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 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.13K+ 0.53% |
$581K - $622K
|
593K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.7KNew |
$8.67M - $9.27M
|
46.7K
$9.21M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-170- 1.84% |
$31.6K - $33.8K
|
9.09K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-43- 0.59% |
$7.99K - $8.54K
|
7.3K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.08KNew |
$386K - $413K
|
2.08K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.15K- 0.76% |
$398K - $426K
|
282K
$55.6M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-503- 9.27% |
$93.4K - $99.9K
|
4.92K
$971K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-8- 0.72% |
$1.49K - $1.59K
|
1.11K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.07K+ 10.61% |
$571K - $610K
|
32K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.34K+ 7.22% |
$621K - $664K
|
49.6K
$9.79M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.09KNew |
$203K - $217K
|
1.09K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 102.36% |
$628K - $672K
|
6.69K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.23K+ 47.2% |
$972K - $1.04M
|
16.3K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.1K+ 21.34% |
$205K - $219K
|
6.26K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
769+ 0.92% |
$143K - $153K
|
84.3K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
98+ 21.26% |
$18.2K - $19.5K
|
559
$110K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-620- 13.62% |
$115K - $123K
|
3.93K
$776K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
31.4K+ 42.84% |
$5.84M - $6.24M
|
105K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
917+ 2.33% |
$170K - $182K
|
40.3K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-259- 23.46% |
$48.1K - $51.4K
|
845
$167K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.87K+ 74.85% |
$905K - $967K
|
11.4K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-216K- 3.34% |
$40.2M - $43M
|
6.27M
$1.24B
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.92K+ 45.16% |
$542K - $579K
|
9.37K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10K- 12.1% |
$1.87M - $1.99M
|
73K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-777- 12.69% |
$144K - $154K
|
5.35K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.07K+ 12.42% |
$570K - $609K
|
27.8K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.5K- 4.98% |
$1.21M - $1.29M
|
124K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.02KNew |
$1.12M - $1.19M
|
6.02K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.53K+ 17.44% |
$285K - $304K
|
10.3K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.4K+ 15.75% |
$6.02M - $6.44M
|
238K
$47M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-472- 3.5% |
$87.7K - $93.7K
|
13K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-35- 0.45% |
$6.5K - $6.95K
|
7.71K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-192- 10.13% |
$35.7K - $38.1K
|
1.7K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.42K+ 54.02% |
$1.38M - $1.47M
|
21.1K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10.9K+ 66.81% |
$2.03M - $2.17M
|
27.3K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
77+ 1.28% |
$14.3K - $15.3K
|
6.09K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-81.4K- 39.8% |
$15.1M - $16.2M
|
123K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-266- 5.08% |
$49.4K - $52.8K
|
4.97K
$980K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13K- 34.24% |
$2.42M - $2.59M
|
25K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.8K- 39.23% |
$520K - $556K
|
4.34K
$856K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
6.99K+ 2.97% |
$1.3M - $1.39M
|
242K
$47.8M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-423- 0.84% |
$78.6K - $84K
|
50K
$9.86M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 27.34% |
$2.75M - $2.94M
|
68.9K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
26K+ 34.89% |
$4.83M - $5.16M
|
100K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-388- 4.08% |
$72.1K - $77K
|
9.11K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
137K+ 38.24% |
$25.4M - $27.1M
|
494K
$97.5M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.41K+ 5.79% |
$263K - $281K
|
25.8K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 3.66% |
$256K - $273K
|
36.3K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1K+ 0.87% |
$187K - $199K
|
117K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-32.2K- 1.97% |
$5.97M - $6.38M
|
1.6M
$315M
|