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 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-1.35K- 0.5% |
$226K - $263K
|
268K
$53M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.95K+ 11.2% |
$497K - $577K
|
29.3K
$5.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
557+ 3.2% |
$93.8K - $109K
|
18K
$3.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-159- 5.25% |
$26.8K - $31.1K
|
2.87K
$567K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.28% |
$1.85K - $2.15K
|
3.9K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-71- 0.49% |
$12K - $13.9K
|
14.4K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
113+ 24.84% |
$19K - $22.1K
|
568
$112K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 2.24% |
$232K - $269K
|
62.8K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
80+ 5.73% |
$13.5K - $15.6K
|
1.48K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 0.74% |
$9.43K - $10.9K
|
7.5K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.72K- 5.06% |
$1.47M - $1.7M
|
164K
$32.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
458+ 17.04% |
$77.1K - $89.5K
|
3.15K
$621K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 3.21% |
$878K - $1.02M
|
167K
$33M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 34.63% |
$190K - $220K
|
2.13K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.06K+ 397.94% |
$683K - $792K
|
5.07K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.16% |
$1.18K - $1.37K
|
4.47K
$883K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$842 - $977
|
7.36K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2- 0.08% |
$337 - $391
|
2.61K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
2.51K+ 23.07% |
$422K - $490K
|
13.4K
$2.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
738New |
$124K - $144K
|
738
$146K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.62K- 14.07% |
$273K - $317K
|
9.9K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.6KNew |
$1.11M - $1.29M
|
6.6K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.37K+ 24.95% |
$231K - $268K
|
6.87K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-118- 0.86% |
$19.9K - $23.1K
|
13.6K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1- 0.08% |
$168 - $195
|
1.19K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-128- 2.26% |
$21.5K - $25K
|
5.54K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.36KNew |
$229K - $266K
|
1.36K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
3.36K+ 3.02% |
$565K - $656K
|
115K
$22.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.49K+ 11.93% |
$1.43M - $1.66M
|
79.6K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
80+ 2.44% |
$13.5K - $15.6K
|
3.36K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.03KNew |
$341K - $396K
|
2.03K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
8.64K+ 1.96% |
$1.45M - $1.69M
|
450K
$88.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
239New |
$40.2K - $46.7K
|
239
$47.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-22- 0.21% |
$3.7K - $4.3K
|
10.4K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 0.51% |
$215K - $249K
|
251K
$49.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.09K+ 0.85% |
$183K - $213K
|
129K
$25.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.38% |
$673 - $782
|
1.07K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
791+ 3.23% |
$133K - $155K
|
25.3K
$4.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-278- 1.43% |
$46.8K - $54.3K
|
19.1K
$3.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
39+ 1.13% |
$6.57K - $7.62K
|
3.49K
$688K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
426+ 0.44% |
$71.7K - $83.2K
|
97K
$19.1M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.55K- 23.41% |
$260K - $302K
|
5.06K
$999K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.36K- 30.01% |
$398K - $462K
|
5.51K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
447+ 0.11% |
$75.2K - $87.4K
|
391K
$77.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 52.13% |
$473K - $549K
|
8.2K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
918+ 12.81% |
$155K - $179K
|
8.08K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
241+ 0.13% |
$40.6K - $47.1K
|
182K
$35.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-6.83K- 57.92% |
$1.15M - $1.33M
|
4.96K
$979K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.42% |
$1.01K - $1.17K
|
1.45K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.08% |
$673 - $782
|
4.73K
$932K
|