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
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.78K
+ 2.23%
$230K - $270K
81.3K $16.8M
Jan 26, 2023 Q4 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.73K
+ 3.82%
$224K - $262K
47K $9.68M
Feb 14, 2023 Q4 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
1.73K
+ 0.54%
$224K - $262K
324K $66.8M
Jan 20, 2023 Q4 2022
Newton One Investments LLC

BUY
 -
1.73K
New
$224K - $262K
1.73K $356K
Mar 06, 2023 Q4 2022
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
1.71K
New
$221K - $259K
1.71K $352K
Jan 19, 2023 Q4 2022
Nvest Financial, LLC

BUY
 -
1.68K
+ 4.76%
$218K - $255K
37K $7.63M
Jan 17, 2023 Q4 2022
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
1.67K
New
$217K - $254K
1.67K $345K
Feb 10, 2023 Q4 2022
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
1.63K
+ 2.32%
$212K - $248K
72.1K $14.9M
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

BUY
 -
1.59K
New
$206K - $241K
1.59K $327K
Feb 07, 2023 Q4 2022
Boston Partners

Boston, MA
BUY
 -
1.58K
New
$205K - $240K
1.58K $326K
Feb 13, 2023 Q4 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
1.56K
New
$203K - $237K
1.56K $322K
Jan 25, 2023 Q4 2022
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.56K
New
$203K - $237K
1.56K $322K
Feb 10, 2023 Q4 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
1.56K
New
$202K - $236K
1.56K $321K
Jun 27, 2023 Q4 2022
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.53K
+ 27.05%
$198K - $232K
7.19K $1.48M
Feb 15, 2023 Q4 2022
Cic Wealth, LLC

Rockville, MD
BUY
 -
1.53K
New
$198K - $231K
1.53K $314K
Feb 03, 2023 Q4 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.52K
New
$197K - $231K
1.52K $314K
Feb 14, 2023 Q4 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.51K
New
$196K - $229K
1.51K $311K
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
1.51K
+ 2.29%
$196K - $229K
67.3K $13.9M
Jan 31, 2023 Q4 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
1.5K
New
$195K - $228K
1.5K $309K
Jan 19, 2023 Q4 2022
Krs Capital Management, LLC

BUY
 -
1.5K
New
$194K - $227K
1.5K $308K
Jul 10, 2024 Q4 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
1.49K
New
$194K - $227K
1.49K $308K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
1.48K
+ 3.34%
$192K - $225K
45.8K $9.44M
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
BUY
 -
1.48K
+ 35.11%
$192K - $224K
5.69K $1.17M
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
1.48K
New
$192K - $224K
1.48K $305K
Feb 07, 2023 Q4 2022
Sentinel Trust CO Lba

Houston, TX
BUY
 -
1.47K
New
$191K - $224K
1.47K $304K
Feb 07, 2023 Q4 2022
Fort Pitt Capital Group, LLC

BUY
 -
1.47K
New
$191K - $223K
1.47K $303K
Jan 11, 2023 Q4 2022
First Citizens Financial Corp

BUY
 -
1.45K
New
$188K - $219K
1.45K $298K
Feb 01, 2023 Q4 2022
Meredith Wealth Planning

Maryville, IL
BUY
 -
1.45K
New
$187K - $219K
1.45K $298K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
1.44K
+ 47.67%
$187K - $219K
4.47K $921K
Feb 14, 2023 Q4 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.44K
New
$186K - $218K
1.44K $296K
Jan 20, 2023 Q4 2022
V Wealth Advisors LLC

BUY
 -
1.44K
New
$186K - $218K
1.44K $296K
Feb 13, 2023 Q4 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
1.44K
New
$186K - $218K
1.44K $296K
Feb 08, 2023 Q4 2022
Parthenon LLC

BUY
 -
1.42K
New
$184K - $216K
1.42K $293K
Jan 12, 2023 Q4 2022
Vista Private Wealth Partners. LLC

BUY
 -
1.42K
New
$184K - $215K
1.42K $292K
Feb 06, 2023 Q4 2022
Parsec Financial Management, Inc.

BUY
 -
1.42K
New
$183K - $215K
1.42K $292K
Feb 09, 2023 Q4 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
1.4K
New
$181K - $212K
1.4K $288K
Feb 13, 2023 Q4 2022
Rex Capital Advisors, LLC

Providence, RI
BUY
 -
1.39K
New
$181K - $211K
1.39K $287K
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

BUY
 -
1.39K
New
$180K - $211K
1.39K $286K
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.38K
New
$179K - $209K
1.38K $285K
Feb 15, 2023 Q4 2022
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
1.38K
New
$179K - $209K
1.38K $284K
Jan 10, 2023 Q4 2022
Lbmc Investment Advisors, LLC

BUY
 -
1.36K
+ 2.42%
$177K - $207K
57.6K $11.9M
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.34K
+ 36.39%
$174K - $203K
5.02K $1.03M
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
1.34K
New
$174K - $203K
1.34K $276K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
1.33K
+ 101.21%
$173K - $202K
2.65K $546K
Feb 13, 2023 Q4 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.31K
+ 48.43%
$170K - $199K
4.02K $829K
Jan 20, 2023 Q4 2022
Sterling Investment Counsel, LLC

BUY
 -
1.31K
+ 11.92%
$170K - $199K
12.3K $2.53M
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
1.31K
+ 11.93%
$169K - $198K
12.3K $2.53M
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
1.3K
+ 4.64%
$168K - $197K
29.3K $6.04M
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
1.3K
New
$168K - $197K
1.3K $267K

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