Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-381K- 96.99% |
$54.8M - $57.9M
|
11.8K
$2.35M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-580K- 86.95% |
$83.3M - $88.1M
|
87K
$17.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-659K- 91.72% |
$94.8M - $100M
|
59.5K
$11.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-831K- 98.68% |
$119M - $126M
|
11.1K
$2.21M
|