Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
68+ 0.46% |
$9.91K - $10.7K
|
14.7K
$2.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
65+ 0.07% |
$9.48K - $10.2K
|
90.5K
$17.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
65+ 0.09% |
$9.48K - $10.2K
|
74.9K
$14.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
65+ 1.83% |
$9.48K - $10.2K
|
3.61K
$707K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
64+ 0.27% |
$9.33K - $10K
|
23.9K
$4.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
60New |
$8.75K - $9.41K
|
60
$11.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
60+ 0.93% |
$8.75K - $9.41K
|
6.5K
$1.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
55+ 2.38% |
$8.02K - $8.62K
|
2.37K
$464K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
52+ 0.52% |
$7.58K - $8.15K
|
10.1K
$1.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
51+ 0.63% |
$7.44K - $8K
|
8.11K
$1.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50+ 0.88% |
$7.29K - $7.84K
|
5.7K
$1.12M
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
50+ 2.25% |
$7.29K - $7.84K
|
2.27K
$445K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
46+ 0.88% |
$6.71K - $7.21K
|
5.26K
$1.03M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
43+ 1.21% |
$6.27K - $6.74K
|
3.6K
$704K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40New |
$5.83K - $6.27K
|
40
$7.82K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
35+ 0.58% |
$5.1K - $5.49K
|
6.05K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33+ 1.75% |
$4.81K - $5.17K
|
1.92K
$376K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
32New |
$4.67K - $5.02K
|
32
$6.26K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
32+ 1.33% |
$4.67K - $5.02K
|
2.45K
$478K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
31New |
$4.52K - $4.86K
|
31
$6.06K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
31+ 1.11% |
$4.52K - $4.86K
|
2.83K
$554K
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
30+ 0.47% |
$4.37K - $4.7K
|
6.37K
$1.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
29+ 1.02% |
$4.23K - $4.55K
|
2.88K
$563K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
28New |
$4.08K - $4.39K
|
28
$5.48K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
28New |
$4.08K - $4.39K
|
28
$5.48K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 2.09% |
$3.94K - $4.23K
|
1.32K
$258K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
25New |
$3.65K - $3.92K
|
25
$4.89K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.2% |
$3.5K - $3.76K
|
12.1K
$2.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
23+ 0.86% |
$3.35K - $3.61K
|
2.7K
$527K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21+ 0.36% |
$3.06K - $3.29K
|
5.85K
$1.14M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19+ 1.1% |
$2.77K - $2.98K
|
1.75K
$343K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 1.09% |
$2.62K - $2.82K
|
1.66K
$325K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.51% |
$2.33K - $2.51K
|
3.17K
$619K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 0.22% |
$2.19K - $2.35K
|
6.74K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
15+ 0.45% |
$2.19K - $2.35K
|
3.34K
$653K
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
14+ 0.2% |
$2.04K - $2.2K
|
7.17K
$1.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.48% |
$2.04K - $2.2K
|
2.92K
$570K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
14+ 0.57% |
$2.04K - $2.2K
|
2.49K
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.4% |
$2.04K - $2.2K
|
3.54K
$692K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
13+ 1.22% |
$1.9K - $2.04K
|
1.08K
$211K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.47% |
$1.9K - $2.04K
|
2.76K
$540K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12+ 0.06% |
$1.75K - $1.88K
|
18.8K
$3.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 0.72% |
$1.75K - $1.88K
|
1.68K
$328K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.36% |
$1.6K - $1.72K
|
3.09K
$605K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11+ 0.26% |
$1.6K - $1.72K
|
4.2K
$822K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10+ 0.19% |
$1.46K - $1.57K
|
5.28K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
10+ 0.27% |
$1.46K - $1.57K
|
3.73K
$729K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.13% |
$1.46K - $1.57K
|
7.47K
$1.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.41% |
$1.31K - $1.41K
|
2.23K
$436K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.52% |
$1.31K - $1.41K
|
1.74K
$340K
|