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 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.04KClosed |
$436K - $461K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 4.73% |
$1.87K - $1.98K
|
262
$51.7K
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-586Closed |
$84.2K - $89.1K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-230Closed |
$33.1K - $35K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-391Closed |
$55.6K - $59.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13.5KClosed |
$1.92M - $2.05M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.2KClosed |
$313K - $333K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.71KClosed |
$669K - $712K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-15KClosed |
$2.13M - $2.27M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
25+ 0.77% |
$3.55K - $3.78K
|
3.26K
$643K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-89Closed |
$12.7K - $13.5K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-31.3KClosed |
$4.44M - $4.73M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$192K - $205K
|
1.35K
$267K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-100Closed |
$14.2K - $15.1K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-290Closed |
$41.2K - $43.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.22KNew |
$316K - $336K
|
2.22K
$438K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-765Closed |
$109K - $116K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-37Closed |
$4.66K - $5.27K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.42KClosed |
$305K - $345K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-263Closed |
$33.1K - $37.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-20Closed |
$2.52K - $2.85K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-16.6KClosed |
$2.09M - $2.36M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.83KClosed |
$231K - $261K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
2KNew |
$252K - $285K
|
2K
$395K
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-184Closed |
$23.2K - $26.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-33.9KClosed |
$4.27M - $4.83M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-677Closed |
$85.3K - $96.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-47.2KClosed |
$5.95M - $6.73M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.38KClosed |
$299K - $338K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7+ 100.0% |
$882 - $997
|
14
$2.76K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-80Closed |
$10.1K - $11.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-98Closed |
$12.3K - $14K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.04KClosed |
$760K - $860K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-3.37KClosed |
$424K - $479K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.94K- 36.63% |
$1M - $1.13M
|
13.7K
$2.71M
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$12.6K - $14.2K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
SELL
|
- |
-50Closed |
$6.3K - $7.12K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-8Closed |
$1.01K - $1.14K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-14.8KClosed |
$1.86M - $2.11M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
79New |
$9.95K - $11.2K
|
79
$15.6K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
79New |
$9.95K - $11.2K
|
79
$15.6K
|
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-32- 31.07% |
$4.03K - $4.56K
|
71
$14K
|
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.8KClosed |
$353K - $399K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.82KNew |
$749K - $874K
|
6.82K
$1.34M
|
|
|
Sep 08, 2021
Q4 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-100Closed |
$11K - $12.8K
|
0
$0
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-133Closed |
$14.6K - $17K
|
0
$0
|
|
|
Mar 08, 2021
Q4 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-2.01KClosed |
$221K - $258K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-130Closed |
$14.3K - $16.7K
|
0
$0
|
|
|
Feb 19, 2021
Q4 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.33KClosed |
$256K - $298K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
222New |
$24.4K - $28.5K
|
222
$43.8K
|
|