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 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.64K+ 0.95% |
$500K - $543K
|
280K
$54.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
18KNew |
$3.41M - $3.71M
|
18K
$3.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.6K+ 8.73% |
$303K - $329K
|
19.9K
$3.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.18K- 2.24% |
$224K - $243K
|
51.6K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8K+ 5.78% |
$9.81M - $10.7M
|
948K
$186M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
76+ 100.0% |
$14.4K - $15.7K
|
152
$29.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
26KNew |
$4.92M - $5.35M
|
26K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
78+ 0.14% |
$14.8K - $16.1K
|
56.3K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 51.76% |
$408K - $443K
|
6.31K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.15K+ 45.05% |
$218K - $237K
|
3.7K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-22.9K- 92.51% |
$4.34M - $4.72M
|
1.85K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 3.86% |
$4.84M - $5.26M
|
636K
$125M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-149- 0.66% |
$28.2K - $30.7K
|
22.4K
$4.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-335- 4.43% |
$63.5K - $69.1K
|
7.23K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
57+ 0.51% |
$10.8K - $11.8K
|
11.2K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
319+ 31.52% |
$60.5K - $65.8K
|
1.33K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.95K- 6.52% |
$369K - $401K
|
27.9K
$5.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.3K+ 26.22% |
$247K - $269K
|
6.28K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 4.64% |
$38.7K - $42.1K
|
4.19K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
404KNew |
$76.6M - $83.4M
|
404K
$79.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.3K+ 38.4% |
$2.9M - $3.15M
|
55.1K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
265+ 23.35% |
$50.2K - $54.6K
|
1.4K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-50- 2.89% |
$9.48K - $10.3K
|
1.68K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
170New |
$32.2K - $35K
|
170
$33.3K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
53+ 0.32% |
$10K - $10.9K
|
16.4K
$3.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 1.01% |
$4.55K - $4.95K
|
2.39K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
119+ 0.17% |
$22.6K - $24.5K
|
70.1K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-165- 5.3% |
$31.3K - $34K
|
2.95K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-861- 1.27% |
$163K - $178K
|
67K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
17+ 0.53% |
$3.22K - $3.5K
|
3.23K
$633K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.03K+ 5.06% |
$385K - $419K
|
42.1K
$8.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.2% |
$1.14K - $1.24K
|
3.08K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3+ 0.26% |
$569 - $619
|
1.15K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-274- 4.56% |
$51.9K - $56.5K
|
5.74K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$24.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-238- 12.26% |
$45.1K - $49.1K
|
1.7K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 3.12% |
$9.48K - $10.3K
|
1.65K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
28+ 0.57% |
$5.31K - $5.77K
|
4.96K
$972K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.7K- 5.08% |
$702K - $764K
|
69.2K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$255K - $277K
|
1.34K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 0.59% |
$7.58K - $8.25K
|
6.78K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
88+ 4.15% |
$16.7K - $18.1K
|
2.21K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.33K+ 35.66% |
$253K - $275K
|
5.08K
$996K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
169+ 1.5% |
$32K - $34.8K
|
11.4K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-224- 7.51% |
$42.4K - $46.2K
|
2.76K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$213K - $232K
|
1.13K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-302- 12.38% |
$57.2K - $62.3K
|
2.14K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.53K+ 31.9% |
$290K - $315K
|
6.33K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-705- 0.63% |
$134K - $145K
|
111K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.17K- 20.25% |
$600K - $653K
|
12.5K
$2.45M
|