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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2019
Q3 2019
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
861+ 34.21% |
$96.4K - $104K
|
3.38K
$666K
|
|
|
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
$57.6K
|
|
|
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
|
|
|
Jul 10, 2019
Q2 2019
|
Xr Securities LLC
|
SELL
|
- |
-1.99KClosed |
$216K - $234K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Oct 18, 2024
Q1 2019
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-24.2KClosed |
$2.4M - $2.77M
|
0
$0
|
|
|
May 09, 2023
Q1 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-585Closed |
$58K - $66.9K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-389Closed |
$38.6K - $44.5K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-182Closed |
$18K - $20.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-156Closed |
$15.5K - $17.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Lyrical Asset Management LP
New York, NY |
SELL
|
- |
-42.5KClosed |
$4.21M - $4.86M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.78KClosed |
$276K - $318K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.53KClosed |
$250K - $289K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-148Closed |
$14.7K - $16.9K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-17.3KClosed |
$1.71M - $1.98M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-389Closed |
$38.6K - $44.5K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-43Closed |
$4.26K - $4.92K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-185Closed |
$18.3K - $21.2K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Meritage Portfolio Management
|
SELL
|
- |
-2.74KClosed |
$272K - $313K
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Rnc Capital Management LLC
|
SELL
|
- |
-62KClosed |
$6.14M - $7.09M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-430Closed |
$41K - $50.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
10.3KNew |
$979K - $1.2M
|
10.3K
$2.02M
|
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-6.59KClosed |
$629K - $770K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.28KClosed |
$218K - $267K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-19.7KClosed |
$1.88M - $2.3M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-781Closed |
$74.5K - $91.2K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gam Holding Ag
|
SELL
|
- |
-6.44KClosed |
$614K - $753K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-861Closed |
$82.1K - $101K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-230KClosed |
$21.9M - $26.8M
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-6.95KClosed |
$663K - $812K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-166Closed |
$15.8K - $19.4K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
55New |
$5.24K - $6.42K
|
55
$10.9K
|
|