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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-842- 34.84% |
$123K - $132K
|
1.58K
$308K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-849- 4.69% |
$124K - $133K
|
17.3K
$3.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-874- 2.12% |
$127K - $137K
|
40.4K
$7.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-892- 81.31% |
$130K - $140K
|
205
$40.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-895- 2.28% |
$130K - $140K
|
38.3K
$7.5M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-900- 11.84% |
$131K - $141K
|
6.7K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-900- 11.84% |
$131K - $141K
|
6.7K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-947- 3.69% |
$138K - $148K
|
24.7K
$4.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-966- 15.86% |
$141K - $151K
|
5.13K
$1M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-971- 10.37% |
$142K - $152K
|
8.4K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-984- 7.66% |
$143K - $154K
|
11.9K
$2.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1K- 16.13% |
$146K - $157K
|
5.2K
$1.02M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 15.28% |
$147K - $158K
|
5.59K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.01K- 1.91% |
$147K - $159K
|
52K
$10.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 22.88% |
$149K - $161K
|
3.45K
$675K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.06K- 4.74% |
$154K - $166K
|
21.3K
$4.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.11K- 0.03% |
$162K - $174K
|
4.36M
$852M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.12K- 5.93% |
$163K - $175K
|
17.7K
$3.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 8.7% |
$167K - $179K
|
12K
$2.35M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.15K- 10.54% |
$168K - $180K
|
9.75K
$1.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.19K- 4.36% |
$173K - $186K
|
26K
$5.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.23K- 3.46% |
$179K - $193K
|
34.3K
$6.71M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 2.2% |
$179K - $193K
|
54.8K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 4.82% |
$184K - $198K
|
25K
$4.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.31K- 1.28% |
$191K - $206K
|
101K
$19.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.36K- 42.61% |
$198K - $213K
|
1.83K
$358K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.36K- 3.47% |
$198K - $213K
|
37.9K
$7.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.38KClosed |
$202K - $217K
|
0
$0
|
|
|
Feb 20, 2025
Q4 2021
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.42KClosed |
$207K - $223K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.43K- 2.99% |
$208K - $224K
|
46.5K
$9.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.44K- 28.76% |
$210K - $226K
|
3.57K
$698K
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
SELL
|
- |
-1.44K- 35.94% |
$210K - $226K
|
2.57K
$502K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.48K- 3.38% |
$215K - $232K
|
42.2K
$8.26M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 3.38% |
$215K - $232K
|
42.2K
$8.26M
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.49KClosed |
$217K - $234K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.61K- 3.66% |
$235K - $253K
|
42.4K
$8.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.63K- 39.1% |
$238K - $256K
|
2.55K
$498K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.64K- 46.91% |
$239K - $257K
|
1.85K
$362K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.67K- 15.17% |
$243K - $261K
|
9.31K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.69K- 1.17% |
$246K - $265K
|
143K
$27.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.86K- 47.22% |
$271K - $292K
|
2.08K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.87KClosed |
$273K - $294K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.89K- 0.18% |
$275K - $296K
|
1.06M
$208M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.9KClosed |
$277K - $298K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.9K- 20.31% |
$278K - $299K
|
7.47K
$1.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.94K- 2.92% |
$283K - $304K
|
64.6K
$12.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.95KClosed |
$284K - $305K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.06K- 11.13% |
$300K - $322K
|
16.4K
$3.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.06KClosed |
$300K - $323K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-2.11KClosed |
$308K - $331K
|
0
$0
|