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 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-25- 0.43% |
$4.53K - $4.93K
|
5.74K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 6.9% |
$27.2K - $29.6K
|
2.03K
$394K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.23K+ 2.28% |
$767K - $835K
|
190K
$37M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-565- 48.21% |
$102K - $111K
|
607
$118K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6.94K- 2.66% |
$1.26M - $1.37M
|
254K
$49.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-423- 9.04% |
$76.6K - $83.4K
|
4.26K
$828K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.7K+ 80.98% |
$3.74M - $4.08M
|
46.2K
$8.99M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-61- 2.19% |
$11K - $12K
|
2.72K
$530K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-34- 2.06% |
$6K - $6.35K
|
1.62K
$315K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.7K+ 54.65% |
$830K - $877K
|
13.3K
$2.59M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.19K- 17.9% |
$917K - $970K
|
23.8K
$4.64M
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-313- 3.15% |
$55.3K - $58.4K
|
9.61K
$1.87M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.18KNew |
$385K - $407K
|
2.18K
$424K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
47New |
$8.3K - $8.77K
|
47
$9.15K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.63KNew |
$642K - $678K
|
3.63K
$707K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-27.6K- 43.98% |
$4.88M - $5.16M
|
35.2K
$6.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.11KNew |
$197K - $208K
|
1.11K
$217K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-24- 50.0% |
$4.24K - $4.48K
|
24
$4.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
405+ 5.67% |
$71.5K - $75.6K
|
7.54K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.57K+ 29.26% |
$806K - $852K
|
20.2K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
404+ 9.6% |
$71.3K - $75.4K
|
4.61K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 1.57% |
$5.3K - $5.6K
|
1.88K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
123+ 1.36% |
$21.7K - $23K
|
9.18K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-673- 18.74% |
$119K - $126K
|
2.92K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$8.48K - $8.96K
|
48
$9.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.35KNew |
$238K - $251K
|
1.35K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
277K+ 43.22% |
$48.9M - $51.7M
|
918K
$179M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.6KNew |
$282K - $299K
|
1.6K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.03% |
$530 - $560
|
11.5K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.73KClosed |
$836K - $884K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.27KNew |
$401K - $424K
|
2.27K
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-300- 12.46% |
$53K - $56K
|
2.11K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.3K+ 42.9% |
$2.71M - $2.87M
|
51.1K
$9.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-48- 3.87% |
$8.48K - $8.96K
|
1.19K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.78KNew |
$313K - $331K
|
1.78K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
40New |
$7.06K - $7.47K
|
40
$7.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-65- 4.08% |
$11.5K - $12.1K
|
1.53K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-37- 0.19% |
$6.53K - $6.91K
|
19.1K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.62K- 0.21% |
$463K - $490K
|
1.26M
$245M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
3.57KNew |
$630K - $666K
|
3.57K
$694K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.45K- 2.46% |
$255K - $270K
|
57.4K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.46KNew |
$434K - $459K
|
2.46K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
36+ 1.88% |
$6.36K - $6.72K
|
1.95K
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.15KNew |
$202K - $214K
|
1.15K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-812- 28.53% |
$143K - $152K
|
2.03K
$396K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.69KNew |
$298K - $316K
|
1.69K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.26K- 81.74% |
$929K - $982K
|
1.18K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 20.87% |
$195K - $206K
|
6.39K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
131+ 4.04% |
$23.1K - $24.5K
|
3.38K
$657K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
673New |
$119K - $126K
|
673
$131K
|
|