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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8.08K+ 66.35% |
$1.5M - $1.6M
|
20.3K
$4.05M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-42.8K- 96.67% |
$7.95M - $8.5M
|
1.48K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.01K+ 26.76% |
$187K - $200K
|
4.77K
$953K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.13% |
$557 - $596
|
2.38K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-223- 2.12% |
$41.4K - $44.3K
|
10.3K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.87K+ 99.97% |
$719K - $769K
|
7.75K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 2.85% |
$8.36K - $8.94K
|
1.54K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-18.5K- 83.26% |
$3.44M - $3.68M
|
3.72K
$744K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.8K+ 47.86% |
$4.04M - $4.32M
|
67.3K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-264- 8.84% |
$49K - $52.4K
|
2.72K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-211- 9.07% |
$39.2K - $41.9K
|
2.12K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.37K- 1.47% |
$254K - $271K
|
91.7K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.6K- 24.84% |
$1.96M - $2.1M
|
32K
$6.39M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
42+ 1.64% |
$7.8K - $8.34K
|
2.6K
$519K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-400- 5.53% |
$74.3K - $79.4K
|
6.84K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.04K- 51.39% |
$750K - $802K
|
3.82K
$764K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.13K+ 45.52% |
$952K - $1.02M
|
16.4K
$3.28M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.39K+ 32.54% |
$1M - $1.07M
|
22K
$4.39M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
561+ 25.51% |
$104K - $111K
|
2.76K
$552K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
22.6K+ 29.33% |
$4.2M - $4.49M
|
99.6K
$19.9M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-337- 11.47% |
$62.6K - $66.9K
|
2.6K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
137+ 15.66% |
$25.5K - $27.2K
|
1.01K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.38K- 11.18% |
$256K - $274K
|
10.9K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9+ 0.29% |
$1.67K - $1.79K
|
3.06K
$612K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
600+ 27.71% |
$111K - $119K
|
2.77K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.09K+ 26.67% |
$1.5M - $1.61M
|
38.4K
$7.68M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.08KNew |
$201K - $215K
|
1.08K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.02K+ 5.19% |
$189K - $202K
|
20.7K
$4.13M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-788- 1.74% |
$146K - $156K
|
44.6K
$8.91M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
14+ 9.93% |
$2.6K - $2.78K
|
155
$31K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14+ 0.29% |
$2.6K - $2.78K
|
4.77K
$954K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-496- 4.54% |
$92.1K - $98.5K
|
10.4K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-276- 3.25% |
$51.3K - $54.8K
|
8.21K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.04K- 4.51% |
$193K - $206K
|
22K
$4.39M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.09% |
$186 - $199
|
1.09K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-58- 4.73% |
$10.8K - $11.5K
|
1.17K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.63K+ 63.4% |
$303K - $324K
|
4.2K
$840K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
18+ 0.15% |
$3.34K - $3.57K
|
11.9K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
167+ 75.91% |
$31K - $33.2K
|
387
$77.4K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
794+ 39.33% |
$148K - $158K
|
2.81K
$562K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-51- 0.92% |
$9.47K - $10.1K
|
5.49K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-203- 1.44% |
$37.7K - $40.3K
|
13.9K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.01% |
$186 - $199
|
10.5K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-139- 10.93% |
$25.8K - $27.6K
|
1.13K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3+ 0.12% |
$557 - $596
|
2.46K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18+ 52.94% |
$3.34K - $3.57K
|
52
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-87K- 98.39% |
$16.2M - $17.3M
|
1.42K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
304+ 1.81% |
$56.5K - $60.4K
|
17.1K
$3.41M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
110+ 1.13% |
$20.4K - $21.8K
|
9.82K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
254+ 0.49% |
$47.2K - $50.4K
|
51.6K
$10.3M
|