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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
799+ 48.25% |
$148K - $159K
|
2.46K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
576New |
$107K - $114K
|
576
$121K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-523- 26.37% |
$97.2K - $104K
|
1.46K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.67K- 48.28% |
$868K - $927K
|
5K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
22New |
$4.09K - $4.37K
|
22
$4.61K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-80- 3.6% |
$14.9K - $15.9K
|
2.14K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.4K+ 21.82% |
$2.67M - $2.85M
|
80.2K
$16.8M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.27K+ 1.35% |
$235K - $252K
|
95K
$19.9M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-205- 34.17% |
$38.1K - $40.7K
|
395
$82.8K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
20New |
$3.72K - $3.97K
|
20
$4.19K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.94K- 70.78% |
$547K - $584K
|
1.22K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.78K- 47.55% |
$330K - $352K
|
1.96K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
250New |
$46.4K - $49.6K
|
250
$52.4K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
159+ 11.7% |
$29.5K - $31.6K
|
1.52K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
438New |
$81.4K - $87K
|
438
$91.8K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.13KNew |
$211K - $225K
|
1.13K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
151New |
$28.1K - $30K
|
151
$31.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-44- 0.83% |
$8.17K - $8.74K
|
5.27K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
715New |
$133K - $142K
|
715
$150K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-400- 5.53% |
$74.3K - $79.4K
|
6.84K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.04K- 51.39% |
$750K - $802K
|
3.82K
$801K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-337- 11.47% |
$62.6K - $66.9K
|
2.6K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
600+ 27.71% |
$111K - $119K
|
2.77K
$580K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
14+ 9.93% |
$2.6K - $2.78K
|
155
$32.5K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-203- 1.44% |
$37.7K - $40.3K
|
13.9K
$2.92M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3+ 0.12% |
$557 - $596
|
2.46K
$516K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18+ 52.94% |
$3.34K - $3.57K
|
52
$10.9K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-87K- 98.39% |
$16.2M - $17.3M
|
1.42K
$298K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
304+ 1.81% |
$56.5K - $60.4K
|
17.1K
$3.58M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.54% |
$1.67K - $1.79K
|
1.66K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.25KNew |
$232K - $248K
|
1.25K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31.5K- 91.39% |
$5.85M - $6.25M
|
2.97K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
604New |
$112K - $120K
|
604
$127K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-110- 46.41% |
$20.4K - $21.8K
|
127
$26.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
233+ 1.25% |
$43.3K - $46.3K
|
18.9K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-2- 0.15% |
$372 - $397
|
1.33K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
57New |
$10.6K - $11.3K
|
57
$11.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.9KNew |
$4.07M - $4.35M
|
21.9K
$4.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.03K+ 35.47% |
$749K - $800K
|
15.4K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-5- 0.12% |
$929 - $993
|
4.15K
$870K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
202New |
$37.5K - $40.1K
|
202
$42.3K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
201+ 340.68% |
$37.3K - $39.9K
|
260
$54.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-43- 3.12% |
$7.99K - $8.54K
|
1.33K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21KNew |
$224K - $240K
|
1.21K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-74- 13.55% |
$13.7K - $14.7K
|
472
$98.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.28KNew |
$237K - $253K
|
1.28K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$9.29K - $9.93K
|
50
$10.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
264New |
$49K - $52.4K
|
264
$55.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
219+ 4.39% |
$40.7K - $43.5K
|
5.21K
$1.09M
|
|