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 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-46- 0.48% |
$6.63K - $7.34K
|
9.46K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.07K- 37.08% |
$298K - $329K
|
3.51K
$692K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-41.2K- 57.86% |
$5.94M - $6.57M
|
30K
$5.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-52- 2.57% |
$7.5K - $8.29K
|
1.97K
$389K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.75KNew |
$685K - $758K
|
4.75K
$938K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.01K+ 8.87% |
$1.3M - $1.44M
|
111K
$21.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-32- 2.26% |
$4.61K - $5.1K
|
1.38K
$273K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.62K- 32.62% |
$1.1M - $1.21M
|
15.7K
$3.1M
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106KClosed |
$13.8M - $16.1M
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
11New |
$1.43K - $1.67K
|
11
$2.17K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
6.51KNew |
$845K - $989K
|
6.51K
$1.29M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
62New |
$8.04K - $9.41K
|
62
$12.2K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
150New |
$19.5K - $22.8K
|
150
$29.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.06KNew |
$397K - $465K
|
3.06K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-505- 14.16% |
$65.5K - $76.7K
|
3.06K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500+ 25.0% |
$64.8K - $75.9K
|
2.5K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-31- 2.15% |
$4.02K - $4.71K
|
1.41K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
470+ 9.83% |
$60.9K - $71.3K
|
5.25K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
191New |
$24.8K - $29K
|
191
$37.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.44K+ 47.67% |
$187K - $219K
|
4.47K
$881K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.44KNew |
$186K - $218K
|
1.44K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.1K- 81.11% |
$2.47M - $2.89M
|
4.44K
$876K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.33K+ 101.21% |
$173K - $202K
|
2.65K
$523K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
103KNew |
$13.4M - $15.7M
|
103K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.44KNew |
$316K - $370K
|
2.44K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
1.39KNew |
$181K - $211K
|
1.39K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17New |
$2.2K - $2.58K
|
17
$3.35K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.8KNew |
$233K - $273K
|
1.8K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
363New |
$47.1K - $55.1K
|
363
$71.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.07KNew |
$268K - $314K
|
2.07K
$408K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-481- 13.93% |
$62.4K - $73K
|
2.97K
$587K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.47KNew |
$580K - $679K
|
4.47K
$882K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-51Closed |
$6.61K - $7.74K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-385- 20.38% |
$49.9K - $58.4K
|
1.5K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$2.2K - $2.58K
|
17
$3.35K
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.47KNew |
$191K - $224K
|
1.47K
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.8KNew |
$363K - $425K
|
2.8K
$552K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-463- 19.83% |
$60K - $70.3K
|
1.87K
$369K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-147- 3.79% |
$19.1K - $22.3K
|
3.73K
$736K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
6.51KNew |
$845K - $989K
|
6.51K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.45KNew |
$187K - $219K
|
1.45K
$285K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
619New |
$80.3K - $94K
|
619
$122K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
4.35K+ 18.25% |
$564K - $660K
|
28.2K
$5.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
45New |
$5.84K - $6.83K
|
45
$8.88K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-100- 6.87% |
$13K - $15.2K
|
1.36K
$267K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.44KNew |
$447K - $523K
|
3.44K
$680K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
7+ 0.08% |
$908 - $1.06K
|
9.22K
$1.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
439New |
$56.9K - $66.6K
|
439
$86.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.68K- 30.7% |
$347K - $406K
|
6.04K
$1.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-99- 1.8% |
$12.8K - $15K
|
5.4K
$1.06M
|
|