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 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.34KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-457- 0.6% |
$60.9K - $72.4K
|
75.3K
$14.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.24K- 14.1% |
$832K - $989K
|
38K
$7.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
901New |
$120K - $143K
|
901
$176K
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31.5K+ 840.06% |
$4.2M - $5M
|
35.3K
$6.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-21.6KClosed |
$2.88M - $3.42M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.84KClosed |
$245K - $291K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.21KNew |
$1.09M - $1.3M
|
8.21K
$1.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-258K- 69.98% |
$34.4M - $40.9M
|
111K
$21.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-51- 38.06% |
$6.8K - $8.08K
|
83
$16.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-95- 2.71% |
$12.7K - $15.1K
|
3.41K
$665K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.19K- 92.08% |
$158K - $188K
|
102
$19.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 16.85% |
$40K - $47.6K
|
2.08K
$406K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-85- 4.57% |
$11.3K - $13.5K
|
1.77K
$347K
|
|
|
Aug 02, 2022
Q2 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-3.5KClosed |
$466K - $555K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3K- 48.39% |
$400K - $476K
|
3.2K
$625K
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.95KNew |
$260K - $309K
|
1.95K
$381K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
123New |
$16.4K - $19.5K
|
123
$24K
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.56KClosed |
$208K - $248K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
4.61K+ 196.09% |
$614K - $730K
|
6.96K
$1.36M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
44.4KNew |
$5.92M - $7.04M
|
44.4K
$8.68M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.16K- 78.99% |
$421K - $501K
|
841
$164K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-15KClosed |
$1.99M - $2.37M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 48.78% |
$26.7K - $31.7K
|
210
$41K
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.61KClosed |
$214K - $255K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-8- 2.87% |
$1.07K - $1.27K
|
271
$53K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.34KClosed |
$179K - $213K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
496+ 12.43% |
$66.1K - $78.6K
|
4.49K
$877K
|
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.32KClosed |
$176K - $209K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-665- 23.24% |
$88.6K - $105K
|
2.2K
$429K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-21KClosed |
$2.8M - $3.33M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-3- 0.19% |
$400 - $476
|
1.58K
$308K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.39KClosed |
$186K - $221K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
183New |
$24.4K - $29K
|
183
$35.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
61New |
$8.13K - $9.67K
|
61
$11.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-392- 31.51% |
$52.2K - $62.1K
|
852
$166K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$13.3K - $15.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$273K - $325K
|
2.05K
$400K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.12K+ 34.69% |
$150K - $178K
|
4.36K
$853K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-9- 0.46% |
$1.2K - $1.43K
|
1.95K
$382K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.36K
$266K
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-27.7K- 62.98% |
$3.69M - $4.39M
|
16.3K
$3.18M
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-9.06KClosed |
$1.21M - $1.44M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.77KNew |
$235K - $280K
|
1.77K
$345K
|
|
| Q1 2022 | |||||||
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.96KClosed |
$437K - $471K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-397Closed |
$58.5K - $63.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.29KClosed |
$780K - $841K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.6KClosed |
$1.42M - $1.53M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-16KClosed |
$2.36M - $2.54M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-349Closed |
$51.5K - $55.5K
|
0
$0
|
|