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
|
Ieq Capital, LLC
|
SELL
|
- |
-20.5K- 20.53% |
$3.81M - $4.07M
|
79.4K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-26- 0.83% |
$4.83K - $5.16K
|
3.12K
$616K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 0.27% |
$187K - $199K
|
371K
$73.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26+ 0.11% |
$4.83K - $5.16K
|
24K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-77- 0.24% |
$14.3K - $15.3K
|
31.6K
$6.24M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
15+ 0.93% |
$2.79K - $2.98K
|
1.63K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.73KNew |
$692K - $740K
|
3.73K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
84+ 0.26% |
$15.6K - $16.7K
|
32.1K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
480+ 1.69% |
$89.2K - $95.3K
|
29K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-850- 29.91% |
$158K - $169K
|
1.99K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-891- 8.02% |
$166K - $177K
|
10.2K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1+ 0.04% |
$186 - $199
|
2.32K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
37+ 0.24% |
$6.87K - $7.35K
|
15.6K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 32.28% |
$2.18M - $2.33M
|
48K
$9.47M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-771- 5.57% |
$143K - $153K
|
13.1K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.12K- 4.16% |
$208K - $222K
|
25.8K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
415K+ 55.45% |
$77.2M - $82.5M
|
1.16M
$230M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.62% |
$2.42K - $2.58K
|
2.12K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
485+ 6.39% |
$90.1K - $96.3K
|
8.07K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9K+ 219.68% |
$2.39M - $2.55M
|
18.7K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-3.3K- 38.37% |
$613K - $655K
|
5.3K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.06% |
$186 - $199
|
1.6K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.63K+ 4.5% |
$1.23M - $1.32M
|
154K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-257- 5.99% |
$47.7K - $51K
|
4.04K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.62KClosed |
$487K - $521K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-63- 12.43% |
$11.7K - $12.5K
|
444
$87.6K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
672New |
$125K - $133K
|
672
$133K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51.9KClosed |
$9.65M - $10.3M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61.4K+ 51.9% |
$11.4M - $12.2M
|
180K
$35.5M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.5K+ 39.05% |
$1.94M - $2.08M
|
37.2K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.75KNew |
$325K - $348K
|
1.75K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-3.5K- 21.04% |
$650K - $694K
|
13.1K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
150+ 2.58% |
$27.9K - $29.8K
|
5.96K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
378New |
$70.2K - $75.1K
|
378
$74.6K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19.6K- 58.4% |
$3.64M - $3.89M
|
14K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-44.4K- 29.09% |
$8.25M - $8.82M
|
108K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
413+ 6.01% |
$76.7K - $82K
|
7.28K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.67K+ 1.34% |
$495K - $529K
|
201K
$39.7M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3+ 0.2% |
$557 - $596
|
1.53K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-404- 9.77% |
$75.1K - $80.2K
|
3.73K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.72K+ 49.03% |
$1.06M - $1.14M
|
17.4K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-63- 0.05% |
$11.7K - $12.5K
|
133K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.16K- 2.78% |
$587K - $627K
|
110K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-439- 11.06% |
$81.6K - $87.2K
|
3.53K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
948+ 134.28% |
$176K - $188K
|
1.65K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
364+ 4.1% |
$67.6K - $72.3K
|
9.25K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-361- 0.95% |
$67.1K - $71.7K
|
37.6K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
564+ 0.51% |
$105K - $112K
|
112K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
58+ 2.45% |
$10.8K - $11.5K
|
2.43K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.59K- 1.56% |
$667K - $713K
|
227K
$44.8M
|