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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
21.5K+ 771.99% |
$3.13M - $3.37M
|
24.3K
$5M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
21.5KNew |
$3.13M - $3.36M
|
21.5K
$4.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
21.1K+ 14.32% |
$3.08M - $3.31M
|
169K
$34.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
20.7KNew |
$3.02M - $3.24M
|
20.7K
$4.26M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
20.6KNew |
$3.01M - $3.23M
|
20.6K
$4.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19.1K+ 22.36% |
$2.79M - $3M
|
105K
$21.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
18.9KNew |
$2.75M - $2.96M
|
18.9K
$3.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
18.7KNew |
$2.72M - $2.93M
|
18.7K
$3.85M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 279.64% |
$2.24M - $2.41M
|
20.9K
$4.3M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
15.4KNew |
$2.24M - $2.41M
|
15.4K
$3.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15.2K+ 5.75% |
$2.21M - $2.38M
|
279K
$57.5M
|
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
14.9KNew |
$2.17M - $2.34M
|
14.9K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.6K+ 164.65% |
$2.13M - $2.29M
|
23.5K
$4.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
14.4KNew |
$2.1M - $2.26M
|
14.4K
$2.97M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 8.73% |
$2.05M - $2.2M
|
175K
$36.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$1.97M - $2.12M
|
13.5K
$2.78M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.5K+ 3.56% |
$1.97M - $2.12M
|
392K
$80.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 2.1% |
$1.95M - $2.09M
|
649K
$134M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3KNew |
$1.93M - $2.08M
|
13.3K
$2.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.2K+ 1.0% |
$1.92M - $2.06M
|
1.33M
$274M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
13KNew |
$1.89M - $2.03M
|
13K
$2.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
12.8K+ 2.16% |
$1.86M - $2.01M
|
605K
$125M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
12.5KNew |
$1.83M - $1.97M
|
12.5K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.5K+ 65.95% |
$1.83M - $1.96M
|
31.5K
$6.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 129.46% |
$1.82M - $1.96M
|
22.1K
$4.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.4K+ 17.25% |
$1.81M - $1.95M
|
84.5K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.3K+ 20.39% |
$1.8M - $1.93M
|
72.8K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.3K+ 220.71% |
$1.79M - $1.93M
|
17.8K
$3.68M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 66.73% |
$1.72M - $1.85M
|
29.4K
$6.07M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
11.8KNew |
$1.71M - $1.84M
|
11.8K
$2.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
11.6K+ 51.94% |
$1.69M - $1.81M
|
33.8K
$6.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
10.7KNew |
$1.56M - $1.68M
|
10.7K
$2.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
10.6KNew |
$1.55M - $1.66M
|
10.6K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
10.4KNew |
$1.52M - $1.64M
|
10.4K
$2.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10.4K+ 74.61% |
$1.51M - $1.63M
|
24.3K
$5.01M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.3K+ 3.08% |
$1.5M - $1.62M
|
344K
$71M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.3KNew |
$1.5M - $1.61M
|
10.3K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 14.26% |
$1.47M - $1.58M
|
80.7K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.68K+ 4.26% |
$1.41M - $1.52M
|
237K
$48.8M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9.64K+ 7.27% |
$1.4M - $1.51M
|
142K
$29.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.49K+ 11.04% |
$1.38M - $1.49M
|
95.4K
$19.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.42K+ 5.66% |
$1.37M - $1.48M
|
176K
$36.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.41KNew |
$1.37M - $1.48M
|
9.41K
$1.94M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.39KNew |
$1.37M - $1.47M
|
9.39K
$1.94M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
9.2K+ 4.53% |
$1.34M - $1.44M
|
212K
$43.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
9.16KNew |
$1.34M - $1.44M
|
9.16K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.14K+ 4.25% |
$1.33M - $1.43M
|
224K
$46.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.13KNew |
$1.33M - $1.43M
|
9.13K
$1.88M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
9.06KNew |
$1.32M - $1.42M
|
9.06K
$1.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.76K+ 591.09% |
$1.28M - $1.37M
|
10.2K
$2.11M
|