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 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-339Closed |
$49.4K - $53.2K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.95KClosed |
$284K - $305K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-258Closed |
$37.6K - $40.5K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.49KClosed |
$217K - $234K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.25KNew |
$328K - $353K
|
2.25K
$441K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.63K- 39.1% |
$238K - $256K
|
2.55K
$499K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-2.11KClosed |
$308K - $331K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.22KNew |
$470K - $505K
|
3.22K
$632K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.57KNew |
$513K - $542K
|
3.57K
$700K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-10.8KClosed |
$1.55M - $1.64M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-858Closed |
$123K - $130K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
32New |
$4.6K - $4.86K
|
32
$6.28K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-344KClosed |
$49.5M - $52.3M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-881Closed |
$127K - $134K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.6KNew |
$230K - $243K
|
1.6K
$314K
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.58KClosed |
$226K - $239K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-979Closed |
$141K - $149K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-9.28KClosed |
$1.33M - $1.41M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
200New |
$28.8K - $30.4K
|
200
$39.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.13K- 24.13% |
$162K - $172K
|
3.55K
$696K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.18KNew |
$169K - $179K
|
1.18K
$230K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-26Closed |
$3.74K - $3.95K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-15.3KClosed |
$2.2M - $2.33M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30.8KNew |
$4.42M - $4.68M
|
30.8K
$6.03M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-5.26KClosed |
$756K - $799K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-500Closed |
$71.9K - $76K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-49- 0.57% |
$7.04K - $7.45K
|
8.52K
$1.67M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.04KClosed |
$436K - $461K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 4.73% |
$1.87K - $1.98K
|
262
$51.4K
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-586Closed |
$84.2K - $89.1K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-230Closed |
$33.1K - $35K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
355New |
$50.5K - $53.7K
|
355
$69.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-391Closed |
$55.6K - $59.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13.5KClosed |
$1.92M - $2.05M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.2KClosed |
$313K - $333K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.71KClosed |
$669K - $712K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-15KClosed |
$2.13M - $2.27M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
25+ 0.77% |
$3.55K - $3.78K
|
3.26K
$640K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-89Closed |
$12.7K - $13.5K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-31.3KClosed |
$4.44M - $4.73M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$192K - $205K
|
1.35K
$265K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-100Closed |
$14.2K - $15.1K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-290Closed |
$41.2K - $43.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.22KNew |
$316K - $336K
|
2.22K
$435K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-1KClosed |
$142K - $151K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-765Closed |
$109K - $116K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-37Closed |
$4.66K - $5.27K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.42KClosed |
$305K - $345K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-263Closed |
$33.1K - $37.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-20Closed |
$2.52K - $2.85K
|
0
$0
|
|