Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9+ 0.16% |
$1.31K - $1.41K
|
5.79K
$1.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9+ 0.43% |
$1.31K - $1.41K
|
2.09K
$430K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
9+ 3.73% |
$1.31K - $1.41K
|
250
$51.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
9+ 0.15% |
$1.31K - $1.41K
|
6.17K
$1.27M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.41% |
$1.31K - $1.41K
|
2.23K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.11% |
$1.31K - $1.41K
|
7.94K
$1.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9+ 0.27% |
$1.31K - $1.41K
|
3.31K
$682K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.23% |
$1.17K - $1.25K
|
3.5K
$721K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.18% |
$1.17K - $1.25K
|
4.51K
$930K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.08% |
$875 - $941
|
7.61K
$1.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5+ 0.04% |
$729 - $784
|
12.5K
$2.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.09% |
$729 - $784
|
5.47K
$1.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.02% |
$583 - $627
|
25.1K
$5.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4+ 0.26% |
$583 - $627
|
1.56K
$321K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4+ 0.24% |
$583 - $627
|
1.64K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.56% |
$437 - $470
|
534
$110K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.1% |
$437 - $470
|
3.13K
$646K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.19% |
$437 - $470
|
1.57K
$324K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$292 - $314
|
12.1K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2+ 0.14% |
$292 - $314
|
1.44K
$297K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2+ 0.04% |
$292 - $314
|
5.39K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$292 - $314
|
2.31K
$476K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.06% |
$292 - $314
|
3.51K
$724K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$292 - $314
|
1.4K
$289K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.45% |
$292 - $314
|
451
$93K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$292 - $314
|
2
$412
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 1.27% |
$146 - $157
|
80
$16.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.0% |
$146 - $157
|
57.1K
$11.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$146 - $157
|
2.16K
$446K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$146 - $157
|
1.7K
$350K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.44% |
$146 - $157
|
228
$47K
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1- 0.04% |
$146 - $157
|
2.24K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2- 0.04% |
$292 - $314
|
4.47K
$922K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 0.03% |
$292 - $314
|
7.66K
$1.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-2- 2.2% |
$292 - $314
|
89
$18.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7- 0.01% |
$1.02K - $1.1K
|
50K
$10.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-9- 0.21% |
$1.31K - $1.41K
|
4.28K
$883K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-10- 0.52% |
$1.46K - $1.57K
|
1.9K
$391K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-11- 0.76% |
$1.6K - $1.72K
|
1.44K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-13- 0.5% |
$1.9K - $2.04K
|
2.59K
$534K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13- 0.95% |
$1.9K - $2.04K
|
1.36K
$280K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-15- 6.25% |
$2.19K - $2.35K
|
225
$46.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-18- 0.62% |
$2.62K - $2.82K
|
2.86K
$590K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 1.5% |
$2.77K - $2.98K
|
1.25K
$258K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-20- 16.0% |
$2.92K - $3.14K
|
105
$21.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21- 0.53% |
$3.06K - $3.29K
|
3.95K
$815K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 20.54% |
$3.35K - $3.61K
|
89
$18.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-23- 1.15% |
$3.35K - $3.61K
|
1.98K
$409K
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-24- 0.45% |
$3.5K - $3.76K
|
5.27K
$1.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-25- 0.34% |
$3.65K - $3.92K
|
7.44K
$1.53M
|