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 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
397New |
$57.9K - $62.2K
|
397
$81.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
393New |
$57.3K - $61.6K
|
393
$81K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
386+ 2.97% |
$56.3K - $60.5K
|
13.4K
$2.76M
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
376New |
$54.8K - $59K
|
376
$77.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
375+ 3.15% |
$54.7K - $58.8K
|
12.3K
$2.53M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
375+ 3.37% |
$54.7K - $58.8K
|
11.5K
$2.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
374+ 0.37% |
$54.5K - $58.6K
|
102K
$21M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
373+ 8.87% |
$54.4K - $58.5K
|
4.58K
$944K
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
370+ 16.44% |
$53.9K - $58K
|
2.62K
$540K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
350+ 10.0% |
$51K - $54.9K
|
3.85K
$794K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
347+ 1.14% |
$50.6K - $54.4K
|
30.7K
$6.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
343+ 2.62% |
$50K - $53.8K
|
13.4K
$2.77M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
343+ 4.78% |
$50K - $53.8K
|
7.52K
$1.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
340+ 6.67% |
$49.6K - $53.3K
|
5.44K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
339+ 5.8% |
$49.4K - $53.2K
|
6.19K
$1.28M
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
331+ 15.77% |
$48.3K - $51.9K
|
2.43K
$501K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
329+ 24.59% |
$48K - $51.6K
|
1.67K
$344K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
326+ 49.7% |
$47.5K - $51.1K
|
982
$202K
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
308+ 0.73% |
$44.9K - $48.3K
|
42.3K
$8.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
307+ 4.44% |
$44.8K - $48.1K
|
7.22K
$1.49M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
305New |
$44.5K - $47.8K
|
305
$62.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
304+ 0.17% |
$44.3K - $47.7K
|
180K
$37.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
301+ 0.6% |
$43.9K - $47.2K
|
50.8K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
300New |
$43.7K - $47K
|
300
$61.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
285+ 100.0% |
$41.6K - $44.7K
|
570
$118K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
284+ 1.13% |
$41.4K - $44.5K
|
25.4K
$5.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
279+ 0.73% |
$40.7K - $43.7K
|
38.5K
$7.93M
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
276+ 0.74% |
$40.2K - $43.3K
|
37.5K
$7.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
276+ 5.06% |
$40.2K - $43.3K
|
5.73K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
274+ 0.93% |
$39.9K - $43K
|
29.7K
$6.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
273+ 7.09% |
$39.8K - $42.8K
|
4.13K
$851K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
271New |
$39.5K - $42.5K
|
271
$55.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
271New |
$39.5K - $42.5K
|
271
$55.9K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
268+ 1.54% |
$39.1K - $42K
|
17.7K
$3.64M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
268+ 12.26% |
$39.1K - $42K
|
2.45K
$506K
|
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
267+ 0.36% |
$38.9K - $41.9K
|
75.2K
$15.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
266+ 1.9% |
$38.8K - $41.7K
|
14.3K
$2.94M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
265+ 3.99% |
$38.6K - $41.6K
|
6.91K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
261+ 16.16% |
$38.1K - $40.9K
|
1.88K
$387K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
260+ 1.47% |
$37.9K - $40.8K
|
17.9K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
253+ 3.29% |
$36.9K - $39.7K
|
7.94K
$1.64M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
251+ 1.72% |
$36.6K - $39.4K
|
14.8K
$3.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
250New |
$36.5K - $39.2K
|
250
$51.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
243+ 16.56% |
$35.4K - $38.1K
|
1.71K
$353K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
243+ 0.35% |
$35.4K - $38.1K
|
69.9K
$14.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
239New |
$34.8K - $37.5K
|
239
$49.3K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
238New |
$34.7K - $37.3K
|
238
$49.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
234+ 0.85% |
$34.1K - $36.7K
|
27.9K
$5.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
234+ 0.22% |
$34.1K - $36.7K
|
105K
$21.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
232+ 232.0% |
$33.8K - $36.4K
|
332
$68.4K
|