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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
119+ 0.17% |
$22.6K - $24.5K
|
70.1K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-165- 5.3% |
$31.3K - $34K
|
2.95K
$574K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-861- 1.27% |
$163K - $178K
|
67K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
17+ 0.53% |
$3.22K - $3.5K
|
3.23K
$628K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.03K+ 5.06% |
$385K - $419K
|
42.1K
$8.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.2% |
$1.14K - $1.24K
|
3.08K
$599K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3+ 0.26% |
$569 - $619
|
1.15K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-274- 4.56% |
$51.9K - $56.5K
|
5.74K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$24.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-238- 12.26% |
$45.1K - $49.1K
|
1.7K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 3.12% |
$9.48K - $10.3K
|
1.65K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
28+ 0.57% |
$5.31K - $5.77K
|
4.96K
$965K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.7K- 5.08% |
$702K - $764K
|
69.2K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$255K - $277K
|
1.34K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 0.59% |
$7.58K - $8.25K
|
6.78K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
88+ 4.15% |
$16.7K - $18.1K
|
2.21K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.33K+ 35.66% |
$253K - $275K
|
5.08K
$988K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
169+ 1.5% |
$32K - $34.8K
|
11.4K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-224- 7.51% |
$42.4K - $46.2K
|
2.76K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$213K - $232K
|
1.13K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-302- 12.38% |
$57.2K - $62.3K
|
2.14K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.53K+ 31.9% |
$290K - $315K
|
6.33K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-705- 0.63% |
$134K - $145K
|
111K
$21.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.17K- 20.25% |
$600K - $653K
|
12.5K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
41.2K+ 6.28% |
$7.81M - $8.5M
|
697K
$136M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
190+ 0.07% |
$36K - $39.2K
|
292K
$56.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
771+ 12.79% |
$146K - $159K
|
6.8K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11- 0.18% |
$2.08K - $2.27K
|
6.04K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-811- 2.17% |
$154K - $167K
|
36.6K
$7.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
200+ 11.47% |
$37.9K - $41.2K
|
1.94K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13K- 63.78% |
$2.46M - $2.68M
|
7.39K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
366New |
$69.4K - $75.5K
|
366
$71.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
153+ 12.23% |
$29K - $31.5K
|
1.4K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.59% |
$3.22K - $3.5K
|
1.05K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
6.34K+ 3064.73% |
$1.2M - $1.31M
|
6.55K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 7.45% |
$5.87K - $6.39K
|
447
$87K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
467+ 8.91% |
$88.5K - $96.3K
|
5.71K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.05K- 36.91% |
$1.34M - $1.45M
|
12K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-16- 0.59% |
$3.03K - $3.3K
|
2.7K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.87K- 30.0% |
$734K - $799K
|
9.04K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 5.81% |
$9.29K - $10.1K
|
794
$155K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
13+ 3.59% |
$2.46K - $2.68K
|
375
$73K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$287K - $313K
|
1.52K
$295K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-92- 13.49% |
$17.4K - $19K
|
590
$115K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-306- 0.36% |
$58K - $63.1K
|
84K
$16.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44+ 9.19% |
$8.34K - $9.07K
|
523
$102K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-518- 7.92% |
$98.2K - $107K
|
6.02K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$379 - $412
|
1.55K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.51K+ 1.66% |
$1.04M - $1.14M
|
338K
$65.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-163- 5.55% |
$30.9K - $33.6K
|
2.77K
$540K
|