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 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
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.03KNew |
$174K - $202K
|
1.03K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-49- 2.27% |
$8.25K - $9.58K
|
2.11K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.68K - $1.95K
|
2.56K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-200- 15.94% |
$33.7K - $39.1K
|
1.06K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-59- 4.08% |
$9.93K - $11.5K
|
1.39K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.84K+ 31.48% |
$309K - $359K
|
7.67K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
864+ 1.27% |
$145K - $169K
|
68.8K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.73% |
$4.21K - $4.89K
|
3.45K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.29% |
$505 - $586
|
1.04K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.34K+ 46.28% |
$394K - $457K
|
7.39K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1- 0.02% |
$168 - $195
|
4.53K
$905K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.2K+ 21.81% |
$2.55M - $2.96M
|
84.7K
$16.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.04KNew |
$344K - $399K
|
2.04K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.44K+ 6.74% |
$579K - $672K
|
54.4K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-421- 15.63% |
$70.9K - $82.3K
|
2.27K
$454K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-50- 2.96% |
$8.42K - $9.77K
|
1.64K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13.7K+ 24.12% |
$2.31M - $2.68M
|
70.6K
$14.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
521+ 9.32% |
$87.7K - $102K
|
6.11K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.17K- 6.04% |
$533K - $619K
|
49.3K
$9.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.9K+ 9.21% |
$14.3M - $16.6M
|
1.01M
$201M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
117+ 2.39% |
$19.7K - $22.9K
|
5.02K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27K+ 17.52% |
$214K - $249K
|
8.53K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.25K- 35.94% |
$1.22M - $1.42M
|
12.9K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.49KNew |
$418K - $486K
|
2.49K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-8- 0.68% |
$1.35K - $1.56K
|
1.17K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.46K+ 2.2% |
$583K - $677K
|
160K
$32.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
79+ 3.59% |
$13.3K - $15.4K
|
2.28K
$456K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 0.75% |
$4.21K - $4.89K
|
3.38K
$675K
|