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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.61K- 5.46% |
$608K - $706K
|
62.6K
$12.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.9K+ 16.66% |
$7.9M - $9.17M
|
329K
$64.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-720- 5.21% |
$121K - $141K
|
13.1K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-9- 0.37% |
$1.52K - $1.76K
|
2.42K
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34.1K- 26.78% |
$5.73M - $6.66M
|
93.1K
$18.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-524- 2.34% |
$88.2K - $102K
|
21.9K
$4.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.35K- 2.25% |
$227K - $264K
|
58.6K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-88- 5.79% |
$14.8K - $17.2K
|
1.43K
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-242- 10.19% |
$40.7K - $47.3K
|
2.13K
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.57K+ 7.71% |
$1.11M - $1.28M
|
91.7K
$18.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
948+ 6.22% |
$160K - $185K
|
16.2K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
360New |
$60.6K - $70.4K
|
360
$71K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
266+ 3.79% |
$44.8K - $52K
|
7.28K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-582- 0.65% |
$98K - $114K
|
88.5K
$17.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.5K+ 8.46% |
$1.77M - $2.05M
|
135K
$26.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
66+ 4.31% |
$11.1K - $12.9K
|
1.6K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
147+ 0.42% |
$24.7K - $28.7K
|
35.4K
$6.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.59KNew |
$436K - $506K
|
2.59K
$511K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
198+ 16.78% |
$33.3K - $38.7K
|
1.38K
$272K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-161- 0.59% |
$27.1K - $31.5K
|
27.2K
$5.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-136- 1.67% |
$22.9K - $26.6K
|
8K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-26- 1.6% |
$4.38K - $5.08K
|
1.6K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-22- 1.93% |
$3.7K - $4.3K
|
1.12K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
182New |
$30.6K - $35.6K
|
182
$35.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-677- 2.44% |
$114K - $132K
|
27.1K
$5.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-97- 0.14% |
$16.3K - $19K
|
70K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
639+ 39.32% |
$108K - $125K
|
2.26K
$447K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.95K- 4.44% |
$665K - $772K
|
85K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
450+ 12.7% |
$75.8K - $87.9K
|
3.99K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-418- 7.88% |
$70.4K - $81.7K
|
4.89K
$965K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.23% |
$2.53K - $2.93K
|
6.46K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.22K+ 5.44% |
$206K - $239K
|
23.7K
$4.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.18K- 63.61% |
$198K - $230K
|
674
$133K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
11KNew |
$1.85M - $2.14M
|
11K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
504+ 22.81% |
$84.8K - $98.5K
|
2.71K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.3K- 60.34% |
$556K - $645K
|
2.17K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.4K+ 28.08% |
$235K - $273K
|
6.37K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-503- 3.41% |
$84.7K - $98.3K
|
14.3K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-212K- 60.71% |
$35.6M - $41.3M
|
137K
$27M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.52K- 7.35% |
$593K - $688K
|
44.4K
$8.76M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.1KNew |
$186K - $215K
|
1.1K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
564+ 19.56% |
$94.9K - $110K
|
3.45K
$680K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
62+ 0.41% |
$10.4K - $12.1K
|
15.2K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-60- 4.14% |
$10.1K - $11.7K
|
1.39K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-193- 5.74% |
$32.5K - $37.7K
|
3.17K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
176+ 11.92% |
$29.6K - $34.4K
|
1.65K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.1K+ 10.16% |
$354K - $411K
|
22.8K
$4.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
275+ 4.04% |
$46.3K - $53.7K
|
7.07K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-630- 0.84% |
$106K - $123K
|
74K
$14.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$842 - $977
|
8.92K
$1.76M
|