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 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
22+ 0.04% |
$2.83K - $3.32K
|
52.2K
$9.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
21New |
$2.7K - $3.17K
|
21
$3.72K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
21+ 0.14% |
$2.7K - $3.17K
|
14.7K
$2.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.97% |
$2.57K - $3.02K
|
2.08K
$368K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 0.22% |
$2.57K - $3.02K
|
8.97K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.51% |
$2.44K - $2.87K
|
3.74K
$664K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
18+ 0.25% |
$2.31K - $2.72K
|
7.2K
$1.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
14+ 0.64% |
$1.8K - $2.11K
|
2.21K
$391K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 0.33% |
$1.67K - $1.96K
|
3.9K
$691K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.68% |
$1.54K - $1.81K
|
1.77K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12+ 0.57% |
$1.54K - $1.81K
|
2.12K
$375K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12+ 0.06% |
$1.54K - $1.81K
|
20K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.16% |
$1.41K - $1.66K
|
6.77K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10+ 0.64% |
$1.29K - $1.51K
|
1.57K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9+ 0.34% |
$1.16K - $1.36K
|
2.63K
$467K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8+ 0.41% |
$1.03K - $1.21K
|
1.97K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8+ 0.61% |
$1.03K - $1.21K
|
1.32K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
8+ 0.18% |
$1.03K - $1.21K
|
4.47K
$793K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 0.18% |
$900 - $1.06K
|
3.9K
$691K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7+ 0.21% |
$900 - $1.06K
|
3.36K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7+ 0.15% |
$900 - $1.06K
|
4.78K
$848K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 0.01% |
$900 - $1.06K
|
65.4K
$11.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6+ 0.05% |
$771 - $906
|
11.3K
$2M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
6+ 0.29% |
$771 - $906
|
2.06K
$366K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.06% |
$771 - $906
|
9.91K
$1.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.04% |
$514 - $604
|
9.62K
$1.71M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.13% |
$514 - $604
|
3.14K
$557K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.66% |
$386 - $453
|
458
$81.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$386 - $453
|
431
$76.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.21% |
$257 - $302
|
976
$173K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$257 - $302
|
1.64K
$290K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$257 - $302
|
2.71K
$481K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
2+ 0.04% |
$257 - $302
|
4.61K
$818K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$257 - $302
|
16.4K
$2.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.03% |
$129 - $151
|
3.28K
$582K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.02% |
$129 - $151
|
6.47K
$1.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.02% |
$129 - $151
|
5.49K
$973K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.44% |
$129 - $151
|
230
$40.8K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$129 - $151
|
7.6K
$1.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 1.25% |
$129 - $151
|
81
$14.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$129 - $151
|
1.89K
$336K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.24% |
$129 - $151
|
425
$75.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$129 - $151
|
3.31K
$587K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1- 0.04% |
$129 - $151
|
2.34K
$414K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2- 0.06% |
$257 - $302
|
3.57K
$632K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 0.07% |
$257 - $302
|
2.8K
$497K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2- 2.6% |
$257 - $302
|
75
$13.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3- 0.04% |
$386 - $453
|
7.61K
$1.35M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3- 2.44% |
$386 - $453
|
120
$21.3K
|