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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
181+ 4.31% |
$30.5K - $35.4K
|
4.38K
$919K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 0.53% |
$1.68K - $1.95K
|
1.89K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
219+ 13.61% |
$36.9K - $42.8K
|
1.83K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$3.2K - $3.71K
|
19
$3.98K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-783- 10.75% |
$132K - $153K
|
6.5K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-117- 8.89% |
$19.7K - $22.9K
|
1.2K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-120- 8.31% |
$20.2K - $23.5K
|
1.32K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-842- 25.5% |
$142K - $165K
|
2.46K
$516K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 17.9% |
$45.3K - $52.6K
|
1.23K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
18+ 4.31% |
$3.03K - $3.52K
|
436
$91.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-170- 3.92% |
$28.6K - $33.2K
|
4.17K
$873K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-854- 37.51% |
$144K - $167K
|
1.42K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-27- 1.35% |
$4.55K - $5.28K
|
1.97K
$413K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-1.5K- 55.56% |
$253K - $293K
|
1.2K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
173+ 12.46% |
$29.1K - $33.8K
|
1.56K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-104K- 94.01% |
$17.5M - $20.3M
|
6.61K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.05K+ 17.68% |
$177K - $206K
|
7.02K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.56K+ 16.84% |
$599K - $695K
|
24.7K
$5.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
321+ 11.89% |
$54K - $62.7K
|
3.02K
$633K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3+ 0.18% |
$505 - $586
|
1.64K
$344K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-116- 8.72% |
$19.5K - $22.7K
|
1.22K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.52K- 4.04% |
$761K - $883K
|
107K
$22.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-8- 0.08% |
$1.35K - $1.56K
|
10.5K
$2.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.85KNew |
$311K - $361K
|
1.85K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-7- 0.47% |
$1.18K - $1.37K
|
1.48K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-190- 4.26% |
$32K - $37.1K
|
4.27K
$896K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-26- 0.61% |
$4.38K - $5.08K
|
4.22K
$884K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
7+ 0.37% |
$1.18K - $1.37K
|
1.89K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 3.37% |
$3.08M - $3.57M
|
561K
$118M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-98- 4.37% |
$16.5K - $19.2K
|
2.15K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.32KNew |
$222K - $258K
|
1.32K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
99+ 471.43% |
$16.7K - $19.3K
|
120
$25.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-53- 1.18% |
$8.92K - $10.4K
|
4.43K
$928K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.2KNew |
$875K - $1.02M
|
5.2K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-136- 7.43% |
$22.9K - $26.6K
|
1.69K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.58KNew |
$266K - $309K
|
1.58K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
184+ 6.01% |
$31K - $36K
|
3.25K
$680K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.15KNew |
$867K - $1.01M
|
5.15K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.96KNew |
$330K - $383K
|
1.96K
$411K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-57- 3.91% |
$9.6K - $11.1K
|
1.4K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-78- 57.78% |
$13.1K - $15.2K
|
57
$11.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6K- 29.79% |
$1.01M - $1.17M
|
14.1K
$2.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 2.61% |
$3.37K - $3.91K
|
785
$165K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8K+ 9.6% |
$1.35M - $1.56M
|
91.3K
$19.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-203- 17.37% |
$34.2K - $39.7K
|
966
$202K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.3KNew |
$724K - $840K
|
4.3K
$901K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-706- 35.66% |
$119K - $138K
|
1.27K
$267K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
280+ 3.31% |
$47.1K - $54.7K
|
8.74K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 20.0% |
$168 - $195
|
6
$1.26K
|
|