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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-113- 1.15% |
$16.9K - $18.2K
|
9.67K
$1.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-122K- 98.84% |
$18.3M - $19.7M
|
1.44K
$282K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
9.65KNew |
$1.44M - $1.55M
|
9.65K
$1.89M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.95K- 57.48% |
$292K - $314K
|
1.44K
$282K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-17.9K- 92.98% |
$2.69M - $2.89M
|
1.35K
$266K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.4KNew |
$359K - $387K
|
2.4K
$471K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 20.16% |
$169K - $181K
|
4.46K
$875K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-228- 12.45% |
$34.1K - $36.8K
|
1.6K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-193- 10.09% |
$28.9K - $31.1K
|
1.72K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-211- 23.58% |
$31.6K - $34K
|
684
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-109- 41.13% |
$16.3K - $17.6K
|
156
$30.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.59KNew |
$837K - $901K
|
5.59K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7K- 52.59% |
$1.05M - $1.13M
|
6.31K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.84K- 66.03% |
$426K - $458K
|
1.46K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-725K- 75.84% |
$108M - $117M
|
231K
$45.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3+ 0.14% |
$449 - $484
|
2.22K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$15K - $16.1K
|
100
$19.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-42- 1.95% |
$6.29K - $6.77K
|
2.11K
$414K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
40+ 2.4% |
$5.99K - $6.45K
|
1.71K
$335K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-343- 2.17% |
$51.4K - $55.3K
|
15.5K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
189+ 2.7% |
$28.3K - $30.5K
|
7.2K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-267- 10.21% |
$40K - $43K
|
2.35K
$461K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
49+ 0.51% |
$7.34K - $7.9K
|
9.7K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
212New |
$31.7K - $34.2K
|
212
$41.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.07K- 2.47% |
$459K - $495K
|
121K
$23.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
95New |
$14.2K - $15.3K
|
95
$18.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
315New |
$47.2K - $50.8K
|
315
$61.8K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-152- 6.26% |
$22.8K - $24.5K
|
2.28K
$447K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-328- 10.83% |
$49.1K - $52.9K
|
2.7K
$530K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
150New |
$22.5K - $24.2K
|
150
$29.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
144New |
$21.6K - $23.2K
|
144
$28.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
41.7KNew |
$6.24M - $6.72M
|
41.7K
$8.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.7K+ 116.09% |
$1.9M - $2.04M
|
23.6K
$4.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-215- 13.76% |
$32.2K - $34.7K
|
1.35K
$264K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-392- 29.63% |
$58.7K - $63.2K
|
931
$183K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
3.36KNew |
$502K - $541K
|
3.36K
$658K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 3.62% |
$74.9K - $80.6K
|
13.3K
$2.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-30- 3.24% |
$4.49K - $4.84K
|
895
$176K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
41New |
$6.14K - $6.61K
|
41
$8.04K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.76K- 3.14% |
$414K - $446K
|
85.1K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-16- 0.09% |
$2.4K - $2.58K
|
17.3K
$3.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$299 - $322
|
1.62K
$317K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2KNew |
$300K - $323K
|
2K
$393K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.07K- 4.43% |
$160K - $173K
|
23.1K
$4.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-237- 28.18% |
$35.5K - $38.2K
|
604
$118K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.95KNew |
$592K - $637K
|
3.95K
$775K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
49+ 0.35% |
$7.34K - $7.9K
|
14.2K
$2.79M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 0.35% |
$299 - $322
|
569
$112K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-18- 0.3% |
$2.69K - $2.9K
|
5.98K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.17KNew |
$324K - $349K
|
2.17K
$425K
|