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 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
284New |
$36.8K - $43.1K
|
284
$58.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
280+ 3.96% |
$36.3K - $42.5K
|
7.35K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
272New |
$35.3K - $41.3K
|
272
$56.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
269+ 3.75% |
$34.9K - $40.8K
|
7.44K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 0.93% |
$32.4K - $37.9K
|
27.1K
$5.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
249+ 0.32% |
$32.3K - $37.8K
|
77.5K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
246+ 1.85% |
$31.9K - $37.3K
|
13.5K
$2.79M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
232+ 4.68% |
$30.1K - $35.2K
|
5.19K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
230+ 1.58% |
$29.8K - $34.9K
|
14.8K
$3.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
220+ 2.79% |
$28.5K - $33.4K
|
8.11K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
220New |
$28.5K - $33.4K
|
220
$45.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
216New |
$28K - $32.8K
|
216
$44.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
210+ 0.5% |
$27.2K - $31.9K
|
42.4K
$8.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
209New |
$27.1K - $31.7K
|
209
$43.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
207+ 1.29% |
$26.8K - $31.4K
|
16.3K
$3.36M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
203New |
$26.3K - $30.8K
|
203
$41.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
201+ 0.6% |
$26.1K - $30.5K
|
33.9K
$7M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
195New |
$25.3K - $29.6K
|
195
$40.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
194+ 1.48% |
$25.2K - $29.4K
|
13.3K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
191New |
$24.8K - $29K
|
191
$39.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
188+ 1.85% |
$24.4K - $28.5K
|
10.3K
$2.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
188+ 6.71% |
$24.4K - $28.5K
|
2.99K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
184+ 1.86% |
$23.9K - $27.9K
|
10.1K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
181+ 4.98% |
$23.5K - $27.5K
|
3.82K
$787K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
165+ 82.5% |
$21.4K - $25K
|
365
$75.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
161+ 0.39% |
$20.9K - $24.4K
|
41.9K
$8.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
160+ 1.48% |
$20.7K - $24.3K
|
11K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
152+ 13.87% |
$19.7K - $23.1K
|
1.25K
$257K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
150New |
$19.5K - $22.8K
|
150
$30.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 7.92% |
$19.5K - $22.8K
|
2.04K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
135+ 3.35% |
$17.5K - $20.5K
|
4.16K
$858K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
135+ 3.89% |
$17.5K - $20.5K
|
3.6K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
135+ 7.05% |
$17.5K - $20.5K
|
2.05K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
132New |
$17.1K - $20K
|
132
$27.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
131+ 1.29% |
$17K - $19.9K
|
10.3K
$2.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
128+ 1.03% |
$16.6K - $19.4K
|
12.6K
$2.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
127+ 6.45% |
$16.5K - $19.3K
|
2.1K
$432K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
125+ 132.98% |
$16.2K - $19K
|
219
$45.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
122+ 1.13% |
$15.8K - $18.5K
|
11K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
120+ 2.77% |
$15.6K - $18.2K
|
4.45K
$918K
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
113+ 1.52% |
$14.7K - $17.2K
|
7.53K
$1.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
110New |
$14.3K - $16.7K
|
110
$22.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
107+ 6.67% |
$13.9K - $16.2K
|
1.71K
$353K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
107+ 14.02% |
$13.9K - $16.2K
|
870
$179K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
101+ 6.68% |
$13.1K - $15.3K
|
1.61K
$333K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$13K - $15.2K
|
100
$20.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
99+ 1.43% |
$12.8K - $15K
|
7.03K
$1.45M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
96+ 0.21% |
$12.4K - $14.6K
|
45.5K
$9.39M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
96+ 0.21% |
$12.4K - $14.6K
|
45.5K
$9.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
91+ 3.82% |
$11.8K - $13.8K
|
2.47K
$509K
|