Purchases and Sales Made in Q4 2022 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
89
+ 329.63%
$11.5K - $13.5K
116 $23.9K
Jan 17, 2023 Q4 2022
Connecticut Wealth Management, LLC

BUY
 -
88
+ 1.27%
$11.4K - $13.4K
7.02K $1.45M
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
81
New
$10.5K - $12.3K
81 $16.7K
Feb 06, 2023 Q4 2022
Front Barnett Associates LLC

Chicago, IL
BUY
 -
79
+ 0.14%
$10.2K - $12K
57.7K $11.9M
Feb 10, 2023 Q4 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
78
+ 1.13%
$10.1K - $11.8K
7K $1.44M
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
76
+ 1.12%
$9.86K - $11.5K
6.85K $1.41M
Feb 03, 2023 Q4 2022
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
69
+ 0.39%
$8.95K - $10.5K
17.9K $3.68M
Feb 09, 2023 Q4 2022
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
67
+ 2.49%
$8.69K - $10.2K
2.75K $568K
Feb 09, 2023 Q4 2022
Texas Capital Bancshares Inc

BUY
 -
65
+ 0.18%
$8.43K - $9.87K
37.1K $7.66M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
65
+ 22.73%
$8.43K - $9.87K
351 $72.4K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
62
New
$8.04K - $9.41K
62 $12.8K
Feb 08, 2023 Q4 2022
Gryphon Financial Partners LLC

BUY
 -
61
+ 0.44%
$7.91K - $9.26K
13.8K $2.84M
Jan 24, 2023 Q4 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
58
+ 0.77%
$7.52K - $8.8K
7.6K $1.57M
Feb 09, 2023 Q4 2022
Pinnacle Financial Group, LLC

BUY
 -
57
+ 1.72%
$7.39K - $8.65K
3.37K $694K
Feb 14, 2023 Q4 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
55
+ 2.73%
$7.13K - $8.35K
2.07K $427K
Jan 30, 2023 Q4 2022
Marietta Wealth Management, LLC

BUY
 -
55
+ 0.51%
$7.13K - $8.35K
10.8K $2.22M
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
54
+ 16.07%
$7K - $8.2K
390 $80.4K
Feb 08, 2023 Q4 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
54
+ 0.34%
$7K - $8.2K
16.1K $3.32M
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
51
New
$6.61K - $7.74K
51 $10.5K
Feb 13, 2023 Q4 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
50
+ 0.94%
$6.48K - $7.59K
5.35K $1.1M
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
47
+ 0.49%
$6.09K - $7.13K
9.63K $1.99M
Jan 27, 2023 Q4 2022
Asio Capital, LLC

BUY
 -
45
New
$5.84K - $6.83K
45 $9.28K
Jan 19, 2023 Q4 2022
Blossom Wealth Management

BUY
 -
38
+ 1.37%
$4.93K - $5.77K
2.8K $578K
Jan 12, 2023 Q4 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
38
+ 1.46%
$4.93K - $5.77K
2.64K $544K
Jan 23, 2023 Q4 2022
Shulman De Meo Asset Management LLC

BUY
 -
37
+ 1.29%
$4.8K - $5.62K
2.9K $597K
Jan 27, 2023 Q4 2022
Arcus Capital Partners, LLC

BUY
 -
36
+ 1.29%
$4.67K - $5.46K
2.83K $583K
Jan 20, 2023 Q4 2022
Thompson Investment Management, Inc.

BUY
 -
33
+ 0.52%
$4.28K - $5.01K
6.38K $1.31M
Jan 12, 2023 Q4 2022
Soundmark Wealth Management, LLC

BUY
 -
32
+ 0.07%
$4.15K - $4.86K
43.4K $8.96M
Feb 13, 2023 Q4 2022
L & S Advisors Inc

Los Angeles, CA
BUY
 -
30
+ 0.85%
$3.89K - $4.55K
3.58K $738K
Jan 19, 2023 Q4 2022
Rothschild Investment Corp

BUY
 -
29
+ 0.43%
$3.76K - $4.4K
6.81K $1.4M
Feb 13, 2023 Q4 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
29
+ 0.24%
$3.76K - $4.4K
12.2K $2.52M
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
28
+ 23.33%
$3.63K - $4.25K
148 $30.5K
Jan 25, 2023 Q4 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
26
+ 1.18%
$3.37K - $3.95K
2.23K $459K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
25
+ 2.49%
$3.24K - $3.79K
1.03K $212K
Feb 14, 2023 Q4 2022
Westshore Wealth, LLC

BUY
 -
23
+ 1.32%
$2.98K - $3.49K
1.77K $364K
Oct 29, 2024 Q4 2022
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
21
New
$2.72K - $3.19K
21 $4.33K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
21
New
$2.72K - $3.19K
21 $4.33K
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
20
New
$2.59K - $3.04K
20 $4.12K
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
18
+ 0.04%
$2.33K - $2.73K
43.5K $8.97M
Jan 23, 2023 Q4 2022
Center For Asset Management LLC

BUY
 -
18
+ 0.73%
$2.33K - $2.73K
2.47K $510K
Jan 25, 2023 Q4 2022
Uma Financial Services, Inc.

BUY
 -
18
+ 0.94%
$2.33K - $2.73K
1.92K $397K
Jan 26, 2023 Q4 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
18
+ 0.56%
$2.33K - $2.73K
3.23K $667K
Feb 13, 2023 Q4 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
18
+ 0.22%
$2.33K - $2.73K
8.23K $1.7M
Feb 13, 2023 Q4 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
17
New
$2.2K - $2.58K
17 $3.5K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
17
New
$2.2K - $2.58K
17 $3.5K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
17
+ 0.71%
$2.2K - $2.58K
2.42K $500K
Feb 01, 2023 Q4 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
15
+ 0.72%
$1.95K - $2.28K
2.09K $431K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
15
+ 0.13%
$1.95K - $2.28K
11.9K $2.45M
Jan 27, 2023 Q4 2022
Joel Isaacson & Co., LLC

BUY
 -
13
+ 0.42%
$1.69K - $1.97K
3.11K $642K

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