Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2022 Q3 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
4.22K
+ 1.2%
$542K - $637K
355K $71M
Oct 17, 2022 Q3 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
4.17K
New
$536K - $629K
4.17K $833K
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

BUY
 -
4.15K
+ 14.38%
$533K - $626K
33K $6.6M
Oct 31, 2022 Q3 2022
West Coast Financial LLC

BUY
 -
4.11K
+ 26.71%
$528K - $620K
19.5K $3.9M
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

BUY
 -
4.05K
+ 32.05%
$521K - $612K
16.7K $3.34M
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
4.05K
+ 16.79%
$520K - $611K
28.2K $5.63M
Nov 08, 2022 Q3 2022
Lpwm LLC

Minneapolis, MN
BUY
 -
4.04K
+ 1.68%
$519K - $610K
244K $48.8M
Jun 14, 2023 Q3 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
3.7K
New
$476K - $559K
3.7K $740K
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3.65K
+ 108.41%
$469K - $551K
7.01K $1.4M
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
3.54K
+ 9.17%
$454K - $534K
42.1K $8.42M
Nov 10, 2022 Q3 2022
Stokes Family Office, LLC

BUY
 -
3.51K
+ 75.59%
$451K - $530K
8.15K $1.63M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
3.44K
+ 687.43%
$443K - $520K
3.95K $789K
Oct 19, 2022 Q3 2022
Security Financial Services, Inc.

BUY
 -
3.28K
+ 23.43%
$422K - $495K
17.3K $3.45M
Nov 14, 2022 Q3 2022
Financial Advisors Network, Inc.

BUY
 -
3.27K
+ 6.63%
$420K - $493K
52.5K $10.5M
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
3.22K
+ 55.19%
$414K - $486K
9.05K $1.81M
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
3.13K
+ 4.51%
$402K - $472K
72.5K $14.5M
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
3.11K
+ 4.24%
$399K - $469K
76.3K $15.2M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
3K
New
$385K - $452K
3K $599K
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
2.95K
New
$380K - $446K
2.95K $590K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
2.88K
+ 101.91%
$369K - $434K
5.7K $1.14M
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
2.87K
+ 30.87%
$368K - $433K
12.2K $2.43M
Nov 14, 2022 Q3 2022
Enzi Wealth

Austin, TX
BUY
 -
2.86K
New
$368K - $432K
2.86K $572K
Oct 27, 2022 Q3 2022
4 J Wealth Management LLC

BUY
 -
2.82K
New
$362K - $426K
2.82K $564K
Nov 14, 2022 Q3 2022
Royal Fund Management, LLC

BUY
 -
2.79K
+ 4.42%
$358K - $421K
65.9K $13.2M
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

BUY
 -
2.78K
+ 3.25%
$358K - $420K
88.5K $17.7M
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2.76K
+ 8.86%
$355K - $417K
33.9K $6.78M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
2.75K
+ 20.99%
$353K - $415K
15.8K $3.17M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
2.68K
New
$345K - $405K
2.68K $537K
Oct 31, 2022 Q3 2022
Concorde Asset Management, LLC

BUY
 -
2.68K
+ 60.7%
$344K - $404K
7.09K $1.42M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.66K
+ 94.22%
$342K - $401K
5.48K $1.1M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.65K
+ 2.53%
$341K - $401K
108K $21.5M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
2.65K
New
$340K - $400K
2.65K $529K
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
2.58K
+ 1.74%
$331K - $389K
151K $30.2M
Nov 02, 2022 Q3 2022
Cim, LLC

BUY
 -
2.49K
New
$320K - $375K
2.49K $497K
Oct 18, 2022 Q3 2022
Bailard, Inc.

BUY
 -
2.48K
+ 5.89%
$319K - $375K
44.6K $8.92M
Nov 02, 2022 Q3 2022
Ifg Advisors, LLC

BUY
 -
2.36K
New
$304K - $357K
2.36K $473K
Nov 15, 2022 Q3 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
2.35K
New
$302K - $355K
2.35K $470K
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
2.31K
+ 3.19%
$297K - $348K
74.6K $14.9M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
2.3K
+ 16.75%
$295K - $347K
16K $3.2M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.28K
New
$293K - $344K
2.28K $456K
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.25K
+ 117.61%
$289K - $340K
4.17K $833K
Oct 26, 2022 Q3 2022
Kwmg, LLC

BUY
 -
2.24K
+ 2.07%
$288K - $338K
110K $22.1M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.23K
+ 11.41%
$287K - $337K
21.8K $4.36M
Nov 14, 2022 Q3 2022
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
2.23K
+ 5.21%
$287K - $337K
45K $9M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
2.22K
New
$285K - $335K
2.22K $444K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
2.21K
+ 112.66%
$284K - $333K
4.17K $833K
Nov 10, 2022 Q3 2022
Cadence Bank

Tupelo, MS
BUY
 -
2.21K
New
$284K - $333K
2.21K $441K
Nov 14, 2022 Q3 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
2.2K
+ 48.97%
$283K - $333K
6.71K $1.34M
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
2.18K
+ 61.79%
$281K - $330K
5.72K $1.14M

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