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 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
16.6KNew |
$3.15M - $3.43M
|
16.6K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
258New |
$48.9K - $53.2K
|
258
$49K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
352New |
$66.7K - $72.6K
|
352
$66.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.15KNew |
$218K - $238K
|
1.15K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
142+ 40.57% |
$26.9K - $29.3K
|
492
$93.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14- 2.52% |
$2.65K - $2.89K
|
542
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 0.17% |
$2.46K - $2.68K
|
7.64K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.43K+ 718.41% |
$1.6M - $1.74M
|
9.6K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.7K+ 7.97% |
$14M - $15.2M
|
999K
$190M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-57.1K- 22.82% |
$10.8M - $11.8M
|
193K
$36.7M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.23K- 1.78% |
$611K - $665K
|
178K
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-12- 0.4% |
$2.27K - $2.47K
|
2.98K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
2.17KNew |
$410K - $446K
|
2.17K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
98+ 0.51% |
$18.6K - $20.2K
|
19.1K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-297- 90.83% |
$56.3K - $61.2K
|
30
$5.69K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.65K+ 33.67% |
$313K - $340K
|
6.55K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
13.8KNew |
$2.61M - $2.84M
|
13.8K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
227New |
$43K - $46.8K
|
227
$43.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-82K- 16.94% |
$15.5M - $16.9M
|
402K
$76.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
165+ 8.27% |
$31.3K - $34K
|
2.16K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.27K+ 5.35% |
$620K - $675K
|
64.5K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-86- 3.89% |
$16.3K - $17.7K
|
2.12K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 1.54% |
$330K - $359K
|
111K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.75K+ 9.61% |
$711K - $774K
|
42.8K
$8.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
57+ 0.55% |
$10.8K - $11.8K
|
10.5K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.58K+ 11.86% |
$678K - $737K
|
33.7K
$6.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-120- 1.64% |
$22.7K - $24.7K
|
7.2K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-4- 0.34% |
$758 - $825
|
1.19K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
34+ 1.7% |
$6.44K - $7.01K
|
2.03K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.09K- 31.56% |
$206K - $225K
|
2.36K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
631New |
$120K - $130K
|
631
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-85- 1.02% |
$16.1K - $17.5K
|
8.28K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.4K- 8.8% |
$833K - $907K
|
45.6K
$8.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
155+ 1.25% |
$29.4K - $32K
|
12.6K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57.4K- 35.28% |
$10.9M - $11.8M
|
105K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
49.6K+ 3.36% |
$9.41M - $10.2M
|
1.53M
$290M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
6.46KNew |
$1.22M - $1.33M
|
6.46K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.12KNew |
$1.16M - $1.26M
|
6.12K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
113+ 1.91% |
$21.4K - $23.3K
|
6.02K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.22K+ 3.62% |
$1.56M - $1.69M
|
235K
$44.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.04K- 1.72% |
$765K - $833K
|
230K
$43.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
943+ 10.57% |
$179K - $194K
|
9.87K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-499- 0.9% |
$94.6K - $103K
|
54.7K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-202- 4.25% |
$38.3K - $41.6K
|
4.56K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
328+ 4.79% |
$62.2K - $67.6K
|
7.18K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.46K+ 31.94% |
$655K - $713K
|
14.3K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-240- 10.73% |
$45.5K - $49.5K
|
2K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
14.4KNew |
$2.73M - $2.97M
|
14.4K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 1.63% |
$10.2K - $11.1K
|
3.26K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
10KNew |
$1.9M - $2.06M
|
10K
$1.9M
|