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 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-30- 0.6% |
$5.43K - $5.92K
|
4.99K
$979K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$4.11M - $4.48M
|
22.7K
$4.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.42K+ 39.91% |
$620K - $675K
|
12K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.26K+ 5.02% |
$228K - $248K
|
26.4K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.36K+ 46.88% |
$246K - $268K
|
4.26K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-728K- 9.49% |
$132M - $144M
|
6.95M
$1.36B
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
85+ 0.4% |
$15.4K - $16.8K
|
21.3K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-811- 26.56% |
$147K - $160K
|
2.24K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-561- 17.88% |
$102K - $111K
|
2.58K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
691+ 2.18% |
$125K - $136K
|
32.4K
$6.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-10- 0.16% |
$1.81K - $1.97K
|
6.38K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.46K+ 4.44% |
$627K - $683K
|
81.4K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.82KNew |
$511K - $557K
|
2.82K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 5.53% |
$5.03M - $5.48M
|
530K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29K+ 19.47% |
$5.25M - $5.72M
|
178K
$34.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.22K- 0.56% |
$1.13M - $1.23M
|
1.11M
$217M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.1K+ 1.37% |
$199K - $217K
|
81.5K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.14KNew |
$207K - $226K
|
1.14K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-197- 0.93% |
$35.7K - $38.8K
|
21K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
265+ 7.1% |
$48K - $52.3K
|
4K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-645- 0.91% |
$117K - $127K
|
69.9K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-163- 2.93% |
$29.5K - $32.1K
|
5.4K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.7K+ 3.86% |
$488K - $532K
|
72.5K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.9K+ 9.82% |
$7.41M - $8.07M
|
458K
$89.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.29K+ 4.35% |
$234K - $255K
|
31K
$6.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.57K- 9.23% |
$465K - $506K
|
25.2K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.38KNew |
$431K - $469K
|
2.38K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
15.6KNew |
$2.82M - $3.07M
|
15.6K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
222+ 1.2% |
$40.2K - $43.8K
|
18.7K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.1K+ 4.28% |
$10.9M - $11.9M
|
1.47M
$287M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.92K+ 9.76% |
$891K - $970K
|
55.4K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1K+ 44.24% |
$6.36M - $6.93M
|
115K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.26K+ 5.04% |
$228K - $248K
|
26.2K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
56+ 5.08% |
$10.1K - $11K
|
1.16K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.92K- 26.71% |
$528K - $575K
|
8K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
157+ 1.39% |
$28.4K - $31K
|
11.5K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.66K- 23.0% |
$482K - $525K
|
8.91K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.39K- 2.12% |
$1.34M - $1.46M
|
341K
$67M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4K- 4.25% |
$725K - $789K
|
90.1K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 17.65% |
$2.72K - $2.96K
|
70
$13.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
50.4KNew |
$9.13M - $9.94M
|
50.4K
$9.89M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
920+ 20.55% |
$167K - $181K
|
5.4K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.39K+ 2.58% |
$432K - $470K
|
94.7K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.41% |
$5.79K - $6.31K
|
7.76K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
954+ 7.16% |
$173K - $188K
|
14.3K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
104+ 1.79% |
$18.8K - $20.5K
|
5.92K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.01% |
$181 - $197
|
6.89K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 14.14% |
$309K - $337K
|
13.8K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72K+ 5.66% |
$492K - $536K
|
50.7K
$9.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
313+ 0.73% |
$56.7K - $61.7K
|
43K
$8.44M
|