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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.3KNew |
$1.13M - $1.22M
|
10.3K
$2.01M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
394KNew |
$43.3M - $46.7M
|
394K
$77M
|
|
|
Nov 14, 2018
Q3 2018
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-8KClosed |
$880K - $948K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Godsey & Gibb Associates
|
SELL
|
- |
-39Closed |
$4.29K - $4.62K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.47% |
$110 - $119
|
213
$41.6K
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-80Closed |
$8.8K - $9.48K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-55Closed |
$6.05K - $6.52K
|
0
$0
|
|
|
Oct 04, 2018
Q3 2018
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1.45KClosed |
$160K - $172K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$136K - $144K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-957Closed |
$102K - $108K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.95KClosed |
$208K - $220K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-3.94KClosed |
$422K - $446K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
695New |
$74.4K - $78.7K
|
695
$136K
|
|
|
Jul 27, 2018
Q2 2018
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.9K- 30.4% |
$203K - $215K
|
4.35K
$850K
|
|
|
Jul 25, 2018
Q2 2018
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.04KClosed |
$218K - $231K
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
344+ 8.26% |
$36.8K - $38.9K
|
4.51K
$881K
|
|
|
Jul 17, 2018
Q2 2018
|
Central Bank & Trust CO
|
SELL
|
- |
-46Closed |
$4.92K - $5.21K
|
0
$0
|
|
|
Jul 05, 2018
Q2 2018
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.94KClosed |
$208K - $220K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.2K- 22.81% |
$128K - $145K
|
4.06K
$794K
|
|
|
May 15, 2018
Q1 2018
|
Keystone Financial Group
|
SELL
|
- |
-2.84KClosed |
$302K - $344K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.99KClosed |
$213K - $241K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-22.4KClosed |
$2.38M - $2.71M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.58KClosed |
$382K - $434K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-695Closed |
$74.1K - $84.2K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-15Closed |
$1.6K - $1.82K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2KClosed |
$213K - $242K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.84KClosed |
$196K - $223K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-780Closed |
$83.2K - $94.5K
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-29.5KClosed |
$3.14M - $3.57M
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-37Closed |
$3.94K - $4.48K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Gs Investments, Inc.
|
SELL
|
- |
-50Closed |
$5.42K - $5.74K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Allen Investment Management LLC
|
SELL
|
- |
-2.81KClosed |
$305K - $323K
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-84Closed |
$9.1K - $9.64K
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-522Closed |
$56.6K - $59.9K
|
0
$0
|
|
|
Jan 19, 2018
Q4 2017
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-36.4KClosed |
$3.94M - $4.18M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Dec 06, 2018
Q3 2017
|
Bell Rock Capital LLC
|
SELL
|
- |
-146Closed |
$15.7K - $15.8K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.8KNew |
$300K - $302K
|
2.8K
$547K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$107 - $108
|
1
$195
|
|
|
Oct 31, 2017
Q3 2017
|
Country Trust Bank
|
BUY
|
- |
1.88KNew |
$201K - $203K
|
1.88K
$367K
|
|
| Q4 2016 | |||||||
|
May 09, 2018
Q4 2016
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
7.44KNew |
N/A
|
7.44K
$1.45M
|
|