Latest Institutional Transactions on Ishares S&P 500 Value ETF (IVE)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Value ETF (IVE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.92KNew |
$357K - $382K
|
1.92K
$341K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.15% |
$9.29K - $9.93K
|
4.3K
$762K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-60- 2.7% |
$11.1K - $11.9K
|
2.16K
$383K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
651+ 17.43% |
$121K - $129K
|
4.39K
$778K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-129- 1.03% |
$24K - $25.6K
|
12.5K
$2.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
242+ 11.34% |
$45K - $48.1K
|
2.38K
$421K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6+ 0.37% |
$1.11K - $1.19K
|
1.64K
$291K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
45+ 3.7% |
$8.36K - $8.94K
|
1.26K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-111- 0.75% |
$20.6K - $22K
|
14.8K
$2.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.42% |
$372 - $397
|
481
$85.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.21K+ 42.51% |
$225K - $241K
|
4.06K
$721K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
280+ 2.45% |
$52K - $55.6K
|
11.7K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10.1K- 63.44% |
$1.88M - $2.01M
|
5.84K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-33- 1.22% |
$6.13K - $6.55K
|
2.67K
$474K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.29KNew |
$239K - $255K
|
1.29K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-126- 8.65% |
$23.4K - $25K
|
1.33K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.18KNew |
$220K - $235K
|
1.18K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-123- 2.29% |
$22.9K - $24.4K
|
5.25K
$931K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.56K+ 2.0% |
$661K - $707K
|
182K
$32.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.32K- 9.43% |
$246K - $263K
|
12.7K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-307- 11.75% |
$57K - $61K
|
2.31K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
827+ 1.6% |
$154K - $164K
|
52.4K
$9.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
189+ 168.75% |
$35.1K - $37.5K
|
301
$53.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-50- 0.98% |
$9.29K - $9.93K
|
5.05K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
50+ 0.48% |
$9.29K - $9.93K
|
10.4K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253K+ 37.76% |
$46.9M - $50.2M
|
922K
$163M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 2.17% |
$24.2K - $25.8K
|
5.87K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 0.51% |
$14.5K - $15.5K
|
15.2K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.59K- 66.17% |
$666K - $712K
|
1.83K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-45- 1.58% |
$8.36K - $8.94K
|
2.8K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-105- 5.43% |
$19.5K - $20.9K
|
1.83K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-435- 1.3% |
$80.8K - $86.4K
|
33K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.31K+ 19.5% |
$244K - $261K
|
8.04K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-6- 0.12% |
$1.11K - $1.19K
|
5.08K
$901K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 11.03% |
$849K - $908K
|
46K
$8.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-4- 44.44% |
$743 - $794
|
5
$887
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
741+ 27.38% |
$138K - $147K
|
3.45K
$611K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.44K- 17.71% |
$452K - $484K
|
11.3K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
800+ 2.13% |
$149K - $159K
|
38.4K
$6.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-399- 5.88% |
$74.1K - $79.2K
|
6.38K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-10- 0.43% |
$1.86K - $1.99K
|
2.29K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18- 0.19% |
$3.34K - $3.57K
|
9.24K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.5K+ 4.09% |
$651K - $695K
|
89.1K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-26- 0.32% |
$4.83K - $5.16K
|
8.04K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 7.6% |
$343K - $367K
|
22.4K
$3.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.62K- 6.1% |
$858K - $918K
|
71.1K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.75K+ 56.7% |
$1.44M - $1.54M
|
21.4K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-2.1K- 4.3% |
$391K - $418K
|
46.8K
$8.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-320- 18.64% |
$59.4K - $63.5K
|
1.4K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.24K+ 8.61% |
$415K - $444K
|
28.2K
$5M
|