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 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-100- 6.13% |
$13K - $15.2K
|
1.53K
$316K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-100- 2.81% |
$13K - $15.2K
|
3.46K
$713K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-101- 0.59% |
$13.1K - $15.3K
|
17K
$3.51M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-102- 1.32% |
$13.2K - $15.5K
|
7.62K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-106- 6.68% |
$13.7K - $16.1K
|
1.48K
$305K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-108- 3.47% |
$14K - $16.4K
|
3.01K
$620K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-113- 1.71% |
$14.7K - $17.2K
|
6.51K
$1.34M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-115- 2.61% |
$14.9K - $17.5K
|
4.3K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-123- 7.82% |
$16K - $18.7K
|
1.45K
$299K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-125- 0.83% |
$16.2K - $19K
|
14.9K
$3.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-128- 1.01% |
$16.6K - $19.4K
|
12.5K
$2.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-129- 0.97% |
$16.7K - $19.6K
|
13.2K
$2.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-129- 1.36% |
$16.7K - $19.6K
|
9.34K
$1.92M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-132- 3.39% |
$17.1K - $20K
|
3.77K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-135- 7.78% |
$17.5K - $20.5K
|
1.6K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-135- 3.71% |
$17.5K - $20.5K
|
3.51K
$723K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-139- 2.28% |
$18K - $21.1K
|
5.96K
$1.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-139- 14.24% |
$18K - $21.1K
|
837
$173K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-140- 1.24% |
$18.2K - $21.3K
|
11.1K
$2.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-140- 1.45% |
$18.2K - $21.3K
|
9.5K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-143- 1.19% |
$18.5K - $21.7K
|
11.9K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-147- 3.79% |
$19.1K - $22.3K
|
3.73K
$769K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-150- 36.23% |
$19.5K - $22.8K
|
264
$54.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-155- 3.01% |
$20.1K - $23.5K
|
5K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-160- 0.62% |
$20.7K - $24.3K
|
25.8K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-180- 85.71% |
$23.3K - $27.3K
|
30
$6.19K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-191- 10.93% |
$24.8K - $29K
|
1.56K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-200- 2.17% |
$25.9K - $30.4K
|
9.02K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 8.68% |
$26.7K - $31.3K
|
2.17K
$447K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-214- 38.7% |
$27.8K - $32.5K
|
339
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-215- 1.11% |
$27.9K - $32.6K
|
19.1K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-221- 3.3% |
$28.7K - $33.5K
|
6.48K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-222- 1.11% |
$28.8K - $33.7K
|
19.8K
$4.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-223- 1.13% |
$28.9K - $33.8K
|
19.5K
$4.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-227- 7.23% |
$29.4K - $34.5K
|
2.91K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-231- 3.64% |
$30K - $35.1K
|
6.12K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-231- 0.35% |
$30K - $35.1K
|
65.6K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-232- 4.47% |
$30.1K - $35.2K
|
4.96K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-232- 3.65% |
$30.1K - $35.2K
|
6.13K
$1.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-232- 5.96% |
$30.1K - $35.2K
|
3.66K
$755K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-239- 2.9% |
$31K - $36.3K
|
8.02K
$1.65M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-239- 13.63% |
$31K - $36.3K
|
1.52K
$312K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-247- 7.87% |
$32K - $37.5K
|
2.89K
$596K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-248- 25.46% |
$32.2K - $37.6K
|
726
$150K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-256- 3.56% |
$33.2K - $38.9K
|
6.94K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-258- 5.73% |
$33.5K - $39.2K
|
4.25K
$875K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-277- 3.1% |
$35.9K - $42K
|
8.66K
$1.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-280- 9.66% |
$36.3K - $42.5K
|
2.62K
$540K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-289- 4.88% |
$37.5K - $43.9K
|
5.64K
$1.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-293- 24.3% |
$38K - $44.5K
|
913
$188K
|