Purchases and Sales Made in Q3 2022 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 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 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7.61K- 69.36% |
$978K - $1.15M
|
3.36K
$693K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.65K- 14.63% |
$983K - $1.15M
|
44.6K
$9.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-8K- 6.46% |
$1.03M - $1.21M
|
116K
$23.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.01K- 5.93% |
$1.03M - $1.21M
|
127K
$26.2M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.1K- 1.66% |
$1.04M - $1.22M
|
481K
$99.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.23K- 43.43% |
$1.06M - $1.24M
|
10.7K
$2.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.46K- 2.32% |
$1.09M - $1.28M
|
356K
$73.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-8.92K- 7.33% |
$1.15M - $1.35M
|
113K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.23K- 9.25% |
$1.19M - $1.39M
|
90.5K
$18.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9.39K- 2.21% |
$1.21M - $1.42M
|
416K
$85.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.41K- 8.42% |
$1.21M - $1.42M
|
102K
$21.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.56K- 3.35% |
$1.23M - $1.44M
|
276K
$56.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-9.58K- 15.75% |
$1.23M - $1.45M
|
51.2K
$10.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 34.49% |
$1.35M - $1.58M
|
19.9K
$4.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-11.4K- 4.38% |
$1.46M - $1.72M
|
248K
$51.2M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12K- 4.61% |
$1.55M - $1.82M
|
249K
$51.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-12.1K- 10.65% |
$1.55M - $1.83M
|
102K
$20.9M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13K- 16.76% |
$1.68M - $1.97M
|
64.8K
$13.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.4K- 36.27% |
$1.72M - $2.02M
|
23.5K
$4.85M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-14.2K- 2.39% |
$1.83M - $2.15M
|
581K
$120M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-14.8K- 15.7% |
$1.9M - $2.24M
|
79.5K
$16.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.3K- 2.03% |
$1.97M - $2.31M
|
738K
$152M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-16K- 71.54% |
$2.05M - $2.41M
|
6.35K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.3K- 15.24% |
$2.1M - $2.46M
|
90.6K
$18.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 1.46% |
$2.12M - $2.49M
|
1.12M
$230M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19K- 71.12% |
$2.44M - $2.86M
|
7.7K
$1.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-20.2K- 20.26% |
$2.59M - $3.05M
|
79.4K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-20.2K- 75.29% |
$2.6M - $3.05M
|
6.63K
$1.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.9K- 11.26% |
$2.68M - $3.15M
|
164K
$33.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.1K- 59.04% |
$2.71M - $3.19M
|
14.6K
$3.02M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-22.3K- 40.2% |
$2.87M - $3.37M
|
33.2K
$6.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.1K- 99.59% |
$3.1M - $3.64M
|
100
$20.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.2K- 3.21% |
$3.37M - $3.96M
|
790K
$163M
|
|
|
Nov 10, 2022
Q3 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-26.4K- 45.31% |
$3.39M - $3.98M
|
31.8K
$6.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-28.2K- 46.41% |
$3.62M - $4.25M
|
32.5K
$6.71M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29.9K- 95.52% |
$3.84M - $4.51M
|
1.4K
$289K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-31.8K- 45.16% |
$4.08M - $4.79M
|
38.6K
$7.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-32.1K- 13.22% |
$4.13M - $4.85M
|
211K
$43.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
SELL
|
- |
-32.9K- 87.13% |
$4.23M - $4.97M
|
4.86K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.9K- 2.39% |
$4.23M - $4.97M
|
1.34M
$277M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-34.6K- 34.89% |
$4.45M - $5.22M
|
64.6K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35.7K- 4.38% |
$4.58M - $5.38M
|
779K
$161M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-37.8K- 25.11% |
$4.86M - $5.71M
|
113K
$23.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-44.5K- 69.89% |
$5.71M - $6.71M
|
19.2K
$3.95M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-45.7K- 69.81% |
$5.87M - $6.9M
|
19.8K
$4.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-47.6K- 63.84% |
$6.12M - $7.19M
|
27K
$5.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-50.3K- 91.66% |
$6.46M - $7.59M
|
4.58K
$943K
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-50.4K- 89.7% |
$6.48M - $7.61M
|
5.79K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.2K- 4.38% |
$6.71M - $7.88M
|
1.14M
$235M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-54.8K- 13.9% |
$7.04M - $8.27M
|
339K
$69.9M
|