iShares Focused Value Factor ETF (FOVL) Institutional Ownership

$61.63
+0.14 (+0.23%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Focused Value Factor ETF (NYSEARCA:FOVL)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$416.70K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.36M
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FOVL Institutional Buying and Selling by Quarter

iShares Focused Value Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2024Scotia Capital Inc.25,350$1.48M0.0%-12.9%7.243%
2/12/2024Steward Partners Investment Advisory LLC14,586$849K0.0%-52.5%4.167%
11/15/2023Scotia Capital Inc.29,111$1.47M0.0%-4.4%8.317%
11/14/2023Tower Research Capital LLC TRC44,258$2.23M0.1%+23.0%12.645%
8/14/2023Tower Research Capital LLC TRC35,982$1.90M0.1%-5.2%10.281%
8/3/2023Scotia Capital Inc.30,443$1.61M0.0%-1.5%8.698%
5/11/2023Scotia Capital Inc.30,921$1.56M0.0%-11.0%6.871%
5/9/2023Tower Research Capital LLC TRC37,961$1.91M0.1%+249.7%8.436%
2/9/2023Scotia Capital Inc.34,760$1.77M0.0%-2.7%8.690%
2/8/2023UBS Group AG3,054$155K0.0%-34.2%0.764%
11/10/2022Tower Research Capital LLC TRC21,472$980K0.0%-21.9%4.772%
10/17/2022 Cambridge Investment Research Advisors Inc.5,132$234K0.0%-16.3%1.140%
8/5/2022Scotia Capital Inc.34,405$1.69M0.0%+2.7%6.881%
8/4/2022Steward Partners Investment Advisory LLC12,294$602K0.0%-64.7%2.459%
7/19/2022Commonwealth Equity Services LLC5,725$280K0.0%+13.7%1.145%
5/13/2022 WJ Wealth Management LLC7,213$421K0.3%N/A1.202%
5/12/2022Dana Investment Advisors Inc.6,669$391K0.0%N/A1.112%
5/9/2022Scotia Capital Inc.33,514$1.96M0.0%N/A5.586%
5/4/2022Commonwealth Equity Services LLC5,035$294K0.0%N/A0.839%
5/2/2022Steward Partners Investment Advisory LLC34,797$2.04M0.0%N/A5.800%
4/28/2022Ahrens Investment Partners LLC54,740$3.21M1.0%N/A9.123%
2/10/2022 GM Advisory Group Inc.25,394$1.47M0.1%-13.9%3.386%
2/3/2022 Cambridge Investment Research Advisors Inc.35,206$2.04M0.0%+628.5%4.694%
2/3/2022Advisor Group Holdings Inc.6,774$393K0.0%+8.4%0.903%
2/3/2022Mattern Capital Management LLC3,899$226K0.0%-14.2%0.520%
1/31/2022 CWM LLC5,698$331K0.0%N/A0.760%
1/6/2022Carroll Financial Associates Inc.455$26K0.0%N/A0.076%
11/16/2021Cetera Advisor Networks LLC5,610$308K0.0%+17.8%0.863%
11/15/2021 GM Advisory Group Inc.29,499$1.62M0.2%-6.0%4.538%
11/5/2021Advisor Group Holdings Inc.6,249$342K0.0%-7.5%0.961%
11/1/2021Mattern Capital Management LLC4,543$249K0.0%-8.6%0.699%
8/17/2021 Kingsview Wealth Management LLC12,269$682K0.0%N/A1.888%
8/17/2021Citadel Advisors LLC20,610$1.13M0.0%N/A3.171%
8/16/2021 GM Advisory Group Inc.31,380$1.72M0.2%-37.4%4.828%
8/11/2021BlackRock Inc.207,000$11.36M0.0%-49.1%31.846%
8/10/2021 Cambridge Investment Research Advisors Inc.4,701$258K0.0%N/A0.723%
8/10/2021 JTC Employer Solutions Trusteee Ltd1,000$55K0.0%N/A0.154%
8/9/2021 Sandy Spring Bank603$33K0.0%+101.0%0.093%
8/3/2021Mattern Capital Management LLC4,970$273K0.1%-37.7%0.765%
8/2/2021Advisor Group Holdings Inc.6,758$370K0.0%+547.3%1.040%
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5/17/2021Mattern Capital Management LLC7,983$426K0.1%-20.3%1.064%
5/13/2021 GM Advisory Group Inc.50,104$2.68M0.3%+22.1%6.681%
5/12/2021UBS Group AG2,058$110K0.0%+479.7%0.274%
5/11/2021CIBC World Markets Inc.14,560$777K0.0%N/A1.941%
5/7/2021BlackRock Inc.407,000$21.73M0.0%-5.8%54.267%
3/5/2021Mattern Capital Management LLC10,022$427K0.1%+2.0%1.670%
2/5/2021BlackRock Inc.432,000$18.42M0.0%-16.4%72.000%
11/6/2020BlackRock Inc.517,000$16.54M0.0%-3.7%86.167%
8/7/2020Mattern Capital Management LLC9,696$323K0.1%-61.0%1.616%
7/22/2020 CWM LLC4,800$160K0.0%N/A0.800%
5/15/2020Tower Research Capital LLC TRC22,578$682K0.0%+12.1%3.763%
5/11/2020Mattern Capital Management LLC24,875$752K0.3%N/A4.146%
5/1/2020UBS Group AG942$28K0.0%N/A0.157%
(Data available from 1/1/2016 forward)

FOVL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FOVL shares?

During the previous two years, the following institutional investors and hedge funds held shares of iShares Focused Value Factor ETF shares: Tower Research Capital LLC TRC ($2.23M), Scotia Capital Inc. ($1.48M), Steward Partners Investment Advisory LLC ($849K), WJ Wealth Management LLC ($421K), Dana Investment Advisors Inc. ($391K), Commonwealth Equity Services LLC ($280K), and Cambridge Investment Research Advisors Inc. ($234K).Learn more on FOVL's institutional investors.

Which institutional investors have been buying iShares Focused Value Factor ETF stock?

The following institutional investors have purchased iShares Focused Value Factor ETF stock in the last 24 months: Tower Research Capital LLC TRC ($35.38K), WJ Wealth Management LLC ($7.21K), Dana Investment Advisors Inc. ($6.67K), Scotia Capital Inc. ($891.00), and Commonwealth Equity Services LLC ($690.00).

How much institutional buying is happening at iShares Focused Value Factor ETF?

Institutional investors have bought a total of 50,844 shares in the last 24 months. This purchase volume represents approximately $2.67M in transactions.

Which iShares Focused Value Factor ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Focused Value Factor ETF stock in the last 24 months: Steward Partners Investment Advisory LLC ($38.64K), Scotia Capital Inc. ($10.38K), Tower Research Capital LLC TRC ($8.01K), UBS Group AG ($1.59K), and Cambridge Investment Research Advisors Inc. ($1.00K).

How much institutional selling is happening at iShares Focused Value Factor ETF?

Institutional investors have sold a total of 59,614 shares in the last 24 months. This volume of shares sold represents approximately $3.10M in transactions.


This page (NYSEARCA:FOVL) was last updated on 5/12/2024 by MarketBeat.com Staff

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