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 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
392+ 2.32% |
$71K - $77.3K
|
17.3K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
562K+ 4.54% |
$102M - $111M
|
12.9M
$2.52B
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-35- 0.9% |
$6.34K - $6.9K
|
3.87K
$753K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
118New |
$21.4K - $23.3K
|
118
$23K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-45- 0.56% |
$8.15K - $8.87K
|
8K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.46K- 10.33% |
$627K - $683K
|
30K
$5.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
135+ 5.21% |
$24.4K - $26.6K
|
2.73K
$531K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.19K+ 2.31% |
$215K - $235K
|
52.8K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-117- 8.23% |
$21.2K - $23.1K
|
1.31K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$1.45K - $1.58K
|
3.54K
$689K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
373+ 3.83% |
$67.5K - $73.5K
|
10.1K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.43K- 11.43% |
$802K - $873K
|
34.3K
$6.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.03KNew |
$186K - $202K
|
1.03K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.07K+ 100.05% |
$375K - $408K
|
4.14K
$805K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.07KNew |
$193K - $211K
|
1.07K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
570+ 3.95% |
$103K - $112K
|
15K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 7.92% |
$25K - $27.2K
|
1.6K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.26K- 1.04% |
$228K - $249K
|
120K
$23.3M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.98KNew |
$359K - $391K
|
1.98K
$386K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-549- 24.73% |
$99.4K - $108K
|
1.67K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-238- 1.16% |
$43.1K - $46.9K
|
20.4K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.47% |
$1.27K - $1.38K
|
1.5K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-93- 33.33% |
$16.8K - $18.3K
|
186
$36.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.31% |
$3.98K - $4.34K
|
7.05K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
729+ 33.49% |
$132K - $144K
|
2.91K
$566K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
210+ 24.45% |
$38K - $41.4K
|
1.07K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38New |
$6.88K - $7.49K
|
38
$7.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-29- 0.22% |
$5.25K - $5.72K
|
12.9K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.3K- 7.17% |
$235K - $256K
|
16.8K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3- 0.2% |
$543 - $592
|
1.47K
$285K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.42K+ 0.68% |
$256K - $279K
|
208K
$40.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 4.91% |
$18.1K - $19.7K
|
1.94K
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-122- 0.35% |
$22.1K - $24.1K
|
34.4K
$6.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.08KNew |
$377K - $410K
|
2.08K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.58KNew |
$1.01M - $1.1M
|
5.58K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
3.37KNew |
$610K - $664K
|
3.37K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$181 - $197
|
518
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-62- 1.51% |
$11.2K - $12.2K
|
4.04K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4.56K+ 2.94% |
$826K - $899K
|
160K
$31.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.09K+ 265.95% |
$560K - $610K
|
4.26K
$828K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-76- 3.9% |
$13.8K - $15K
|
1.88K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-37- 0.62% |
$6.7K - $7.3K
|
5.92K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-57- 1.89% |
$10.3K - $11.2K
|
2.96K
$576K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.23K+ 105.62% |
$585K - $637K
|
6.29K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
569+ 16.66% |
$103K - $112K
|
3.99K
$776K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
13+ 14.94% |
$2.35K - $2.56K
|
100
$19.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56+ 1.0% |
$10.1K - $11K
|
5.66K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-115- 1.41% |
$20.8K - $22.7K
|
8.07K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-337- 1.79% |
$61K - $66.4K
|
18.5K
$3.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-211- 2.37% |
$38.2K - $41.6K
|
8.69K
$1.69M
|