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 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
781New |
$138K - $146K
|
781
$152K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-193- 46.62% |
$34.1K - $36K
|
221
$43K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
177+ 45.04% |
$31.3K - $33K
|
570
$111K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-854- 77.36% |
$151K - $159K
|
250
$48.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.37KNew |
$243K - $257K
|
1.37K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-54.3K- 95.22% |
$9.59M - $10.1M
|
2.73K
$531K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-8.48K- 72.88% |
$1.5M - $1.58M
|
3.16K
$614K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$3.71K - $3.92K
|
21
$4.09K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
537+ 3.56% |
$94.8K - $100K
|
15.6K
$3.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.14% |
$177 - $187
|
729
$142K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
463New |
$81.8K - $86.4K
|
463
$90.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
40+ 1.83% |
$7.06K - $7.47K
|
2.22K
$432K
|
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-73- 5.54% |
$12.9K - $13.6K
|
1.24K
$242K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-22.2K- 79.07% |
$3.91M - $4.14M
|
5.87K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-15- 0.64% |
$2.65K - $2.8K
|
2.32K
$451K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
55+ 1.28% |
$9.71K - $10.3K
|
4.34K
$844K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-156- 76.1% |
$27.5K - $29.1K
|
49
$9.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
118+ 20.03% |
$20.8K - $22K
|
707
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-63- 3.34% |
$11.1K - $11.8K
|
1.83K
$355K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-33- 23.08% |
$5.83K - $6.16K
|
110
$21.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
213New |
$37.6K - $39.8K
|
213
$41.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-55- 51.4% |
$9.71K - $10.3K
|
52
$10.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$193K - $204K
|
1.09K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-490- 6.01% |
$86.5K - $91.5K
|
7.66K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
685+ 1292.45% |
$121K - $128K
|
738
$144K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$177 - $187
|
1.19K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
75+ 0.88% |
$13.2K - $14K
|
8.59K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
379+ 3.77% |
$66.9K - $70.8K
|
10.4K
$2.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-20- 2.57% |
$3.53K - $3.73K
|
757
$147K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
109New |
$19.2K - $20.4K
|
109
$21.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-240- 9.32% |
$42.4K - $44.8K
|
2.34K
$454K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-200- 8.09% |
$35.3K - $37.3K
|
2.27K
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-50- 9.14% |
$8.83K - $9.34K
|
497
$96.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-15- 1.1% |
$2.65K - $2.8K
|
1.35K
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37New |
$6.53K - $6.91K
|
37
$7.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-2- 0.12% |
$353 - $373
|
1.7K
$331K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.34KNew |
$237K - $250K
|
1.34K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
600New |
$106K - $112K
|
600
$117K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.73KNew |
$305K - $323K
|
1.73K
$336K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.52KNew |
$268K - $283K
|
1.52K
$295K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
71New |
$12.5K - $13.3K
|
71
$13.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-432- 1.32% |
$76.3K - $80.7K
|
32.3K
$6.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-354- 84.29% |
$62.5K - $66.1K
|
66
$12.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
6+ 0.34% |
$1.06K - $1.12K
|
1.76K
$342K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30New |
$5.3K - $5.6K
|
30
$5.84K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-81- 12.46% |
$14.3K - $15.1K
|
569
$111K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-42- 0.98% |
$7.42K - $7.84K
|
4.26K
$828K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 42.02% |
$8.83K - $9.34K
|
69
$13.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
113KNew |
$20M - $21.1M
|
113K
$22M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-135- 7.96% |
$23.8K - $25.2K
|
1.56K
$304K
|