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 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
112+ 0.4% |
$14.4K - $16.9K
|
28K
$4.97M
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
112+ 4.83% |
$14.4K - $16.9K
|
2.43K
$431K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
111+ 1.09% |
$14.3K - $16.8K
|
10.3K
$1.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
106+ 1.07% |
$13.6K - $16K
|
9.97K
$1.77M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
105+ 7.01% |
$13.5K - $15.9K
|
1.6K
$284K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
101+ 0.24% |
$13K - $15.2K
|
41.5K
$7.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
100+ 0.82% |
$12.9K - $15.1K
|
12.3K
$2.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
100+ 6.53% |
$12.9K - $15.1K
|
1.63K
$289K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
100+ 6.31% |
$12.9K - $15.1K
|
1.68K
$299K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
100+ 7.38% |
$12.9K - $15.1K
|
1.46K
$258K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
96+ 5.14% |
$12.3K - $14.5K
|
1.96K
$348K
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
BUY
|
- |
95+ 0.27% |
$12.2K - $14.3K
|
35K
$6.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
94+ 0.22% |
$12.1K - $14.2K
|
41.9K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
90+ 0.83% |
$11.6K - $13.6K
|
10.9K
$1.94M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
89+ 0.88% |
$11.4K - $13.4K
|
10.2K
$1.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
86+ 1.43% |
$11.1K - $13K
|
6.1K
$1.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
83+ 143.1% |
$10.7K - $12.5K
|
141
$25K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
82+ 0.6% |
$10.5K - $12.4K
|
13.8K
$2.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
81+ 0.29% |
$10.4K - $12.2K
|
28.4K
$5.04M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
77New |
$9.9K - $11.6K
|
77
$13.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
73+ 0.09% |
$9.38K - $11K
|
77.2K
$13.7M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
72New |
$9.25K - $10.9K
|
72
$12.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
67+ 11.75% |
$8.61K - $10.1K
|
637
$113K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
60+ 2.59% |
$7.71K - $9.06K
|
2.37K
$421K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
59+ 2.82% |
$7.58K - $8.91K
|
2.15K
$382K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
59+ 1.03% |
$7.58K - $8.91K
|
5.8K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
58+ 0.41% |
$7.45K - $8.76K
|
14.3K
$2.54M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
57+ 0.48% |
$7.33K - $8.6K
|
11.8K
$2.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
56+ 3.47% |
$7.2K - $8.45K
|
1.67K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
56+ 0.26% |
$7.2K - $8.45K
|
21.4K
$3.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
48+ 1.34% |
$6.17K - $7.25K
|
3.64K
$645K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 1.66% |
$6.04K - $7.1K
|
2.89K
$512K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46+ 0.36% |
$5.91K - $6.94K
|
12.7K
$2.25M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 41.24% |
$5.14K - $6.04K
|
137
$24.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
40+ 0.58% |
$5.14K - $6.04K
|
6.92K
$1.23M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
40+ 0.44% |
$5.14K - $6.04K
|
9.21K
$1.63M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
36+ 0.71% |
$4.63K - $5.43K
|
5.1K
$904K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
35+ 2.79% |
$4.5K - $5.28K
|
1.29K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.28% |
$4.37K - $5.13K
|
12.2K
$2.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
32+ 0.48% |
$4.11K - $4.83K
|
6.63K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
31+ 0.25% |
$3.98K - $4.68K
|
12.5K
$2.21M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31+ 0.9% |
$3.98K - $4.68K
|
3.47K
$615K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
30+ 0.17% |
$3.86K - $4.53K
|
17.5K
$3.11M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
28New |
$3.6K - $4.23K
|
28
$4.97K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26New |
$3.34K - $3.92K
|
26
$4.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25+ 0.14% |
$3.21K - $3.77K
|
17.6K
$3.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
24+ 8.36% |
$3.08K - $3.62K
|
311
$55.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
23+ 0.72% |
$2.96K - $3.47K
|
3.22K
$570K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
22New |
$2.83K - $3.32K
|
22
$3.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22+ 33.85% |
$2.83K - $3.32K
|
87
$15.4K
|