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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
54.7K+ 6.09% |
$9.2M - $10.7M
|
952K
$195M
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.2K+ 15.12% |
$1.71M - $1.99M
|
77.4K
$15.8M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-607- 5.53% |
$102K - $119K
|
10.4K
$2.12M
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
949New |
$160K - $185K
|
949
$194K
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-402- 88.55% |
$67.7K - $78.6K
|
52
$10.6K
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-74- 0.2% |
$12.5K - $14.5K
|
37.5K
$7.68M
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-240- 49.59% |
$40.4K - $46.9K
|
244
$49.9K
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-155- 0.2% |
$26.1K - $30.3K
|
75.7K
$15.5M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
66K+ 30.17% |
$11.1M - $12.9M
|
285K
$58.2M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
372+ 4.92% |
$62.6K - $72.7K
|
7.94K
$1.62M
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
128+ 1.95% |
$21.5K - $25K
|
6.71K
$1.37M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.58KNew |
$434K - $504K
|
2.58K
$528K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.9K+ 12.46% |
$11.4M - $13.3M
|
613K
$125M
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.17K- 9.6% |
$196K - $228K
|
11K
$2.25M
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-61.8K- 85.32% |
$10.4M - $12.1M
|
10.6K
$2.17M
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.61K+ 15.91% |
$439K - $509K
|
19K
$3.89M
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-192- 0.99% |
$32.3K - $37.5K
|
19.2K
$3.92M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.41K+ 4.19% |
$237K - $275K
|
35K
$7.16M
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.57K+ 20.97% |
$264K - $307K
|
9.06K
$1.85M
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
444+ 16.09% |
$74.7K - $86.8K
|
3.2K
$656K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
1.32K+ 102.72% |
$223K - $259K
|
2.61K
$535K
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
124+ 6.63% |
$20.9K - $24.2K
|
1.99K
$408K
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
341+ 6.31% |
$57.4K - $66.6K
|
5.75K
$1.18M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
259+ 1.99% |
$43.6K - $50.6K
|
13.3K
$2.71M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
339New |
$57.1K - $66.2K
|
339
$69.4K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-19.2K- 13.34% |
$3.22M - $3.74M
|
124K
$25.5M
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-390- 0.63% |
$65.7K - $76.2K
|
61.4K
$12.6M
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-37- 1.31% |
$6.23K - $7.23K
|
2.78K
$569K
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
321+ 11.89% |
$54K - $62.7K
|
3.02K
$618K
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-2.97K- 8.7% |
$500K - $580K
|
31.2K
$6.38M
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-629- 12.45% |
$106K - $123K
|
4.42K
$905K
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
912+ 6.89% |
$154K - $178K
|
14.2K
$2.9M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.28K+ 17.15% |
$1.39M - $1.62M
|
56.6K
$11.6M
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 27.27% |
$2.53K - $2.93K
|
40
$8.18K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.8K+ 5.22% |
$4.35M - $5.04M
|
520K
$106M
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-145- 3.43% |
$24.4K - $28.3K
|
4.08K
$835K
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-33- 1.8% |
$5.56K - $6.45K
|
1.8K
$368K
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12.2K+ 20.48% |
$2.06M - $2.39M
|
71.9K
$14.7M
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8+ 0.27% |
$1.35K - $1.56K
|
2.95K
$603K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.4K+ 13.69% |
$2.94M - $3.41M
|
145K
$29.6M
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.37K+ 3.98% |
$231K - $268K
|
35.8K
$7.33M
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-44- 0.62% |
$7.41K - $8.6K
|
7.08K
$1.45M
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
768+ 19.94% |
$129K - $150K
|
4.62K
$945K
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
298+ 3.28% |
$50.2K - $58.2K
|
9.38K
$1.92M
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.94K- 14.33% |
$327K - $380K
|
11.6K
$2.38M
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-333- 0.46% |
$56.1K - $65.1K
|
72.6K
$14.9M
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.67K- 5.13% |
$281K - $327K
|
30.9K
$6.32M
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
743+ 4.28% |
$125K - $145K
|
18.1K
$3.71M
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3+ 0.18% |
$505 - $586
|
1.64K
$335K
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-62- 2.6% |
$10.4K - $12.1K
|
2.32K
$474K
|