Purchases and Sales Made in Q3 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 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 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 4.54% |
$170K - $200K
|
30.5K
$6.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.32K+ 7.29% |
$170K - $199K
|
19.4K
$3.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.31K+ 15.58% |
$168K - $198K
|
9.71K
$1.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.27K+ 15.29% |
$163K - $192K
|
9.59K
$1.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.27K+ 3.27% |
$163K - $192K
|
40.2K
$8.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 2.99% |
$163K - $191K
|
43.6K
$8.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
1.26K+ 6.64% |
$162K - $191K
|
20.3K
$4.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.25K+ 3.08% |
$160K - $188K
|
41.7K
$8.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.2K+ 19.58% |
$154K - $181K
|
7.33K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.19K+ 4.29% |
$153K - $180K
|
29K
$5.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
1.19K+ 0.65% |
$153K - $180K
|
186K
$37.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.18K+ 5.84% |
$152K - $178K
|
21.4K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.14K+ 129.5% |
$146K - $172K
|
2.02K
$403K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.09K+ 32.88% |
$140K - $165K
|
4.41K
$881K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.09KNew |
$140K - $164K
|
1.09K
$217K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
1.08K+ 246.0% |
$138K - $162K
|
1.51K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.06K+ 65.46% |
$137K - $160K
|
2.69K
$537K
|
|
|
Oct 18, 2022
Q3 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.06K+ 0.25% |
$136K - $160K
|
426K
$85.2M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.06K+ 2.39% |
$136K - $159K
|
45.2K
$9.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
988+ 32.25% |
$127K - $149K
|
4.05K
$810K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
973+ 1.97% |
$125K - $147K
|
50.4K
$10.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
968+ 4.92% |
$124K - $146K
|
20.6K
$4.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
911+ 28.2% |
$117K - $138K
|
4.14K
$828K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
896+ 12.25% |
$115K - $135K
|
8.21K
$1.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
885+ 10.54% |
$114K - $134K
|
9.28K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
866+ 2.76% |
$111K - $131K
|
32.3K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
859+ 10.06% |
$110K - $130K
|
9.4K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
857+ 5.51% |
$110K - $129K
|
16.4K
$3.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
845+ 26.57% |
$109K - $128K
|
4.03K
$805K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
835+ 19.31% |
$107K - $126K
|
5.16K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
833+ 2.06% |
$107K - $126K
|
41.2K
$8.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
827+ 18.04% |
$106K - $125K
|
5.41K
$1.08M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
824+ 1.85% |
$106K - $124K
|
45.4K
$9.08M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
824+ 4.82% |
$106K - $124K
|
17.9K
$3.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
824+ 1.85% |
$106K - $124K
|
45.4K
$9.08M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
817+ 31.4% |
$105K - $123K
|
3.42K
$683K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
813+ 0.33% |
$104K - $123K
|
246K
$49.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
793+ 3.77% |
$102K - $120K
|
21.8K
$4.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
765+ 1.15% |
$98.3K - $115K
|
67K
$13.4M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
761+ 7.44% |
$97.8K - $115K
|
11K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
699+ 0.49% |
$89.8K - $106K
|
144K
$28.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
673+ 1.31% |
$86.5K - $102K
|
51.9K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
664+ 17.72% |
$85.3K - $100K
|
4.41K
$882K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
658+ 50.15% |
$84.6K - $99.3K
|
1.97K
$394K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
652+ 24.52% |
$83.8K - $98.4K
|
3.31K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
650+ 3.29% |
$83.5K - $98.1K
|
20.4K
$4.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
626New |
$80.5K - $94.5K
|
626
$125K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
618+ 3.79% |
$79.4K - $93.3K
|
16.9K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
587+ 14.03% |
$75.4K - $88.6K
|
4.77K
$954K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
579New |
$74.4K - $87.4K
|
579
$116K
|