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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-99- 1.8% |
$12.8K - $15K
|
5.4K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
1.5KNew |
$195K - $228K
|
1.5K
$294K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-139- 14.24% |
$18K - $21.1K
|
837
$164K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.38KNew |
$179K - $209K
|
1.38K
$271K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.44KNew |
$186K - $218K
|
1.44K
$282K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$194K - $227K
|
1.5K
$293K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
734New |
$95.2K - $111K
|
734
$144K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.53KNew |
$458K - $536K
|
3.53K
$692K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-139- 2.28% |
$18K - $21.1K
|
5.96K
$1.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-350- 12.97% |
$45.4K - $53.1K
|
2.35K
$461K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
284New |
$36.8K - $43.1K
|
284
$55.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
490New |
$63.5K - $74.4K
|
490
$96.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
383New |
$49.7K - $58.1K
|
383
$75.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
21New |
$2.72K - $3.19K
|
21
$4.12K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
51New |
$6.61K - $7.74K
|
51
$10K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.1K- 99.59% |
$3.1M - $3.64M
|
100
$19.6K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-701Closed |
$90.1K - $106K
|
0
$0
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-135Closed |
$17.4K - $20.4K
|
0
$0
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$257K - $302K
|
2K
$392K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.59K- 1.84% |
$332K - $391K
|
138K
$27.1M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400New |
$51.4K - $60.4K
|
400
$78.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
22New |
$2.83K - $3.32K
|
22
$4.32K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.35KNew |
$302K - $355K
|
2.35K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.88KNew |
$241K - $283K
|
1.88K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
400+ 18.21% |
$51.4K - $60.4K
|
2.6K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.28KClosed |
$679K - $797K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.88K+ 101.91% |
$369K - $434K
|
5.7K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-344- 5.87% |
$44.2K - $51.9K
|
5.52K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
43.1K+ 45.96% |
$5.54M - $6.5M
|
137K
$26.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-79- 3.01% |
$10.2K - $11.9K
|
2.54K
$499K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-410- 3.58% |
$52.7K - $61.9K
|
11K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
21New |
$2.7K - $3.17K
|
21
$4.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
587+ 14.03% |
$75.4K - $88.6K
|
4.77K
$936K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.1K- 59.04% |
$2.71M - $3.19M
|
14.6K
$2.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
6.01KNew |
$773K - $908K
|
6.01K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-24- 1.18% |
$3.08K - $3.62K
|
2.02K
$396K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
67+ 11.75% |
$8.61K - $10.1K
|
637
$125K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
337+ 293.04% |
$43.3K - $50.9K
|
452
$88.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
500New |
$64.3K - $75.5K
|
500
$98.1K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
77New |
$9.9K - $11.6K
|
77
$15.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-762- 1.14% |
$97.9K - $115K
|
66K
$13M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.09KNew |
$782K - $919K
|
6.09K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10- 0.34% |
$1.29K - $1.51K
|
2.89K
$567K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3KNew |
$385K - $452K
|
3K
$588K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-23- 26.14% |
$2.96K - $3.47K
|
65
$12.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-151- 7.7% |
$19.4K - $22.8K
|
1.81K
$355K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
58+ 0.41% |
$7.45K - $8.76K
|
14.3K
$2.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.66K+ 94.22% |
$342K - $401K
|
5.48K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
13.8K+ 490.75% |
$1.77M - $2.08M
|
16.6K
$3.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-176- 2.89% |
$22.6K - $26.6K
|
5.91K
$1.16M
|
|