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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
123New |
$18.2K - $21.4K
|
123
$23.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
199New |
$29.4K - $34.7K
|
199
$37.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
81New |
$12K - $14.1K
|
81
$15.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$183K - $216K
|
1.24K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
398New |
$58.8K - $69.3K
|
398
$75.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-84- 0.96% |
$12.4K - $14.6K
|
8.64K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 1.02% |
$2.07K - $2.44K
|
1.39K
$264K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-252- 99.21% |
$37.2K - $43.9K
|
2
$380
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
90New |
$13.3K - $15.7K
|
90
$17.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.2KNew |
$177K - $209K
|
1.2K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
5.53K+ 59.03% |
$817K - $964K
|
14.9K
$2.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
8.69KNew |
$1.28M - $1.51M
|
8.69K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-1.53K- 80.26% |
$225K - $266K
|
375
$71.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11+ 0.32% |
$1.62K - $1.92K
|
3.41K
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
92New |
$13.6K - $16K
|
92
$17.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
193+ 3.23% |
$28.5K - $33.6K
|
6.16K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-356- 17.23% |
$52.6K - $62K
|
1.71K
$325K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-587- 6.6% |
$86.7K - $102K
|
8.31K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-125- 16.91% |
$18.5K - $21.8K
|
614
$117K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.19KNew |
$619K - $730K
|
4.19K
$795K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-445- 3.53% |
$65.7K - $77.5K
|
12.2K
$2.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-203- 13.35% |
$30K - $35.4K
|
1.32K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-34.9K- 96.16% |
$5.15M - $6.07M
|
1.39K
$264K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.56KClosed |
$230K - $271K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 11.78% |
$202K - $239K
|
10.3K
$1.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2- 0.13% |
$295 - $348
|
1.54K
$292K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
153+ 3.58% |
$22.6K - $26.7K
|
4.43K
$841K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$215K - $254K
|
1.46K
$276K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-16.3K- 31.73% |
$2.41M - $2.85M
|
35.2K
$6.67M
|
|
| Q3 2023 | |||||||
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
454+ 32.52% |
$69.6K - $75.7K
|
1.85K
$351K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9.14K- 84.25% |
$1.4M - $1.52M
|
1.71K
$324K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
926New |
$142K - $154K
|
926
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.99K+ 9.65% |
$305K - $331K
|
22.6K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.29KNew |
$1.42M - $1.55M
|
9.29K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
90New |
$13.8K - $15K
|
90
$17.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.26K+ 33.9% |
$1.11M - $1.21M
|
28.7K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21.5K+ 20.51% |
$3.3M - $3.58M
|
126K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
14.1KNew |
$2.16M - $2.35M
|
14.1K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13.6K- 57.14% |
$2.08M - $2.27M
|
10.2K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
2.7K+ 4.81% |
$413K - $449K
|
58.8K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-665KClosed |
$102M - $111M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29New |
$4.45K - $4.84K
|
29
$5.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 9.22% |
$30.7K - $33.4K
|
1.97K
$374K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
400New |
$61.3K - $66.7K
|
400
$75.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
130New |
$19.9K - $21.7K
|
130
$24.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 0.47% |
$1.23K - $1.33K
|
1.69K
$321K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-66.4K- 72.58% |
$10.2M - $11.1M
|
25.1K
$4.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.27K- 14.53% |
$194K - $211K
|
7.45K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
250+ 7.82% |
$38.3K - $41.7K
|
3.45K
$654K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.4K- 7.43% |
$4.66M - $5.07M
|
378K
$71.8M
|
|