Purchases and Sales Made in Q1 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 Q1 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
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
634
+ 26.84%
$93.5K - $101K
3K $590K
Apr 27, 2022 Q1 2022
Crewe Advisors LLC

BUY
 -
622
+ 1382.22%
$91.7K - $98.9K
667 $131K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
599
New
$88.3K - $95.3K
599 $118K
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
589
+ 0.51%
$86.9K - $93.7K
117K $23M
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

BUY
 -
585
+ 6.86%
$86.3K - $93.1K
9.11K $1.79M
May 13, 2022 Q1 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
572
+ 0.24%
$84.3K - $91K
238K $46.9M
May 13, 2022 Q1 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
565
+ 3.12%
$83.3K - $89.9K
18.7K $3.68M
Apr 22, 2022 Q1 2022
Bank Of The West

BUY
 -
552
+ 1.5%
$81.4K - $87.8K
37.4K $7.36M
Apr 29, 2022 Q1 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
547
+ 1.3%
$80.7K - $87K
42.5K $8.37M
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

BUY
 -
543
+ 4.44%
$80.1K - $86.4K
12.8K $2.51M
May 13, 2022 Q1 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
498
+ 4.16%
$73.4K - $79.2K
12.5K $2.45M
Apr 21, 2022 Q1 2022
Mayflower Financial Advisors, LLC

BUY
 -
494
+ 21.39%
$72.8K - $78.6K
2.8K $552K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
490
+ 11.88%
$72.3K - $77.9K
4.62K $909K
Apr 25, 2022 Q1 2022
High Mark Wealth Management LLC

BUY
 -
482
+ 5.83%
$71.1K - $76.7K
8.75K $1.72M
May 09, 2022 Q1 2022
Capital Advisors, Ltd. LLC

BUY
 -
479
+ 7.88%
$70.6K - $76.2K
6.55K $1.29M
Aug 12, 2022 Q1 2022
Warwick Investment Management, Inc.

BUY
 -
461
+ 1.09%
$68K - $73.3K
42.6K $8.39M
May 11, 2022 Q1 2022
Front Barnett Associates LLC

Chicago, IL
BUY
 -
460
+ 0.81%
$67.8K - $73.2K
57.6K $11.3M
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
458
+ 35.87%
$67.5K - $72.8K
1.74K $342K
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
452
+ 447.52%
$66.7K - $71.9K
553 $109K
Apr 26, 2022 Q1 2022
Rodgers & Associates, LTD

BUY
 -
451
+ 1.47%
$66.5K - $71.7K
31.1K $6.13M
May 05, 2022 Q1 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
425
+ 17.0%
$62.7K - $67.6K
2.93K $576K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
410
New
$60.5K - $65.2K
410 $80.7K
Apr 15, 2022 Q1 2022
City Holding CO

BUY
 -
410
+ 410.0%
$60.5K - $65.2K
510 $100K
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

BUY
 -
405
New
$59.7K - $64.4K
405 $79.7K
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
401
+ 1.44%
$59.1K - $63.8K
28.3K $5.57M
Apr 21, 2022 Q1 2022
Provident Wealth Management, LLC

BUY
 -
392
+ 46.01%
$57.8K - $62.4K
1.24K $245K
May 10, 2022 Q1 2022
3 D/L Capital Management, LLC

BUY
 -
381
+ 15.3%
$56.2K - $60.6K
2.87K $565K
May 16, 2022 Q1 2022
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
380
New
$56K - $60.4K
380 $74.8K
May 02, 2022 Q1 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
370
+ 12.86%
$54.6K - $58.9K
3.25K $639K
Aug 26, 2022 Q1 2022
W Advisors, LLC

Germantown, TN
BUY
 -
369
+ 1.53%
$54.4K - $58.7K
24.5K $4.82M
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
369
+ 14.48%
$54.4K - $58.7K
2.92K $575K
May 03, 2022 Q1 2022
Edge Capital Group, LLC

BUY
 -
365
+ 23.95%
$53.8K - $58.1K
1.89K $372K
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
350
New
$51.6K - $55.7K
350 $68.9K
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

BUY
 -
333
+ 77.44%
$49.1K - $53K
763 $150K
Apr 20, 2022 Q1 2022
West Oak Capital, LLC

BUY
 -
330
+ 5.8%
$48.7K - $52.5K
6.02K $1.18M
Apr 22, 2022 Q1 2022
Blossom Wealth Management

BUY
 -
328
+ 13.5%
$48.4K - $52.2K
2.76K $543K
Apr 20, 2022 Q1 2022
Objective Capital Management, LLC

BUY
 -
325
+ 2.12%
$47.9K - $51.7K
15.7K $3.09M
Apr 25, 2022 Q1 2022
Grant

BUY
 -
324
+ 3.63%
$47.8K - $51.5K
9.24K $1.82M
May 16, 2022 Q1 2022
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
318
+ 5.32%
$46.9K - $50.6K
6.3K $1.24M
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
313
+ 2.86%
$46.2K - $49.8K
11.3K $2.22M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
310
+ 0.77%
$45.7K - $49.3K
40.3K $7.94M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
297
+ 9.21%
$43.8K - $47.2K
3.52K $693K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
292
+ 239.34%
$43.1K - $46.4K
414 $81.5K
May 10, 2022 Q1 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
288
New
$42.5K - $45.8K
288 $56.7K
May 02, 2022 Q1 2022
Telos Capital Management, Inc.

BUY
 -
280
+ 0.82%
$41.3K - $44.5K
34.4K $6.77M
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
271
+ 5.2%
$40K - $43.1K
5.48K $1.08M
Nov 18, 2022 Q1 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
268
+ 1.54%
$39.5K - $42.6K
17.7K $3.48M
Apr 20, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
267
+ 1.42%
$39.4K - $42.5K
19K $3.75M
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
261
+ 3.5%
$38.5K - $41.5K
7.73K $1.52M

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