Purchases and Sales Made in Q3 2022 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 2022. 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 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
166K
+ 15.93%
$21.3M - $25.1M
1.21M $249M
Oct 27, 2022 Q3 2022
Avitas Wealth Management LLC

BUY
 -
143K
New
$18.4M - $21.6M
143K $29.6M
Oct 21, 2022 Q3 2022
Berkshire Money Management, Inc.

BUY
 -
129K
+ 252.72%
$16.5M - $19.4M
180K $37M
Nov 15, 2022 Q3 2022
Traynor Capital Management, Inc.

BUY
 -
125K
New
$16M - $18.8M
125K $25.7M
Oct 02, 2024 Q3 2022
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
106K
New
$13.6M - $16M
106K $21.9M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
105K
+ 82.04%
$13.4M - $15.8M
232K $47.8M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
96.8K
+ 1.68%
$12.4M - $14.6M
5.87M $1.21B
Sep 07, 2023 Q3 2022
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
90.3K
+ 200.74%
$11.6M - $13.6M
135K $27.9M
Nov 14, 2022 Q3 2022
Koss Olinger Consulting, LLC

BUY
 -
86K
+ 45.99%
$11.1M - $13M
273K $56.3M
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
63K
+ 148.47%
$8.1M - $9.51M
105K $21.7M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
58.9K
+ 2.44%
$7.57M - $8.89M
2.47M $509M
May 18, 2023 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
54.9K
New
$7.05M - $8.29M
54.9K $11.3M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
51.5K
+ 14.41%
$6.61M - $7.77M
409K $84.2M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
50.6K
New
$6.51M - $7.64M
50.6K $10.4M
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
47.3K
+ 1307.98%
$6.09M - $7.15M
51K $10.5M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
46.3K
+ 3.56%
$5.95M - $6.99M
1.35M $278M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
43.1K
+ 45.96%
$5.54M - $6.5M
137K $28.2M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
39.2K
+ 6.86%
$5.04M - $5.92M
611K $126M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
38.2K
+ 10.78%
$4.91M - $5.76M
392K $80.9M
Oct 18, 2022 Q3 2022
Polianta LTD

BUY
 -
34.3K
New
$4.41M - $5.18M
34.3K $7.07M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
33.2K
New
$4.26M - $5.01M
33.2K $6.84M
Oct 24, 2022 Q3 2022
Smith Anglin Financial, LLC

BUY
 -
29.3K
+ 12.29%
$3.77M - $4.43M
268K $55.3M
Nov 14, 2022 Q3 2022
Hrt Financial LP

New York, NY
BUY
 -
27.7K
+ 114.5%
$3.56M - $4.18M
51.9K $10.7M
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
26K
+ 85.63%
$3.34M - $3.92M
56.4K $11.6M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
25.8K
+ 30.91%
$3.32M - $3.9M
109K $22.6M
Nov 14, 2022 Q3 2022
M&T Bank Corp

BUY
 -
23.1K
+ 2.04%
$2.97M - $3.49M
1.16M $239M
Oct 21, 2022 Q3 2022
Transform Wealth, LLC

BUY
 -
22.8K
+ 16.54%
$2.93M - $3.44M
161K $33.1M
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
21.6K
+ 155.48%
$2.77M - $3.26M
35.5K $7.31M
Nov 09, 2022 Q3 2022
Mma Asset Management LLC

New York, NY
BUY
 -
18.8K
+ 21.29%
$2.41M - $2.83M
107K $22M
Oct 20, 2022 Q3 2022
First Citizens Bank & Trust CO

BUY
 -
18.4K
+ 96.52%
$2.36M - $2.78M
37.4K $7.72M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
18.1K
+ 6.02%
$2.33M - $2.73M
319K $65.8M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
17.9K
+ 4.57%
$2.3M - $2.7M
409K $84.4M
Nov 14, 2022 Q3 2022
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
17.8K
New
$2.29M - $2.68M
17.8K $3.67M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17.1K
+ 21.2%
$2.19M - $2.58M
97.6K $20.1M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
16.7K
+ 3.22%
$2.15M - $2.52M
535K $110M
Nov 14, 2022 Q3 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
16.7K
+ 242.94%
$2.14M - $2.52M
23.6K $4.86M
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
16.1K
+ 22.41%
$2.07M - $2.43M
87.8K $18.1M
Oct 20, 2022 Q3 2022
Stone Asset Management Inc.

BUY
 -
16K
+ 29.28%
$2.06M - $2.42M
70.8K $14.6M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
15.3K
New
$1.97M - $2.31M
15.3K $3.15M
Nov 14, 2022 Q3 2022
J. Goldman & CO LP

New York, NY
BUY
 -
14.8K
+ 120.7%
$1.9M - $2.23M
27K $5.57M
Sep 21, 2023 Q3 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
14.2K
+ 5.5%
$1.83M - $2.14M
273K $56.2M
Oct 25, 2022 Q3 2022
Round Table Services, LLC

BUY
 -
13.8K
+ 490.75%
$1.77M - $2.08M
16.6K $3.42M
Oct 26, 2022 Q3 2022
Hancock Whitney Corp

BUY
 -
13.8K
+ 49.89%
$1.77M - $2.08M
41.4K $8.54M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
13.4K
+ 3.83%
$1.72M - $2.02M
362K $74.7M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
13.1K
+ 22.66%
$1.68M - $1.98M
70.8K $14.6M
Oct 21, 2022 Q3 2022
Greenup Street Wealth Management LLC

BUY
 -
13K
+ 15.49%
$1.67M - $1.96M
97K $20M
Nov 10, 2022 Q3 2022
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
12.1K
+ 24.67%
$1.56M - $1.83M
61.2K $12.6M
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
11.8K
+ 2.81%
$1.52M - $1.79M
434K $89.5M
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
11.6K
+ 4.03%
$1.49M - $1.75M
299K $61.6M

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