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 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
41.2K+ 6.28% |
$7.81M - $8.5M
|
697K
$137M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
190+ 0.07% |
$36K - $39.2K
|
292K
$57.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
771+ 12.79% |
$146K - $159K
|
6.8K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11- 0.18% |
$2.08K - $2.27K
|
6.04K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-811- 2.17% |
$154K - $167K
|
36.6K
$7.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
200+ 11.47% |
$37.9K - $41.2K
|
1.94K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13K- 63.78% |
$2.46M - $2.68M
|
7.39K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
366New |
$69.4K - $75.5K
|
366
$71.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
153+ 12.23% |
$29K - $31.5K
|
1.4K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.59% |
$3.22K - $3.5K
|
1.05K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
6.34K+ 3064.73% |
$1.2M - $1.31M
|
6.55K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 7.45% |
$5.87K - $6.39K
|
447
$87.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
467+ 8.91% |
$88.5K - $96.3K
|
5.71K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.05K- 36.91% |
$1.34M - $1.45M
|
12K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-16- 0.59% |
$3.03K - $3.3K
|
2.7K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.87K- 30.0% |
$734K - $799K
|
9.04K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 5.81% |
$9.29K - $10.1K
|
794
$156K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
13+ 3.59% |
$2.46K - $2.68K
|
375
$73.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$287K - $313K
|
1.52K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-92- 13.49% |
$17.4K - $19K
|
590
$116K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-306- 0.36% |
$58K - $63.1K
|
84K
$16.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44+ 9.19% |
$8.34K - $9.07K
|
523
$103K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-518- 7.92% |
$98.2K - $107K
|
6.02K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$379 - $412
|
1.55K
$304K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.51K+ 1.66% |
$1.04M - $1.14M
|
338K
$66.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-163- 5.55% |
$30.9K - $33.6K
|
2.77K
$544K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
11.8K+ 13.61% |
$2.23M - $2.42M
|
98.2K
$19.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-14- 0.42% |
$2.65K - $2.89K
|
3.34K
$656K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$937K - $1.02M
|
4.95K
$970K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.33M- 99.51% |
$251M - $274M
|
6.55K
$1.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
971+ 88.43% |
$184K - $200K
|
2.07K
$406K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-706- 2.83% |
$134K - $146K
|
24.3K
$4.76M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-13.6K- 9.42% |
$2.57M - $2.8M
|
130K
$25.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10K+ 12.14% |
$1.9M - $2.07M
|
92.7K
$18.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-254- 15.41% |
$48.1K - $52.4K
|
1.39K
$273K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-130- 5.98% |
$24.6K - $26.8K
|
2.05K
$401K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$190 - $206
|
253
$49.6K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-762- 31.33% |
$144K - $157K
|
1.67K
$328K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.2KNew |
$2.89M - $3.14M
|
15.2K
$2.99M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-14- 0.95% |
$2.65K - $2.89K
|
1.45K
$285K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-83- 1.14% |
$15.7K - $17.1K
|
7.19K
$1.41M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.13K- 4.35% |
$214K - $233K
|
24.8K
$4.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-17- 0.71% |
$3.22K - $3.5K
|
2.39K
$469K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2KNew |
$380K - $413K
|
2K
$393K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
78New |
$14.8K - $16.1K
|
78
$15.3K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-15- 1.04% |
$2.84K - $3.09K
|
1.43K
$281K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19+ 0.55% |
$3.6K - $3.92K
|
3.47K
$681K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
576+ 14.09% |
$109K - $119K
|
4.66K
$915K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
40+ 3.81% |
$7.58K - $8.25K
|
1.09K
$214K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|