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 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-298- 5.18% |
$38.6K - $45.2K
|
5.46K
$1.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-298- 55.08% |
$38.6K - $45.2K
|
243
$50.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-299- 0.4% |
$38.8K - $45.4K
|
74.9K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 3.04% |
$38.9K - $45.5K
|
9.56K
$1.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-304- 0.87% |
$39.4K - $46.1K
|
34.7K
$7.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-307- 9.58% |
$39.8K - $46.6K
|
2.9K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-308- 1.31% |
$39.9K - $46.8K
|
23.3K
$4.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-314- 1.8% |
$40.7K - $47.7K
|
17.2K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-315- 4.43% |
$40.8K - $47.8K
|
6.8K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-316- 57.56% |
$41K - $48K
|
233
$48K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-320- 13.54% |
$41.5K - $48.6K
|
2.04K
$421K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-325- 4.29% |
$42.1K - $49.3K
|
7.25K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-331- 11.49% |
$42.9K - $50.2K
|
2.55K
$526K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-347- 3.87% |
$45K - $52.7K
|
8.63K
$1.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-350- 12.97% |
$45.4K - $53.1K
|
2.35K
$484K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-354- 31.72% |
$45.9K - $53.7K
|
762
$157K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-366- 1.79% |
$47.5K - $55.6K
|
20.1K
$4.14M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-367- 7.63% |
$47.6K - $55.7K
|
4.44K
$916K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-375- 1.88% |
$48.6K - $56.9K
|
19.6K
$4.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-380- 8.15% |
$49.3K - $57.7K
|
4.28K
$883K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-384- 0.57% |
$49.8K - $58.3K
|
67.5K
$13.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-385- 6.28% |
$49.9K - $58.4K
|
5.75K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-385- 20.38% |
$49.9K - $58.4K
|
1.5K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-394- 11.71% |
$51.1K - $59.8K
|
2.97K
$612K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-397- 7.38% |
$51.5K - $60.3K
|
4.98K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-400- 4.01% |
$51.9K - $60.7K
|
9.57K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-404- 3.55% |
$52.4K - $61.3K
|
11K
$2.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-413- 6.94% |
$53.6K - $62.7K
|
5.54K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-415- 6.32% |
$53.8K - $63K
|
6.15K
$1.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-434- 8.83% |
$56.3K - $65.9K
|
4.48K
$924K
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-436- 6.5% |
$56.5K - $66.2K
|
6.28K
$1.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-445- 3.58% |
$57.7K - $67.5K
|
12K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-451- 0.45% |
$58.5K - $68.5K
|
100K
$20.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-463- 19.83% |
$60K - $70.3K
|
1.87K
$386K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-466- 14.13% |
$60.4K - $70.7K
|
2.83K
$584K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-479- 6.22% |
$62.1K - $72.7K
|
7.22K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-481- 13.93% |
$62.4K - $73K
|
2.97K
$613K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-484- 0.75% |
$62.8K - $73.5K
|
64.3K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-490- 4.37% |
$63.5K - $74.4K
|
10.7K
$2.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-494- 3.7% |
$64.1K - $75K
|
12.9K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-505- 14.16% |
$65.5K - $76.7K
|
3.06K
$631K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-532- 0.63% |
$69K - $80.8K
|
83.4K
$17.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-536- 9.25% |
$69.5K - $81.4K
|
5.26K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-540- 3.97% |
$70K - $82K
|
13.1K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-547- 8.39% |
$70.9K - $83K
|
5.97K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-551- 2.76% |
$71.5K - $83.6K
|
19.4K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-551- 13.89% |
$71.5K - $83.6K
|
3.42K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-555- 5.41% |
$72K - $84.2K
|
9.7K
$2M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-561- 20.91% |
$72.8K - $85.2K
|
2.12K
$437K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-576- 0.56% |
$74.7K - $87.4K
|
102K
$21.1M
|