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 14, 2022 Q3 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
573
+ 0.89%
$73.6K - $86.5K
64.8K $13.2M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
572
+ 0.68%
$73.5K - $86.3K
84.5K $17.2M
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
570
+ 1.72%
$73.3K - $86K
33.7K $6.87M
Oct 13, 2022 Q3 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
566
+ 8.57%
$72.7K - $85.4K
7.17K $1.46M
Nov 01, 2022 Q3 2022
Signature Wealth Management Partners, LLC

BUY
 -
556
+ 1.34%
$71.5K - $83.9K
42K $8.55M
Nov 14, 2022 Q3 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
550
+ 106.18%
$70.7K - $83K
1.07K $217K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
542
New
$69.7K - $81.8K
542 $110K
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
541
New
$69.5K - $81.7K
541 $110K
Oct 21, 2022 Q3 2022
Delta Investment Management, LLC

BUY
 -
533
+ 2.46%
$68.5K - $80.5K
22.2K $4.52M
Feb 14, 2023 Q3 2022
Sja Financial Advisory, LLC

BUY
 -
528
+ 0.83%
$67.9K - $79.7K
64.4K $13.1M
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
516
+ 5.04%
$66.3K - $77.9K
10.7K $2.19M
Nov 15, 2022 Q3 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
512
+ 2.14%
$65.8K - $77.3K
24.5K $4.99M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
501
+ 4.8%
$64.4K - $75.6K
10.9K $2.23M
Nov 07, 2022 Q3 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
500
New
$64.3K - $75.5K
500 $102K
Oct 24, 2022 Q3 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
500
+ 33.33%
$64.3K - $75.5K
2K $407K
Oct 28, 2022 Q3 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
492
+ 14.29%
$63.2K - $74.3K
3.94K $801K
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
478
+ 15.69%
$61.4K - $72.2K
3.53K $718K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
458
+ 0.97%
$58.9K - $69.1K
47.4K $9.66M
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
451
+ 7.38%
$58K - $68.1K
6.57K $1.34M
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
441
+ 7.25%
$56.7K - $66.6K
6.52K $1.33M
Nov 10, 2022 Q3 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
441
+ 0.3%
$56.7K - $66.6K
150K $30.5M
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
435
+ 41.0%
$55.9K - $65.7K
1.5K $305K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
423
New
$54.4K - $63.9K
423 $86.1K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
421
+ 14.31%
$54.1K - $63.6K
3.36K $685K
Oct 17, 2022 Q3 2022
Veracity Capital LLC

BUY
 -
409
+ 14.78%
$52.6K - $61.7K
3.18K $647K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
406
+ 2.38%
$52.2K - $61.3K
17.4K $3.55M
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
400
New
$51.4K - $60.4K
400 $81.4K
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
400
+ 18.21%
$51.4K - $60.4K
2.6K $529K
Nov 07, 2022 Q3 2022
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
400
+ 6.29%
$51.4K - $60.4K
6.76K $1.38M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
397
+ 15.61%
$51K - $59.9K
2.94K $599K
Oct 13, 2022 Q3 2022
Alhambra Investment Partners LLC

BUY
 -
395
+ 2.99%
$50.8K - $59.6K
13.6K $2.77M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
388
+ 0.88%
$49.9K - $58.6K
44.3K $9.02M
Oct 07, 2022 Q3 2022
Seneca House Advisors

BUY
 -
383
+ 1.58%
$49.2K - $57.8K
24.7K $5.03M
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
378
+ 10.53%
$48.6K - $57.1K
3.97K $808K
Oct 21, 2022 Q3 2022
Center For Asset Management LLC

BUY
 -
376
+ 18.08%
$48.3K - $56.8K
2.46K $500K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
373
+ 3.62%
$47.9K - $56.3K
10.7K $2.17M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
365
+ 1.63%
$46.9K - $55.1K
22.8K $4.64M
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
363
+ 48.21%
$46.7K - $54.8K
1.12K $227K
Nov 15, 2022 Q3 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
337
+ 12.04%
$43.3K - $50.9K
3.14K $638K
Nov 08, 2022 Q3 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
337
+ 293.04%
$43.3K - $50.9K
452 $92K
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
324
+ 1.38%
$41.6K - $48.9K
23.8K $4.85M
Nov 02, 2022 Q3 2022
Kfa Private Wealth Group, LLC

BUY
 -
319
+ 0.72%
$41K - $48.2K
44.7K $9.11M
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
319
+ 11.79%
$41K - $48.2K
3.03K $616K
Nov 21, 2022 Q3 2022
Integrated Investment Consultants, LLC

BUY
 -
315
+ 5.92%
$40.5K - $47.6K
5.63K $1.15M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
311
+ 4.23%
$40K - $46.9K
7.66K $1.56M
Nov 21, 2022 Q3 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
304
+ 3.66%
$39.1K - $45.9K
8.62K $1.75M
Sep 25, 2024 Q3 2022
Paragon Capital Management Inc

Provo, UT
BUY
 -
296
+ 2.01%
$38K - $44.7K
15K $3.06M
Nov 14, 2022 Q3 2022
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
295
+ 0.42%
$37.9K - $44.5K
70.5K $14.4M
Nov 14, 2022 Q3 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
289
+ 14.21%
$37.1K - $43.6K
2.32K $473K

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