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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-465- 3.82% |
$84.2K - $91.7K
|
11.7K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.8KNew |
$325K - $354K
|
1.8K
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
91+ 6.54% |
$16.5K - $17.9K
|
1.48K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
37.5KNew |
$6.78M - $7.38M
|
37.5K
$7.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
75+ 2.58% |
$13.6K - $14.8K
|
2.99K
$626K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.19KNew |
$215K - $234K
|
1.19K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-193- 6.5% |
$34.9K - $38.1K
|
2.78K
$582K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
156New |
$28.2K - $30.8K
|
156
$32.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3K+ 1.5% |
$2.22M - $2.42M
|
833K
$175M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.26K+ 31.89% |
$953K - $1.04M
|
21.8K
$4.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.5K- 1.34% |
$2.08M - $2.27M
|
848K
$178M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-583- 96.05% |
$106K - $115K
|
24
$5.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-30- 32.26% |
$5.43K - $5.92K
|
63
$13.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
702+ 332.7% |
$127K - $138K
|
913
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-4.01K- 72.27% |
$726K - $790K
|
1.54K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.08KNew |
$196K - $214K
|
1.08K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-94- 8.43% |
$17K - $18.5K
|
1.02K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-9- 0.3% |
$1.63K - $1.77K
|
2.97K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87- 83.65% |
$15.8K - $17.2K
|
17
$3.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.02KNew |
$185K - $202K
|
1.02K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50+ 0.14% |
$9.05K - $9.86K
|
35.8K
$7.51M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 44.44% |
$3.62K - $3.94K
|
25
$5.24K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-145- 10.15% |
$26.3K - $28.6K
|
1.28K
$269K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-26- 1.71% |
$4.71K - $5.13K
|
1.49K
$313K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$2.08M - $2.26M
|
11.5K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2+ 0.46% |
$362 - $394
|
438
$91.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-30- 2.39% |
$5.43K - $5.92K
|
1.23K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
61+ 1.83% |
$11K - $12K
|
3.39K
$711K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.23K+ 2.28% |
$767K - $835K
|
190K
$39.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-565- 48.21% |
$102K - $111K
|
607
$127K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6.94K- 2.66% |
$1.26M - $1.37M
|
254K
$53.2M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-24- 1.79% |
$4.24K - $4.48K
|
1.32K
$277K
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-30.9KClosed |
$5.46M - $5.77M
|
0
$0
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-151- 1.29% |
$26.7K - $28.2K
|
11.6K
$2.42M
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-313- 3.15% |
$55.3K - $58.4K
|
9.61K
$2.02M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.18KNew |
$385K - $407K
|
2.18K
$457K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
47New |
$8.3K - $8.77K
|
47
$9.85K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 1.57% |
$5.3K - $5.6K
|
1.88K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$8.48K - $8.96K
|
48
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.35KNew |
$238K - $251K
|
1.35K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.03% |
$530 - $560
|
11.5K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.73KClosed |
$836K - $884K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.27KNew |
$401K - $424K
|
2.27K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-48- 3.87% |
$8.48K - $8.96K
|
1.19K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.78KNew |
$313K - $331K
|
1.78K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
40New |
$7.06K - $7.47K
|
40
$8.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-65- 4.08% |
$11.5K - $12.1K
|
1.53K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.62K- 0.21% |
$463K - $490K
|
1.26M
$263M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
3.57KNew |
$630K - $666K
|
3.57K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.45K- 2.46% |
$255K - $270K
|
57.4K
$12M
|
|