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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12.2K+ 10.55% |
$2.05M - $2.38M
|
128K
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47K+ 1.37% |
$752K - $873K
|
329K
$66.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
94+ 2.5% |
$15.8K - $18.4K
|
3.85K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
155+ 29.25% |
$26.1K - $30.3K
|
685
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35K- 2.79% |
$5.89M - $6.84M
|
1.22M
$247M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
793+ 4.63% |
$133K - $155K
|
17.9K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 1.56% |
$2.88M - $3.34M
|
1.11M
$226M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.26% |
$673 - $782
|
1.53K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-18- 1.08% |
$3.03K - $3.52K
|
1.65K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.05K+ 2.01% |
$1.19M - $1.38M
|
359K
$72.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.82K+ 263.35% |
$1.65M - $1.92M
|
13.6K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20KNew |
$3.36M - $3.91M
|
20K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
4.1K+ 110.81% |
$690K - $801K
|
7.8K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.9K+ 266.92% |
$825K - $957K
|
6.73K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-10K- 26.43% |
$1.69M - $1.96M
|
27.9K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.31K+ 10.44% |
$558K - $647K
|
35K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-12.5K- 52.97% |
$2.1M - $2.44M
|
11.1K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
840+ 21.38% |
$141K - $164K
|
4.77K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
707+ 7.49% |
$119K - $138K
|
10.1K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.16K- 6.75% |
$196K - $227K
|
16.1K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
977+ 37.53% |
$164K - $191K
|
3.58K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-4K- 75.47% |
$673K - $782K
|
1.3K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.22K+ 9.68% |
$710K - $824K
|
47.8K
$9.67M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
19+ 0.2% |
$3.2K - $3.71K
|
9.67K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-268- 6.72% |
$45.1K - $52.4K
|
3.72K
$753K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
473+ 27.01% |
$79.6K - $92.4K
|
2.22K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.19K- 30.31% |
$369K - $428K
|
5.04K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
244+ 2.27% |
$41.1K - $47.7K
|
11K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-570- 22.76% |
$96K - $111K
|
1.93K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
281+ 275.49% |
$47.3K - $54.9K
|
383
$77.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.57K- 20.82% |
$432K - $501K
|
9.76K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
510+ 1.41% |
$85.9K - $99.7K
|
36.8K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-10- 0.7% |
$1.68K - $1.95K
|
1.42K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.6K+ 3.04% |
$8.19M - $9.51M
|
1.65M
$334M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-169- 32.44% |
$28.4K - $33K
|
352
$71.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
9+ 0.18% |
$1.52K - $1.76K
|
4.99K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
32+ 0.27% |
$5.39K - $6.25K
|
11.8K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.9K- 13.79% |
$9.41M - $10.9M
|
350K
$70.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.18% |
$505 - $586
|
1.7K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.05K+ 3.74% |
$345K - $401K
|
56.9K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.16K+ 7.79% |
$1.37M - $1.6M
|
113K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.87K+ 2.16% |
$484K - $561K
|
136K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
133New |
$22.4K - $26K
|
133
$26.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.3K+ 66.2% |
$4.27M - $4.95M
|
63.6K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
477+ 28.84% |
$80.3K - $93.2K
|
2.13K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.6K- 3.54% |
$1.78M - $2.07M
|
288K
$58.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.46K- 0.91% |
$414K - $481K
|
269K
$54.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5- 0.13% |
$842 - $977
|
3.95K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-83- 5.15% |
$14K - $16.2K
|
1.53K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-432- 3.49% |
$72.7K - $84.4K
|
11.9K
$2.42M
|