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
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.26K- 3.31% |
$163K - $191K
|
36.6K
$7.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.26K- 16.54% |
$164K - $192K
|
6.38K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.3K- 23.55% |
$168K - $197K
|
4.22K
$869K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 2.66% |
$174K - $203K
|
49K
$10.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 28.58% |
$174K - $204K
|
3.36K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.36K- 5.75% |
$176K - $206K
|
22.2K
$4.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.37K- 0.56% |
$178K - $208K
|
243K
$50.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.38K- 2.24% |
$178K - $209K
|
60K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.39K- 44.43% |
$181K - $211K
|
1.74K
$359K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.4K- 6.79% |
$182K - $213K
|
19.2K
$3.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.42K- 34.4% |
$185K - $216K
|
2.71K
$560K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.5K- 3.89% |
$195K - $228K
|
37.1K
$7.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.55K- 28.68% |
$201K - $236K
|
3.86K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.63K- 32.01% |
$212K - $248K
|
3.47K
$714K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.63K- 1.45% |
$212K - $248K
|
111K
$22.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.64K- 2.65% |
$212K - $248K
|
60.1K
$12.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.64K- 1.46% |
$213K - $249K
|
111K
$22.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.69K- 32.88% |
$219K - $256K
|
3.44K
$710K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.71K- 4.25% |
$221K - $259K
|
38.5K
$7.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.75K- 20.52% |
$227K - $266K
|
6.78K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.81K- 3.57% |
$235K - $275K
|
48.9K
$10.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.85K- 16.11% |
$239K - $280K
|
9.61K
$1.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.85K- 2.33% |
$240K - $281K
|
77.6K
$16M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.86K- 13.2% |
$241K - $282K
|
12.2K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.99K- 50.34% |
$258K - $301K
|
1.96K
$404K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 4.57% |
$258K - $303K
|
41.6K
$8.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2K- 28.18% |
$259K - $303K
|
5.09K
$1.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-2K- 30.77% |
$259K - $304K
|
4.5K
$928K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.03K- 4.14% |
$264K - $309K
|
47.1K
$9.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.04K- 6.88% |
$264K - $309K
|
27.6K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.08K- 1.96% |
$270K - $316K
|
104K
$21.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.13K- 12.75% |
$276K - $323K
|
14.6K
$3M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.13K- 3.03% |
$276K - $324K
|
68.1K
$14M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.14K- 4.23% |
$277K - $325K
|
48.4K
$9.99M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.3K- 9.59% |
$298K - $349K
|
21.7K
$4.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 7.26% |
$308K - $361K
|
30.4K
$6.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.44K- 31.91% |
$317K - $371K
|
5.22K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-2.47K- 39.41% |
$321K - $375K
|
3.8K
$784K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.47K- 10.56% |
$321K - $376K
|
21K
$4.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.49K- 11.97% |
$323K - $378K
|
18.3K
$3.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.5K- 5.94% |
$324K - $379K
|
39.6K
$8.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 14.22% |
$332K - $389K
|
15.5K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.64K- 28.02% |
$343K - $401K
|
6.79K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.68K- 30.7% |
$347K - $406K
|
6.04K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.69K- 9.26% |
$349K - $408K
|
26.4K
$5.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.71K- 5.92% |
$352K - $412K
|
43.1K
$8.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.86K- 50.0% |
$371K - $434K
|
2.86K
$589K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 1.99% |
$371K - $434K
|
141K
$29M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.92K- 5.74% |
$379K - $443K
|
47.9K
$9.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
SELL
|
- |
-3.1K- 9.04% |
$402K - $471K
|
31.2K
$6.43M
|