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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.96KNew |
$751K - $817K
|
3.96K
$792K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
137New |
$26K - $28.2K
|
137
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
93+ 2.46% |
$17.6K - $19.2K
|
3.87K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-462- 28.15% |
$87.5K - $95.3K
|
1.18K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12.4K- 18.36% |
$2.34M - $2.55M
|
55K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-50- 3.12% |
$9.48K - $10.3K
|
1.55K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22- 5.77% |
$4.17K - $4.54K
|
359
$71.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
462+ 22.62% |
$87.5K - $95.3K
|
2.5K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 5.32% |
$19K - $20.6K
|
1.98K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-162- 2.54% |
$30.7K - $33.4K
|
6.22K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-12.5K- 7.89% |
$2.36M - $2.57M
|
145K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
214New |
$40.6K - $44.1K
|
214
$42.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
62.9KNew |
$11.9M - $13M
|
62.9K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
530New |
$100K - $109K
|
530
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
218KNew |
$41.4M - $45M
|
218K
$43.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-57- 5.89% |
$10.8K - $11.8K
|
910
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$709K - $771K
|
3.74K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.15KNew |
$218K - $238K
|
1.15K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-25.2K- 58.82% |
$4.77M - $5.19M
|
17.6K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
184KNew |
$34.8M - $37.9M
|
184K
$36.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.06KNew |
$201K - $219K
|
1.06K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
22.2KNew |
$4.21M - $4.58M
|
22.2K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.68K+ 101.33% |
$318K - $346K
|
3.33K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.3KNew |
$246K - $267K
|
1.3K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
312New |
$59.1K - $64.3K
|
312
$62.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5.65KNew |
$1.07M - $1.17M
|
5.65K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$190 - $206
|
3.26K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
40New |
$7.58K - $8.25K
|
40
$8K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
186KNew |
$35.3M - $38.4M
|
186K
$37.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-17K- 48.39% |
$3.23M - $3.51M
|
18.2K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.2K- 40.53% |
$1.74M - $1.9M
|
13.5K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.75% |
$190 - $206
|
58
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
345New |
$65.4K - $71.1K
|
345
$69K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-73- 2.83% |
$13.8K - $15.1K
|
2.51K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
70.7KNew |
$13.4M - $14.6M
|
70.7K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-112- 0.75% |
$21.2K - $23.1K
|
14.7K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.67K+ 9.63% |
$316K - $343K
|
19K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
179KNew |
$34M - $37M
|
179K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
775New |
$147K - $160K
|
775
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
445+ 0.16% |
$84.3K - $91.7K
|
280K
$56M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.11KNew |
$211K - $229K
|
1.11K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
606+ 5.05% |
$115K - $125K
|
12.6K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-389- 16.42% |
$73.7K - $80.2K
|
1.98K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6New |
$1.14K - $1.24K
|
6
$1.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
27.5KNew |
$5.21M - $5.67M
|
27.5K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-228- 22.87% |
$43.2K - $47K
|
769
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Marathon Partners Equity Management, LLC
New York, NY |
BUY
|
- |
8.25KNew |
$1.56M - $1.7M
|
8.25K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
304+ 28.04% |
$57.6K - $62.7K
|
1.39K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
194+ 90.65% |
$36.8K - $40K
|
408
$81.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-231- 1.53% |
$43.8K - $47.6K
|
14.8K
$2.97M
|