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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
SELL
|
- |
-6.36KClosed |
$679K - $752K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.84KNew |
$197K - $218K
|
1.84K
$361K
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27Closed |
$2.88K - $3.19K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-63Closed |
$6.73K - $7.45K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
SELL
|
- |
-59Closed |
$6.3K - $6.97K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-371Closed |
$39.6K - $43.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-100Closed |
$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
$696K
|
|
|
Aug 19, 2020
Q2 2020
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.39KClosed |
$219K - $286K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-153Closed |
$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
$961K
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.15K- 50.0% |
$106K - $138K
|
1.15K
$226K
|
|
|
Aug 13, 2020
Q2 2020
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
358+ 31.35% |
$32.9K - $42.8K
|
1.5K
$294K
|
|
|
Aug 13, 2020
Q2 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-199Closed |
$18.3K - $23.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-81Closed |
$7.45K - $9.69K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
466New |
$42.8K - $55.8K
|
466
$91.4K
|
|
|
Aug 10, 2020
Q2 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-5.64KClosed |
$518K - $674K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-14.6KClosed |
$1.34M - $1.75M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.76KClosed |
$254K - $331K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Sfmg, LLC
|
SELL
|
- |
-2.69KClosed |
$247K - $322K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.57KClosed |
$420K - $547K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-145Closed |
$13.3K - $17.4K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Welch Group, LLC
|
SELL
|
- |
-1.87KClosed |
$172K - $224K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.96KNew |
$181K - $235K
|
1.96K
$385K
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-265Closed |
$24.4K - $31.7K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.31KClosed |
$304K - $396K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.89KClosed |
$357K - $465K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-349Closed |
$32.1K - $41.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.1KClosed |
$91K - $145K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-7.86KClosed |
$652K - $1.04M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Td Asset Management Inc
|
SELL
|
- |
-43.5KClosed |
$3.61M - $5.73M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.45KClosed |
$204K - $323K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-3.32KClosed |
$275K - $438K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.37KClosed |
$197K - $312K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-17.6KClosed |
$1.46M - $2.31M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-208Closed |
$17.3K - $27.4K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-773Closed |
$64.1K - $102K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-4.66KClosed |
$387K - $614K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.66KClosed |
$138K - $219K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-91.6KClosed |
$7.6M - $12.1M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-48.4KClosed |
$4.02M - $6.38M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
De Dora Capital, Inc.
|
SELL
|
- |
-68Closed |
$5.64K - $8.96K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-250Closed |
$20.7K - $32.9K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-22.7KClosed |
$1.89M - $3M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.65KClosed |
$137K - $218K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.72KClosed |
$142K - $226K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-12.8KClosed |
$1.07M - $1.69M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.77KClosed |
$147K - $233K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-9.88KClosed |
$819K - $1.3M
|
0
$0
|
|