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 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-296- 8.89% |
$43.2K - $46.4K
|
3.03K
$572K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-297- 2.14% |
$43.3K - $46.6K
|
13.6K
$2.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-304- 5.5% |
$44.3K - $47.7K
|
5.23K
$986K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-305- 13.19% |
$44.5K - $47.8K
|
2.01K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-309- 0.58% |
$45.1K - $48.5K
|
52.8K
$9.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-310- 1.72% |
$45.2K - $48.6K
|
17.7K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-310- 11.81% |
$45.2K - $48.6K
|
2.32K
$437K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-313- 4.49% |
$45.6K - $49.1K
|
6.66K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-324- 10.49% |
$47.2K - $50.8K
|
2.77K
$522K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-324- 9.41% |
$47.2K - $50.8K
|
3.12K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-328- 1.35% |
$47.8K - $51.4K
|
24K
$4.53M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-332- 6.13% |
$48.4K - $52.1K
|
5.09K
$960K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-333- 0.29% |
$48.6K - $52.2K
|
116K
$21.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-337- 9.99% |
$49.1K - $52.8K
|
3.04K
$573K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-339Closed |
$49.4K - $53.2K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-350- 58.92% |
$51K - $54.9K
|
244
$46.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-350- 15.01% |
$51K - $54.9K
|
1.98K
$374K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-364- 11.0% |
$53.1K - $57.1K
|
2.94K
$556K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-368- 5.4% |
$53.7K - $57.7K
|
6.45K
$1.22M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-368- 0.34% |
$53.7K - $57.7K
|
107K
$20.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-385Closed |
$56.1K - $60.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-390- 13.78% |
$56.9K - $61.2K
|
2.44K
$461K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-400Closed |
$58.3K - $62.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-405- 4.02% |
$59K - $63.5K
|
9.68K
$1.83M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-422- 1.55% |
$61.5K - $66.2K
|
26.8K
$5.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-444- 1.89% |
$64.7K - $69.6K
|
23K
$4.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-463- 18.56% |
$67.5K - $72.6K
|
2.03K
$384K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-469Closed |
$68.4K - $73.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-474- 14.94% |
$69.1K - $74.3K
|
2.7K
$509K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-479- 3.1% |
$69.8K - $75.1K
|
15K
$2.83M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 8.48% |
$72.9K - $78.4K
|
5.4K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-504- 1.41% |
$73.5K - $79K
|
35.2K
$6.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-516- 0.71% |
$75.2K - $80.9K
|
72K
$13.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-538- 9.01% |
$78.4K - $84.4K
|
5.43K
$1.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-561- 0.95% |
$81.8K - $88K
|
58.4K
$11M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-568- 24.35% |
$82.8K - $89.1K
|
1.77K
$333K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-571- 1.13% |
$83.3K - $89.5K
|
49.8K
$9.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-606- 26.08% |
$88.4K - $95K
|
1.72K
$324K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-643- 1.31% |
$93.7K - $101K
|
48.6K
$9.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-684- 0.12% |
$99.7K - $107K
|
582K
$110M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-687- 1.6% |
$100K - $108K
|
42.1K
$7.95M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-703- 2.72% |
$102K - $110K
|
25.1K
$4.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-744- 7.46% |
$108K - $117K
|
9.24K
$1.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-753- 7.17% |
$110K - $118K
|
9.74K
$1.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-794- 6.22% |
$116K - $124K
|
12K
$2.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-795- 1.95% |
$116K - $125K
|
40K
$7.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-798- 0.89% |
$116K - $125K
|
88.8K
$16.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-798- 8.93% |
$116K - $125K
|
8.14K
$1.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-828- 5.07% |
$121K - $130K
|
15.5K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-832- 3.76% |
$121K - $130K
|
21.3K
$4.02M
|