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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4- 0.12% |
$673 - $782
|
3.23K
$637K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11- 0.12% |
$1.85K - $2.15K
|
9.08K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
28+ 1.17% |
$4.71K - $5.47K
|
2.41K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 8.67% |
$212K - $246K
|
15.8K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.68K- 4.71% |
$787K - $914K
|
94.6K
$18.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
331+ 29.21% |
$55.7K - $64.7K
|
1.46K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
333+ 31.71% |
$56.1K - $65.1K
|
1.38K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-29- 0.04% |
$4.88K - $5.67K
|
66.8K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.79KNew |
$302K - $350K
|
1.79K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.56K+ 32.87% |
$936K - $1.09M
|
22.5K
$4.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 15.51% |
$2.68M - $3.11M
|
119K
$23.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.76KNew |
$297K - $345K
|
1.76K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
336+ 5.02% |
$56.6K - $65.7K
|
7.03K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
205K+ 14.16% |
$34.6M - $40.1M
|
1.66M
$327M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-188- 62.46% |
$31.6K - $36.7K
|
113
$22.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.65K- 37.85% |
$614K - $713K
|
5.99K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-316- 3.93% |
$53.2K - $61.8K
|
7.73K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.35K+ 22.99% |
$228K - $264K
|
7.23K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
29+ 1.45% |
$4.88K - $5.67K
|
2.03K
$401K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
14New |
$2.36K - $2.74K
|
14
$2.76K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-256- 11.05% |
$43.1K - $50K
|
2.06K
$406K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
118+ 1.44% |
$19.9K - $23.1K
|
8.31K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
375+ 1.54% |
$63.1K - $73.3K
|
24.8K
$4.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
409+ 10.76% |
$68.9K - $79.9K
|
4.21K
$831K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-53- 0.94% |
$8.92K - $10.4K
|
5.6K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-736- 29.35% |
$124K - $144K
|
1.77K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
216New |
$36.4K - $42.2K
|
216
$42.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-11- 0.03% |
$1.85K - $2.15K
|
32.8K
$6.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-382- 0.73% |
$64.3K - $74.7K
|
52K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-28- 2.1% |
$4.71K - $5.47K
|
1.3K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.65KNew |
$278K - $322K
|
1.65K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
438+ 6.55% |
$73.7K - $85.6K
|
7.13K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-74- 2.18% |
$12.5K - $14.5K
|
3.33K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-20- 0.1% |
$3.37K - $3.91K
|
20.3K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
657+ 0.98% |
$111K - $128K
|
67.7K
$13.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.02K+ 24.79% |
$171K - $199K
|
5.11K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-45- 0.84% |
$7.58K - $8.79K
|
5.33K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
884+ 7.1% |
$149K - $173K
|
13.3K
$2.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
8K+ 40.0% |
$1.35M - $1.56M
|
28K
$5.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
1.52K+ 2.66% |
$256K - $297K
|
58.7K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3- 0.11% |
$505 - $586
|
2.61K
$515K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.38KNew |
$232K - $269K
|
1.38K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-861- 21.25% |
$145K - $168K
|
3.19K
$630K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 5.8% |
$11.8K - $13.7K
|
1.14K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
979+ 5.53% |
$165K - $191K
|
18.7K
$3.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.23K- 34.99% |
$376K - $437K
|
4.15K
$819K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
25+ 1.35% |
$4.21K - $4.89K
|
1.88K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.01K+ 12.16% |
$339K - $394K
|
18.6K
$3.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.9K+ 18.81% |
$656K - $762K
|
24.6K
$4.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-957- 4.35% |
$161K - $187K
|
21K
$4.15M
|