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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.51KNew |
$286K - $312K
|
1.51K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15KNew |
$2.83M - $3.08M
|
15K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
95+ 5.67% |
$18K - $19.6K
|
1.77K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
329+ 2.81% |
$62.3K - $67.8K
|
12K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 2.7% |
$2.43M - $2.64M
|
487K
$95.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-219- 17.12% |
$41.5K - $45.2K
|
1.06K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.5K- 49.72% |
$2.56M - $2.79M
|
13.7K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.66K+ 5.69% |
$694K - $755K
|
68.1K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
25.8KNew |
$4.9M - $5.33M
|
25.8K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-160- 29.91% |
$30.3K - $33K
|
375
$73.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.8K+ 4.73% |
$3.95M - $4.3M
|
462K
$90.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-72- 4.06% |
$13.6K - $14.8K
|
1.7K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.06K+ 0.85% |
$200K - $218K
|
125K
$24.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
436+ 12.59% |
$82.6K - $89.9K
|
3.9K
$765K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-18- 0.1% |
$3.41K - $3.71K
|
17.7K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 0.52% |
$193K - $210K
|
195K
$38.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-878- 2.21% |
$166K - $181K
|
38.9K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.15K- 21.58% |
$408K - $444K
|
7.83K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
939+ 16.49% |
$178K - $194K
|
6.63K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
83.2KNew |
$15.8M - $17.2M
|
83.2K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.59K- 96.42% |
$1.44M - $1.56M
|
282
$55.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-73- 2.3% |
$13.8K - $15.1K
|
3.1K
$609K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-328- 0.51% |
$62.2K - $67.6K
|
64.3K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19.6K+ 15.96% |
$3.7M - $4.03M
|
142K
$27.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.02KNew |
$193K - $210K
|
1.02K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.45KNew |
$654K - $711K
|
3.45K
$677K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
26+ 1.02% |
$4.93K - $5.36K
|
2.58K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
869+ 0.93% |
$165K - $179K
|
94.7K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.68K- 3.19% |
$508K - $553K
|
81.4K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
341+ 14.5% |
$64.6K - $70.3K
|
2.69K
$528K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.59K+ 1.69% |
$301K - $327K
|
95.4K
$18.7M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
90+ 1.18% |
$17.1K - $18.6K
|
7.74K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-472- 1.39% |
$89.4K - $97.3K
|
33.4K
$6.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
120+ 0.7% |
$22.7K - $24.7K
|
17.2K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-420- 0.67% |
$79.6K - $86.6K
|
62.4K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-103- 0.15% |
$19.5K - $21.2K
|
67.7K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
3.84KNew |
$728K - $792K
|
3.84K
$754K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.02K- 26.1% |
$382K - $415K
|
5.71K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-583- 7.57% |
$110K - $120K
|
7.12K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.18K+ 3.46% |
$223K - $243K
|
35.2K
$6.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
404+ 6.39% |
$76.6K - $83.3K
|
6.73K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
30+ 1.13% |
$5.69K - $6.19K
|
2.68K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.17K+ 3.2% |
$222K - $241K
|
37.7K
$7.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13K- 49.05% |
$2.46M - $2.67M
|
13.5K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.45K+ 4.23% |
$654K - $712K
|
85K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5- 1.87% |
$948 - $1.03K
|
263
$51.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-130- 1.27% |
$24.6K - $26.8K
|
10.1K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$202K - $220K
|
1.07K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
75+ 3.79% |
$14.2K - $15.5K
|
2.05K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 0.77% |
$1.33K - $1.44K
|
899
$176K
|