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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 9.22% |
$30.7K - $33.4K
|
1.97K
$383K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
400New |
$61.3K - $66.7K
|
400
$77.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
130New |
$19.9K - $21.7K
|
130
$25.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 0.47% |
$1.23K - $1.33K
|
1.69K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-66.4K- 72.58% |
$10.2M - $11.1M
|
25.1K
$4.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.27K- 14.53% |
$194K - $211K
|
7.45K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
250+ 7.82% |
$38.3K - $41.7K
|
3.45K
$671K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.4K- 7.43% |
$4.66M - $5.07M
|
378K
$73.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
100New |
$15.3K - $16.7K
|
100
$19.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.48KNew |
$226K - $246K
|
1.48K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.32K+ 100.0% |
$203K - $220K
|
2.64K
$514K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 47.17% |
$23K - $25K
|
168
$32.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$270K - $294K
|
1.76K
$343K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
163New |
$25K - $27.2K
|
163
$31.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-311- 9.04% |
$47.7K - $51.9K
|
3.13K
$609K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$767 - $834
|
5
$973
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-223- 4.56% |
$34.2K - $37.2K
|
4.67K
$909K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
160New |
$24.5K - $26.7K
|
160
$31.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
55New |
$8.43K - $9.17K
|
55
$10.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.3K- 9.26% |
$966K - $1.05M
|
61.7K
$12M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7- 0.12% |
$1.07K - $1.17K
|
5.64K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9+ 12.33% |
$1.38K - $1.5K
|
82
$16K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
302New |
$46.3K - $50.4K
|
302
$58.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
28+ 0.41% |
$4.29K - $4.67K
|
6.88K
$1.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
20.6KNew |
$3.17M - $3.44M
|
20.6K
$4.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
199New |
$30.5K - $33.2K
|
199
$38.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-6.76K- 5.31% |
$1.04M - $1.13M
|
121K
$23.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
133New |
$20.4K - $22.2K
|
133
$25.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-16.2K- 6.03% |
$2.48M - $2.7M
|
252K
$49.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$138K - $150K
|
900
$175K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 42.86% |
$2.3K - $2.5K
|
20
$3.89K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-225- 12.98% |
$34.5K - $37.5K
|
1.51K
$294K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21New |
$3.14K - $3.38K
|
21
$4.09K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-113- 1.15% |
$16.9K - $18.2K
|
9.67K
$1.88M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-122K- 98.84% |
$18.3M - $19.7M
|
1.44K
$280K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
9.65KNew |
$1.44M - $1.55M
|
9.65K
$1.88M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.95K- 57.48% |
$292K - $314K
|
1.44K
$280K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-17.9K- 92.98% |
$2.69M - $2.89M
|
1.35K
$264K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.4KNew |
$359K - $387K
|
2.4K
$467K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 20.16% |
$169K - $181K
|
4.46K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-228- 12.45% |
$34.1K - $36.8K
|
1.6K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-193- 10.09% |
$28.9K - $31.1K
|
1.72K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-211- 23.58% |
$31.6K - $34K
|
684
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-109- 41.13% |
$16.3K - $17.6K
|
156
$30.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.59KNew |
$837K - $901K
|
5.59K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7K- 52.59% |
$1.05M - $1.13M
|
6.31K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.84K- 66.03% |
$426K - $458K
|
1.46K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-725K- 75.84% |
$108M - $117M
|
231K
$44.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3+ 0.14% |
$449 - $484
|
2.22K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$15K - $16.1K
|
100
$19.5K
|
|