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 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 61.17% |
$831K - $965K
|
13K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-577- 1.43% |
$97.1K - $113K
|
39.7K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.02K+ 56.51% |
$1.52M - $1.76M
|
25K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
194K+ 721.51% |
$32.6M - $37.8M
|
220K
$45.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-799- 23.61% |
$135K - $156K
|
2.59K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.16KNew |
$194K - $226K
|
1.16K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-280- 18.58% |
$47.1K - $54.7K
|
1.23K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.99KNew |
$1.35M - $1.56M
|
7.99K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.9K+ 0.49% |
$5.2M - $6.03M
|
6.3M
$1.3B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$16.8K - $19.5K
|
100
$20.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.28K- 5.2% |
$384K - $446K
|
41.6K
$8.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
20+ 0.96% |
$3.37K - $3.91K
|
2.11K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-307- 17.28% |
$51.7K - $60K
|
1.47K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-17.7K- 22.34% |
$2.99M - $3.47M
|
61.7K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.65KNew |
$614K - $713K
|
3.65K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
48+ 0.91% |
$8.08K - $9.38K
|
5.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.04KNew |
$1.19M - $1.38M
|
7.04K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-694- 1.6% |
$117K - $136K
|
42.6K
$8.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.2K+ 20.56% |
$4.74M - $5.5M
|
165K
$34M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.92K- 12.98% |
$492K - $571K
|
19.6K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-475- 13.32% |
$80K - $92.8K
|
3.09K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-165- 1.96% |
$27.8K - $32.2K
|
8.26K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.35K+ 23.02% |
$396K - $460K
|
12.6K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-123K- 75.03% |
$20.7M - $24M
|
40.9K
$8.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 2.68% |
$213K - $248K
|
48.6K
$9.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
485K+ 19.04% |
$81.6M - $94.7M
|
3.03M
$623M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.2K+ 6.94% |
$202K - $235K
|
18.5K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-34- 0.61% |
$5.72K - $6.64K
|
5.53K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215K+ 7.92% |
$36.2M - $42M
|
2.93M
$602M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.3K- 31.28% |
$2.23M - $2.59M
|
29.1K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
317+ 5.06% |
$53.4K - $61.9K
|
6.58K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-273- 0.5% |
$46K - $53.3K
|
54.7K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
37.8K+ 24.45% |
$6.37M - $7.39M
|
193K
$39.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.77K+ 126.95% |
$971K - $1.13M
|
10.3K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-29- 4.64% |
$4.88K - $5.67K
|
596
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.37K+ 5.01% |
$230K - $268K
|
28.7K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.07K- 9.34% |
$348K - $404K
|
20K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.14K+ 18.82% |
$361K - $419K
|
13.5K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-29- 1.82% |
$4.88K - $5.67K
|
1.57K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-237K- 9.16% |
$39.9M - $46.4M
|
2.35M
$484M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-255K- 2.97% |
$42.9M - $49.8M
|
8.32M
$1.71B
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.41K- 27.38% |
$237K - $275K
|
3.74K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-40- 17.78% |
$6.73K - $7.82K
|
185
$38K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-410- 1.87% |
$69K - $80.1K
|
21.6K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-183- 0.37% |
$30.8K - $35.8K
|
49.8K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.7KNew |
$455K - $528K
|
2.7K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.05KNew |
$176K - $205K
|
1.05K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.87K- 12.68% |
$1.33M - $1.54M
|
54.2K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.45KNew |
$581K - $675K
|
3.45K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
358+ 10.74% |
$60.3K - $70K
|
3.69K
$759K
|