K
|
104K
$21.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.03KNew |
$436K - $461K
|
3.03K
$625K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.98K+ 1144.62% |
$428K - $452K
|
3.24K
$667K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.92K+ 11.78% |
$419K - $443K
|
27.7K
$5.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
BUY
|
- |
2.87K+ 4.93% |
$413K - $436K
|
61.1K
$12.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
2.86K+ 10.39% |
$410K - $434K
|
30.3K
$6.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.85K+ 35.16% |
$410K - $434K
|
11K
$2.26M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.82K+ 4.88% |
$405K - $428K
|
60.6K
$12.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.8KNew |
$403K - $426K
|
2.8K
$578K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.78K+ 3.76% |
$400K - $423K
|
76.8K
$15.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.78KNew |
$400K - $423K
|
2.78K
$573K
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.78KNew |
$400K - $423K
|
2.78K
$573K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.73K+ 7.2% |
$392K - $414K
|
40.6K
$8.37M
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.71K+ 167.49% |
$390K - $412K
|
4.33K
$892K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2.62K+ 5.38% |
$376K - $397K
|
51.2K
$10.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.53K+ 0.79% |
$364K - $385K
|
322K
$66.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.51K+ 97.86% |
$361K - $382K
|
5.08K
$1.05M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.41K+ 4.38% |
$346K - $366K
|
57.4K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
2.38K+ 6.46% |
$342K - $362K
|
39.2K
$8.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33K+ 2.42% |
$335K - $355K
|
98.9K
$20.4M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.28KNew |
$327K - $346K
|
2.28K
$469K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.27KNew |
$326K - $344K
|
2.27K
$467K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.26K+ 5.87% |
$325K - $344K
|
40.8K
$8.42M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
2.23K+ 1.65% |
$321K - $339K
|
138K
$28.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 143.46% |
$318K - $337K
|
3.76K
$775K
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.21K+ 3.16% |
$318K - $336K
|
72.2K
$14.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.2KNew |
$316K - $334K
|
2.2K
$453K
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.18K+ 6.0% |
$313K - $331K
|
38.4K
$7.93M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 48.96% |
$312K - $330K
|
6.6K
$1.36M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.16KNew |
$311K - $329K
|
2.16K
$446K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.16K+ 3.37% |
$310K - $328K
|
66.2K
$13.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 1.34% |
$306K - $324K
|
161K
$33.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
2.12K+ 37.53% |
$304K - $321K
|
7.75K
$1.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.01K+ 43.29% |
$288K - $305K
|
6.64K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.93K+ 11.64% |
$277K - $293K
|
18.5K
$3.81M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
1.9KNew |
$273K - $289K
|
1.9K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
1.89KNew |
$272K - $288K
|
1.89K
$390K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.89KNew |
$271K - $287K
|
1.89K
$389K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.88K+ 0.92% |
$270K - $285K
|
205K
$42.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.87KNew |
$269K - $285K
|
1.87K
$386K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.86K+ 72.37% |
$267K - $282K
|
4.42K
$912K
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 2.58% |
$265K - $280K
|
73.3K
$15.1M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.8K+ 13.85% |
$258K - $273K
|
14.8K
$3.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.78K+ 21.97% |
$256K - $271K
|
9.9K
$2.04M
|