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 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.44KNew |
$186K - $218K
|
1.44K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.1K- 81.11% |
$2.47M - $2.89M
|
4.44K
$864K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.33K+ 101.21% |
$173K - $202K
|
2.65K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
103KNew |
$13.4M - $15.7M
|
103K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.44KNew |
$316K - $370K
|
2.44K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
1.39KNew |
$181K - $211K
|
1.39K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17New |
$2.2K - $2.58K
|
17
$3.31K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.8KNew |
$233K - $273K
|
1.8K
$350K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
363New |
$47.1K - $55.1K
|
363
$70.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.07KNew |
$268K - $314K
|
2.07K
$402K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-481- 13.93% |
$62.4K - $73K
|
2.97K
$579K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.47KNew |
$580K - $679K
|
4.47K
$870K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-51Closed |
$6.61K - $7.74K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-385- 20.38% |
$49.9K - $58.4K
|
1.5K
$293K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$2.2K - $2.58K
|
17
$3.31K
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.47KNew |
$191K - $224K
|
1.47K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.8KNew |
$363K - $425K
|
2.8K
$545K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-463- 19.83% |
$60K - $70.3K
|
1.87K
$364K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-147- 3.79% |
$19.1K - $22.3K
|
3.73K
$726K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
6.51KNew |
$845K - $989K
|
6.51K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.45KNew |
$187K - $219K
|
1.45K
$281K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
619New |
$80.3K - $94K
|
619
$120K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
4.35K+ 18.25% |
$564K - $660K
|
28.2K
$5.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
45New |
$5.84K - $6.83K
|
45
$8.76K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-100- 6.87% |
$13K - $15.2K
|
1.36K
$264K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.44KNew |
$447K - $523K
|
3.44K
$670K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
7+ 0.08% |
$908 - $1.06K
|
9.22K
$1.79M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
439New |
$56.9K - $66.6K
|
439
$85.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.68K- 30.7% |
$347K - $406K
|
6.04K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-99- 1.8% |
$12.8K - $15K
|
5.4K
$1.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
1.5KNew |
$195K - $228K
|
1.5K
$292K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-139- 14.24% |
$18K - $21.1K
|
837
$163K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.38KNew |
$179K - $209K
|
1.38K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.44KNew |
$186K - $218K
|
1.44K
$280K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$194K - $227K
|
1.5K
$291K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
734New |
$95.2K - $111K
|
734
$143K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.53KNew |
$458K - $536K
|
3.53K
$687K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-139- 2.28% |
$18K - $21.1K
|
5.96K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-350- 12.97% |
$45.4K - $53.1K
|
2.35K
$457K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
284New |
$36.8K - $43.1K
|
284
$55.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
490New |
$63.5K - $74.4K
|
490
$95.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
383New |
$49.7K - $58.1K
|
383
$74.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
21New |
$2.72K - $3.19K
|
21
$4.09K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
51New |
$6.61K - $7.74K
|
51
$9.93K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.1K- 99.59% |
$3.1M - $3.64M
|
100
$19.5K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-701Closed |
$90.1K - $106K
|
0
$0
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-135Closed |
$17.4K - $20.4K
|
0
$0
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$257K - $302K
|
2K
$389K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.59K- 1.84% |
$332K - $391K
|
138K
$26.9M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400New |
$51.4K - $60.4K
|
400
$77.8K
|
|