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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
82+ 0.18% |
$15.5K - $16.9K
|
45.4K
$8.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
127+ 8.07% |
$24.1K - $26.2K
|
1.7K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-144- 2.6% |
$27.3K - $29.7K
|
5.4K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-146- 1.14% |
$27.7K - $30.1K
|
12.7K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.77K+ 2.02% |
$336K - $365K
|
89.5K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.14KNew |
$217K - $236K
|
1.14K
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-860- 39.5% |
$163K - $177K
|
1.32K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-104- 1.02% |
$19.7K - $21.4K
|
10.1K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.6K+ 109.04% |
$8.84M - $9.62M
|
89.4K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-13.5K- 25.67% |
$2.56M - $2.78M
|
39.1K
$7.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
91+ 1.8% |
$17.2K - $18.8K
|
5.14K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
167+ 4.44% |
$31.6K - $34.4K
|
3.93K
$771K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.4K+ 599.93% |
$1.59M - $1.73M
|
9.8K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.21KNew |
$420K - $456K
|
2.21K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
176New |
$33.4K - $36.3K
|
176
$34.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 15.84% |
$286K - $311K
|
8.02K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.85K+ 3.54% |
$351K - $382K
|
54.3K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.19K- 3.03% |
$225K - $245K
|
38K
$7.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.24K+ 9.6% |
$234K - $255K
|
14.1K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-95- 0.35% |
$18K - $19.6K
|
27K
$5.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5+ 0.13% |
$948 - $1.03K
|
3.75K
$736K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.57KNew |
$298K - $324K
|
1.57K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
31.7KNew |
$6M - $6.53M
|
31.7K
$6.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.85K- 6.36% |
$729K - $793K
|
56.6K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-18- 0.92% |
$3.41K - $3.71K
|
1.94K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-25- 0.15% |
$4.74K - $5.15K
|
16.3K
$3.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15+ 0.71% |
$2.84K - $3.09K
|
2.12K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
464+ 1.01% |
$87.9K - $95.7K
|
46.2K
$9.07M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.19K+ 12.15% |
$1.36M - $1.48M
|
66.4K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.64K- 4.11% |
$879K - $956K
|
108K
$21.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
216+ 10.41% |
$40.9K - $44.5K
|
2.29K
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.55% |
$1.52K - $1.65K
|
1.46K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-40- 0.32% |
$7.58K - $8.25K
|
12.5K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-200- 0.17% |
$37.9K - $41.2K
|
118K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-27- 4.7% |
$5.12K - $5.57K
|
547
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 10.64% |
$694K - $755K
|
38.1K
$7.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-37- 1.62% |
$7.01K - $7.63K
|
2.25K
$441K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.55KNew |
$294K - $320K
|
1.55K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
6.41K+ 20.76% |
$1.22M - $1.32M
|
37.3K
$7.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 1.82% |
$6.06K - $6.6K
|
1.79K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.24K+ 13.49% |
$804K - $875K
|
35.7K
$7.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
794+ 7.59% |
$150K - $164K
|
11.3K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11+ 0.51% |
$2.08K - $2.27K
|
2.18K
$427K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
427+ 24.1% |
$80.9K - $88K
|
2.2K
$431K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.51KNew |
$286K - $312K
|
1.51K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15KNew |
$2.83M - $3.08M
|
15K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
95+ 5.67% |
$18K - $19.6K
|
1.77K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
329+ 2.81% |
$62.3K - $67.8K
|
12K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 2.7% |
$2.43M - $2.64M
|
487K
$95.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-219- 17.12% |
$41.5K - $45.2K
|
1.06K
$208K
|