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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.5K- 48.39% |
$257K - $280K
|
1.6K
$327K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
35New |
$5.99K - $6.54K
|
35
$7.16K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.28K- 32.95% |
$219K - $239K
|
2.6K
$532K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 13.04% |
$513 - $560
|
20
$4.09K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.16KNew |
$198K - $217K
|
1.16K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-297- 6.08% |
$50.8K - $55.5K
|
4.59K
$939K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
252+ 9.77% |
$43.1K - $47.1K
|
2.83K
$579K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-159- 64.63% |
$27.2K - $29.7K
|
87
$17.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
497New |
$85K - $92.8K
|
497
$102K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$684 - $747
|
41.6K
$8.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-131- 9.91% |
$22.4K - $24.5K
|
1.19K
$244K
|
|
| Q4 2023 | |||||||
|
Sep 09, 2025
Q4 2023
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.41KNew |
$208K - $245K
|
1.41K
$288K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-39- 1.49% |
$5.76K - $6.79K
|
2.58K
$528K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.96KNew |
$732K - $864K
|
4.96K
$1.01M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.17% |
$295 - $348
|
1.15K
$236K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
458New |
$67.6K - $79.8K
|
458
$93.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
154+ 15400.0% |
$22.7K - $26.8K
|
155
$31.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
34+ 0.28% |
$5.02K - $5.92K
|
12K
$2.46M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
37New |
$5.46K - $6.45K
|
37
$7.57K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12New |
$1.77K - $2.09K
|
12
$2.46K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
800New |
$118K - $139K
|
800
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
42.8KNew |
$6.32M - $7.45M
|
42.8K
$8.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 86.21% |
$22.1K - $26.1K
|
24
$4.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
10KNew |
$1.48M - $1.74M
|
10K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
80New |
$11.8K - $13.9K
|
80
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$254K - $299K
|
1.72K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.55KNew |
$229K - $270K
|
1.55K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
25+ 1.0% |
$3.69K - $4.36K
|
2.52K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.4KNew |
$354K - $418K
|
2.4K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-15.5K- 34.64% |
$2.29M - $2.7M
|
29.3K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.5K+ 8.38% |
$221K - $260K
|
19.3K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
99New |
$14.6K - $17.2K
|
99
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.3KNew |
$782K - $923K
|
5.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$148 - $174
|
5.32K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17New |
$2.51K - $2.96K
|
17
$3.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.6K- 98.41% |
$4.37M - $5.15M
|
477
$97.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.19KNew |
$176K - $207K
|
1.19K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.3KNew |
$192K - $226K
|
1.3K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
1.93KNew |
$284K - $336K
|
1.93K
$394K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
42.1KNew |
$6.22M - $7.34M
|
42.1K
$8.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.69KNew |
$397K - $468K
|
2.69K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-62.4K- 35.03% |
$9.22M - $10.9M
|
116K
$23.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.41KNew |
$503K - $593K
|
3.41K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
911+ 16.74% |
$135K - $159K
|
6.35K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.93KNew |
$285K - $337K
|
1.93K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
262New |
$38.7K - $45.6K
|
262
$53.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.52K- 29.37% |
$224K - $264K
|
3.65K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.27KNew |
$778K - $918K
|
5.27K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.32K+ 5.35% |
$637K - $752K
|
85K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.06KNew |
$303K - $358K
|
2.06K
$420K
|
|