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 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-43- 1.0% |
$7.24K - $8.4K
|
4.25K
$850K
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.02K+ 9.29% |
$509K - $591K
|
35.5K
$7.1M
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-2.27K- 65.03% |
$381K - $443K
|
1.22K
$243K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
120New |
$20.2K - $23.5K
|
120
$24K
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-56- 0.15% |
$9.43K - $10.9K
|
37K
$7.4M
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.07K+ 1.76% |
$517K - $600K
|
178K
$35.5M
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11+ 0.42% |
$1.85K - $2.15K
|
2.65K
$530K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-256- 2.64% |
$43.1K - $50K
|
9.45K
$1.89M
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
210+ 3.41% |
$35.4K - $41K
|
6.37K
$1.27M
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-429- 26.17% |
$72.2K - $83.8K
|
1.21K
$242K
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
246+ 10.65% |
$41.4K - $48.1K
|
2.56K
$511K
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
154+ 56.41% |
$25.9K - $30.1K
|
427
$85.4K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.01K+ 10.38% |
$506K - $587K
|
32K
$6.39M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
32+ 0.3% |
$5.39K - $6.25K
|
10.7K
$2.14M
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-850- 11.63% |
$143K - $166K
|
6.46K
$1.29M
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-157- 3.84% |
$26.4K - $30.7K
|
3.93K
$786K
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-31- 20.0% |
$5.22K - $6.06K
|
124
$24.8K
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
761+ 0.99% |
$128K - $149K
|
77.8K
$15.6M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.19% |
$337 - $391
|
1.05K
$210K
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-456- 8.98% |
$76.8K - $89.1K
|
4.62K
$924K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
50+ 11.26% |
$8.42K - $9.77K
|
494
$98.7K
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.86KNew |
$313K - $363K
|
1.86K
$372K
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.05KNew |
$345K - $400K
|
2.05K
$409K
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-667- 0.63% |
$112K - $130K
|
106K
$21.2M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.61K+ 15.62% |
$271K - $315K
|
11.9K
$2.38M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 2.37% |
$14.3K - $16.6K
|
3.67K
$734K
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.4K- 6.63% |
$405K - $470K
|
33.8K
$6.76M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.97K- 3.22% |
$1.68M - $1.95M
|
300K
$59.9M
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.21KNew |
$877K - $1.02M
|
5.21K
$1.04M
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.6K+ 76.72% |
$1.45M - $1.68M
|
19.8K
$3.96M
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.07KNew |
$180K - $209K
|
1.07K
$213K
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
7.14K+ 4.42% |
$1.2M - $1.4M
|
169K
$33.7M
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.49K+ 13.25% |
$1.6M - $1.85M
|
81.1K
$16.2M
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.2K+ 5.06% |
$370K - $430K
|
45.6K
$9.12M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-91.6K- 12.94% |
$15.4M - $17.9M
|
617K
$123M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.5K+ 524.36% |
$3.29M - $3.82M
|
23.3K
$4.65M
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
695+ 3.91% |
$117K - $136K
|
18.5K
$3.69M
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
1.28K+ 5.51% |
$215K - $250K
|
24.5K
$4.89M
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
310+ 17.75% |
$52.2K - $60.6K
|
2.06K
$411K
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.95K+ 5.91% |
$1.51M - $1.75M
|
160K
$32.1M
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
44KNew |
$7.4M - $8.59M
|
44K
$8.79M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
200+ 1.29% |
$33.7K - $39.1K
|
15.8K
$3.15M
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.1K+ 41.04% |
$1.03M - $1.19M
|
21K
$4.19M
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
617+ 2.67% |
$104K - $121K
|
23.8K
$4.75M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48.1K+ 6.65% |
$8.1M - $9.41M
|
772K
$154M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-106- 7.68% |
$17.8K - $20.7K
|
1.27K
$255K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
628+ 7.09% |
$106K - $123K
|
9.48K
$1.89M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
184+ 2.07% |
$31K - $36K
|
9.09K
$1.82M
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.66K+ 6.51% |
$279K - $324K
|
27.2K
$5.43M
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.31K+ 17.32% |
$1.4M - $1.62M
|
56.3K
$11.2M
|