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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-142- 3.32% |
$25.7K - $28K
|
4.13K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-24.7K- 90.33% |
$4.47M - $4.87M
|
2.64K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.22K+ 88.51% |
$764K - $832K
|
8.99K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
424+ 8.79% |
$76.8K - $83.6K
|
5.25K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 58.05% |
$703K - $766K
|
2.81K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 1815.59% |
$2.3M - $2.5M
|
13.4K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 16.67% |
$72.4K - $78.9K
|
2.8K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-413- 12.98% |
$74.8K - $81.4K
|
2.77K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
230+ 2.95% |
$41.6K - $45.3K
|
8.03K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.66KNew |
$300K - $327K
|
1.66K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.44% |
$905 - $986
|
1.14K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.8K+ 329.27% |
$5.94M - $6.47M
|
42.8K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.16K+ 3.26% |
$753K - $820K
|
132K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
84.9K+ 32511.88% |
$15.4M - $16.7M
|
85.1K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 38.38% |
$336K - $366K
|
2.98K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.49% |
$1.09K - $1.18K
|
1.23K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 11.73% |
$7.24K - $7.89K
|
381
$74.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
21New |
$3.8K - $4.14K
|
21
$4.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
198+ 15.64% |
$35.8K - $39K
|
1.46K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$468K - $509K
|
2.58K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
137K+ 28.69% |
$24.8M - $27M
|
613K
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.39K+ 3.59% |
$251K - $273K
|
40.1K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-61- 3.53% |
$11K - $12K
|
1.67K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.94K+ 32.93% |
$351K - $382K
|
7.82K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
6.2KNew |
$1.12M - $1.22M
|
6.2K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
34+ 0.73% |
$6.16K - $6.7K
|
4.67K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-845- 3.55% |
$153K - $167K
|
22.9K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
75+ 0.97% |
$13.6K - $14.8K
|
7.8K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
299+ 73.46% |
$54.1K - $59K
|
706
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.32K- 52.31% |
$240K - $261K
|
1.21K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12+ 0.56% |
$2.17K - $2.37K
|
2.15K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-9- 1.87% |
$1.63K - $1.77K
|
472
$91.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.49K- 6.43% |
$451K - $491K
|
36.2K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.5K- 5.88% |
$272K - $296K
|
24K
$4.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$18.1K - $19.7K
|
100
$19.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
111+ 1.97% |
$20.1K - $21.9K
|
5.74K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.43K+ 23.82% |
$439K - $478K
|
12.6K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15+ 1.26% |
$2.72K - $2.96K
|
1.21K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
774+ 6.48% |
$140K - $153K
|
12.7K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.12% |
$3.62K - $3.94K
|
17.3K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.8K+ 4.47% |
$326K - $355K
|
42K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.66K- 1.62% |
$844K - $919K
|
284K
$55.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.99KNew |
$1.08M - $1.18M
|
5.99K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
90+ 5.38% |
$16.3K - $17.7K
|
1.76K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.24% |
$5.25K - $5.72K
|
12.2K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
559+ 16.54% |
$101K - $110K
|
3.94K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$820K - $893K
|
4.53K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-129- 0.74% |
$23.4K - $25.4K
|
17.4K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
761+ 5.12% |
$138K - $150K
|
15.6K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-401- 5.64% |
$72.6K - $79.1K
|
6.71K
$1.31M
|