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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
174New |
$31.5K - $34.3K
|
174
$33.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.16KNew |
$210K - $229K
|
1.16K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
702+ 332.7% |
$127K - $138K
|
913
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
41+ 0.43% |
$7.42K - $8.08K
|
9.49K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.96K- 20.2% |
$355K - $386K
|
7.74K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-132K- 42.97% |
$23.9M - $26M
|
175K
$34.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
771+ 41.45% |
$140K - $152K
|
2.63K
$512K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.35K- 2.86% |
$245K - $266K
|
45.9K
$8.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
10+ 0.56% |
$1.81K - $1.97K
|
1.79K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-4.01K- 72.27% |
$726K - $790K
|
1.54K
$299K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.08KNew |
$196K - $214K
|
1.08K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.53KNew |
$819K - $892K
|
4.53K
$881K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.79KNew |
$685K - $746K
|
3.79K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.32K+ 6.37% |
$601K - $654K
|
55.4K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-164- 94.8% |
$29.7K - $32.3K
|
9
$1.75K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$2.99M - $3.26M
|
16.5K
$3.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-94- 8.43% |
$17K - $18.5K
|
1.02K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-509- 2.45% |
$92.2K - $100K
|
20.3K
$3.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.11K+ 1.98% |
$924K - $1.01M
|
263K
$51.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-9- 0.3% |
$1.63K - $1.77K
|
2.97K
$578K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87- 83.65% |
$15.8K - $17.2K
|
17
$3.31K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.24KNew |
$224K - $244K
|
1.24K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.02KNew |
$185K - $202K
|
1.02K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 3.13% |
$297K - $324K
|
54K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-51- 1.05% |
$9.23K - $10.1K
|
4.81K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50+ 0.14% |
$9.05K - $9.86K
|
35.8K
$6.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.06KNew |
$192K - $209K
|
1.06K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.03% |
$181 - $197
|
3.31K
$643K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 44.44% |
$3.62K - $3.94K
|
25
$4.87K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-140- 8.35% |
$25.3K - $27.6K
|
1.54K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.68KNew |
$305K - $332K
|
1.68K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-145- 10.15% |
$26.3K - $28.6K
|
1.28K
$250K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-562- 0.49% |
$102K - $111K
|
115K
$22.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.43K- 20.5% |
$259K - $282K
|
5.54K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
132+ 1.0% |
$23.9K - $26K
|
13.4K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 7.03% |
$634K - $690K
|
53.3K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.08K- 46.8% |
$196K - $214K
|
1.23K
$240K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-26- 1.71% |
$4.71K - $5.13K
|
1.49K
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$2.08M - $2.26M
|
11.5K
$2.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-50- 1.22% |
$9.05K - $9.86K
|
4.06K
$791K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.64K- 39.39% |
$1.74M - $1.9M
|
14.8K
$2.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
40+ 0.57% |
$7.24K - $7.89K
|
7.01K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2+ 0.46% |
$362 - $394
|
438
$85.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.23KNew |
$222K - $242K
|
1.23K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-51- 0.94% |
$9.23K - $10.1K
|
5.36K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.77K+ 11.78% |
$321K - $350K
|
16.8K
$3.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4+ 0.14% |
$724 - $789
|
2.87K
$558K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-30- 2.39% |
$5.43K - $5.92K
|
1.23K
$239K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-405- 2.98% |
$73.3K - $79.9K
|
13.2K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
61+ 1.83% |
$11K - $12K
|
3.39K
$660K
|