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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-17- 1.15% |
$3.16K - $3.38K
|
1.46K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35.7K- 39.95% |
$6.64M - $7.09M
|
53.7K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-9- 0.73% |
$1.67K - $1.79K
|
1.22K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-25- 1.52% |
$4.64K - $4.96K
|
1.62K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
16.5K+ 23.76% |
$3.06M - $3.27M
|
85.7K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
97+ 0.52% |
$18K - $19.3K
|
18.8K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-192- 9.72% |
$35.7K - $38.1K
|
1.78K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-196- 1.13% |
$36.4K - $38.9K
|
17.2K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
57New |
$10.6K - $11.3K
|
57
$11.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.75K- 16.69% |
$511K - $547K
|
13.7K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.08K+ 40.19% |
$944K - $1.01M
|
17.7K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-229- 2.22% |
$42.5K - $45.5K
|
10.1K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
204K+ 2427.93% |
$37.8M - $40.4M
|
212K
$42.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-280- 7.82% |
$52K - $55.6K
|
3.3K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1- 0.05% |
$186 - $199
|
1.99K
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
7.77K+ 15.94% |
$1.44M - $1.54M
|
56.5K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
146New |
$27.1K - $29K
|
146
$29.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.21M+ 38.76% |
$968M - $1.03B
|
18.6M
$3.73B
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.9KNew |
$4.07M - $4.35M
|
21.9K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-137- 3.0% |
$25.5K - $27.2K
|
4.43K
$886K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.03K+ 35.47% |
$749K - $800K
|
15.4K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-182- 11.38% |
$33.8K - $36.1K
|
1.42K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
953+ 1.27% |
$177K - $189K
|
75.9K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-5- 0.12% |
$929 - $993
|
4.15K
$830K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-56- 0.35% |
$10.4K - $11.1K
|
15.8K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-68- 0.54% |
$12.6K - $13.5K
|
12.4K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-40- 1.4% |
$7.43K - $7.94K
|
2.81K
$562K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24K+ 33.95% |
$4.45M - $4.76M
|
94.6K
$18.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-764- 2.54% |
$142K - $152K
|
29.3K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-63- 2.9% |
$11.7K - $12.5K
|
2.11K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.36K+ 44.01% |
$624K - $667K
|
11K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-211- 0.88% |
$39.2K - $41.9K
|
23.7K
$4.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
311+ 25.72% |
$57.8K - $61.8K
|
1.52K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.45K+ 28.08% |
$456K - $487K
|
11.2K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
202New |
$37.5K - $40.1K
|
202
$40.4K
|