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
Oct 19, 2021 Q3 2021
Atwood & Palmer Inc

BUY
 -
265
New
$38.1K - $40.3K
265 $54.6K
Nov 09, 2021 Q3 2021
Lws Wealth Advisors, Inc.

BUY
 -
260
+ 0.41%
$37.4K - $39.5K
63.9K $13.2M
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

BUY
 -
257
+ 153.89%
$36.9K - $39.1K
424 $87.4K
Oct 13, 2021 Q3 2021
Home Federal Bank Of Tennessee

BUY
 -
253
+ 0.06%
$36.4K - $38.5K
428K $88.1M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
249
+ 1.73%
$35.8K - $37.8K
14.7K $3.03M
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

BUY
 -
245
+ 7.55%
$35.2K - $37.2K
3.49K $720K
Nov 12, 2021 Q3 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
244
+ 1.77%
$35.1K - $37.1K
14K $2.89M
Nov 12, 2021 Q3 2021
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
241
New
$34.6K - $36.6K
241 $49.7K
Oct 18, 2021 Q3 2021
Kfa Private Wealth Group, LLC

BUY
 -
241
+ 0.58%
$34.6K - $36.6K
42K $8.65M
Oct 20, 2021 Q3 2021
Tranquility Partners, LLC

BUY
 -
240
+ 7.9%
$34.5K - $36.5K
3.28K $676K
Oct 20, 2021 Q3 2021
Stone X Group Inc.

BUY
 -
228
+ 3.41%
$32.8K - $34.7K
6.92K $1.43M
Nov 10, 2021 Q3 2021
Parsec Financial Management, Inc.

BUY
 -
210
+ 11.82%
$30.2K - $31.9K
1.99K $409K
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
209
+ 14.86%
$30K - $31.8K
1.62K $333K
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
207
+ 5.79%
$29.8K - $31.5K
3.78K $780K
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
203
+ 6.06%
$29.2K - $30.9K
3.56K $733K
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
202
+ 8.34%
$29K - $30.7K
2.63K $541K
Nov 12, 2021 Q3 2021
Credit Suisse Ag

Zurich, V8
BUY
 -
201
+ 2.23%
$28.9K - $30.6K
9.2K $1.9M
Feb 22, 2022 Q3 2021
Matrix Private Capital Group LLC

New York, NY
BUY
 -
200
+ 5.0%
$28.8K - $30.4K
4.2K $867K
Nov 12, 2021 Q3 2021
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
200
+ 3.81%
$28.8K - $30.4K
5.45K $1.12M
Oct 12, 2021 Q3 2021
17 Capital Partners, LLC

BUY
 -
200
+ 9.88%
$28.8K - $30.4K
2.22K $459K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
200
New
$28.8K - $30.4K
200 $41.2K
Nov 04, 2021 Q3 2021
Total Wealth Planning, LLC

BUY
 -
193
+ 1.49%
$27.7K - $29.3K
13.2K $2.71M
Nov 15, 2021 Q3 2021
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
189
+ 2.18%
$27.2K - $28.7K
8.86K $1.83M
Nov 15, 2021 Q3 2021
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
188
+ 5.59%
$27K - $28.6K
3.55K $732K
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
186
+ 8.12%
$26.7K - $28.3K
2.48K $510K
Oct 07, 2021 Q3 2021
Caprock Group, Inc.

BUY
 -
185
+ 11.97%
$26.6K - $28.1K
1.73K $357K
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

BUY
 -
171
+ 19.72%
$24.6K - $26K
1.04K $214K
Nov 12, 2021 Q3 2021
Capital Advisors, Ltd. LLC

BUY
 -
170
+ 3.63%
$24.4K - $25.8K
4.86K $1M
Oct 28, 2021 Q3 2021
Kovitz Investment Group Partners, LLC

BUY
 -
165
+ 0.25%
$23.7K - $25.1K
66.5K $13.7M
Nov 05, 2021 Q3 2021
Argent Advisors, Inc.

Monroe, LA
BUY
 -
163
+ 2.4%
$23.4K - $24.8K
6.96K $1.43M
Oct 18, 2021 Q3 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
162
+ 2.18%
$23.3K - $24.6K
7.61K $1.57M
Oct 14, 2021 Q3 2021
Seneca House Advisors

BUY
 -
159
+ 0.68%
$22.9K - $24.2K
23.4K $4.83M
Nov 15, 2021 Q3 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
157
+ 3.44%
$22.6K - $23.9K
4.72K $973K
Oct 15, 2021 Q3 2021
First Citizens Bank & Trust CO

BUY
 -
157
+ 0.82%
$22.6K - $23.9K
19.2K $3.96M
Nov 12, 2021 Q3 2021
3 D/L Capital Management, LLC

BUY
 -
155
+ 6.68%
$22.3K - $23.6K
2.48K $510K
Nov 08, 2021 Q3 2021
Sonata Capital Group Inc

BUY
 -
150
+ 1.03%
$21.6K - $22.8K
14.7K $3.04M
Nov 15, 2021 Q3 2021
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
150
+ 9.91%
$21.6K - $22.8K
1.66K $343K
Nov 09, 2021 Q3 2021
First National Corp

BUY
 -
136
+ 8.61%
$19.6K - $20.7K
1.72K $354K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
135
+ 1.51%
$19.4K - $20.5K
9.07K $1.87M
Nov 15, 2021 Q3 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
135
+ 1.79%
$19.4K - $20.5K
7.69K $1.59M
Nov 15, 2021 Q3 2021
Titus Wealth Management

Larskpur, CA
BUY
 -
130
+ 8.61%
$18.7K - $19.8K
1.64K $338K
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

BUY
 -
128
+ 43.84%
$18.4K - $19.5K
420 $86.6K
Nov 08, 2021 Q3 2021
Stonebridge Financial Planning Group, LLC

BUY
 -
125
+ 1.42%
$18K - $19K
8.9K $1.83M
Oct 26, 2021 Q3 2021
Crescent Grove Advisors, LLC

BUY
 -
125
+ 3.22%
$18K - $19K
4K $825K
Nov 08, 2021 Q3 2021
Choreo, LLC

Minneapolis, MN
BUY
 -
124
+ 1.68%
$17.8K - $18.8K
7.51K $1.55M
Nov 01, 2021 Q3 2021
Ballast Advisors LLC

BUY
 -
122
+ 14.49%
$17.5K - $18.5K
964 $199K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
119
+ 0.44%
$17.1K - $18.1K
27.2K $5.6M
Nov 05, 2021 Q3 2021
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
118
+ 4.75%
$17K - $17.9K
2.6K $537K
Oct 28, 2021 Q3 2021
Endurance Wealth Management, Inc.

BUY
 -
115
+ 1.21%
$16.5K - $17.5K
9.63K $1.99M

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