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 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
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
357K+ 24.62% |
$66.3M - $70.8M
|
1.81M
$361M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
130+ 2.52% |
$24.2K - $25.8K
|
5.28K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.54% |
$1.67K - $1.79K
|
1.66K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 46.18% |
$281K - $300K
|
4.79K
$957K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
131+ 4.22% |
$24.3K - $26K
|
3.23K
$646K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.21% |
$743 - $794
|
1.94K
$388K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-5.15K- 25.2% |
$957K - $1.02M
|
15.3K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.06K+ 7.45% |
$1.5M - $1.6M
|
116K
$23.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.2K+ 76.66% |
$4.68M - $5.01M
|
58.1K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-478- 10.7% |
$88.8K - $94.9K
|
3.99K
$797K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-50- 2.12% |
$9.29K - $9.93K
|
2.31K
$462K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.3KNew |
$242K - $259K
|
1.3K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.25KNew |
$232K - $248K
|
1.25K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-82- 1.15% |
$15.2K - $16.3K
|
7.04K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-26.8K- 2.8% |
$4.98M - $5.32M
|
931K
$186M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.02K+ 3.18% |
$560K - $599K
|
97.7K
$19.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 50.55% |
$3.54M - $3.78M
|
18.6K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.41K+ 5.01% |
$1.19M - $1.27M
|
134K
$26.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
12+ 0.02% |
$2.23K - $2.38K
|
49.7K
$9.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3K+ 90.73% |
$6.18M - $6.61M
|
70K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
75+ 5.56% |
$13.9K - $14.9K
|
1.42K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
5.56K+ 234.11% |
$1.03M - $1.1M
|
7.94K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104+ 0.07% |
$19.3K - $20.7K
|
144K
$28.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
88+ 19.56% |
$16.3K - $17.5K
|
538
$108K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31.5K- 91.39% |
$5.85M - $6.25M
|
2.97K
$593K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
604New |
$112K - $120K
|
604
$121K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 79.97% |
$2.12M - $2.27M
|
2.86K
$572K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
334+ 222.67% |
$62.1K - $66.3K
|
484
$96.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-110- 46.41% |
$20.4K - $21.8K
|
127
$25.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-280- 1.66% |
$52K - $55.6K
|
16.5K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-128- 0.55% |
$23.8K - $25.4K
|
23K
$4.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
233+ 1.25% |
$43.3K - $46.3K
|
18.9K
$3.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.08K+ 7.26% |
$387K - $414K
|
30.8K
$6.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.09K- 4.81% |
$946K - $1.01M
|
101K
$20.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
940+ 5.86% |
$175K - $187K
|
17K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.98K- 5.16% |
$1.85M - $1.98M
|
183K
$36.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.19K+ 4.12% |
$592K - $633K
|
80.6K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-2- 0.15% |
$372 - $397
|
1.33K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.45K+ 48.77% |
$1.01M - $1.08M
|
16.6K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-455- 5.84% |
$84.5K - $90.4K
|
7.34K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
90+ 0.4% |
$16.7K - $17.9K
|
22.4K
$4.48M
|