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 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
79+ 1.38% |
$13.3K - $15.4K
|
5.8K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19K+ 15.48% |
$3.2M - $3.71M
|
142K
$28.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.84K- 24.46% |
$1.32M - $1.53M
|
24.2K
$4.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3+ 0.01% |
$505 - $586
|
23.1K
$4.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.03K+ 3.28% |
$173K - $201K
|
32.3K
$6.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.48K+ 5.12% |
$922K - $1.07M
|
112K
$22.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.41% |
$1.52K - $1.76K
|
2.23K
$445K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
157+ 3.33% |
$26.4K - $30.7K
|
4.87K
$973K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.75KNew |
$800K - $929K
|
4.75K
$950K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.9K+ 25.28% |
$3.02M - $3.5M
|
88.8K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-6.54K- 18.51% |
$1.1M - $1.28M
|
28.8K
$5.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
599+ 9.95% |
$101K - $117K
|
6.62K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
79+ 4.04% |
$13.3K - $15.4K
|
2.03K
$407K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
881+ 48.06% |
$148K - $172K
|
2.71K
$543K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.14K+ 64.82% |
$191K - $222K
|
2.89K
$577K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.8K+ 5.45% |
$2.66M - $3.09M
|
306K
$61.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.51K- 52.17% |
$928K - $1.08M
|
5.05K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.91K- 48.4% |
$1.5M - $1.74M
|
9.5K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
121+ 2.98% |
$20.4K - $23.6K
|
4.19K
$837K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.66K+ 2560.18% |
$952K - $1.11M
|
5.88K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-137- 1.37% |
$23.1K - $26.8K
|
9.89K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-217- 1.16% |
$36.5K - $42.4K
|
18.4K
$3.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2.03K+ 4.35% |
$342K - $397K
|
48.8K
$9.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-279- 6.86% |
$47K - $54.5K
|
3.79K
$758K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.56K+ 12.02% |
$1.1M - $1.28M
|
61.1K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-19- 0.32% |
$3.2K - $3.71K
|
5.9K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.4K+ 12.29% |
$1.74M - $2.02M
|
94.6K
$18.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
664New |
$112K - $130K
|
664
$133K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47.2K+ 884.29% |
$7.95M - $9.23M
|
52.6K
$10.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142K+ 28.41% |
$23.8M - $27.7M
|
640K
$128M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.52% |
$1.85K - $2.15K
|
2.14K
$427K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-32- 2.12% |
$5.39K - $6.25K
|
1.48K
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
196+ 4.42% |
$33K - $38.3K
|
4.63K
$926K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-268- 2.09% |
$45.1K - $52.4K
|
12.5K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.48K+ 15.52% |
$922K - $1.07M
|
40.8K
$8.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-204- 0.86% |
$34.3K - $39.9K
|
23.5K
$4.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-109- 1.39% |
$18.3K - $21.3K
|
7.71K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.1KNew |
$186K - $216K
|
1.1K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.19% |
$2.19K - $2.54K
|
6.89K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
106+ 1.27% |
$17.8K - $20.7K
|
8.46K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.73KNew |
$796K - $924K
|
4.73K
$945K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-154- 0.45% |
$25.9K - $30.1K
|
33.8K
$6.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
119+ 0.36% |
$20K - $23.3K
|
33.1K
$6.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-759- 3.84% |
$128K - $148K
|
19K
$3.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-29- 2.37% |
$4.88K - $5.67K
|
1.2K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10.9K- 7.99% |
$1.83M - $2.12M
|
125K
$25M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-53.1K- 9.52% |
$8.93M - $10.4M
|
504K
$101M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-5- 0.2% |
$842 - $977
|
2.55K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.44% |
$673 - $782
|
906
$181K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-493- 8.13% |
$83K - $96.3K
|
5.57K
$1.11M
|