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 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.5KNew |
$656K - $706K
|
4.5K
$928K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.45KNew |
$648K - $697K
|
4.45K
$917K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.22K+ 1.83% |
$615K - $662K
|
235K
$48.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.14K+ 75.72% |
$603K - $649K
|
9.61K
$1.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.14K+ 3.45% |
$603K - $649K
|
124K
$25.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.13KNew |
$602K - $647K
|
4.13K
$851K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.08K+ 20.52% |
$594K - $639K
|
23.9K
$4.93M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.07KNew |
$593K - $638K
|
4.07K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.02K+ 12.45% |
$587K - $631K
|
36.4K
$7.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4KNew |
$583K - $627K
|
4K
$825K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
3.95K+ 2.87% |
$575K - $619K
|
141K
$29.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.92K+ 0.23% |
$571K - $614K
|
1.73M
$357M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.91K+ 21.56% |
$570K - $613K
|
22K
$4.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.74K+ 41.7% |
$545K - $586K
|
12.7K
$2.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.71KNew |
$541K - $581K
|
3.71K
$764K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3.67K+ 1.79% |
$536K - $576K
|
209K
$43M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.66KNew |
$533K - $573K
|
3.66K
$754K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.54K+ 20.12% |
$516K - $555K
|
21.1K
$4.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
3.51K+ 2.18% |
$511K - $550K
|
164K
$33.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.45KNew |
$504K - $542K
|
3.45K
$712K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.43K+ 2.38% |
$500K - $538K
|
147K
$30.4M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.41KNew |
$497K - $534K
|
3.41K
$702K
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.4KNew |
$496K - $533K
|
3.4K
$701K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.39K+ 1.45% |
$495K - $532K
|
237K
$48.9M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.37KNew |
$492K - $529K
|
3.37K
$695K
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.28KNew |
$478K - $514K
|
3.28K
$676K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
3.22KNew |
$470K - $505K
|
3.22K
$664K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.22KNew |
$470K - $505K
|
3.22K
$664K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.19K+ 6.41% |
$466K - $501K
|
53K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.18K+ 3.05% |
$463K - $498K
|
107K
$22.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.1K+ 12.44% |
$452K - $486K
|
28K
$5.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.08K+ 3.51% |
$449K - $483K
|
90.8K
$18.7M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 33.37% |
$446K - $480K
|
12.2K
$2.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.04K+ 21.78% |
$444K - $477K
|
17K
$3.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.04K+ 8.18% |
$443K - $477K
|
40.2K
$8.29M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.02KNew |
$440K - $473K
|
3.02K
$622K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3K+ 210.82% |
$437K - $470K
|
4.42K
$912K
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.96KNew |
$432K - $465K
|
2.96K
$611K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.94K+ 2.52% |
$428K - $460K
|
119K
$24.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.93K+ 10.16% |
$427K - $459K
|
31.7K
$6.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.89K+ 6.12% |
$421K - $453K
|
50.1K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
2.87K+ 171.48% |
$419K - $451K
|
4.55K
$938K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.87K+ 9.3% |
$418K - $449K
|
33.7K
$6.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
2.86KNew |
$417K - $449K
|
2.86K
$590K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.86K+ 60.19% |
$417K - $448K
|
7.61K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
2.8KNew |
$408K - $439K
|
2.8K
$577K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
2.75K+ 9.07% |
$401K - $431K
|
33.1K
$6.82M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 12.9% |
$390K - $419K
|
23.4K
$4.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.66K+ 36.98% |
$388K - $417K
|
9.85K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.66KNew |
$388K - $417K
|
2.66K
$548K
|