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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
225+ 2.65% |
$32.8K - $35.3K
|
8.72K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
217+ 4.6% |
$31.6K - $34K
|
4.94K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
213+ 3.38% |
$31.1K - $33.4K
|
6.52K
$1.34M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
211+ 100.0% |
$30.8K - $33.1K
|
422
$87K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
211New |
$30.8K - $33.1K
|
211
$43.5K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
209+ 2.36% |
$30.5K - $32.8K
|
9.07K
$1.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
209+ 3.47% |
$30.5K - $32.8K
|
6.22K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
203+ 2.56% |
$29.6K - $31.8K
|
8.13K
$1.68M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
194+ 194.0% |
$28.3K - $30.4K
|
294
$60.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
193+ 6.81% |
$28.1K - $30.3K
|
3.03K
$624K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
192+ 24.58% |
$28K - $30.1K
|
973
$201K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
188+ 1.95% |
$27.4K - $29.5K
|
9.82K
$2.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
180+ 6.94% |
$26.2K - $28.2K
|
2.77K
$572K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
176+ 7.92% |
$25.7K - $27.6K
|
2.4K
$494K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
170+ 0.52% |
$24.8K - $26.7K
|
32.6K
$6.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
162+ 5.1% |
$23.6K - $25.4K
|
3.34K
$689K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
159+ 3.11% |
$23.2K - $24.9K
|
5.27K
$1.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
159New |
$23.2K - $24.9K
|
159
$32.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
158+ 2.27% |
$23K - $24.8K
|
7.11K
$1.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
156+ 34.14% |
$22.7K - $24.5K
|
613
$126K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
155+ 14.93% |
$22.6K - $24.3K
|
1.19K
$246K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
154+ 0.6% |
$22.5K - $24.1K
|
25.7K
$5.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
145New |
$21.1K - $22.7K
|
145
$29.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
144+ 4.44% |
$21K - $22.6K
|
3.39K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
139+ 0.69% |
$20.3K - $21.8K
|
20.4K
$4.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
136+ 2.07% |
$19.8K - $21.3K
|
6.69K
$1.38M
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
126+ 0.2% |
$18.4K - $19.8K
|
63.5K
$13.1M
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
122+ 1.5% |
$17.8K - $19.1K
|
8.27K
$1.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
122New |
$17.8K - $19.1K
|
122
$25.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
115New |
$16.8K - $18K
|
115
$23.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
110+ 1.15% |
$16K - $17.2K
|
9.64K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
103+ 4.61% |
$15K - $16.2K
|
2.34K
$482K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
102+ 2.26% |
$14.9K - $16K
|
4.61K
$950K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
102+ 24.4% |
$14.9K - $16K
|
520
$107K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
102+ 4.25% |
$14.9K - $16K
|
2.5K
$515K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
101New |
$14.7K - $15.8K
|
101
$20.8K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
100+ 2.48% |
$14.6K - $15.7K
|
4.13K
$851K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
100+ 7.16% |
$14.6K - $15.7K
|
1.5K
$309K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
100New |
$14.6K - $15.7K
|
100
$20.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
99+ 4.5% |
$14.4K - $15.5K
|
2.3K
$474K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
95+ 3.92% |
$13.9K - $14.9K
|
2.52K
$520K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
94+ 4.49% |
$13.7K - $14.7K
|
2.19K
$451K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
87New |
$12.7K - $13.6K
|
87
$17.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
84New |
$12.2K - $13.2K
|
84
$17.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
84+ 2.2% |
$12.2K - $13.2K
|
3.9K
$804K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
84+ 3.23% |
$12.2K - $13.2K
|
2.69K
$554K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
75+ 4.58% |
$10.9K - $11.8K
|
1.71K
$353K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
72+ 0.68% |
$10.5K - $11.3K
|
10.7K
$2.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
68+ 2.5% |
$9.91K - $10.7K
|
2.79K
$576K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
68+ 0.46% |
$9.91K - $10.7K
|
14.7K
$3.03M
|