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 |
|---|---|---|---|---|---|---|---|
|
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
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$107 - $108
|
1
$196
|
|
|
Oct 31, 2017
Q3 2017
|
Country Trust Bank
|
BUY
|
- |
1.88KNew |
$201K - $203K
|
1.88K
$368K
|
|
| Q4 2016 | |||||||
|
May 09, 2018
Q4 2016
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
7.44KNew |
N/A
|
7.44K
$1.46M
|
|