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 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
118+ 1.1% |
$19.9K - $23.1K
|
10.9K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
5+ 0.41% |
$842 - $977
|
1.22K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.59K+ 32.94% |
$605K - $702K
|
14.5K
$2.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-207- 7.89% |
$34.8K - $40.5K
|
2.42K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
105+ 6.46% |
$17.7K - $20.5K
|
1.73K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-857- 19.56% |
$144K - $167K
|
3.53K
$721K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-44.9K- 6.84% |
$7.56M - $8.77M
|
612K
$125M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-23- 0.15% |
$3.87K - $4.49K
|
15.7K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.23K+ 28.84% |
$543K - $631K
|
14.4K
$2.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7+ 0.43% |
$1.18K - $1.37K
|
1.65K
$337K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.9K+ 704.17% |
$4.69M - $5.44M
|
31.8K
$6.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12+ 0.43% |
$2.02K - $2.35K
|
2.81K
$575K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.76% |
$1.01K - $1.17K
|
795
$163K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
78+ 2.53% |
$13.1K - $15.2K
|
3.16K
$647K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.02K+ 7.43% |
$677K - $786K
|
58.1K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-24- 1.96% |
$4.04K - $4.69K
|
1.2K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.01% |
$168 - $195
|
8.31K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8K+ 9.6% |
$1.35M - $1.56M
|
91.3K
$18.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-34- 0.83% |
$5.72K - $6.64K
|
4.04K
$827K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-56- 3.29% |
$9.43K - $10.9K
|
1.65K
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.84K+ 17.81% |
$1.15M - $1.34M
|
45.3K
$9.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-154- 2.13% |
$25.9K - $30.1K
|
7.06K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
233+ 17.87% |
$39.2K - $45.5K
|
1.54K
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
380+ 1.05% |
$64K - $74.3K
|
36.5K
$7.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.31K+ 19.4% |
$1.57M - $1.82M
|
57.3K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-33.3K- 20.63% |
$5.6M - $6.5M
|
128K
$26.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
281+ 326.74% |
$47.3K - $54.9K
|
367
$75.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-119K- 62.66% |
$20M - $23.2M
|
70.9K
$14.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.71K+ 574.88% |
$624K - $725K
|
4.35K
$891K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-794- 12.25% |
$134K - $155K
|
5.69K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
14K+ 195.02% |
$2.35M - $2.73M
|
21.1K
$4.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-876- 0.38% |
$147K - $171K
|
232K
$47.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.3K+ 27.13% |
$6.94M - $8.06M
|
193K
$39.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.22K+ 9.94% |
$206K - $239K
|
13.5K
$2.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
115+ 1.52% |
$19.4K - $22.5K
|
7.68K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.65K- 1.68% |
$278K - $323K
|
96.8K
$19.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
62+ 0.75% |
$10.4K - $12.1K
|
8.32K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
177+ 2.84% |
$29.8K - $34.6K
|
6.41K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.45KNew |
$581K - $675K
|
3.45K
$706K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
694+ 44.23% |
$117K - $136K
|
2.26K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-203- 17.37% |
$34.2K - $39.7K
|
966
$198K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.08K+ 26.86% |
$349K - $405K
|
9.8K
$2.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98K+ 52.11% |
$1.17M - $1.36M
|
20.4K
$4.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4+ 0.29% |
$673 - $782
|
1.37K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-25.3K- 21.45% |
$4.27M - $4.95M
|
92.8K
$19M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
262+ 4.19% |
$44.1K - $51.2K
|
6.51K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
243+ 2.77% |
$40.9K - $47.5K
|
9.01K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-410- 14.57% |
$69K - $80.1K
|
2.4K
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-109- 8.14% |
$18.3K - $21.3K
|
1.23K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-826- 5.4% |
$139K - $161K
|
14.5K
$2.96M
|