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 |
|---|---|---|---|---|---|---|---|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.18K+ 37.81% |
$536K - $622K
|
11.6K
$2.31M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 0.15% |
$1.35K - $1.56K
|
5.27K
$1.05M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-1.53K- 55.36% |
$258K - $300K
|
1.24K
$246K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.5K+ 17.53% |
$1.93M - $2.25M
|
77K
$15.3M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.1K- 39.54% |
$3.05M - $3.54M
|
27.7K
$5.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
399+ 21.76% |
$67.2K - $78K
|
2.23K
$444K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
153K+ 200.92% |
$25.7M - $29.8M
|
229K
$45.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.09% |
$168 - $195
|
1.09K
$217K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
890+ 2.09% |
$150K - $174K
|
43.4K
$8.64M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-100- 2.2% |
$16.8K - $19.5K
|
4.44K
$882K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.59KNew |
$941K - $1.09M
|
5.59K
$1.11M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.23K+ 21.03% |
$208K - $241K
|
7.1K
$1.41M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.02K+ 306.09% |
$508K - $589K
|
4K
$795K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 2.29% |
$53.2M - $61.7M
|
14.1M
$2.81B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.9K+ 6.68% |
$2.68M - $3.11M
|
254K
$50.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-164K- 74.79% |
$27.6M - $32.1M
|
55.3K
$11M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
496+ 10.15% |
$83.5K - $96.9K
|
5.38K
$1.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
186+ 0.28% |
$31.3K - $36.3K
|
66.1K
$13.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.43% |
$1.35K - $1.56K
|
1.86K
$371K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-117- 2.34% |
$19.7K - $22.9K
|
4.88K
$969K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.63K- 11.76% |
$611K - $709K
|
27.2K
$5.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
560New |
$94.3K - $109K
|
560
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 6.87% |
$204K - $237K
|
16.4K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-115- 1.13% |
$19.4K - $22.5K
|
10.1K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-500- 8.3% |
$84.2K - $97.7K
|
5.53K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
44.4K+ 58.86% |
$7.48M - $8.68M
|
120K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.9K+ 268.8% |
$489K - $567K
|
3.98K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.66K+ 0.24% |
$1.46M - $1.69M
|
3.57M
$709M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.94K+ 4.84% |
$1M - $1.16M
|
129K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-597- 52.97% |
$100K - $117K
|
530
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
130+ 2.95% |
$21.9K - $25.4K
|
4.54K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-79- 1.31% |
$13.3K - $15.4K
|
5.93K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.5K- 3.07% |
$3.79M - $4.4M
|
711K
$141M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
232K+ 19.91% |
$39M - $45.3M
|
1.4M
$278M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 61.17% |
$831K - $965K
|
13K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-577- 1.43% |
$97.1K - $113K
|
39.7K
$7.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.02K+ 56.51% |
$1.52M - $1.76M
|
25K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
194K+ 721.51% |
$32.6M - $37.8M
|
220K
$43.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-799- 23.61% |
$135K - $156K
|
2.59K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.16KNew |
$194K - $226K
|
1.16K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-280- 18.58% |
$47.1K - $54.7K
|
1.23K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.99KNew |
$1.35M - $1.56M
|
7.99K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.9K+ 0.49% |
$5.2M - $6.03M
|
6.3M
$1.25B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$16.8K - $19.5K
|
100
$19.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.28K- 5.2% |
$384K - $446K
|
41.6K
$8.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
20+ 0.96% |
$3.37K - $3.91K
|
2.11K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-307- 17.28% |
$51.7K - $60K
|
1.47K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-17.7K- 22.34% |
$2.99M - $3.47M
|
61.7K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.65KNew |
$614K - $713K
|
3.65K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
48+ 0.91% |
$8.08K - $9.38K
|
5.3K
$1.05M
|