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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.28% |
$905 - $986
|
1.81K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-17K- 90.54% |
$3.07M - $3.34M
|
1.77K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223K+ 2.89% |
$40.4M - $44M
|
7.95M
$1.56B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 1.02% |
$22.8M - $24.9M
|
12.5M
$2.46B
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-7- 0.32% |
$1.27K - $1.38K
|
2.19K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.2K- 6.85% |
$2.75M - $2.99M
|
206K
$40.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
150+ 2.99% |
$27.2K - $29.6K
|
5.16K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-34- 0.19% |
$6.16K - $6.7K
|
17.9K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-15.9K- 4.15% |
$2.89M - $3.14M
|
368K
$72.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
260+ 1.43% |
$47.1K - $51.3K
|
18.4K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.77K+ 2.87% |
$683K - $743K
|
135K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
44+ 1.66% |
$7.97K - $8.68K
|
2.69K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1+ 0.05% |
$181 - $197
|
2K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.26K+ 6.02% |
$410K - $446K
|
39.8K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.93K+ 3.39% |
$711K - $775K
|
120K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.76K+ 4.84% |
$318K - $346K
|
38.1K
$7.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-514- 4.16% |
$93.1K - $101K
|
11.8K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.21K- 38.55% |
$1.3M - $1.42M
|
11.5K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
397+ 1.08% |
$71.9K - $78.3K
|
37K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
204+ 7.26% |
$36.9K - $40.2K
|
3.01K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-563- 0.67% |
$102K - $111K
|
83.7K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.18K- 48.46% |
$757K - $824K
|
4.45K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23KNew |
$223K - $243K
|
1.23K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 7.58% |
$206K - $224K
|
16.1K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.47K- 58.76% |
$267K - $290K
|
1.03K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-73- 4.84% |
$13.2K - $14.4K
|
1.43K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
109+ 1.39% |
$19.7K - $21.5K
|
7.94K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.4K- 3.51% |
$8.4M - $9.15M
|
1.28M
$250M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-333- 4.41% |
$60.3K - $65.7K
|
7.22K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-334- 25.67% |
$60.5K - $65.9K
|
967
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.3K- 27.44% |
$1.5M - $1.64M
|
21.9K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
15.5K+ 336.96% |
$2.81M - $3.06M
|
20.1K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.31% |
$724 - $789
|
1.29K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-142- 3.32% |
$25.7K - $28K
|
4.13K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-24.7K- 90.33% |
$4.47M - $4.87M
|
2.64K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.22K+ 88.51% |
$764K - $832K
|
8.99K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
424+ 8.79% |
$76.8K - $83.6K
|
5.25K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 58.05% |
$703K - $766K
|
2.81K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 1815.59% |
$2.3M - $2.5M
|
13.4K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 16.67% |
$72.4K - $78.9K
|
2.8K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-413- 12.98% |
$74.8K - $81.4K
|
2.77K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
230+ 2.95% |
$41.6K - $45.3K
|
8.03K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.66KNew |
$300K - $327K
|
1.66K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.44% |
$905 - $986
|
1.14K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.8K+ 329.27% |
$5.94M - $6.47M
|
42.8K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.16K+ 3.26% |
$753K - $820K
|
132K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
84.9K+ 32511.88% |
$15.4M - $16.7M
|
85.1K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 38.38% |
$336K - $366K
|
2.98K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.49% |
$1.09K - $1.18K
|
1.23K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 11.73% |
$7.24K - $7.89K
|
381
$74.7K
|