Latest Institutional Transactions on Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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
Jan 29, 2021 Q4 2020
Tfo Tdc, LLC

SELL
 -
-89
Closed
$9.78K - $11.4K
0 $0
Jan 28, 2021 Q4 2020
Le Jeune Puetz Investment Counsel LLC

BUY
 -
1.08K
New
$118K - $138K
1.08K $210K
Jan 27, 2021 Q4 2020
Atlas Private Wealth Management

SELL
 -
-187
Closed
$20.6K - $24K
0 $0
Jan 21, 2021 Q4 2020
Optimum Investment Advisors

SELL
 -
-200
- 30.77%
$22K - $25.6K
450 $87.9K
Jan 19, 2021 Q4 2020
Aevitas Wealth Management, Inc.

SELL
 -
-5.21K
Closed
$573K - $668K
0 $0
Jan 11, 2021 Q4 2020
Brio Consultants, LLC

SELL
 -
-4.92K
Closed
$541K - $631K
0 $0
Q3 2020
Dec 01, 2020 Q3 2020
H&H Retirement Design & Management Inc

SELL
 -
-2.35K
Closed
$250K - $277K
0 $0
Nov 16, 2020 Q3 2020
Principle Wealth Partners LLC

SELL
 -
-462
Closed
$49.3K - $54.6K
0 $0
Nov 16, 2020 Q3 2020
Requisite Capital Management, LLC

SELL
 -
-77.5K
Closed
$8.28M - $9.17M
0 $0
Nov 16, 2020 Q3 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-15
Closed
$1.6K - $1.77K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.14K
Closed
$122K - $135K
0 $0
Nov 10, 2020 Q3 2020
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
4.81K
New
$513K - $569K
4.81K $940K
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-40
Closed
$4.27K - $4.73K
0 $0
Nov 06, 2020 Q3 2020
Arrow Financial Corp

SELL
 -
-2.64K
Closed
$282K - $313K
0 $0
Nov 06, 2020 Q3 2020
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-2.93K
Closed
$313K - $347K
0 $0
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-274
Closed
$29.3K - $32.4K
0 $0
Nov 02, 2020 Q3 2020
Campbell Wealth Management

SELL
 -
-139
Closed
$14.8K - $16.4K
0 $0
Oct 30, 2020 Q3 2020
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
3K
+ 54.55%
$320K - $355K
8.5K $1.66M
Oct 29, 2020 Q3 2020
Smart Money Group LLC

SELL
 -
-6.36K
Closed
$679K - $752K
0 $0
Oct 28, 2020 Q3 2020
Guyasuta Investment Advisors Inc

BUY
 -
1.84K
New
$197K - $218K
1.84K $360K
Oct 26, 2020 Q3 2020
Prestige Wealth Management Group LLC

SELL
 -
-27
Closed
$2.88K - $3.19K
0 $0
Oct 20, 2020 Q3 2020
Pflug Koory, LLC

SELL
 -
-63
Closed
$6.73K - $7.45K
0 $0
Oct 13, 2020 Q3 2020
Cordasco Financial Network

SELL
 -
-59
Closed
$6.3K - $6.97K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-371
Closed
$39.6K - $43.9K
0 $0
Q2 2020
Nov 09, 2023 Q2 2020
Brewin Dolphin LTD

London, X0
SELL
 -
-100
Closed
$9.19K - $12K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-608
- 14.63%
$55.9K - $72.8K
3.55K $694K
Aug 19, 2020 Q2 2020
Gamble Jones Investment Counsel

SELL
 -
-2.39K
Closed
$219K - $286K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-153
Closed
$14.1K - $18.3K
0 $0
Aug 14, 2020 Q2 2020
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-177
- 22.52%
$16.3K - $21.2K
609 $119K
Aug 14, 2020 Q2 2020
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-309
- 5.93%
$28.4K - $37K
4.9K $958K
Aug 13, 2020 Q2 2020
Lazard Asset Management LLC

New York, NY
SELL
 -
-1.15K
- 50.0%
$106K - $138K
1.15K $225K
Aug 13, 2020 Q2 2020
Monetary Management Group Inc

St Louis, MO
BUY
 -
358
+ 31.35%
$32.9K - $42.8K
1.5K $293K
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-199
Closed
$18.3K - $23.8K
0 $0
Aug 13, 2020 Q2 2020
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-81
Closed
$7.45K - $9.69K
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
466
New
$42.8K - $55.8K
466 $91.1K
Aug 10, 2020 Q2 2020
Argent Capital Management LLC

SELL
 -
-5.64K
Closed
$518K - $674K
0 $0
Aug 06, 2020 Q2 2020
Keebeck Alpha, LP

Stamford, CT
SELL
 -
-14.6K
Closed
$1.34M - $1.75M
0 $0
Aug 03, 2020 Q2 2020
Kornitzer Capital Management Inc

SELL
 -
-2.76K
Closed
$254K - $331K
0 $0
Aug 03, 2020 Q2 2020
Sfmg, LLC

SELL
 -
-2.69K
Closed
$247K - $322K
0 $0
Jul 31, 2020 Q2 2020
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-4.57K
Closed
$420K - $547K
0 $0
Jul 27, 2020 Q2 2020
S.A. Mason LLC

SELL
 -
-145
Closed
$13.3K - $17.4K
0 $0
Jul 22, 2020 Q2 2020
Welch Group, LLC

SELL
 -
-1.87K
Closed
$172K - $224K
0 $0
Jul 20, 2020 Q2 2020
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.96K
New
$181K - $235K
1.96K $384K
Jul 09, 2020 Q2 2020
Arden Trust CO

SELL
 -
-265
Closed
$24.4K - $31.7K
0 $0
Jul 08, 2020 Q2 2020
Global Trust Asset Management, LLC

SELL
 -
-3.31K
Closed
$304K - $396K
0 $0
Jul 07, 2020 Q2 2020
Beam Wealth Advisors, Inc.

SELL
 -
-3.89K
Closed
$357K - $465K
0 $0
Jul 06, 2020 Q2 2020
Omni Star Financial Group, Inc.

SELL
 -
-349
Closed
$32.1K - $41.8K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Jackson Square Capital, LLC

SELL
 -
-1.1K
Closed
$91K - $145K
0 $0
May 15, 2020 Q1 2020
Brasada Capital Management, LP

Houston, TX
SELL
 -
-7.86K
Closed
$652K - $1.04M
0 $0

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