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
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.5K- 49.72% |
$2.56M - $2.79M
|
13.7K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.66K+ 5.69% |
$694K - $755K
|
68.1K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
25.8KNew |
$4.9M - $5.33M
|
25.8K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-160- 29.91% |
$30.3K - $33K
|
375
$73.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.8K+ 4.73% |
$3.95M - $4.3M
|
462K
$90.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-72- 4.06% |
$13.6K - $14.8K
|
1.7K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.06K+ 0.85% |
$200K - $218K
|
125K
$24.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
436+ 12.59% |
$82.6K - $89.9K
|
3.9K
$765K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-18- 0.1% |
$3.41K - $3.71K
|
17.7K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 0.52% |
$193K - $210K
|
195K
$38.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-878- 2.21% |
$166K - $181K
|
38.9K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.15K- 21.58% |
$408K - $444K
|
7.83K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
939+ 16.49% |
$178K - $194K
|
6.63K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
83.2KNew |
$15.8M - $17.2M
|
83.2K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.59K- 96.42% |
$1.44M - $1.56M
|
282
$55.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-73- 2.3% |
$13.8K - $15.1K
|
3.1K
$609K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-328- 0.51% |
$62.2K - $67.6K
|
64.3K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19.6K+ 15.96% |
$3.7M - $4.03M
|
142K
$27.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.02KNew |
$193K - $210K
|
1.02K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.45KNew |
$654K - $711K
|
3.45K
$677K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
26+ 1.02% |
$4.93K - $5.36K
|
2.58K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
869+ 0.93% |
$165K - $179K
|
94.7K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.68K- 3.19% |
$508K - $553K
|
81.4K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
341+ 14.5% |
$64.6K - $70.3K
|
2.69K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.01K+ 2.03% |
$759K - $826K
|
201K
$39.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.48K- 50.44% |
$281K - $306K
|
1.46K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
731+ 3.24% |
$139K - $151K
|
23.3K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
45.5K+ 83.71% |
$8.63M - $9.39M
|
99.9K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-613- 2.55% |
$116K - $126K
|
23.4K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.74K+ 52.79% |
$1.09M - $1.18M
|
16.6K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11- 0.42% |
$2.08K - $2.27K
|
2.63K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.42% |
$379 - $412
|
479
$94K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.59K+ 1.69% |
$301K - $327K
|
95.4K
$18.7M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
90+ 1.18% |
$17.1K - $18.6K
|
7.74K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-472- 1.39% |
$89.4K - $97.3K
|
33.4K
$6.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
120+ 0.7% |
$22.7K - $24.7K
|
17.2K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-420- 0.67% |
$79.6K - $86.6K
|
62.4K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-103- 0.15% |
$19.5K - $21.2K
|
67.7K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
3.84KNew |
$728K - $792K
|
3.84K
$754K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.02K- 26.1% |
$382K - $415K
|
5.71K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-583- 7.57% |
$110K - $120K
|
7.12K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.18K+ 3.46% |
$223K - $243K
|
35.2K
$6.91M
|