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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-37.8K- 25.11% |
$4.86M - $5.71M
|
113K
$21.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-44.5K- 69.89% |
$5.71M - $6.71M
|
19.2K
$3.65M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-45.7K- 69.81% |
$5.87M - $6.9M
|
19.8K
$3.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-47.6K- 63.84% |
$6.12M - $7.19M
|
27K
$5.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-50.3K- 91.66% |
$6.46M - $7.59M
|
4.58K
$872K
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-50.4K- 89.7% |
$6.48M - $7.61M
|
5.79K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.2K- 4.38% |
$6.71M - $7.88M
|
1.14M
$217M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-54.8K- 13.9% |
$7.04M - $8.27M
|
339K
$64.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-69.3K- 27.64% |
$8.9M - $10.5M
|
181K
$34.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-84.5K- 97.14% |
$10.9M - $12.8M
|
2.49K
$474K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-112K- 99.8% |
$14.4M - $17M
|
224
$42.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-145K- 5.5% |
$18.7M - $22M
|
2.5M
$477M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-153K- 4.4% |
$19.6M - $23M
|
3.32M
$632M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-163K- 39.73% |
$21M - $24.7M
|
248K
$47.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-185K- 32.53% |
$23.7M - $27.9M
|
383K
$72.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-195K- 9.68% |
$25.1M - $29.5M
|
1.82M
$347M
|
|
|
Nov 14, 2022
Q3 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-218K- 81.49% |
$28M - $32.9M
|
49.5K
$9.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-290K- 3.14% |
$37.2M - $43.7M
|
8.94M
$1.7B
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-307K- 26.8% |
$39.5M - $46.4M
|
839K
$160M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-319K- 52.6% |
$41M - $48.2M
|
287K
$54.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-530K- 97.79% |
$68.1M - $80M
|
12K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.23M- 9.98% |
$286M - $336M
|
20.1M
$3.83B
|