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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-748- 38.28% |
$132K - $140K
|
1.21K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11.6KNew |
$2.04M - $2.16M
|
11.6K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
13New |
$2.3K - $2.43K
|
13
$2.55K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
355New |
$62.7K - $66.3K
|
355
$69.6K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 0.4% |
$1.77K - $1.87K
|
2.46K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-250- 15.29% |
$44.1K - $46.7K
|
1.39K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7+ 0.45% |
$1.24K - $1.31K
|
1.56K
$306K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
63+ 2.2% |
$11.1K - $11.8K
|
2.93K
$575K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.33K+ 112.54% |
$234K - $248K
|
2.51K
$492K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50New |
$8.83K - $9.34K
|
50
$9.81K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$510K - $557K
|
2.98K
$585K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-156- 10.32% |
$26.7K - $29.1K
|
1.36K
$266K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-920- 21.0% |
$157K - $172K
|
3.46K
$679K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.26K- 47.71% |
$216K - $236K
|
1.38K
$271K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$3.08K - $3.36K
|
18
$3.53K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-595- 3.18% |
$102K - $111K
|
18.1K
$3.55M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.36KNew |
$403K - $440K
|
2.36K
$462K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
26+ 0.91% |
$4.45K - $4.86K
|
2.88K
$565K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
259New |
$44.3K - $48.4K
|
259
$50.8K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.33% |
$171 - $187
|
301
$59K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
59+ 1.84% |
$10.1K - $11K
|
3.26K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 17.5% |
$199K - $217K
|
7.82K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
302New |
$51.7K - $56.4K
|
302
$59.2K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-45- 3.05% |
$7.7K - $8.41K
|
1.43K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.58KNew |
$1.64M - $1.79M
|
9.58K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.06% |
$171 - $187
|
1.6K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.25KNew |
$213K - $233K
|
1.25K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-2K- 31.73% |
$342K - $374K
|
4.3K
$844K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
70New |
$12K - $13.1K
|
70
$13.7K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
46.6KNew |
$7.97M - $8.7M
|
46.6K
$9.13M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-2.77K- 10.31% |
$474K - $517K
|
24.1K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.5KNew |
$257K - $280K
|
1.5K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 11.41% |
$173K - $189K
|
7.88K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
46+ 2.11% |
$7.87K - $8.59K
|
2.22K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-215- 36.2% |
$36.8K - $40.2K
|
379
$74.3K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.21KNew |
$207K - $226K
|
1.21K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
127K+ 20.21% |
$21.8M - $23.8M
|
757K
$148M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 43.69% |
$19.6M - $21.4M
|
377K
$74M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
121New |
$20.7K - $22.6K
|
121
$23.7K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.61K- 6.44% |
$1.64M - $1.8M
|
140K
$27.4M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
69+ 3.18% |
$11.8K - $12.9K
|
2.24K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
282New |
$48.2K - $52.7K
|
282
$55.3K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.6K+ 102.62% |
$616K - $673K
|
7.11K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.17KNew |
$542K - $592K
|
3.17K
$621K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-31.4K- 24.85% |
$5.37M - $5.86M
|
94.9K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-20- 15.15% |
$3.42K - $3.74K
|
112
$22K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.58KNew |
$441K - $482K
|
2.58K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.09KNew |
$186K - $203K
|
1.09K
$213K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.16KNew |
$199K - $217K
|
1.16K
$228K
|
|