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 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
|
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
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-457- 0.5% |
$84.9K - $90.8K
|
90.3K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.13K+ 6.77% |
$209K - $224K
|
17.8K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-500- 1.44% |
$92.9K - $99.3K
|
34.1K
$6.74M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.08K+ 39.36% |
$573K - $612K
|
10.9K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.75K+ 5.82% |
$326K - $348K
|
31.9K
$6.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
114K+ 5.34% |
$21.3M - $22.7M
|
2.26M
$445M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 12.01% |
$22.3M - $23.8M
|
1.12M
$221M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
724+ 6.21% |
$135K - $144K
|
12.4K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-306- 1.39% |
$56.8K - $60.8K
|
21.8K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
254+ 9.26% |
$47.2K - $50.4K
|
3K
$591K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-109- 0.29% |
$20.3K - $21.6K
|
38K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
33+ 2.26% |
$6.13K - $6.55K
|
1.49K
$294K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.8K+ 55.26% |
$334K - $357K
|
5.05K
$997K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.7K+ 89.78% |
$6.99M - $7.48M
|
79.6K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.48K- 5.54% |
$1.39M - $1.48M
|
127K
$25.1M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-294- 72.59% |
$54.6K - $58.4K
|
111
$21.9K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
268+ 8.74% |
$49.8K - $53.2K
|
3.33K
$658K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
11.7K+ 4.45% |
$2.17M - $2.32M
|
274K
$54.1M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
161+ 0.25% |
$29.9K - $32K
|
64.6K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 14.4% |
$208K - $222K
|
8.89K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4KNew |
$743K - $794K
|
4K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
1.01K+ 51.54% |
$187K - $200K
|
2.96K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-735- 6.11% |
$137K - $146K
|
11.3K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.35K- 52.31% |
$250K - $267K
|
1.23K
$242K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
13.2KNew |
$2.46M - $2.63M
|
13.2K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.2K+ 26.23% |
$9.52M - $10.2M
|
247K
$48.7M
|