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 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
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
65New |
$10.9K - $12.7K
|
65
$13.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 4.01% |
$193K - $224K
|
29.7K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
106+ 4.37% |
$17.8K - $20.7K
|
2.53K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-134- 4.38% |
$22.6K - $26.2K
|
2.93K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-27- 3.95% |
$4.55K - $5.28K
|
657
$133K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
62+ 0.99% |
$10.4K - $12.1K
|
6.32K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.7K+ 6.75% |
$790K - $917K
|
74.3K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-88- 5.41% |
$14.8K - $17.2K
|
1.54K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-41- 0.43% |
$6.9K - $8.01K
|
9.45K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.22K+ 1.63% |
$205K - $238K
|
75.7K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-8- 0.05% |
$1.35K - $1.56K
|
15.1K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39K- 2.32% |
$6.56M - $7.62M
|
1.64M
$332M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
77+ 1.88% |
$13K - $15K
|
4.16K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9+ 0.45% |
$1.52K - $1.76K
|
2.02K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-170- 20.12% |
$28.6K - $33.2K
|
675
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.5K+ 102.57% |
$2.11M - $2.45M
|
24.7K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-6.57K- 3.22% |
$1.11M - $1.28M
|
198K
$40M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 34.84% |
$289K - $335K
|
6.63K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.1K+ 13.31% |
$1.69M - $1.96M
|
85.6K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
61.2K+ 21.52% |
$10.3M - $12M
|
346K
$70M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.79K+ 13.98% |
$807K - $936K
|
39.1K
$7.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.8K+ 18.72% |
$10.1M - $11.7M
|
379K
$76.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$207K - $240K
|
1.23K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18- 0.9% |
$3.03K - $3.52K
|
1.99K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.88KNew |
$317K - $368K
|
1.88K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.28K- 1.63% |
$552K - $641K
|
198K
$40.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-966- 4.83% |
$163K - $189K
|
19K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-433- 18.92% |
$72.9K - $84.6K
|
1.86K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
4.7KNew |
$792K - $919K
|
4.7K
$953K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.9K+ 24.66% |
$3.34M - $3.88M
|
100K
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.19% |
$3.87K - $4.49K
|
12K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-66.6K- 7.16% |
$11.2M - $13M
|
864K
$175M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.24K+ 13.2% |
$1.56M - $1.81M
|
79.2K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 1.25% |
$178K - $207K
|
85.4K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.06K+ 2.85% |
$178K - $207K
|
38.3K
$7.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.93K- 2.81% |
$1.34M - $1.55M
|
274K
$55.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$6.23K - $7.23K
|
6.33K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.93% |
$10.4K - $12.1K
|
6.63K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.36K+ 247.99% |
$902K - $1.05M
|
7.52K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
680+ 12.27% |
$114K - $133K
|
6.22K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
731+ 2.83% |
$123K - $143K
|
26.5K
$5.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 15.53% |
$232K - $270K
|
10.3K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-52- 4.23% |
$8.75K - $10.2K
|
1.18K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 1.41% |
$202K - $235K
|
84.2K
$17M
|