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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
497New |
$85K - $92.8K
|
497
$96.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
51.2KNew |
$8.77M - $9.57M
|
51.2K
$9.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$684 - $747
|
41.6K
$8.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-131- 9.91% |
$22.4K - $24.5K
|
1.19K
$232K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
228+ 1.2% |
$39K - $42.6K
|
19.3K
$3.75M
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.33KNew |
$197K - $232K
|
1.33K
$260K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
36New |
$5.32K - $6.27K
|
36
$7.01K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.96KNew |
$732K - $864K
|
4.96K
$965K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.17% |
$295 - $348
|
1.15K
$224K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
458New |
$67.6K - $79.8K
|
458
$89.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
154+ 15400.0% |
$22.7K - $26.8K
|
155
$30.2K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
34+ 0.28% |
$5.02K - $5.92K
|
12K
$2.34M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
37New |
$5.46K - $6.45K
|
37
$7.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12New |
$1.77K - $2.09K
|
12
$2.34K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
800New |
$118K - $139K
|
800
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
42.8KNew |
$6.32M - $7.45M
|
42.8K
$8.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
126New |
$18.6K - $22K
|
126
$24.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-900- 10.83% |
$133K - $157K
|
7.41K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.89K- 47.76% |
$279K - $329K
|
2.07K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 86.21% |
$22.1K - $26.1K
|
24
$4.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
27KNew |
$3.99M - $4.7M
|
27K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
10KNew |
$1.48M - $1.74M
|
10K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
80New |
$11.8K - $13.9K
|
80
$15.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.06KNew |
$303K - $358K
|
2.06K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$254K - $299K
|
1.72K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.55KNew |
$229K - $270K
|
1.55K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
25+ 1.0% |
$3.69K - $4.36K
|
2.52K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.4KNew |
$354K - $418K
|
2.4K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.8KNew |
$413K - $488K
|
2.8K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-15.5K- 34.64% |
$2.29M - $2.7M
|
29.3K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.5K+ 8.38% |
$221K - $260K
|
19.3K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
99New |
$14.6K - $17.2K
|
99
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.3KNew |
$782K - $923K
|
5.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$148 - $174
|
5.32K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17New |
$2.51K - $2.96K
|
17
$3.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.6K- 98.41% |
$4.37M - $5.15M
|
477
$92.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.19KNew |
$176K - $207K
|
1.19K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11+ 0.24% |
$1.62K - $1.92K
|
4.62K
$900K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.3KNew |
$192K - $226K
|
1.3K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
1.93KNew |
$284K - $336K
|
1.93K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.79% |
$148 - $174
|
57
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
42.1KNew |
$6.22M - $7.34M
|
42.1K
$8.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.69KNew |
$397K - $468K
|
2.69K
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-62.4K- 35.03% |
$9.22M - $10.9M
|
116K
$22.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.41KNew |
$503K - $593K
|
3.41K
$663K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
911+ 16.74% |
$135K - $159K
|
6.35K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.93KNew |
$285K - $337K
|
1.93K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
262New |
$38.7K - $45.6K
|
262
$51K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.52K- 29.37% |
$224K - $264K
|
3.65K
$710K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.27KNew |
$778K - $918K
|
5.27K
$1.03M
|
|