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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.35% |
$1.69K - $1.97K
|
3.75K
$774K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.24% |
$1.56K - $1.82K
|
4.97K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
11+ 0.62% |
$1.43K - $1.67K
|
1.78K
$367K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.5% |
$1.43K - $1.67K
|
2.22K
$457K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
11New |
$1.43K - $1.67K
|
11
$2.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.51% |
$1.3K - $1.52K
|
1.96K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.47% |
$1.3K - $1.52K
|
2.13K
$438K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
10+ 0.99% |
$1.3K - $1.52K
|
1.02K
$211K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9+ 0.05% |
$1.17K - $1.37K
|
16.4K
$3.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.57% |
$1.17K - $1.37K
|
1.6K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8+ 0.3% |
$1.04K - $1.21K
|
2.64K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8+ 0.03% |
$1.04K - $1.21K
|
24.8K
$5.11M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
7+ 0.08% |
$908 - $1.06K
|
9.22K
$1.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.26% |
$908 - $1.06K
|
2.68K
$552K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.31% |
$908 - $1.06K
|
2.23K
$460K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.11% |
$778 - $911
|
5.55K
$1.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.74% |
$519 - $607
|
546
$113K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.41% |
$519 - $607
|
989
$204K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
4+ 0.21% |
$519 - $607
|
1.95K
$403K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3+ 0.01% |
$389 - $455
|
35.5K
$7.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.01% |
$389 - $455
|
25K
$5.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.1% |
$389 - $455
|
2.89K
$595K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.11% |
$389 - $455
|
2.74K
$565K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 1.64% |
$389 - $455
|
186
$38.3K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.66% |
$389 - $455
|
461
$95K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$389 - $455
|
434
$89.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2+ 0.07% |
$259 - $304
|
2.69K
$554K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.11% |
$259 - $304
|
1.88K
$388K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.47% |
$259 - $304
|
427
$88K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$259 - $304
|
2.94K
$607K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2New |
$259 - $304
|
2
$412
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.27% |
$130 - $152
|
80
$16.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 4.35% |
$130 - $152
|
24
$4.95K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $152
|
7.6K
$1.57M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.13% |
$130 - $152
|
745
$154K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.03% |
$130 - $152
|
3.28K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$130 - $152
|
5.31K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1- -0.0% |
$130 - $152
|
20.3K
$4.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1- -0.0% |
$130 - $152
|
51.9K
$10.7M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-2- 0.07% |
$259 - $304
|
2.94K
$607K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 0.07% |
$259 - $304
|
2.8K
$577K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-4- 0.02% |
$519 - $607
|
17.5K
$3.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-4- 0.8% |
$519 - $607
|
496
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5- 0.17% |
$648 - $759
|
2.95K
$608K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5- 0.24% |
$648 - $759
|
2.09K
$432K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-6- 0.19% |
$778 - $911
|
3.12K
$644K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.36% |
$778 - $911
|
1.66K
$342K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-7- 0.64% |
$908 - $1.06K
|
1.08K
$222K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-10- 0.79% |
$1.3K - $1.52K
|
1.26K
$260K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 0.35% |
$1.3K - $1.52K
|
2.81K
$579K
|