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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2019
Q2 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-500Closed |
$54.3K - $58.7K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-45KClosed |
$4.88M - $5.29M
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Rice Partnership, LLC
|
BUY
|
- |
292New |
$31.7K - $34.3K
|
292
$57.3K
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-4.32KClosed |
$469K - $508K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Wealth Architects, LLC
|
SELL
|
- |
-1.82KClosed |
$197K - $214K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-960Closed |
$104K - $113K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Xr Securities LLC
|
SELL
|
- |
-1.99KClosed |
$216K - $234K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Oct 18, 2024
Q1 2019
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-24.2KClosed |
$2.4M - $2.77M
|
0
$0
|
|
|
May 09, 2023
Q1 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-585Closed |
$58K - $66.9K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-389Closed |
$38.6K - $44.5K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-182Closed |
$18K - $20.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-156Closed |
$15.5K - $17.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Lyrical Asset Management LP
New York, NY |
SELL
|
- |
-42.5KClosed |
$4.21M - $4.86M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.78KClosed |
$276K - $318K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.53KClosed |
$250K - $289K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-148Closed |
$14.7K - $16.9K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-17.3KClosed |
$1.71M - $1.98M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-389Closed |
$38.6K - $44.5K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-43Closed |
$4.26K - $4.92K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-185Closed |
$18.3K - $21.2K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Meritage Portfolio Management
|
SELL
|
- |
-2.74KClosed |
$272K - $313K
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Rnc Capital Management LLC
|
SELL
|
- |
-62KClosed |
$6.14M - $7.09M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-430Closed |
$41K - $50.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
10.3KNew |
$979K - $1.2M
|
10.3K
$2.01M
|
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-6.59KClosed |
$629K - $770K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.28KClosed |
$218K - $267K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-19.7KClosed |
$1.88M - $2.3M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-781Closed |
$74.5K - $91.2K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gam Holding Ag
|
SELL
|
- |
-6.44KClosed |
$614K - $753K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-861Closed |
$82.1K - $101K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-230KClosed |
$21.9M - $26.8M
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-6.95KClosed |
$663K - $812K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-166Closed |
$15.8K - $19.4K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
55New |
$5.24K - $6.42K
|
55
$10.8K
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-111Closed |
$10.6K - $13K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Adirondack Trust CO
|
SELL
|
- |
-98Closed |
$9.35K - $11.4K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.3KNew |
$1.13M - $1.22M
|
10.3K
$2.02M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
394KNew |
$43.3M - $46.7M
|
394K
$77.3M
|
|
|
Nov 14, 2018
Q3 2018
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-8KClosed |
$880K - $948K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Godsey & Gibb Associates
|
SELL
|
- |
-39Closed |
$4.29K - $4.62K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.47% |
$110 - $119
|
213
$41.8K
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-80Closed |
$8.8K - $9.48K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-55Closed |
$6.05K - $6.52K
|
0
$0
|
|
|
Oct 04, 2018
Q3 2018
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1.45KClosed |
$160K - $172K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$136K - $144K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-957Closed |
$102K - $108K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.95KClosed |
$208K - $220K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-3.94KClosed |
$422K - $446K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
695New |
$74.4K - $78.7K
|
695
$136K
|
|
|
Jul 27, 2018
Q2 2018
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.9K- 30.4% |
$203K - $215K
|
4.35K
$853K
|
|