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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23K+ 16.95% |
$4.27M - $4.57M
|
159K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
995+ 33.92% |
$185K - $198K
|
3.93K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
860+ 10.03% |
$160K - $171K
|
9.43K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-316- 10.83% |
$58.7K - $62.8K
|
2.6K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32.4K- 47.17% |
$6.02M - $6.43M
|
36.3K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 78.05% |
$2.21M - $2.36M
|
27.1K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-284- 15.11% |
$52.8K - $56.4K
|
1.6K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 2.33% |
$186 - $199
|
42
$8.4K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
144+ 236.07% |
$26.8K - $28.6K
|
205
$41K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-26- 0.64% |
$4.83K - $5.16K
|
4.07K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
447+ 6385.71% |
$83K - $88.8K
|
454
$90.8K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 48.28% |
$379K - $405K
|
6.26K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 6.44% |
$413K - $442K
|
36.8K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-66.1K- 46.54% |
$12.3M - $13.1M
|
75.9K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.79K- 26.67% |
$332K - $355K
|
4.92K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
169+ 48.01% |
$31.4K - $33.6K
|
521
$104K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-100- 2.47% |
$18.6K - $19.9K
|
3.96K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.65K+ 51.07% |
$307K - $328K
|
4.89K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-327- 19.24% |
$60.8K - $64.9K
|
1.37K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.22K+ 38.22% |
$1.34M - $1.43M
|
26.1K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.51K+ 29.49% |
$1.21M - $1.29M
|
28.6K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.9K+ 44.6% |
$2.21M - $2.36M
|
38.6K
$7.71M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-840- 6.47% |
$156K - $167K
|
12.1K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.59K+ 27.94% |
$296K - $317K
|
7.3K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-549- 6.12% |
$102K - $109K
|
8.42K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
282+ 13.69% |
$52.4K - $56K
|
2.34K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.7K+ 22.41% |
$2.37M - $2.53M
|
69.6K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.54K- 25.23% |
$1.21M - $1.3M
|
19.4K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
516+ 34.08% |
$95.9K - $102K
|
2.03K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 0.11% |
$11K - $11.7K
|
51.8K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-132- 0.91% |
$24.5K - $26.2K
|
14.4K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-438K- 40.0% |
$81.3M - $86.9M
|
657K
$131M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.5KNew |
$7.53M - $8.05M
|
40.5K
$8.1M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-61- 0.78% |
$11.3K - $12.1K
|
7.78K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.8K+ 100.79% |
$2.56M - $2.74M
|
27.4K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.13K- 51.49% |
$396K - $423K
|
2.01K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.05K- 53.15% |
$752K - $804K
|
3.57K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-153- 11.5% |
$28.4K - $30.4K
|
1.18K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.68K+ 0.92% |
$684K - $731K
|
406K
$81.1M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.48K- 21.4% |
$1.02M - $1.09M
|
20.1K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-157- 0.39% |
$29.2K - $31.2K
|
40.2K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25- 0.21% |
$4.64K - $4.96K
|
12.1K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-238- 1.91% |
$44.2K - $47.3K
|
12.2K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.33% |
$743 - $794
|
1.21K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
515+ 0.84% |
$95.7K - $102K
|
61.8K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
735+ 12.58% |
$137K - $146K
|
6.58K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.54KNew |
$1.03M - $1.1M
|
5.54K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90.9K+ 3.7% |
$16.9M - $18M
|
2.55M
$509M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$929 - $993
|
1.71K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.28K+ 3.84% |
$237K - $253K
|
34.5K
$6.89M
|