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 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-66.5K- 68.79% |
$12.6M - $13.7M
|
30.2K
$5.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
167K+ 8.45% |
$31.7M - $34.4M
|
2.14M
$417M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.57KNew |
$676K - $735K
|
3.57K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
184K+ 1452.8% |
$35M - $38M
|
197K
$38.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-70- 2.92% |
$13.3K - $14.4K
|
2.33K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.37KNew |
$828K - $901K
|
4.37K
$851K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
60+ 2.58% |
$11.4K - $12.4K
|
2.39K
$465K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-45.5K- 55.83% |
$8.62M - $9.38M
|
36K
$7.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
450New |
$85.3K - $92.8K
|
450
$87.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.07KNew |
$1.53M - $1.66M
|
8.07K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1+ 0.07% |
$190 - $206
|
1.42K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
195+ 14.08% |
$37K - $40.2K
|
1.58K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-19- 0.09% |
$3.6K - $3.92K
|
20.6K
$4.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-413- 2.16% |
$78.3K - $85.1K
|
18.7K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.38KNew |
$1.21M - $1.32M
|
6.38K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.13KNew |
$404K - $440K
|
2.13K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.28% |
$1.33K - $1.44K
|
2.46K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 3.16% |
$3.18M - $3.46M
|
513K
$99.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.4K- 3.19% |
$644K - $701K
|
103K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-1.23K- 0.64% |
$234K - $254K
|
190K
$37M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.17K- 10.81% |
$979K - $1.07M
|
42.6K
$8.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-67- 2.09% |
$12.7K - $13.8K
|
3.13K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2KNew |
$2.87M - $3.13M
|
15.2K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2+ 0.03% |
$379 - $412
|
6.89K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-80- 1.55% |
$15.2K - $16.5K
|
5.08K
$989K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
857+ 40.25% |
$162K - $177K
|
2.99K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
516+ 2.59% |
$97.8K - $106K
|
20.4K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-164- 3.03% |
$31.1K - $33.8K
|
5.24K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.2KNew |
$606K - $659K
|
3.2K
$622K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-51- 0.66% |
$9.66K - $10.5K
|
7.68K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
4.73KNew |
$896K - $975K
|
4.73K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-103- 1.3% |
$19.5K - $21.2K
|
7.84K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-117- 0.92% |
$22.2K - $24.1K
|
12.6K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-671- 2.07% |
$127K - $138K
|
31.7K
$6.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.6KNew |
$5.99M - $6.52M
|
31.6K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
157+ 0.24% |
$29.8K - $32.4K
|
64.6K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
984+ 8.79% |
$186K - $203K
|
12.2K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-126- 1.57% |
$23.9K - $26K
|
7.88K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
62.1KNew |
$11.8M - $12.8M
|
62.1K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.34K- 25.97% |
$633K - $689K
|
9.53K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 3.46% |
$3.47M - $3.77M
|
547K
$106M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
295+ 9.72% |
$55.9K - $60.8K
|
3.33K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.23% |
$2.27K - $2.47K
|
5.14K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9- 0.29% |
$1.71K - $1.86K
|
3.05K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-215- 3.63% |
$40.7K - $44.3K
|
5.71K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.3K- 1.98% |
$3.66M - $3.99M
|
958K
$186M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-237- 2.2% |
$44.9K - $48.9K
|
10.5K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.23K- 2.84% |
$423K - $460K
|
76.3K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-56- 0.23% |
$10.6K - $11.5K
|
23.9K
$4.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3- 0.15% |
$569 - $619
|
1.99K
$387K
|