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 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
286New |
$36.8K - $43.2K
|
286
$59K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
286New |
$36.8K - $43.2K
|
286
$59K
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
282+ 14.39% |
$36.2K - $42.6K
|
2.24K
$462K
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
270+ 11.17% |
$34.7K - $40.8K
|
2.69K
$554K
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
270+ 0.3% |
$34.7K - $40.8K
|
90.4K
$18.6M
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
261+ 3.92% |
$33.5K - $39.4K
|
6.93K
$1.43M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
258+ 15.66% |
$33.2K - $38.9K
|
1.91K
$393K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
258+ 8.75% |
$33.2K - $38.9K
|
3.21K
$661K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
258+ 10.53% |
$33.2K - $38.9K
|
2.71K
$559K
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
255+ 7.74% |
$32.8K - $38.5K
|
3.55K
$731K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
251+ 24.02% |
$32.3K - $37.9K
|
1.3K
$267K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
250+ 0.6% |
$32.1K - $37.7K
|
42.2K
$8.7M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
250+ 3.85% |
$32.1K - $37.7K
|
6.75K
$1.39M
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
247New |
$31.7K - $37.3K
|
247
$50.9K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
243+ 2.35% |
$31.2K - $36.7K
|
10.6K
$2.19M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
242+ 0.45% |
$31.1K - $36.5K
|
53.5K
$11M
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
232+ 2.66% |
$29.8K - $35K
|
8.94K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
229+ 0.12% |
$29.4K - $34.6K
|
196K
$40.4M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
226+ 7.76% |
$29K - $34.1K
|
3.14K
$647K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
221+ 0.31% |
$28.4K - $33.4K
|
71.4K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
221+ 0.31% |
$28.4K - $33.4K
|
71.4K
$14.7M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
216+ 14.35% |
$27.8K - $32.6K
|
1.72K
$355K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
215New |
$27.6K - $32.5K
|
215
$44.3K
|
|
Nov 21, 2022
Q3 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
215+ 8.22% |
$27.6K - $32.5K
|
2.83K
$583K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
208+ 3.68% |
$26.7K - $31.4K
|
5.86K
$1.21M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
200+ 11.43% |
$25.7K - $30.2K
|
1.95K
$402K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
200+ 14.04% |
$25.7K - $30.2K
|
1.63K
$335K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
200New |
$25.7K - $30.2K
|
200
$41.2K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
198+ 3.74% |
$25.4K - $29.9K
|
5.5K
$1.13M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
191+ 1.79% |
$24.5K - $28.8K
|
10.8K
$2.23M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
187+ 12.29% |
$24K - $28.2K
|
1.71K
$352K
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
185+ 1.88% |
$23.8K - $27.9K
|
10K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
185+ 0.2% |
$23.8K - $27.9K
|
92.5K
$19.1M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
181+ 5.17% |
$23.3K - $27.3K
|
3.68K
$759K
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
180+ 600.0% |
$23.1K - $27.2K
|
210
$43.3K
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
174+ 2.4% |
$22.4K - $26.3K
|
7.43K
$1.53M
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
170+ 0.3% |
$21.8K - $25.7K
|
57.7K
$11.9M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
169+ 0.69% |
$21.7K - $25.5K
|
24.7K
$5.09M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
169+ 1.51% |
$21.7K - $25.5K
|
11.4K
$2.34M
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
164+ 7.91% |
$21.1K - $24.8K
|
2.24K
$461K
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
160+ 0.55% |
$20.6K - $24.2K
|
29K
$5.99M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 1.38% |
$19.3K - $22.6K
|
11K
$2.27M
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
145New |
$18.6K - $21.9K
|
145
$29.9K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
143+ 13.99% |
$18.4K - $21.6K
|
1.17K
$240K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
129+ 3.01% |
$16.6K - $19.5K
|
4.42K
$910K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
129+ 1.5% |
$16.6K - $19.5K
|
8.71K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
127+ 0.8% |
$16.3K - $19.2K
|
15.9K
$3.29M
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
116+ 1.08% |
$14.9K - $17.5K
|
10.8K
$2.23M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
112+ 4.83% |
$14.4K - $16.9K
|
2.43K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
112+ 0.4% |
$14.4K - $16.9K
|
28K
$5.77M
|