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 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-515- 1.47% |
$95.7K - $102K
|
34.6K
$6.91M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26.3K+ 14.73% |
$4.88M - $5.22M
|
205K
$40.9M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.46KNew |
$271K - $289K
|
1.46K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-131- 3.0% |
$24.3K - $26K
|
4.24K
$848K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
250New |
$46.4K - $49.6K
|
250
$50K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
159+ 11.7% |
$29.5K - $31.6K
|
1.52K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.27K+ 33.34% |
$421K - $450K
|
9.07K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52- 3.48% |
$9.66K - $10.3K
|
1.44K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
438New |
$81.4K - $87K
|
438
$87.6K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-35- 2.58% |
$6.5K - $6.95K
|
1.32K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-49- 0.16% |
$9.1K - $9.73K
|
30.9K
$6.18M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.29K+ 11.61% |
$1.54M - $1.65M
|
79.7K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.02K- 10.97% |
$189K - $202K
|
8.26K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-110- 6.55% |
$20.4K - $21.8K
|
1.57K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73.4K+ 15.67% |
$13.6M - $14.6M
|
542K
$108M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329K+ 20.15% |
$61.1M - $65.3M
|
1.96M
$392M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.13KNew |
$211K - $225K
|
1.13K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
762+ 10.35% |
$142K - $151K
|
8.13K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.08K+ 45.19% |
$201K - $214K
|
3.47K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
203+ 0.99% |
$37.7K - $40.3K
|
20.8K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13+ 0.38% |
$2.42K - $2.58K
|
3.42K
$683K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 21.69% |
$5.04M - $5.38M
|
152K
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.98KNew |
$1.67M - $1.78M
|
8.98K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.14K+ 42.67% |
$398K - $426K
|
7.17K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-74- 5.37% |
$13.7K - $14.7K
|
1.31K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
150+ 10.28% |
$27.9K - $29.8K
|
1.61K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
26.8KNew |
$4.98M - $5.32M
|
26.8K
$5.36M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-13- 3.02% |
$2.42K - $2.58K
|
418
$83.6K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-363- 7.07% |
$67.4K - $72.1K
|
4.77K
$954K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.54K+ 11.62% |
$1.4M - $1.5M
|
72.4K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
119+ 0.78% |
$22.1K - $23.6K
|
15.3K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 9.51% |
$199K - $212K
|
12.3K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.5K+ 8.68% |
$3.24M - $3.47M
|
219K
$43.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.99K+ 14.84% |
$1.3M - $1.39M
|
54.1K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-3.36K- 35.06% |
$625K - $668K
|
6.23K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-698- 19.35% |
$130K - $139K
|
2.91K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.4% |
$1.11K - $1.19K
|
1.52K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.49K- 5.44% |
$462K - $494K
|
43.3K
$8.65M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 38.74% |
$280K - $300K
|
5.4K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.5K+ 39.73% |
$4.37M - $4.67M
|
82.7K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
233+ 1.17% |
$43.3K - $46.3K
|
20.2K
$4.04M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-60- 1.32% |
$11.1K - $11.9K
|
4.5K
$899K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
204+ 5.44% |
$37.9K - $40.5K
|
3.96K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
151New |
$28.1K - $30K
|
151
$30.2K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
678+ 6.71% |
$126K - $135K
|
10.8K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-674- 3.94% |
$125K - $134K
|
16.4K
$3.29M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
739+ 10.21% |
$137K - $147K
|
7.98K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.01K+ 4.87% |
$558K - $597K
|
64.7K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-517- 0.8% |
$96K - $103K
|
63.8K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4K+ 38.86% |
$2.11M - $2.26M
|
40.6K
$8.12M
|