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 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
909+ 3.06% |
$133K - $143K
|
30.6K
$6.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
873+ 4.18% |
$127K - $137K
|
21.8K
$4.48M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
846+ 2.06% |
$123K - $133K
|
41.9K
$8.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
836+ 2.18% |
$122K - $131K
|
39.2K
$8.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
833+ 1.9% |
$121K - $131K
|
44.7K
$9.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
831+ 37.79% |
$121K - $130K
|
3.03K
$625K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
825+ 0.26% |
$120K - $129K
|
317K
$65.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
819+ 0.3% |
$119K - $128K
|
278K
$57.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
804+ 45.76% |
$117K - $126K
|
2.56K
$528K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
800New |
$117K - $125K
|
800
$165K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
778+ 0.53% |
$113K - $122K
|
147K
$30.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
772+ 37.33% |
$113K - $121K
|
2.84K
$586K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
760New |
$111K - $119K
|
760
$157K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
754+ 2.65% |
$110K - $118K
|
29.2K
$6.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
751+ 1.99% |
$109K - $118K
|
38.5K
$7.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
750+ 24.73% |
$109K - $118K
|
3.78K
$780K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
747+ 7.16% |
$109K - $117K
|
11.2K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
722New |
$105K - $113K
|
722
$149K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
707+ 14.2% |
$103K - $111K
|
5.69K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
682+ 44.37% |
$99.4K - $107K
|
2.22K
$457K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
676New |
$98.6K - $106K
|
676
$139K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
664+ 15.95% |
$96.8K - $104K
|
4.83K
$995K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
658New |
$95.9K - $103K
|
658
$136K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
650+ 8.25% |
$94.8K - $102K
|
8.53K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
646+ 18.5% |
$94.2K - $101K
|
4.14K
$853K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
646+ 6.53% |
$94.2K - $101K
|
10.5K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
628+ 7.73% |
$91.6K - $98.5K
|
8.76K
$1.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
615New |
$89.7K - $96.4K
|
615
$127K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
601+ 1.02% |
$87.6K - $94.2K
|
59.7K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
580+ 240.66% |
$84.6K - $90.9K
|
821
$169K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
565+ 17.23% |
$82.4K - $88.6K
|
3.84K
$793K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
564+ 8.16% |
$82.2K - $88.4K
|
7.48K
$1.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
559+ 13.57% |
$81.5K - $87.7K
|
4.68K
$964K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
556+ 13.07% |
$81.1K - $87.2K
|
4.81K
$992K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
549+ 20.52% |
$80K - $86.1K
|
3.23K
$665K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
542+ 622.99% |
$79K - $85K
|
629
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
529+ 18.53% |
$77.1K - $82.9K
|
3.38K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
523+ 25.81% |
$76.3K - $82K
|
2.55K
$526K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
520+ 53.83% |
$75.8K - $81.5K
|
1.49K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
481+ 0.53% |
$70.1K - $75.4K
|
91.4K
$18.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
479+ 6.13% |
$69.8K - $75.1K
|
8.29K
$1.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
479New |
$69.8K - $75.1K
|
479
$98.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
473+ 23650.0% |
$69K - $74.2K
|
475
$97.9K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
470+ 0.92% |
$68.5K - $73.7K
|
51.7K
$10.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
445+ 14.32% |
$64.9K - $69.8K
|
3.55K
$733K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
440+ 5.68% |
$64.2K - $69K
|
8.19K
$1.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
439+ 6.44% |
$64K - $68.8K
|
7.26K
$1.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
419+ 6.93% |
$61.1K - $65.7K
|
6.47K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
409+ 4.88% |
$59.6K - $64.1K
|
8.8K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
399+ 0.84% |
$58.2K - $62.6K
|
48K
$9.89M
|