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 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-74- 3.57% |
$14K - $15.3K
|
2K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.7% |
$190 - $206
|
143
$27.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-22- 0.77% |
$4.17K - $4.54K
|
2.82K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
131+ 0.96% |
$24.8K - $27K
|
13.7K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
56+ 0.04% |
$10.6K - $11.5K
|
149K
$28.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-65- 0.88% |
$12.3K - $13.4K
|
7.34K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-103- 0.97% |
$19.5K - $21.2K
|
10.5K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-780- 15.94% |
$148K - $161K
|
4.11K
$781K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
34+ 0.45% |
$6.44K - $7.01K
|
7.56K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
935+ 4.12% |
$177K - $193K
|
23.6K
$4.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
346+ 10.25% |
$65.6K - $71.3K
|
3.72K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
8+ 0.04% |
$1.52K - $1.65K
|
19.1K
$3.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.04K+ 6.74% |
$197K - $215K
|
16.5K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.09K+ 6.09% |
$1.15M - $1.26M
|
106K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-24K- 23.53% |
$4.54M - $4.94M
|
77.9K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49New |
$9.29K - $10.1K
|
49
$9.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8+ 0.53% |
$1.52K - $1.65K
|
1.51K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-383- 0.96% |
$72.6K - $79K
|
39.4K
$7.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
295+ 15.73% |
$55.9K - $60.8K
|
2.17K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.55K+ 83.48% |
$673K - $733K
|
7.81K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-5- 0.17% |
$948 - $1.03K
|
2.93K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2- 0.13% |
$379 - $412
|
1.52K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.84K- 0.86% |
$538K - $585K
|
326K
$61.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.89K+ 10.62% |
$357K - $389K
|
19.6K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
118K+ 4.99% |
$22.4M - $24.4M
|
2.48M
$472M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.44K+ 54.39% |
$273K - $297K
|
4.09K
$777K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-531- 11.52% |
$101K - $109K
|
4.08K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.6K- 5.7% |
$3.15M - $3.43M
|
275K
$52.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
848K+ 19.14% |
$161M - $175M
|
5.28M
$1B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
100+ 3.7% |
$19K - $20.6K
|
2.8K
$531K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-11- 0.28% |
$2.08K - $2.27K
|
3.93K
$745K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-51- 2.37% |
$9.66K - $10.5K
|
2.1K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
869+ 84.62% |
$165K - $179K
|
1.9K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.72KNew |
$325K - $354K
|
1.72K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.29KNew |
$244K - $265K
|
1.29K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.6KNew |
$303K - $330K
|
1.6K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
322+ 4.4% |
$61K - $66.4K
|
7.63K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.62K+ 1.99% |
$307K - $334K
|
83K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-569- 4.47% |
$108K - $117K
|
12.1K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
216+ 1.24% |
$40.9K - $44.5K
|
17.6K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10K+ 125.33% |
$1.9M - $2.07M
|
18K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-112- 0.98% |
$21.2K - $23.1K
|
11.4K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.94K+ 6.37% |
$557K - $606K
|
49.1K
$9.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-270- 6.53% |
$51.2K - $55.7K
|
3.87K
$734K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27.9K+ 9.9% |
$5.29M - $5.75M
|
310K
$58.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
82+ 3.99% |
$15.5K - $16.9K
|
2.14K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-130- 5.55% |
$24.6K - $26.8K
|
2.21K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.27KNew |
$620K - $675K
|
3.27K
$621K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3.11KNew |
$590K - $642K
|
3.11K
$591K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.38KNew |
$641K - $698K
|
3.38K
$642K
|