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 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-80- 2.53% |
$14.9K - $15.9K
|
3.09K
$617K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.8K+ 18.44% |
$12.4M - $13.3M
|
429K
$85.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.1KNew |
$204K - $218K
|
1.1K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.05K+ 4.37% |
$380K - $406K
|
48.9K
$9.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25+ 1.95% |
$4.64K - $4.96K
|
1.3K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13+ 0.18% |
$2.42K - $2.58K
|
7.13K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
267+ 1.03% |
$49.6K - $53K
|
26.1K
$5.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.97KNew |
$737K - $787K
|
3.97K
$793K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
3.5K+ 3.9% |
$650K - $695K
|
93.3K
$18.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
21.8K+ 40.7% |
$4.04M - $4.32M
|
75.2K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.74K+ 24.45% |
$324K - $346K
|
8.87K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
750+ 2.92% |
$139K - $149K
|
26.4K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-326- 7.39% |
$60.6K - $64.7K
|
4.09K
$817K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
1+ 0.02% |
$186 - $199
|
4.73K
$945K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
883K+ 6106.46% |
$164M - $175M
|
897K
$179M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-168- 1.71% |
$31.2K - $33.4K
|
9.65K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
26+ 0.62% |
$4.83K - $5.16K
|
4.25K
$850K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
99+ 7.05% |
$18.4K - $19.7K
|
1.5K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
200+ 4.9% |
$37.2K - $39.7K
|
4.28K
$856K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
169+ 1.34% |
$31.4K - $33.6K
|
12.8K
$2.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-29.8K- 18.7% |
$5.53M - $5.91M
|
129K
$25.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
161K+ 10.54% |
$29.9M - $32M
|
1.69M
$338M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
461+ 5.35% |
$85.6K - $91.5K
|
9.08K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
174+ 2.03% |
$32.3K - $34.6K
|
8.77K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.11K- 1.32% |
$578K - $617K
|
232K
$46.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-547- 4.43% |
$102K - $109K
|
11.8K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.18K- 99.24% |
$219K - $234K
|
9
$1.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140- 11.73% |
$26K - $27.8K
|
1.05K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.5KNew |
$2.32M - $2.48M
|
12.5K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-33- 1.47% |
$6.13K - $6.55K
|
2.22K
$443K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.15% |
$9.29K - $9.93K
|
4.3K
$859K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-60- 2.7% |
$11.1K - $11.9K
|
2.16K
$432K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
651+ 17.43% |
$121K - $129K
|
4.39K
$877K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6+ 0.37% |
$1.11K - $1.19K
|
1.64K
$328K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
45+ 3.7% |
$8.36K - $8.94K
|
1.26K
$252K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.42% |
$372 - $397
|
481
$96.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.21K+ 42.51% |
$225K - $241K
|
4.06K
$812K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-33- 1.85% |
$6.13K - $6.55K
|
1.75K
$350K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62KNew |
$301K - $322K
|
1.62K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
280+ 2.45% |
$52K - $55.6K
|
11.7K
$2.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-33- 1.22% |
$6.13K - $6.55K
|
2.67K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.29KNew |
$239K - $255K
|
1.29K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-126- 8.65% |
$23.4K - $25K
|
1.33K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-123- 2.29% |
$22.9K - $24.4K
|
5.25K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.32K- 9.43% |
$246K - $263K
|
12.7K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-307- 11.75% |
$57K - $61K
|
2.31K
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
50+ 0.48% |
$9.29K - $9.93K
|
10.4K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 2.17% |
$24.2K - $25.8K
|
5.87K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-45- 1.58% |
$8.36K - $8.94K
|
2.8K
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-105- 5.43% |
$19.5K - $20.9K
|
1.83K
$366K
|