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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
462+ 1925.0% |
$66.6K - $73.7K
|
486
$92.3K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-714- 9.39% |
$103K - $114K
|
6.89K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8KNew |
$1.15M - $1.28M
|
8K
$1.52M
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-1.01K- 28.03% |
$146K - $161K
|
2.59K
$492K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
880+ 58.28% |
$127K - $140K
|
2.39K
$454K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.3K+ 14.74% |
$476K - $526K
|
25.7K
$4.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-12- 70.59% |
$1.73K - $1.91K
|
5
$949
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35KNew |
$195K - $216K
|
1.35K
$257K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.37KNew |
$198K - $218K
|
1.37K
$260K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
520+ 16.74% |
$75K - $82.9K
|
3.63K
$688K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.71K- 75.97% |
$1.26M - $1.39M
|
2.76K
$523K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
1.89KNew |
$273K - $302K
|
1.89K
$359K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-550- 12.43% |
$79.3K - $87.7K
|
3.87K
$735K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
200New |
$28.8K - $31.9K
|
200
$38K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-70- 4.25% |
$10.1K - $11.2K
|
1.58K
$300K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.23% |
$144 - $159
|
428
$81.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
34+ 1.21% |
$4.9K - $5.42K
|
2.84K
$538K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-2.95K- 60.59% |
$425K - $470K
|
1.92K
$364K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
51+ 212.5% |
$7.35K - $8.13K
|
75
$14.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-46- 0.48% |
$6.63K - $7.34K
|
9.46K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.07K- 37.08% |
$298K - $329K
|
3.51K
$665K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-41.2K- 57.86% |
$5.94M - $6.57M
|
30K
$5.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-52- 2.57% |
$7.5K - $8.29K
|
1.97K
$374K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.75KNew |
$685K - $758K
|
4.75K
$902K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.01K+ 8.87% |
$1.3M - $1.44M
|
111K
$21M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-32- 2.26% |
$4.61K - $5.1K
|
1.38K
$263K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.62K- 32.62% |
$1.1M - $1.21M
|
15.7K
$2.99M
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106KClosed |
$13.8M - $16.1M
|
0
$0
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
135K+ 99.47% |
$17.5M - $20.4M
|
270K
$51.2M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
11New |
$1.43K - $1.67K
|
11
$2.09K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
6.51KNew |
$845K - $989K
|
6.51K
$1.24M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
62New |
$8.04K - $9.41K
|
62
$11.8K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
150New |
$19.5K - $22.8K
|
150
$28.5K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.06KNew |
$397K - $465K
|
3.06K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-505- 14.16% |
$65.5K - $76.7K
|
3.06K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500+ 25.0% |
$64.8K - $75.9K
|
2.5K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-31- 2.15% |
$4.02K - $4.71K
|
1.41K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
470+ 9.83% |
$60.9K - $71.3K
|
5.25K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
191New |
$24.8K - $29K
|
191
$36.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.44K+ 47.67% |
$187K - $219K
|
4.47K
$848K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.44KNew |
$186K - $218K
|
1.44K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.1K- 81.11% |
$2.47M - $2.89M
|
4.44K
$843K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.33K+ 101.21% |
$173K - $202K
|
2.65K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
103KNew |
$13.4M - $15.7M
|
103K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.44KNew |
$316K - $370K
|
2.44K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
1.39KNew |
$181K - $211K
|
1.39K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17New |
$2.2K - $2.58K
|
17
$3.23K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.8KNew |
$233K - $273K
|
1.8K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
363New |
$47.1K - $55.1K
|
363
$68.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.07KNew |
$268K - $314K
|
2.07K
$393K
|
|