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 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
113+ 1.29% |
$16.2K - $17.2K
|
8.88K
$1.83M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
110New |
$15.8K - $16.7K
|
110
$22.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
106+ 0.98% |
$15.2K - $16.1K
|
10.9K
$2.26M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$14.4K - $15.2K
|
100
$20.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 1.26% |
$14.4K - $15.2K
|
8.06K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
97New |
$13.9K - $14.7K
|
97
$20K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
96+ 4.52% |
$13.8K - $14.6K
|
2.22K
$458K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
95+ 6.17% |
$13.7K - $14.4K
|
1.63K
$337K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
95New |
$13.7K - $14.4K
|
95
$19.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
86+ 4.74% |
$12.4K - $13.1K
|
1.9K
$392K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
77+ 5.66% |
$11.1K - $11.7K
|
1.44K
$296K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
69+ 4.4% |
$9.92K - $10.5K
|
1.64K
$337K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
67+ 0.32% |
$9.63K - $10.2K
|
21.2K
$4.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
65+ 0.06% |
$9.34K - $9.88K
|
112K
$23.1M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
63+ 2.97% |
$9.06K - $9.58K
|
2.19K
$451K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
62+ 4.66% |
$8.91K - $9.42K
|
1.39K
$287K
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
60+ 0.29% |
$8.63K - $9.12K
|
20.6K
$4.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
58+ 0.58% |
$8.34K - $8.82K
|
10K
$2.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 1.2% |
$8.19K - $8.66K
|
4.82K
$994K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55+ 0.7% |
$7.91K - $8.36K
|
7.88K
$1.62M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
54+ 0.73% |
$7.76K - $8.21K
|
7.49K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
52New |
$7.48K - $7.9K
|
52
$10.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
52+ 0.87% |
$7.48K - $7.9K
|
6.02K
$1.24M
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
51+ 0.42% |
$7.33K - $7.75K
|
12.1K
$2.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
51+ 3.16% |
$7.33K - $7.75K
|
1.67K
$344K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50New |
$7.19K - $7.6K
|
50
$10.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50+ 5.43% |
$7.19K - $7.6K
|
971
$200K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 1.26% |
$7.04K - $7.45K
|
3.94K
$812K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 2.29% |
$6.47K - $6.84K
|
2.01K
$414K
|
|
|
Nov 02, 2021
Q3 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
45+ 0.09% |
$6.47K - $6.84K
|
51K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
44+ 0.65% |
$6.33K - $6.69K
|
6.82K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
44+ 2.4% |
$6.33K - $6.69K
|
1.87K
$386K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
39+ 2.53% |
$5.61K - $5.93K
|
1.58K
$326K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
36+ 3.96% |
$5.18K - $5.47K
|
944
$195K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
33New |
$4.74K - $5.02K
|
33
$6.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
32+ 1.34% |
$4.6K - $4.86K
|
2.42K
$499K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
32+ 0.3% |
$4.6K - $4.86K
|
10.5K
$2.17M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
31+ 0.98% |
$4.46K - $4.71K
|
3.19K
$658K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$4.46K - $4.71K
|
31
$6.39K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
30+ 0.59% |
$4.31K - $4.56K
|
5.11K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.23% |
$4.03K - $4.26K
|
12.1K
$2.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
27+ 0.08% |
$3.88K - $4.1K
|
33.1K
$6.83M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
25New |
$3.59K - $3.8K
|
25
$5.15K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
22+ 0.57% |
$3.16K - $3.34K
|
3.85K
$794K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19+ 0.28% |
$2.73K - $2.89K
|
6.72K
$1.39M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.57% |
$2.59K - $2.74K
|
3.15K
$649K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.08% |
$2.16K - $2.28K
|
18.7K
$3.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.4% |
$2.01K - $2.13K
|
3.49K
$720K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14+ 0.68% |
$2.01K - $2.13K
|
2.08K
$428K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14+ 0.68% |
$2.01K - $2.13K
|
2.08K
$428K
|