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 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.55K+ 13.48% |
$845K - $903K
|
38.3K
$7.55M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9+ 0.42% |
$1.67K - $1.79K
|
2.16K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
909+ 29.62% |
$169K - $181K
|
3.98K
$785K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$302K - $323K
|
1.63K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
329+ 5.53% |
$61.1K - $65.3K
|
6.28K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.26K+ 43.13% |
$1.35M - $1.44M
|
24.1K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
23+ 0.47% |
$4.27K - $4.57K
|
4.95K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33+ 0.76% |
$6.13K - $6.55K
|
4.38K
$865K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-27- 10.71% |
$5.02K - $5.36K
|
225
$44.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.1K+ 15.57% |
$1.32M - $1.41M
|
52.7K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.15K+ 44.84% |
$770K - $823K
|
13.4K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 1.06% |
$3.53K - $3.77K
|
1.77K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
748+ 22.47% |
$139K - $149K
|
4.08K
$804K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-7- 0.32% |
$1.3K - $1.39K
|
2.19K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-178- 3.1% |
$33.1K - $35.3K
|
5.56K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.6K+ 117.19% |
$2.53M - $2.71M
|
25.3K
$4.99M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-24- 0.48% |
$4.46K - $4.77K
|
4.98K
$983K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.1K- 1.27% |
$1.69M - $1.81M
|
708K
$140M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-669- 0.32% |
$124K - $133K
|
208K
$41M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
190+ 4.45% |
$35.3K - $37.7K
|
4.46K
$881K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
190+ 1.86% |
$35.3K - $37.7K
|
10.4K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
506+ 2.88% |
$94K - $100K
|
18.1K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
22New |
$4.09K - $4.37K
|
22
$4.34K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-80- 3.6% |
$14.9K - $15.9K
|
2.14K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.11KNew |
$206K - $220K
|
1.11K
$219K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.14K- 18.8% |
$1.33M - $1.42M
|
30.8K
$6.09M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
687+ 12.91% |
$128K - $136K
|
6.01K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39+ 2.44% |
$7.25K - $7.74K
|
1.64K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
8.56K+ 12.57% |
$1.59M - $1.7M
|
76.7K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
30.3K+ 57.39% |
$5.63M - $6.02M
|
83.1K
$16.4M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-245- 1.04% |
$45.5K - $48.7K
|
23.3K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.4K+ 21.82% |
$2.67M - $2.85M
|
80.2K
$15.8M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-766- 85.02% |
$142K - $152K
|
135
$26.6K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.27K+ 1.35% |
$235K - $252K
|
95K
$18.7M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.9KNew |
$352K - $377K
|
1.9K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.2K+ 11.6% |
$10.6M - $11.4M
|
551K
$109M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.15KNew |
$214K - $228K
|
1.15K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.7M+ 32.2% |
$316M - $337M
|
6.98M
$1.38B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-100- 3.57% |
$18.6K - $19.9K
|
2.7K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.29% |
$1.67K - $1.79K
|
3.06K
$604K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-205- 34.17% |
$38.1K - $40.7K
|
395
$77.9K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
1.92K+ 10.66% |
$357K - $381K
|
19.9K
$3.93M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.16K+ 43.0% |
$215K - $230K
|
3.85K
$760K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9- 0.55% |
$1.67K - $1.79K
|
1.63K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.05% |
$186 - $199
|
1.83K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
150+ 625.0% |
$27.9K - $29.8K
|
174
$34.3K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
20New |
$3.72K - $3.97K
|
20
$3.95K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
362+ 24.02% |
$67.3K - $71.9K
|
1.87K
$369K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-529- 16.89% |
$98.3K - $105K
|
2.6K
$514K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.93K- 1.64% |
$359K - $384K
|
116K
$22.9M
|