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 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
587+ 14.03% |
$75.4K - $88.6K
|
4.77K
$906K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.1K- 59.04% |
$2.71M - $3.19M
|
14.6K
$2.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
6.01KNew |
$773K - $908K
|
6.01K
$1.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-24- 1.18% |
$3.08K - $3.62K
|
2.02K
$383K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
67+ 11.75% |
$8.61K - $10.1K
|
637
$121K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
337+ 293.04% |
$43.3K - $50.9K
|
452
$85.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
500New |
$64.3K - $75.5K
|
500
$94.9K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
77New |
$9.9K - $11.6K
|
77
$14.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-762- 1.14% |
$97.9K - $115K
|
66K
$12.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.09KNew |
$782K - $919K
|
6.09K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10- 0.34% |
$1.29K - $1.51K
|
2.89K
$549K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3KNew |
$385K - $452K
|
3K
$569K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-23- 26.14% |
$2.96K - $3.47K
|
65
$12.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-151- 7.7% |
$19.4K - $22.8K
|
1.81K
$343K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
58+ 0.41% |
$7.45K - $8.76K
|
14.3K
$2.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.66K+ 94.22% |
$342K - $401K
|
5.48K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
13.8K+ 490.75% |
$1.77M - $2.08M
|
16.6K
$3.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-176- 2.89% |
$22.6K - $26.6K
|
5.91K
$1.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.23K- 43.43% |
$1.06M - $1.24M
|
10.7K
$2.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-86- 1.65% |
$11.1K - $13K
|
5.14K
$975K
|
|
|
Oct 20, 2022
Q3 2022
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-5.88K- 1.68% |
$755K - $887K
|
344K
$65.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-91- 4.09% |
$11.7K - $13.7K
|
2.13K
$405K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.55K- 40.99% |
$200K - $235K
|
2.24K
$425K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2- 0.06% |
$257 - $302
|
3.57K
$677K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
145New |
$18.6K - $21.9K
|
145
$27.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 13.39% |
$2K - $2.38K
|
97
$18.4K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
82New |
$10.9K - $13K
|
82
$15.6K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-75- 4.7% |
$10K - $11.9K
|
1.52K
$289K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
78New |
$10.4K - $12.4K
|
78
$14.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.32KNew |
$442K - $525K
|
3.32K
$629K
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-44.3KClosed |
$5.91M - $7.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-117- 2.41% |
$15.6K - $18.5K
|
4.74K
$900K
|
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-68- 4.17% |
$9.06K - $10.8K
|
1.56K
$297K
|
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-380Closed |
$50.6K - $60.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-288Closed |
$38.4K - $45.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cpmg Inc
Dallas, TX |
SELL
|
- |
-46.5KClosed |
$6.2M - $7.37M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.27KClosed |
$302K - $359K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-330- 14.57% |
$44K - $52.3K
|
1.94K
$367K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60Closed |
$8K - $9.51K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.91KClosed |
$254K - $302K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.78KClosed |
$770K - $915K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.08% |
$267 - $317
|
2.62K
$498K
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.4KClosed |
$186K - $221K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 0.16% |
$666 - $793
|
3.16K
$600K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2- 1.94% |
$267 - $317
|
101
$19.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-229KClosed |
$30.5M - $36.3M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-871- 16.27% |
$116K - $138K
|
4.48K
$851K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 57.14% |
$4.8K - $5.71K
|
99
$18.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.34KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-457- 0.6% |
$60.9K - $72.4K
|
75.3K
$14.3M
|
|