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 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.18K+ 2.9% |
$280K - $329K
|
77.2K
$15.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
2.18K+ 0.66% |
$280K - $328K
|
333K
$68.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.17KNew |
$279K - $328K
|
2.17K
$448K
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.17K+ 41.42% |
$279K - $328K
|
7.41K
$1.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.17KNew |
$278K - $327K
|
2.17K
$446K
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.09KNew |
$269K - $316K
|
2.09K
$432K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 68.35% |
$268K - $314K
|
5.13K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.02KNew |
$260K - $305K
|
2.02K
$417K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$257K - $302K
|
2K
$412K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2K+ 20.79% |
$257K - $302K
|
11.6K
$2.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.98K+ 4.09% |
$254K - $298K
|
50.3K
$10.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.97K+ 1.95% |
$253K - $297K
|
103K
$21.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.92K+ 5.47% |
$247K - $290K
|
37.1K
$7.65M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.92K+ 5.58% |
$247K - $290K
|
36.4K
$7.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.92KNew |
$246K - $289K
|
1.92K
$395K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.91K+ 3.21% |
$245K - $288K
|
61.4K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.9KNew |
$244K - $287K
|
1.9K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.88KNew |
$241K - $283K
|
1.88K
$387K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.87K+ 30.82% |
$240K - $282K
|
7.94K
$1.64M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.85K+ 126.89% |
$237K - $279K
|
3.3K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.84K+ 19.61% |
$236K - $277K
|
11.2K
$2.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.84K+ 91750.0% |
$236K - $277K
|
1.84K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.81KNew |
$233K - $274K
|
1.81K
$374K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.8K+ 1.72% |
$231K - $272K
|
107K
$22M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.8K+ 33.54% |
$231K - $271K
|
7.16K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.8KNew |
$231K - $271K
|
1.8K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.75K+ 1.79% |
$225K - $264K
|
99.4K
$20.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
1.72KNew |
$221K - $259K
|
1.72K
$354K
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.71K+ 11.96% |
$220K - $258K
|
16K
$3.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 62.52% |
$220K - $258K
|
4.44K
$915K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.7K+ 2.83% |
$218K - $256K
|
61.6K
$12.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 10.1% |
$212K - $250K
|
18K
$3.71M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.6K+ 88.98% |
$205K - $241K
|
3.39K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.59KNew |
$205K - $240K
|
1.59K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.59K+ 1.81% |
$204K - $240K
|
89.4K
$18.4M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.58KNew |
$203K - $239K
|
1.58K
$326K
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.57KNew |
$202K - $237K
|
1.57K
$324K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.55K+ 17.56% |
$199K - $234K
|
10.4K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.54K+ 0.89% |
$198K - $233K
|
174K
$35.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.54K+ 4.21% |
$198K - $232K
|
38.1K
$7.85M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 18.92% |
$195K - $229K
|
9.55K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.52K+ 11.32% |
$195K - $229K
|
14.9K
$3.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.48K+ 0.98% |
$190K - $223K
|
153K
$31.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.47K+ 39.69% |
$188K - $221K
|
5.16K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.43K+ 14.96% |
$184K - $216K
|
11K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.43K+ 9.74% |
$184K - $216K
|
16.1K
$3.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.41K+ 250.8% |
$181K - $212K
|
1.97K
$406K
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.41K+ 0.58% |
$181K - $212K
|
245K
$50.4M
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
BUY
|
- |
1.38K+ 22.29% |
$177K - $208K
|
7.57K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.34K+ 2.08% |
$172K - $202K
|
65.8K
$13.6M
|