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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.59K+ 27.94% |
$296K - $317K
|
7.3K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-549- 6.12% |
$102K - $109K
|
8.42K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
282+ 13.69% |
$52.4K - $56K
|
2.34K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.7K+ 22.41% |
$2.37M - $2.53M
|
69.6K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.54K- 25.23% |
$1.21M - $1.3M
|
19.4K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
516+ 34.08% |
$95.9K - $102K
|
2.03K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 0.11% |
$11K - $11.7K
|
51.8K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-132- 0.91% |
$24.5K - $26.2K
|
14.4K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-438K- 40.0% |
$81.3M - $86.9M
|
657K
$130M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.5KNew |
$7.53M - $8.05M
|
40.5K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-61- 0.78% |
$11.3K - $12.1K
|
7.78K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.8K+ 100.79% |
$2.56M - $2.74M
|
27.4K
$5.42M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.13K- 51.49% |
$396K - $423K
|
2.01K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.05K- 53.15% |
$752K - $804K
|
3.57K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-153- 11.5% |
$28.4K - $30.4K
|
1.18K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.68K+ 0.92% |
$684K - $731K
|
406K
$80M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.48K- 21.4% |
$1.02M - $1.09M
|
20.1K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-157- 0.39% |
$29.2K - $31.2K
|
40.2K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25- 0.21% |
$4.64K - $4.96K
|
12.1K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-238- 1.91% |
$44.2K - $47.3K
|
12.2K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.33% |
$743 - $794
|
1.21K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
515+ 0.84% |
$95.7K - $102K
|
61.8K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
735+ 12.58% |
$137K - $146K
|
6.58K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.54KNew |
$1.03M - $1.1M
|
5.54K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90.9K+ 3.7% |
$16.9M - $18M
|
2.55M
$502M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$929 - $993
|
1.71K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.28K+ 3.84% |
$237K - $253K
|
34.5K
$6.8M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.65K+ 40.03% |
$306K - $327K
|
5.76K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.9K- 2.81% |
$539K - $576K
|
100K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
114K+ 108.62% |
$21.2M - $22.7M
|
220K
$43.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.54K+ 16.65% |
$286K - $305K
|
10.8K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.4% |
$743 - $794
|
1K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5.12K+ 34.15% |
$951K - $1.02M
|
20.1K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-7- 0.01% |
$1.3K - $1.39K
|
56.6K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-30- 9.77% |
$5.57K - $5.96K
|
277
$54.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 4.23% |
$2.38M - $2.54M
|
315K
$62.1M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
58+ 22.48% |
$10.8K - $11.5K
|
316
$62.3K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.71K- 11.77% |
$689K - $736K
|
27.8K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.61K- 1.31% |
$671K - $717K
|
271K
$53.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.3K+ 201.48% |
$7.11M - $7.6M
|
57.2K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-8.6K- 33.2% |
$1.6M - $1.71M
|
17.3K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
32.8K+ 27.77% |
$6.09M - $6.51M
|
151K
$29.8M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.8K+ 53.62% |
$2.37M - $2.54M
|
36.6K
$7.22M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-69- 0.89% |
$12.8K - $13.7K
|
7.69K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-6.73K- 56.67% |
$1.25M - $1.34M
|
5.14K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
312+ 7.37% |
$58K - $62K
|
4.55K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-3.89K- 86.15% |
$722K - $772K
|
625
$123K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5+ 0.35% |
$929 - $993
|
1.43K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
133+ 9.33% |
$24.7K - $26.4K
|
1.56K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$4.46K - $4.77K
|
17.1K
$3.37M
|