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 06, 2023 Q4 2022
Tmd Wealth Management, LLC

BUY
 -
10.6K
New
$1.37M - $1.61M
10.6K $2.18M
Sep 15, 2023 Q4 2022
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
10K
+ 202.0%
$1.3M - $1.52M
15K $3.09M
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
9.71K
+ 79.4%
$1.26M - $1.47M
21.9K $4.52M
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
9.2K
+ 60.13%
$1.19M - $1.4M
24.5K $5.05M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
9.15K
+ 8.51%
$1.19M - $1.39M
117K $24.1M
Feb 07, 2023 Q4 2022
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
9.12K
New
$1.18M - $1.38M
9.12K $1.88M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
9.06K
+ 8.9%
$1.18M - $1.38M
111K $22.9M
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
8.95K
+ 514.84%
$1.16M - $1.36M
10.7K $2.2M
May 31, 2023 Q4 2022
Kennedy Investment Group

West Depford, NJ
BUY
 -
8.78K
New
$1.14M - $1.33M
8.78K $1.81M
Feb 14, 2023 Q4 2022
Financial Counselors Inc

BUY
 -
8.74K
+ 129.45%
$1.13M - $1.33M
15.5K $3.19M
Feb 14, 2023 Q4 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
8.57K
+ 90.17%
$1.11M - $1.3M
18.1K $3.73M
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
8.4K
+ 9.57%
$1.09M - $1.28M
96.2K $19.8M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
8.37K
New
$1.09M - $1.27M
8.37K $1.73M
Feb 14, 2023 Q4 2022
Professional Financial Advisors, LLC

BUY
 -
8.32K
New
$1.08M - $1.26M
8.32K $1.71M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.02K
+ 8.67%
$1.04M - $1.22M
100K $20.7M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
7.77K
New
$1.01M - $1.18M
7.77K $1.6M
Feb 14, 2023 Q4 2022
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
7.61K
+ 16.89%
$987K - $1.16M
52.7K $10.9M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
7.58K
+ 69.33%
$983K - $1.15M
18.5K $3.82M
Jan 25, 2023 Q4 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
7.56K
+ 460.32%
$981K - $1.15M
9.21K $1.9M
Feb 13, 2023 Q4 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
7.48K
+ 106.73%
$970K - $1.14M
14.5K $2.99M
Feb 17, 2023 Q4 2022
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
7.44K
New
$965K - $1.13M
7.44K $1.53M
Jun 14, 2023 Q4 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
7.4K
New
$960K - $1.12M
7.4K $1.53M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
7.28K
+ 19.13%
$944K - $1.11M
45.3K $9.35M
Feb 07, 2023 Q4 2022
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
7.16K
New
$928K - $1.09M
7.16K $1.48M
Feb 10, 2023 Q4 2022
Jsf Financial, LLC

BUY
 -
7.13K
+ 13.45%
$924K - $1.08M
60.1K $12.4M
Jan 27, 2023 Q4 2022
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
7.08K
New
$918K - $1.07M
7.08K $1.46M
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.83K
+ 93.18%
$886K - $1.04M
14.2K $2.92M
Feb 14, 2023 Q4 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 -
6.65K
New
$862K - $1.01M
6.65K $1.37M
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
6.51K
New
$845K - $989K
6.51K $1.34M
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
6.51K
New
$845K - $989K
6.51K $1.34M
Feb 13, 2023 Q4 2022
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
6.51K
New
$844K - $987K
6.51K $1.34M
Feb 14, 2023 Q4 2022
United Services Automobile Association

San Antonio, TX
BUY
 -
6.3K
+ 44.79%
$817K - $956K
20.4K $4.2M
Jan 25, 2023 Q4 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
6.24K
+ 3.59%
$809K - $947K
180K $37.2M
Feb 02, 2023 Q4 2022
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
6.22K
New
$807K - $945K
6.22K $1.28M
Feb 07, 2023 Q4 2022
Hardy Reed LLC

BUY
 -
6.19K
New
$802K - $939K
6.19K $1.28M
Jan 20, 2023 Q4 2022
Charter Oak Capital Management, LLC

BUY
 -
6.03K
+ 17.41%
$782K - $915K
40.7K $8.38M
Feb 02, 2023 Q4 2022
Wealth Effects LLC

BUY
 -
6K
New
$778K - $911K
6K $1.24M
Feb 09, 2023 Q4 2022
Strategic Equity Management

BUY
 -
5.9K
+ 197.56%
$765K - $896K
8.89K $1.83M
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
5.86K
+ 216.32%
$760K - $889K
8.57K $1.77M
Jan 20, 2023 Q4 2022
Ltg Capital LLC

BUY
 -
5.82K
+ 232.8%
$755K - $883K
8.32K $1.72M
Jan 12, 2023 Q4 2022
Yhb Investment Advisors, Inc.

BUY
 -
5.82K
+ 17.63%
$754K - $883K
38.8K $8M
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

BUY
 -
5.64K
+ 69.26%
$731K - $855K
13.8K $2.84M
Jan 12, 2023 Q4 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
5.57K
New
$722K - $846K
5.57K $1.15M
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
5.51K
New
$714K - $836K
5.51K $1.13M
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.45K
New
$707K - $827K
5.45K $1.12M
Feb 08, 2023 Q4 2022
Anson Capital, Inc.

BUY
 -
5.38K
+ 16.35%
$697K - $816K
38.2K $7.89M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
5.16K
New
$669K - $783K
5.16K $1.06M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5.04K
+ 172.9%
$654K - $765K
7.96K $1.64M
Feb 14, 2023 Q4 2022
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
5.03K
+ 292.45%
$653K - $764K
6.75K $1.39M

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