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 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
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
628+ 40.36% |
$117K - $125K
|
2.18K
$437K
|
|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-12.1K- 4.92% |
$2.24M - $2.39M
|
233K
$46.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
666New |
$124K - $132K
|
666
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.75KNew |
$1.63M - $1.74M
|
8.75K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.14K+ 46.9% |
$212K - $227K
|
3.57K
$714K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-3.21K- 4.16% |
$596K - $637K
|
73.8K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
19K+ 36.06% |
$3.53M - $3.77M
|
71.6K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
112+ 31.37% |
$20.8K - $22.2K
|
469
$93.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
993+ 28.78% |
$184K - $197K
|
4.44K
$888K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.98KNew |
$368K - $393K
|
1.98K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.9K- 21.95% |
$3.15M - $3.36M
|
60.3K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.8K+ 42.85% |
$2.38M - $2.55M
|
42.8K
$8.55M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
201+ 340.68% |
$37.3K - $39.9K
|
260
$52K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.63K- 5.7% |
$489K - $523K
|
43.6K
$8.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.42K+ 22.0% |
$264K - $282K
|
7.87K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.9K+ 25.53% |
$3.15M - $3.36M
|
83.3K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$186 - $199
|
1.29K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
957+ 52.67% |
$178K - $190K
|
2.77K
$554K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-155- 1.53% |
$28.8K - $30.8K
|
9.98K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-43- 3.12% |
$7.99K - $8.54K
|
1.33K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-134- 29.98% |
$24.9K - $26.6K
|
313
$62.6K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-328- 1.85% |
$60.9K - $65.1K
|
17.4K
$3.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-743- 4.97% |
$138K - $148K
|
14.2K
$2.84M
|