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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-84- 3.65% |
$15.9K - $17.3K
|
2.22K
$416K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
27+ 1.47% |
$5.12K - $5.57K
|
1.87K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.53% |
$3.41K - $3.71K
|
3.42K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-20- 1.52% |
$3.79K - $4.12K
|
1.29K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-459- 13.29% |
$87K - $94.6K
|
3K
$561K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 3.54% |
$4.74K - $5.15K
|
682
$128K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 31.1% |
$3.54M - $3.86M
|
41.4K
$7.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
26+ 0.33% |
$4.93K - $5.36K
|
7.88K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
989+ 3.3% |
$187K - $204K
|
31K
$5.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.14% |
$1.9K - $2.06K
|
7.24K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.19% |
$948 - $1.03K
|
2.66K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
496+ 6.14% |
$94K - $102K
|
8.57K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
428+ 13.14% |
$81.1K - $88.2K
|
3.69K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.03K- 1.02% |
$195K - $212K
|
100K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.1K+ 18.51% |
$2.28M - $2.49M
|
77.2K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.82K+ 261.13% |
$533K - $580K
|
3.89K
$729K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
22.3KNew |
$4.23M - $4.6M
|
22.3K
$4.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.5KNew |
$285K - $310K
|
1.5K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
202+ 1.27% |
$38.3K - $41.6K
|
16K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.92K+ 3.94% |
$1.12M - $1.22M
|
156K
$29.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-15.5K- 26.73% |
$2.94M - $3.2M
|
42.5K
$7.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6+ 0.03% |
$1.14K - $1.24K
|
22.3K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
160+ 0.56% |
$30.3K - $33K
|
28.7K
$5.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.23K+ 582.08% |
$234K - $254K
|
1.45K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
159+ 2.28% |
$30.1K - $32.8K
|
7.13K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
372+ 10.91% |
$70.5K - $76.7K
|
3.78K
$709K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
26+ 1.75% |
$4.93K - $5.36K
|
1.51K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.51K+ 2.85% |
$855K - $930K
|
163K
$30.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.18% |
$16.3K - $17.7K
|
7.37K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
83+ 0.7% |
$15.7K - $17.1K
|
11.9K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
208+ 3.46% |
$39.4K - $42.9K
|
6.23K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
159+ 1.34% |
$30.1K - $32.8K
|
12K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.99KNew |
$946K - $1.03M
|
4.99K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.23KNew |
$612K - $665K
|
3.23K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-153- 0.22% |
$29K - $31.5K
|
70.6K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
396+ 2.69% |
$75K - $81.6K
|
15.1K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
549+ 0.36% |
$104K - $113K
|
153K
$28.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.65% |
$5.31K - $5.77K
|
4.35K
$815K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 2.15% |
$5.69K - $6.19K
|
1.43K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.14% |
$190 - $206
|
738
$138K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.72% |
$226K - $246K
|
70.6K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
69+ 2.92% |
$13.1K - $14.2K
|
2.43K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.03K- 28.5% |
$195K - $213K
|
2.59K
$484K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-16- 0.1% |
$3.03K - $3.3K
|
16.5K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-65- 20.5% |
$12.3K - $13.4K
|
252
$47.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.02% |
$190 - $206
|
4.47K
$838K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
18.4K+ 6.04% |
$3.48M - $3.79M
|
323K
$60.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34+ 1.05% |
$6.44K - $7.01K
|
3.28K
$614K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
295+ 8.41% |
$55.9K - $60.8K
|
3.8K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-8.58K- 2.18% |
$1.63M - $1.77M
|
386K
$72.3M
|