Purchases and Sales Made in Q4 2021 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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
Feb 10, 2022 Q4 2021
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-29
- 1.55%
$4.23K - $4.55K
1.85K $380K
Feb 11, 2022 Q4 2021
Whitcomb & Hess, Inc.

SELL
 -
-29
- 0.91%
$4.23K - $4.55K
3.16K $652K
Feb 15, 2022 Q4 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-29
Closed
$4.23K - $4.55K
0 $0
Feb 09, 2022 Q4 2021
Retirement Group, LLC

SELL
 -
-30
- 1.99%
$4.37K - $4.7K
1.48K $305K
Feb 10, 2022 Q4 2021
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-30
- 1.67%
$4.37K - $4.7K
1.77K $365K
Feb 01, 2022 Q4 2021
Marcum Wealth, LLC

SELL
 -
-31
- 1.56%
$4.52K - $4.86K
1.96K $405K
Feb 14, 2022 Q4 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-32
- 0.48%
$4.67K - $5.02K
6.7K $1.38M
Jan 25, 2022 Q4 2021
Cordant, Inc.

Portland, OR
SELL
 -
-33
Closed
$4.81K - $5.17K
0 $0
Jan 28, 2022 Q4 2021
Argi Investment Services, LLC

SELL
 -
-34
- 0.85%
$4.96K - $5.33K
3.99K $822K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-35
Closed
$5.1K - $5.49K
0 $0
Feb 03, 2022 Q4 2021
Element Wealth, LLC

SELL
 -
-40
- 5.4%
$5.83K - $6.27K
701 $145K
Feb 22, 2022 Q4 2021
Capital Directions Investment Advisors, LLC

SELL
 -
-40
- 0.6%
$5.83K - $6.27K
6.58K $1.36M
Jan 12, 2022 Q4 2021
Center For Asset Management LLC

SELL
 -
-42
- 2.13%
$6.12K - $6.59K
1.93K $397K
Jan 26, 2022 Q4 2021
Johnson Midwest Financial, LLC

SELL
 -
-44
Closed
$6.42K - $6.9K
0 $0
Jan 21, 2022 Q4 2021
Founders Capital Management

SELL
 -
-44
- 5.87%
$6.42K - $6.9K
706 $146K
Feb 11, 2022 Q4 2021
Bank Of Hawaii

Honolulu, HI
SELL
 -
-44
- 0.29%
$6.42K - $6.9K
15.4K $3.17M
Feb 15, 2022 Q4 2021
Titus Wealth Management

Larskpur, CA
SELL
 -
-45
- 2.74%
$6.56K - $7.06K
1.6K $329K
Feb 15, 2022 Q4 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-49
- 0.52%
$7.14K - $7.68K
9.29K $1.91M
Feb 10, 2022 Q4 2021
Pittenger & Anderson Inc

SELL
 -
-50
- 3.13%
$7.29K - $7.84K
1.55K $319K
Jan 31, 2022 Q4 2021
Galvin, Gaustad & Stein, LLC

SELL
 -
-50
- 1.7%
$7.29K - $7.84K
2.89K $596K
Jan 31, 2022 Q4 2021
Ieq Capital, LLC

SELL
 -
-50
- 0.98%
$7.29K - $7.84K
5.06K $1.04M
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-50
- 0.27%
$7.29K - $7.84K
18.3K $3.78M
Feb 08, 2022 Q4 2021
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-50
Closed
$7.29K - $7.84K
0 $0
Jan 27, 2022 Q4 2021
Capital Advisors Inc

SELL
 -
-53
- 2.0%
$7.73K - $8.31K
2.6K $535K
Feb 15, 2022 Q4 2021
Mather Group, Llc.

Chicago, IL
SELL
 -
-54
- 1.43%
$7.87K - $8.47K
3.73K $769K
Feb 08, 2022 Q4 2021
Freedom Day Solutions, LLC

SELL
 -
-56
- 3.51%
$8.16K - $8.78K
1.54K $317K
Jan 24, 2022 Q4 2021
Falcon Wealth Planning

SELL
 -
-57
- 0.52%
$8.31K - $8.94K
11K $2.26M
Feb 11, 2022 Q4 2021
Sonata Capital Group Inc

SELL
 -
-62
- 0.42%
$9.04K - $9.72K
14.7K $3.03M
Jan 26, 2022 Q4 2021
Creative Financial Designs Inc

SELL
 -
-65
- 4.67%
$9.48K - $10.2K
1.33K $274K
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-70
- 1.45%
$10.2K - $11K
4.75K $979K
Feb 09, 2022 Q4 2021
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-71
- 0.27%
$10.4K - $11.1K
25.9K $5.35M
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

SELL
 -
-71
- 0.26%
$10.4K - $11.1K
27.1K $5.6M
Feb 11, 2022 Q4 2021
Financial Advisors Network, Inc.

SELL
 -
-72
- 0.15%
$10.5K - $11.3K
47.9K $9.87M
Feb 14, 2022 Q4 2021
Institutional & Family Asset Management, LLC

SELL
 -
-72
Closed
$10.5K - $11.3K
0 $0
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

SELL
 -
-76
- 2.15%
$11.1K - $11.9K
3.46K $714K
Jan 28, 2022 Q4 2021
First National Corp

SELL
 -
-84
- 4.9%
$12.2K - $13.2K
1.63K $336K
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-84
Closed
$12.2K - $13.2K
0 $0
Jan 18, 2022 Q4 2021
ETF Portfolio Partners, Inc.

SELL
 -
-90
- 0.14%
$13.1K - $14.1K
66.1K $13.6M
Jan 31, 2022 Q4 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-92
- 1.36%
$13.4K - $14.4K
6.66K $1.37M
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-93
- 1.61%
$13.6K - $14.6K
5.68K $1.17M
Jan 21, 2022 Q4 2021
Darwin Advisors, LLC

SELL
 -
-94
- 3.36%
$13.7K - $14.7K
2.7K $557K
Feb 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
SELL
 -
-95
Closed
$13.9K - $14.9K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-97
Closed
$14.1K - $15.2K
0 $0
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-100
Closed
$14.6K - $15.7K
0 $0
Jan 18, 2022 Q4 2021
Newman Dignan & Sheerar, Inc.

SELL
 -
-104
- 2.9%
$15.2K - $16.3K
3.49K $719K
Feb 10, 2022 Q4 2021
Davenport & CO LLC

SELL
 -
-105
- 4.1%
$15.3K - $16.5K
2.45K $506K
Feb 15, 2022 Q4 2021
Westside Investment Management, Inc.

SELL
 -
-107
Closed
$15.6K - $16.8K
0 $0
Feb 10, 2022 Q4 2021
Stordahl Capital Management, Inc.

SELL
 -
-109
- 0.53%
$15.9K - $17.1K
20.5K $4.22M
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-111
- 1.63%
$16.2K - $17.4K
6.71K $1.38M

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