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 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-473Closed |
$39.2K - $62.3K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-167KClosed |
$13.8M - $22M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
30.2KNew |
$3.48M - $3.93M
|
30.2K
$5.92M
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-336KClosed |
$38.8M - $43.8M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.06KClosed |
$354K - $399K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-530Closed |
$61.2K - $69K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-9.95KClosed |
$1.15M - $1.3M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
455New |
$52.5K - $59.3K
|
455
$89.3K
|
|
|
Jan 28, 2020
Q4 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-15.7KClosed |
$1.81M - $2.04M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-67Closed |
$7.73K - $8.73K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-238Closed |
$27.5K - $31K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-497Closed |
$57.4K - $64.7K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-120Closed |
$13.8K - $15.6K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.41KClosed |
$278K - $314K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Dec 03, 2019
Q3 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-207Closed |
$23.2K - $25K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.85KClosed |
$319K - $345K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.37KClosed |
$489K - $528K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-8.19KClosed |
$918K - $990K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-272Closed |
$30.5K - $32.9K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-107KClosed |
$12M - $12.9M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.89KClosed |
$212K - $229K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-420Closed |
$47K - $50.8K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1Closed |
$112 - $121
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-139Closed |
$15.6K - $16.8K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-67Closed |
$7.5K - $8.1K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-700Closed |
$78.4K - $84.6K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.77KClosed |
$534K - $576K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-335Closed |
$37.5K - $40.5K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
861+ 34.21% |
$96.4K - $104K
|
3.38K
$663K
|
|
|
Oct 28, 2019
Q3 2019
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.78KClosed |
$199K - $215K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-85Closed |
$9.52K - $10.3K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-148Closed |
$16.6K - $17.9K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-199Closed |
$22.3K - $24.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-49Closed |
$5.32K - $5.76K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.13KClosed |
$773K - $837K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-474Closed |
$51.4K - $55.7K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Natixis
Paris, I0 |
SELL
|
- |
-11.5KClosed |
$1.25M - $1.35M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1Closed |
$109 - $117
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-319Closed |
$34.6K - $37.5K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-390Closed |
$42.3K - $45.8K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Connable Office Inc
|
SELL
|
- |
-119KClosed |
$13M - $14M
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-20Closed |
$2.17K - $2.35K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-25Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.2KClosed |
$239K - $259K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-500Closed |
$54.3K - $58.7K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-45KClosed |
$4.88M - $5.29M
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Rice Partnership, LLC
|
BUY
|
- |
292New |
$31.7K - $34.3K
|
292
$57.3K
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-4.32KClosed |
$469K - $508K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Wealth Architects, LLC
|
SELL
|
- |
-1.82KClosed |
$197K - $214K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-960Closed |
$104K - $113K
|
0
$0
|
|