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 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
600+ 48.23% |
$114K - $124K
|
1.84K
$363K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.71KNew |
$1.27M - $1.38M
|
6.71K
$1.32M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.7K- 30.1% |
$3.74M - $4.06M
|
45.8K
$9.01M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.23KNew |
$232K - $253K
|
1.23K
$241K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.76% |
$12.5K - $13.6K
|
8.62K
$1.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
61New |
$11.6K - $12.6K
|
61
$12K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
528+ 1.23% |
$100K - $109K
|
43.5K
$8.57M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
5.32K+ 9.85% |
$1.01M - $1.1M
|
59.3K
$11.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
64New |
$12.1K - $13.2K
|
64
$12.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.45K+ 6.16% |
$465K - $506K
|
42.3K
$8.33M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
5.69KNew |
$1.08M - $1.17M
|
5.69K
$1.12M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.37K+ 5.58% |
$639K - $696K
|
63.8K
$12.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.95% |
$13.1K - $14.2K
|
3.61K
$710K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.94K- 37.5% |
$368K - $400K
|
3.24K
$637K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
152+ 1.83% |
$28.8K - $31.3K
|
8.46K
$1.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 2.25% |
$321K - $349K
|
77K
$15.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-108- 3.65% |
$20.5K - $22.3K
|
2.85K
$562K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18- 1.55% |
$3.41K - $3.71K
|
1.14K
$224K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.31K+ 15.22% |
$1.2M - $1.3M
|
47.8K
$9.4M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.4KNew |
$645K - $702K
|
3.4K
$670K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.1K- 94.71% |
$9.11M - $9.91M
|
2.68K
$528K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.01KNew |
$949K - $1.03M
|
5.01K
$986K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.96KNew |
$751K - $817K
|
3.96K
$780K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.58K- 38.45% |
$489K - $532K
|
4.13K
$814K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
592+ 2.26% |
$112K - $122K
|
26.8K
$5.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
137New |
$26K - $28.2K
|
137
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.7K- 53.84% |
$511K - $556K
|
2.31K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15.4K+ 9.67% |
$2.93M - $3.18M
|
175K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7K+ 21.43% |
$2.03M - $2.21M
|
60.8K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1K+ 12.8% |
$7.79M - $8.48M
|
362K
$71.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-800- 16.48% |
$152K - $165K
|
4.06K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
93+ 2.46% |
$17.6K - $19.2K
|
3.87K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
766+ 2.65% |
$145K - $158K
|
29.7K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 4.08% |
$530K - $576K
|
65.7K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.95K- 13.44% |
$558K - $608K
|
19K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
5.8K+ 28.86% |
$1.1M - $1.2M
|
25.9K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 21.81% |
$1.99M - $2.17M
|
37.7K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23+ 0.51% |
$4.36K - $4.74K
|
4.55K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16K+ 17.35% |
$3.04M - $3.3M
|
108K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-717- 1.37% |
$136K - $148K
|
51.8K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-462- 28.15% |
$87.5K - $95.3K
|
1.18K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
496+ 393.65% |
$94K - $102K
|
622
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 1.59% |
$19K - $20.6K
|
6.2K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12.4K- 18.36% |
$2.34M - $2.55M
|
55K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-50- 3.12% |
$9.48K - $10.3K
|
1.55K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22- 5.77% |
$4.17K - $4.54K
|
359
$70.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
462+ 22.62% |
$87.5K - $95.3K
|
2.5K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
2.19KNew |
$415K - $452K
|
2.19K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.8KNew |
$3M - $3.26M
|
15.8K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 2.53% |
$38M - $41.4M
|
8.15M
$1.6B
|