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 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.76KNew |
$253K - $267K
|
1.76K
$362K
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
BUY
|
- |
1.74K+ 1.1% |
$251K - $265K
|
161K
$33.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.74K+ 2.56% |
$250K - $265K
|
69.7K
$14.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 9.02% |
$246K - $261K
|
20.7K
$4.27M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.71K+ 31.4% |
$245K - $259K
|
7.14K
$1.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Granger Management LLC
|
BUY
|
- |
1.68K+ 87.56% |
$242K - $256K
|
3.6K
$743K
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
1.68KNew |
$241K - $255K
|
1.68K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.65K+ 4.84% |
$237K - $250K
|
35.7K
$7.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.64K+ 5.33% |
$236K - $249K
|
32.4K
$6.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.63K+ 1.86% |
$235K - $248K
|
89.6K
$18.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.6KNew |
$230K - $243K
|
1.6K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.6K+ 18.06% |
$229K - $243K
|
10.4K
$2.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.56K+ 2.92% |
$224K - $236K
|
54.8K
$11.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.55KNew |
$223K - $236K
|
1.55K
$320K
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.53KNew |
$220K - $233K
|
1.53K
$316K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.52KNew |
$219K - $232K
|
1.52K
$314K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.51KNew |
$217K - $230K
|
1.51K
$312K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.5K+ 3.79% |
$216K - $228K
|
41.1K
$8.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.45KNew |
$209K - $221K
|
1.45K
$299K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.44K+ 33.06% |
$206K - $218K
|
5.78K
$1.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.43KNew |
$206K - $217K
|
1.43K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.42KNew |
$205K - $216K
|
1.42K
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.42KNew |
$204K - $215K
|
1.42K
$292K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.38K+ 3.02% |
$199K - $210K
|
47.2K
$9.73M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.34K+ 48.13% |
$192K - $203K
|
4.12K
$849K
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
1.29K+ 11.53% |
$185K - $196K
|
12.5K
$2.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
1.27K+ 46.26% |
$182K - $193K
|
4.01K
$827K
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.26K+ 1.09% |
$180K - $191K
|
116K
$24M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.25K+ 3.42% |
$180K - $190K
|
37.8K
$7.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.25K+ 0.9% |
$179K - $190K
|
140K
$28.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.23K+ 3.58% |
$177K - $187K
|
35.5K
$7.32M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.19K+ 6.04% |
$171K - $181K
|
20.9K
$4.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.19K+ 0.82% |
$170K - $180K
|
146K
$30.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.18K+ 9.25% |
$170K - $180K
|
14K
$2.88M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.18KNew |
$169K - $179K
|
1.18K
$242K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.17K+ 45.13% |
$168K - $178K
|
3.77K
$777K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.16K+ 5.69% |
$167K - $176K
|
21.6K
$4.45M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.14K+ 5.38% |
$163K - $173K
|
22.3K
$4.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
1.12K+ 3.68% |
$161K - $171K
|
31.6K
$6.52M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 1.17% |
$153K - $162K
|
92.2K
$19M
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 2.81% |
$146K - $155K
|
37.3K
$7.68M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
945+ 6.68% |
$136K - $144K
|
15.1K
$3.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
931+ 228.75% |
$134K - $142K
|
1.34K
$276K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
902+ 0.4% |
$130K - $137K
|
226K
$46.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
899+ 29.25% |
$129K - $137K
|
3.97K
$819K
|
|
|
Nov 09, 2021
Q3 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
897+ 1.31% |
$129K - $136K
|
69.6K
$14.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
892+ 435.12% |
$128K - $136K
|
1.1K
$226K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
881+ 7.18% |
$127K - $134K
|
13.2K
$2.71M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
852+ 4.94% |
$122K - $130K
|
18.1K
$3.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
848+ 10.98% |
$122K - $129K
|
8.57K
$1.77M
|