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
Nov 14, 2022 Q3 2022
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-912
- 36.49%
$117K - $138K
1.59K $327K
Nov 02, 2022 Q3 2022
Grant

SELL
 -
-920
- 9.95%
$118K - $139K
8.32K $1.72M
Nov 14, 2022 Q3 2022
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
SELL
 -
-928
- 11.54%
$119K - $140K
7.12K $1.47M
Oct 31, 2022 Q3 2022
1900 Wealth Management LLC

SELL
 -
-951
- 14.98%
$122K - $144K
5.4K $1.11M
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-962
- 76.29%
$124K - $145K
299 $61.6K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

SELL
 -
-988
- 1.72%
$127K - $149K
56.5K $11.7M
Nov 14, 2022 Q3 2022
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-989
- 1.86%
$127K - $149K
52.3K $10.8M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

SELL
 -
-1.03K
- 4.02%
$133K - $156K
24.7K $5.1M
Oct 11, 2022 Q3 2022
Obsidian Personal Planning Solutions LLC

SELL
 -
-1.05K
- 37.68%
$135K - $158K
1.74K $358K
Nov 14, 2022 Q3 2022
Retirement Group, LLC

SELL
 -
-1.05K
- 43.86%
$135K - $159K
1.35K $278K
Oct 21, 2022 Q3 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
SELL
 -
-1.06K
- 32.47%
$136K - $160K
2.2K $454K
Oct 04, 2022 Q3 2022
Weaver Consulting Group

SELL
 -
-1.09K
- 37.62%
$140K - $165K
1.81K $373K
Nov 07, 2022 Q3 2022
Evoke Wealth, LLC

SELL
 -
-1.1K
- 0.55%
$142K - $166K
201K $41.4M
Oct 28, 2022 Q3 2022
Country Club Bank

SELL
 -
-1.18K
- 10.65%
$152K - $178K
9.9K $2.04M
Nov 14, 2022 Q3 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-1.2K
- 11.21%
$154K - $181K
9.5K $1.96M
Oct 26, 2022 Q3 2022
Steel Peak Wealth Management LLC

SELL
 -
-1.28K
- 32.37%
$165K - $194K
2.68K $553K
Oct 17, 2022 Q3 2022
Procyon Advisors, LLC

SELL
 -
-1.31K
- 10.66%
$168K - $198K
11K $2.26M
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-1.35K
- 24.63%
$173K - $203K
4.12K $850K
Nov 14, 2022 Q3 2022
Probity Advisors, Inc.

Dallas, TX
SELL
 -
-1.36K
- 0.42%
$175K - $206K
322K $66.4M
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
SELL
 -
-1.36K
- 24.45%
$175K - $206K
4.21K $868K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

SELL
 -
-1.38K
- 3.99%
$178K - $209K
33.3K $6.87M
Nov 09, 2022 Q3 2022
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-1.4K
- 14.41%
$180K - $211K
8.32K $1.72M
Nov 02, 2022 Q3 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-1.47K
- 8.4%
$189K - $222K
16.1K $3.31M
Oct 14, 2022 Q3 2022
Montecito Bank & Trust

SELL
 -
-1.49K
- 16.76%
$191K - $225K
7.4K $1.53M
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-1.52K
- 5.35%
$195K - $229K
26.9K $5.54M
Jul 10, 2024 Q3 2022
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-1.52K
Closed
$196K - $230K
0 $0
Oct 17, 2022 Q3 2022
Axiom Financial Strategies, LLC

New Albany, IN
SELL
 -
-1.55K
- 40.99%
$200K - $235K
2.24K $461K
Feb 17, 2023 Q3 2022
Old National Bancorp

SELL
 -
-1.58K
- 10.29%
$203K - $238K
13.8K $2.83M
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

SELL
 -
-1.7K
- 21.91%
$218K - $256K
6.04K $1.25M
Feb 27, 2023 Q3 2022
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-1.7K
- 13.04%
$218K - $257K
11.3K $2.34M
Oct 12, 2022 Q3 2022
Wealth Advisors Of Tampa Bay, LLC

SELL
 -
-1.74K
- 50.0%
$223K - $262K
1.74K $358K
Oct 25, 2022 Q3 2022
Sterling Investment Advisors LLC

SELL
 -
-1.87K
- 2.71%
$241K - $283K
67.2K $13.9M
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-1.98K
- 95.93%
$255K - $299K
84 $17.3K
Oct 26, 2022 Q3 2022
F3 Logic, LLC

SELL
 -
-1.99K
- 35.77%
$255K - $300K
3.57K $735K
Nov 14, 2022 Q3 2022
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-2.05K
- 11.34%
$264K - $310K
16K $3.31M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
SELL
 -
-2.1K
- 0.02%
$270K - $317K
11.7M $2.4B
Oct 21, 2022 Q3 2022
Trilogy Capital Inc.

SELL
 -
-2.1K
- 18.33%
$270K - $317K
9.37K $1.93M
Nov 14, 2022 Q3 2022
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-2.17K
- 6.64%
$279K - $328K
30.6K $6.3M
Oct 17, 2022 Q3 2022
Strategic Equity Management

SELL
 -
-2.18K
- 42.16%
$280K - $329K
2.99K $616K
Nov 01, 2022 Q3 2022
Stegner Investment Associates Inc.

SELL
 -
-2.19K
- 8.37%
$282K - $331K
24K $4.95M
Nov 14, 2022 Q3 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-2.22K
- 9.84%
$285K - $335K
20.3K $4.19M
Oct 12, 2022 Q3 2022
Willis Johnson & Associates, Inc.

SELL
 -
-2.24K
- 4.23%
$287K - $338K
50.7K $10.4M
Nov 14, 2022 Q3 2022
Bellwether Advisors, LLC

SELL
 -
-2.38K
- 72.21%
$306K - $359K
915 $189K
Nov 02, 2022 Q3 2022
Strategic Point Investment Advisors, LLC

Providence, RI
SELL
 -
-2.4K
- 0.88%
$309K - $363K
270K $55.7M
Nov 02, 2022 Q3 2022
Stephens Inc

SELL
 -
-2.43K
- 15.36%
$312K - $366K
13.4K $2.76M
Nov 02, 2022 Q3 2022
Navalign, LLC

SELL
 -
-2.53K
- 35.21%
$326K - $383K
4.66K $961K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-2.59K
- 1.84%
$332K - $391K
138K $28.5M
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-2.59K
- 1.84%
$332K - $391K
138K $28.5M
Oct 18, 2022 Q3 2022
Courier Capital LLC

SELL
 -
-2.62K
- 0.84%
$336K - $395K
310K $63.9M

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