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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
83+ 0.7% |
$15.7K - $17.1K
|
11.9K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
208+ 3.46% |
$39.4K - $42.9K
|
6.23K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
159+ 1.34% |
$30.1K - $32.8K
|
12K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.99KNew |
$946K - $1.03M
|
4.99K
$979K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.23KNew |
$612K - $665K
|
3.23K
$633K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-153- 0.22% |
$29K - $31.5K
|
70.6K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
396+ 2.69% |
$75K - $81.6K
|
15.1K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
549+ 0.36% |
$104K - $113K
|
153K
$30M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.65% |
$5.31K - $5.77K
|
4.35K
$853K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 2.15% |
$5.69K - $6.19K
|
1.43K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.14% |
$190 - $206
|
738
$145K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.72% |
$226K - $246K
|
70.6K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
69+ 2.92% |
$13.1K - $14.2K
|
2.43K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.03K- 28.5% |
$195K - $213K
|
2.59K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-16- 0.1% |
$3.03K - $3.3K
|
16.5K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-65- 20.5% |
$12.3K - $13.4K
|
252
$49.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.02% |
$190 - $206
|
4.47K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
18.4K+ 6.04% |
$3.48M - $3.79M
|
323K
$63.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34+ 1.05% |
$6.44K - $7.01K
|
3.28K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
295+ 8.41% |
$55.9K - $60.8K
|
3.8K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-8.58K- 2.18% |
$1.63M - $1.77M
|
386K
$75.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.14K- 4.62% |
$216K - $235K
|
23.6K
$4.62M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 3.51% |
$340K - $370K
|
52.9K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
647New |
$123K - $133K
|
647
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-134- 1.1% |
$25.4K - $27.6K
|
12K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.89KNew |
$926K - $1.01M
|
4.89K
$959K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.3KNew |
$437K - $475K
|
2.3K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.08K+ 42.76% |
$583K - $634K
|
10.3K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
546+ 3.13% |
$103K - $113K
|
18K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.17K+ 0.45% |
$411K - $447K
|
479K
$94M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
295+ 16.71% |
$55.9K - $60.8K
|
2.06K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
683+ 30.57% |
$129K - $141K
|
2.92K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.46K- 2.03% |
$276K - $300K
|
70.1K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22K+ 14.66% |
$231K - $252K
|
9.55K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
304+ 4.94% |
$57.6K - $62.7K
|
6.45K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
758+ 8.97% |
$144K - $156K
|
9.21K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.76K+ 27.97% |
$524K - $570K
|
12.6K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.41KNew |
$836K - $909K
|
4.41K
$865K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-83- 3.98% |
$15.7K - $17.1K
|
2K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-602- 19.89% |
$114K - $124K
|
2.43K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-98- 0.49% |
$18.6K - $20.2K
|
20K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9New |
$1.71K - $1.86K
|
9
$1.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60+ 3.13% |
$11.4K - $12.4K
|
1.98K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
193+ 2.95% |
$36.6K - $39.8K
|
6.75K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.32% |
$758 - $825
|
1.26K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.02K+ 7.06% |
$192K - $209K
|
15.4K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-200- 7.38% |
$37.9K - $41.2K
|
2.51K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.9K+ 1.25% |
$549K - $597K
|
235K
$46.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.7K+ 29.94% |
$1.84M - $2M
|
42.1K
$8.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-27- 0.25% |
$5.12K - $5.57K
|
10.8K
$2.11M
|