Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
136M+ 106784.63% |
$17.6B - $20.6B
|
136M
$28B
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43M+ 7.1% |
$185M - $217M
|
21.5M
$4.44B
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
684KNew |
$88.7M - $104M
|
684K
$141M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
584K+ 88.31% |
$75.7M - $88.6M
|
1.24M
$257M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
456K+ 437.05% |
$59.1M - $69.2M
|
560K
$116M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
441K+ 13.29% |
$57.2M - $66.9M
|
3.76M
$775M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
315KNew |
$40.8M - $47.7M
|
315K
$64.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
197KNew |
$25.5M - $29.9M
|
197K
$40.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
165KNew |
$21.3M - $25M
|
165K
$33.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
146K+ 3537.8% |
$18.9M - $22.1M
|
150K
$30.9M
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
135K+ 99.47% |
$17.5M - $20.4M
|
270K
$55.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
130K+ 1288.91% |
$16.9M - $19.8M
|
140K
$28.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
130KNew |
$16.8M - $19.7M
|
130K
$26.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 19.72% |
$15.6M - $18.3M
|
731K
$151M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
117K+ 9.7% |
$15.2M - $17.8M
|
1.32M
$273M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
117K+ 7369.85% |
$15.1M - $17.7M
|
118K
$24.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
107KNew |
$13.9M - $16.2M
|
107K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
103KNew |
$13.4M - $15.7M
|
103K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
102K+ 114.09% |
$13.2M - $15.5M
|
191K
$39.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
101KNew |
$13.1M - $15.4M
|
101K
$20.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
93.1KNew |
$12.1M - $14.1M
|
93.1K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
93K+ 142.24% |
$12.1M - $14.1M
|
158K
$32.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
88.8K+ 16.59% |
$11.5M - $13.5M
|
624K
$129M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86K+ 37.08% |
$11.2M - $13.1M
|
318K
$65.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
83.5K+ 3360.52% |
$10.8M - $12.7M
|
86K
$17.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
80.4KNew |
$10.4M - $12.2M
|
80.4K
$16.6M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
77.1KNew |
$9.99M - $11.7M
|
77.1K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.5K+ 77.3% |
$9.79M - $11.5M
|
173K
$35.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.8K+ 4.0% |
$9.44M - $11M
|
1.89M
$390M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
72.1K+ 325.15% |
$9.35M - $10.9M
|
94.3K
$19.4M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
71.3KNew |
$9.24M - $10.8M
|
71.3K
$14.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67K+ 23.31% |
$8.69M - $10.2M
|
354K
$73.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
60.3KNew |
$7.83M - $9.16M
|
60.3K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.4K+ 4.4% |
$7.7M - $9.01M
|
1.41M
$290M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.5K+ 23.58% |
$7.58M - $8.88M
|
307K
$63.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
57.8KNew |
$7.49M - $8.77M
|
57.8K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
52.9K+ 1155.7% |
$6.86M - $8.03M
|
57.5K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.2K+ 90.77% |
$6.63M - $7.77M
|
108K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51K+ 4.47% |
$6.61M - $7.74M
|
1.19M
$245M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
48.3K+ 182.16% |
$6.27M - $7.34M
|
74.9K
$15.4M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
45.5KNew |
$5.9M - $6.9M
|
45.5K
$9.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
43.8K+ 22.36% |
$5.67M - $6.64M
|
239K
$49.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
43.6KNew |
$5.66M - $6.62M
|
43.6K
$8.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
43.2KNew |
$5.6M - $6.55M
|
43.2K
$8.9M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
41.9K+ 115.93% |
$5.43M - $6.36M
|
78K
$16.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
41.7K+ 29.96% |
$5.4M - $6.33M
|
181K
$37.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40.4K+ 4.74% |
$5.24M - $6.13M
|
892K
$184M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
39.4KNew |
$5.11M - $5.98M
|
39.4K
$8.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.1K+ 11.61% |
$4.81M - $5.62M
|
356K
$73.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
36.6K+ 88.36% |
$4.74M - $5.55M
|
78K
$16.1M
|