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 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 3.37% |
$3.08M - $3.57M
|
561K
$115M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.07% |
$337 - $391
|
2.7K
$552K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 7.8% |
$25.7M - $29.9M
|
2.11M
$432M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.45K- 3.43% |
$918K - $1.07M
|
153K
$31.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-98- 4.37% |
$16.5K - $19.2K
|
2.15K
$439K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.32KNew |
$222K - $258K
|
1.32K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.21K- 3.58% |
$372K - $432K
|
59.5K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-14.7K- 66.19% |
$2.48M - $2.88M
|
7.52K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37+ 0.78% |
$6.23K - $7.23K
|
4.81K
$984K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-4- 2.92% |
$673 - $782
|
133
$27.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.12K- 3.53% |
$188K - $218K
|
30.5K
$6.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-136- 3.21% |
$22.9K - $26.6K
|
4.1K
$840K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
99+ 471.43% |
$16.7K - $19.3K
|
120
$24.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-21- 1.61% |
$3.54K - $4.1K
|
1.28K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-901- 6.4% |
$152K - $176K
|
13.2K
$2.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-53- 1.18% |
$8.92K - $10.4K
|
4.43K
$905K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
192+ 2.08% |
$32.3K - $37.5K
|
9.44K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
15.7KNew |
$2.65M - $3.07M
|
15.7K
$3.22M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
429+ 9.54% |
$72.2K - $83.8K
|
4.92K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.02K- 5.85% |
$340K - $395K
|
32.5K
$6.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.84K- 9.48% |
$1.32M - $1.53M
|
74.8K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-403- 3.88% |
$67.8K - $78.8K
|
9.98K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.2KNew |
$875K - $1.02M
|
5.2K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.53K+ 1.87% |
$762K - $884K
|
247K
$50.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
63.9KNew |
$10.8M - $12.5M
|
63.9K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.25K- 2.37% |
$210K - $244K
|
51.5K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
928+ 3.59% |
$156K - $181K
|
26.8K
$5.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.98K+ 47.8% |
$1.51M - $1.75M
|
27.8K
$5.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
59+ 2.19% |
$9.93K - $11.5K
|
2.75K
$562K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.1K+ 4.25% |
$4.72M - $5.48M
|
688K
$141M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
784+ 26.1% |
$132K - $153K
|
3.79K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9+ 0.06% |
$1.52K - $1.76K
|
14.3K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.5K+ 21.47% |
$590K - $684K
|
19.8K
$4.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-136- 7.43% |
$22.9K - $26.6K
|
1.69K
$347K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.58KNew |
$266K - $309K
|
1.58K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.62K+ 10.56% |
$272K - $316K
|
16.9K
$3.46M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.17% |
$1.52K - $1.76K
|
5.16K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-244- 3.69% |
$41.1K - $47.7K
|
6.37K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-554- 7.54% |
$93.3K - $108K
|
6.79K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
253+ 16.68% |
$42.6K - $49.4K
|
1.77K
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.32KNew |
$222K - $258K
|
1.32K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
184+ 6.01% |
$31K - $36K
|
3.25K
$664K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-19- 0.9% |
$3.2K - $3.71K
|
2.1K
$429K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.45K- 2.44% |
$412K - $478K
|
97.9K
$20M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-359- 24.32% |
$60.4K - $70.2K
|
1.12K
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.39K+ 297.02% |
$570K - $662K
|
4.53K
$926K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-239- 3.26% |
$40.2K - $46.7K
|
7.1K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.07K+ 9.44% |
$349K - $405K
|
24K
$4.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.84K- 3.81% |
$647K - $751K
|
96.9K
$19.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.58K+ 170.68% |
$434K - $504K
|
4.09K
$837K
|