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
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-19- 0.28% |
$3.53K - $3.77K
|
6.87K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
75.5KNew |
$14M - $15M
|
75.5K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-4.08K- 3.41% |
$757K - $810K
|
115K
$22.8M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-177K- 90.0% |
$33M - $35.2M
|
19.7K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.93K- 15.92% |
$359K - $384K
|
10.2K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.15K+ 134.96% |
$771K - $824K
|
7.23K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-25.6K- 41.02% |
$4.75M - $5.08M
|
36.8K
$7.26M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
533+ 49.86% |
$99K - $106K
|
1.6K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21- 0.29% |
$3.9K - $4.17K
|
7.22K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
20+ 0.88% |
$3.72K - $3.97K
|
2.29K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.06K+ 89.15% |
$568K - $607K
|
6.48K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
857+ 11.55% |
$159K - $170K
|
8.28K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
83.2K+ 56.3% |
$15.5M - $16.5M
|
231K
$45.6M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-4.1K- 21.49% |
$762K - $814K
|
15K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
40+ 1.45% |
$7.43K - $7.94K
|
2.8K
$552K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
923K+ 5.47% |
$171M - $183M
|
17.8M
$3.51B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
86New |
$16K - $17.1K
|
86
$17K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
324+ 10.89% |
$60.2K - $64.3K
|
3.3K
$651K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.28K+ 1.74% |
$237K - $253K
|
74.5K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.86K- 1.65% |
$531K - $567K
|
170K
$33.6M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-525- 0.35% |
$97.5K - $104K
|
148K
$29.2M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-26K- 9.65% |
$4.84M - $5.17M
|
244K
$48.1M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
442+ 0.85% |
$82.1K - $87.8K
|
52.7K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.5K+ 47.11% |
$2.87M - $3.07M
|
48.3K
$9.52M
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-50- 3.66% |
$9.29K - $9.93K
|
1.32K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
480+ 3.46% |
$89.2K - $95.3K
|
14.3K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
10+ 0.38% |
$1.86K - $1.99K
|
2.64K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
14.4K+ 36.83% |
$2.68M - $2.86M
|
53.5K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-398- 27.19% |
$73.9K - $79K
|
1.07K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-576- 6.38% |
$107K - $114K
|
8.46K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
32.3KNew |
$6.01M - $6.42M
|
32.3K
$6.38M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.39K- 6.49% |
$1.37M - $1.47M
|
107K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.39K+ 23.51% |
$1.19M - $1.27M
|
33.6K
$6.62M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-759K- 89.82% |
$141M - $151M
|
86.1K
$17M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.48K+ 76.73% |
$1.39M - $1.48M
|
17.2K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.1K+ 55.32% |
$3.17M - $3.39M
|
48K
$9.46M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.01K+ 4.54% |
$930K - $994K
|
115K
$22.8M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.37KNew |
$254K - $271K
|
1.37K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-80- 2.83% |
$14.9K - $15.9K
|
2.74K
$541K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.9K- 5.77% |
$3.32M - $3.55M
|
292K
$57.6M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.83K+ 11.82% |
$1.83M - $1.95M
|
93K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.57K+ 35.91% |
$1.78M - $1.9M
|
36.2K
$7.14M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
8.6KNew |
$1.6M - $1.71M
|
8.6K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.97K+ 14.54% |
$1.29M - $1.38M
|
54.9K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-337- 1.66% |
$62.6K - $66.9K
|
20K
$3.95M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-102- 0.26% |
$18.9K - $20.3K
|
38.8K
$7.66M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
49.8K+ 80.4% |
$9.26M - $9.9M
|
112K
$22.1M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 35.01% |
$203K - $217K
|
2.03K
$401K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 0.31% |
$320K - $342K
|
545K
$108M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
16.7K+ 16.36% |
$3.11M - $3.32M
|
119K
$23.5M
|