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 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$5.05K - $5.86K
|
38.8K
$8.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$184K - $213K
|
1.09K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-349- 12.82% |
$58.8K - $68.2K
|
2.37K
$497K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 1.06% |
$168 - $195
|
93
$19.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-88- 16.36% |
$14.8K - $17.2K
|
450
$94.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-150- 30.18% |
$25.3K - $29.3K
|
347
$72.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 2.5% |
$168 - $195
|
41
$8.59K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
35New |
$5.89K - $6.84K
|
35
$7.34K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-239- 3.23% |
$40.2K - $46.7K
|
7.16K
$1.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-265- 12.49% |
$44.6K - $51.8K
|
1.86K
$389K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
40+ 0.66% |
$6.73K - $7.82K
|
6.14K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
358+ 97.02% |
$60.3K - $70K
|
727
$152K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$173K - $201K
|
1.03K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
113+ 2.53% |
$19K - $22.1K
|
4.58K
$961K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
280New |
$47.1K - $54.7K
|
280
$58.7K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 21.08% |
$235K - $273K
|
8.03K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-295- 18.89% |
$49.7K - $57.6K
|
1.27K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
359New |
$60.4K - $70.2K
|
359
$75.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
297+ 11.17% |
$50K - $58K
|
2.96K
$619K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.07KNew |
$180K - $209K
|
1.07K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-979- 50.41% |
$165K - $191K
|
963
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.82KNew |
$474K - $550K
|
2.82K
$590K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-56- 3.95% |
$9.43K - $10.9K
|
1.36K
$285K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-17- 1.23% |
$2.86K - $3.32K
|
1.37K
$286K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-102- 6.4% |
$17.2K - $19.9K
|
1.49K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-82.9K- 99.52% |
$14M - $16.2M
|
400
$83.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.05KNew |
$176K - $204K
|
1.05K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-528- 28.82% |
$88.9K - $103K
|
1.3K
$273K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 46.76% |
$19.4M - $22.5M
|
131K
$27.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-462- 18.43% |
$77.8K - $90.3K
|
2.05K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
460+ 98.08% |
$77.4K - $89.9K
|
929
$195K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.13% |
$505 - $586
|
2.26K
$474K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.89KNew |
$1.16M - $1.35M
|
6.89K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
120New |
$20.2K - $23.5K
|
120
$25.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-31- 20.0% |
$5.22K - $6.06K
|
124
$26K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.05KNew |
$345K - $400K
|
2.05K
$429K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.21KNew |
$877K - $1.02M
|
5.21K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.6K+ 76.72% |
$1.45M - $1.68M
|
19.8K
$4.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
44KNew |
$7.4M - $8.59M
|
44K
$9.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.9KNew |
$2.84M - $3.3M
|
16.9K
$3.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21+ 1.18% |
$3.54K - $4.1K
|
1.81K
$379K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.4KNew |
$236K - $274K
|
1.4K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.41% |
$1.52K - $1.76K
|
2.23K
$466K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.75KNew |
$800K - $929K
|
4.75K
$996K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-137- 1.37% |
$23.1K - $26.8K
|
9.89K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-19- 0.32% |
$3.2K - $3.71K
|
5.9K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.44% |
$673 - $782
|
906
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.03KNew |
$174K - $202K
|
1.03K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-49- 2.27% |
$8.25K - $9.58K
|
2.11K
$443K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-200- 15.94% |
$33.7K - $39.1K
|
1.06K
$221K
|
|