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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-160- 8.54% |
$29K - $31.5K
|
1.71K
$336K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.21K+ 14.54% |
$582K - $634K
|
25.3K
$4.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.56K- 5.3% |
$464K - $505K
|
45.7K
$8.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
1.42KNew |
$257K - $280K
|
1.42K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
373+ 3.83% |
$67.5K - $73.5K
|
10.1K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
12+ 0.15% |
$2.17K - $2.37K
|
7.82K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.43K- 11.43% |
$802K - $873K
|
34.3K
$6.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.03KNew |
$186K - $202K
|
1.03K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.07K+ 100.05% |
$375K - $408K
|
4.14K
$812K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
134+ 4.45% |
$24.3K - $26.4K
|
3.15K
$617K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.45K+ 46.84% |
$625K - $681K
|
10.8K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.07KNew |
$193K - $211K
|
1.07K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
570+ 3.95% |
$103K - $112K
|
15K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 7.92% |
$25K - $27.2K
|
1.6K
$315K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.26K- 1.04% |
$228K - $249K
|
120K
$23.5M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.98KNew |
$359K - $391K
|
1.98K
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3- 0.27% |
$543 - $592
|
1.13K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-549- 24.73% |
$99.4K - $108K
|
1.67K
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.05K- 2.6% |
$189K - $206K
|
39.2K
$7.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.09% |
$3.98K - $4.34K
|
23.9K
$4.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-183- 97.86% |
$33.1K - $36.1K
|
4
$785
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.83% |
$1.81K - $1.97K
|
1.19K
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.07K+ 5.64% |
$375K - $409K
|
38.8K
$7.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-86- 0.67% |
$15.6K - $17K
|
12.8K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-238- 1.16% |
$43.1K - $46.9K
|
20.4K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 18.5% |
$419K - $457K
|
14.8K
$2.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.4K+ 9.66% |
$797K - $868K
|
50K
$9.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.47% |
$1.27K - $1.38K
|
1.5K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-93- 33.33% |
$16.8K - $18.3K
|
186
$36.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.31% |
$3.98K - $4.34K
|
7.05K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-6- 0.04% |
$1.09K - $1.18K
|
16.3K
$3.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
729+ 33.49% |
$132K - $144K
|
2.91K
$570K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
210+ 24.45% |
$38K - $41.4K
|
1.07K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
17.6K+ 3563.84% |
$3.19M - $3.48M
|
18.1K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38New |
$6.88K - $7.49K
|
38
$7.45K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.57K+ 1.58% |
$285K - $310K
|
101K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.32K- 4.13% |
$240K - $261K
|
30.7K
$6.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.5K- 13.94% |
$3.16M - $3.44M
|
108K
$21.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-29- 0.22% |
$5.25K - $5.72K
|
12.9K
$2.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
135+ 2.56% |
$24.4K - $26.6K
|
5.41K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.3K- 7.17% |
$235K - $256K
|
16.8K
$3.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
124+ 16.92% |
$22.5K - $24.4K
|
857
$168K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3- 0.2% |
$543 - $592
|
1.47K
$287K
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
135+ 3.63% |
$24.4K - $26.6K
|
3.86K
$757K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.42K+ 0.68% |
$256K - $279K
|
208K
$40.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.93K+ 1.74% |
$349K - $380K
|
113K
$22.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-354K- 86.0% |
$64.1M - $69.9M
|
57.7K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 4.91% |
$18.1K - $19.7K
|
1.94K
$380K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-122- 0.35% |
$22.1K - $24.1K
|
34.4K
$6.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.08KNew |
$377K - $410K
|
2.08K
$408K
|