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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
82New |
$10.9K - $13K
|
82
$16.2K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-75- 4.7% |
$10K - $11.9K
|
1.52K
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
78New |
$10.4K - $12.4K
|
78
$15.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.32KNew |
$442K - $525K
|
3.32K
$654K
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-44.3KClosed |
$5.91M - $7.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-117- 2.41% |
$15.6K - $18.5K
|
4.74K
$936K
|
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-68- 4.17% |
$9.06K - $10.8K
|
1.56K
$309K
|
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-380Closed |
$50.6K - $60.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-288Closed |
$38.4K - $45.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cpmg Inc
Dallas, TX |
SELL
|
- |
-46.5KClosed |
$6.2M - $7.37M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.27KClosed |
$302K - $359K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-330- 14.57% |
$44K - $52.3K
|
1.94K
$382K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60Closed |
$8K - $9.51K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.91KClosed |
$254K - $302K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.78KClosed |
$770K - $915K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.08% |
$267 - $317
|
2.62K
$518K
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.4KClosed |
$186K - $221K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 0.16% |
$666 - $793
|
3.16K
$623K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2- 1.94% |
$267 - $317
|
101
$19.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-229KClosed |
$30.5M - $36.3M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-871- 16.27% |
$116K - $138K
|
4.48K
$884K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 57.14% |
$4.8K - $5.71K
|
99
$19.5K
|
|
|
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
$14.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.24K- 14.1% |
$832K - $989K
|
38K
$7.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
901New |
$120K - $143K
|
901
$178K
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31.5K+ 840.06% |
$4.2M - $5M
|
35.3K
$6.96M
|
|
|
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
$1.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-258K- 69.98% |
$34.4M - $40.9M
|
111K
$21.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-51- 38.06% |
$6.8K - $8.08K
|
83
$16.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.19K- 92.08% |
$158K - $188K
|
102
$20.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 16.85% |
$40K - $47.6K
|
2.08K
$410K
|
|
|
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
$631K
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.95KNew |
$260K - $309K
|
1.95K
$385K
|
|
|
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
$1.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
44.4KNew |
$5.92M - $7.04M
|
44.4K
$8.76M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.16K- 78.99% |
$421K - $501K
|
841
$166K
|
|
|
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
$41.4K
|
|
|
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
$53.5K
|
|
|
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
$885K
|
|
|
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
$433K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-21KClosed |
$2.8M - $3.33M
|
0
$0
|