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 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.65KNew |
$386K - $415K
|
2.65K
$546K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.58K+ 1.05% |
$376K - $405K
|
248K
$51.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.58K+ 5.33% |
$375K - $404K
|
50.9K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
2.57KNew |
$375K - $403K
|
2.57K
$530K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.53KNew |
$368K - $396K
|
2.53K
$521K
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.48K+ 6.45% |
$362K - $389K
|
40.9K
$8.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.48K+ 6.1% |
$361K - $388K
|
43.1K
$8.88M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.41KNew |
$351K - $378K
|
2.41K
$496K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.41K+ 11.35% |
$351K - $377K
|
23.6K
$4.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.4KNew |
$350K - $376K
|
2.4K
$495K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.3KNew |
$335K - $360K
|
2.3K
$473K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.29K+ 71.11% |
$334K - $359K
|
5.52K
$1.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.28KNew |
$333K - $358K
|
2.28K
$471K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$331K - $356K
|
2.27K
$468K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2.27KNew |
$330K - $355K
|
2.27K
$467K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
2.26K+ 6.22% |
$330K - $355K
|
38.6K
$7.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.25KNew |
$328K - $353K
|
2.25K
$464K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 11.58% |
$325K - $350K
|
21.5K
$4.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.23K+ 4.06% |
$325K - $349K
|
57.1K
$11.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.2KNew |
$320K - $344K
|
2.2K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.18K+ 2.45% |
$317K - $341K
|
91.1K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.17K+ 7.0% |
$316K - $339K
|
33.1K
$6.82M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
2.12KNew |
$309K - $332K
|
2.12K
$437K
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.11KNew |
$308K - $331K
|
2.11K
$435K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.08K+ 7.72% |
$303K - $325K
|
29K
$5.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.06KNew |
$300K - $323K
|
2.06K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.04KNew |
$298K - $320K
|
2.04K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.03K+ 5.84% |
$295K - $318K
|
36.7K
$7.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.02K+ 1.44% |
$294K - $317K
|
142K
$29.4M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.01K+ 10.47% |
$293K - $315K
|
21.2K
$4.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2KNew |
$291K - $313K
|
2K
$412K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
1.89KNew |
$276K - $297K
|
1.89K
$390K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.89KNew |
$275K - $296K
|
1.89K
$389K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.88K+ 3.93% |
$274K - $294K
|
49.7K
$10.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.87K+ 20.72% |
$273K - $294K
|
10.9K
$2.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.84K+ 106.92% |
$268K - $288K
|
3.56K
$734K
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.84K+ 3.28% |
$268K - $288K
|
57.8K
$11.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.81K+ 15.63% |
$264K - $284K
|
13.4K
$2.77M
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.78K+ 41.06% |
$259K - $279K
|
6.11K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.75K+ 100.0% |
$256K - $275K
|
3.51K
$723K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$254K - $273K
|
1.74K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
1.71K+ 2.8% |
$249K - $268K
|
62.8K
$12.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.7K+ 19.84% |
$248K - $267K
|
10.3K
$2.12M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
1.69K+ 2.03% |
$247K - $266K
|
85.1K
$17.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.69KNew |
$247K - $265K
|
1.69K
$349K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.64KNew |
$240K - $258K
|
1.64K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.63KNew |
$238K - $256K
|
1.63K
$336K
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.61KNew |
$234K - $252K
|
1.61K
$332K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.55KNew |
$226K - $243K
|
1.55K
$319K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.53K+ 3.25% |
$223K - $240K
|
48.6K
$10M
|