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 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.39% |
$168 - $195
|
255
$50.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-40- 0.07% |
$6.73K - $7.82K
|
53.5K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.49% |
$2.23M - $2.58M
|
308K
$60.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
308+ 15.97% |
$51.8K - $60.2K
|
2.24K
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-712- 1.69% |
$120K - $139K
|
41.5K
$8.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.5% |
$842 - $977
|
998
$197K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 38.14% |
$21.4K - $24.8K
|
206
$40.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-283- 1.28% |
$47.6K - $55.3K
|
21.7K
$4.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$1.01K - $1.17K
|
2.11K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 1.32% |
$3.03K - $3.52K
|
1.35K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7K+ 55.65% |
$1.18M - $1.37M
|
19.6K
$3.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.04K+ 20.81% |
$176K - $204K
|
6.06K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.73K+ 106.39% |
$628K - $729K
|
7.23K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
483+ 363.16% |
$81.3K - $94.4K
|
616
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
1.22KNew |
$206K - $239K
|
1.22K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
262New |
$44.1K - $51.2K
|
262
$51.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-12- 12.77% |
$2.02K - $2.35K
|
82
$16.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.43K+ 18.04% |
$408K - $474K
|
15.9K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.65K+ 1343.09% |
$278K - $323K
|
1.78K
$350K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
940+ 11.36% |
$158K - $184K
|
9.21K
$1.82M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.56K- 8.36% |
$262K - $305K
|
17.1K
$3.37M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-997- 4.77% |
$168K - $195K
|
19.9K
$3.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.64K+ 2.97% |
$276K - $321K
|
56.9K
$11.2M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-295- 6.14% |
$49.7K - $57.6K
|
4.51K
$889K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.66K- 9.19% |
$280K - $325K
|
16.4K
$3.24M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
16+ 0.26% |
$2.69K - $3.13K
|
6.24K
$1.23M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.41K- 2.74% |
$574K - $666K
|
121K
$23.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
3.44K+ 73.98% |
$580K - $673K
|
8.1K
$1.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.05KNew |
$177K - $205K
|
1.05K
$207K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
573+ 4.37% |
$96.5K - $112K
|
13.7K
$2.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
264+ 3.63% |
$44.4K - $51.6K
|
7.54K
$1.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
59+ 0.29% |
$9.93K - $11.5K
|
20.1K
$3.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.11KNew |
$355K - $412K
|
2.11K
$416K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.65K+ 276.13% |
$307K - $328K
|
2.25K
$445K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.93K- 44.87% |
$1.1M - $1.18M
|
7.28K
$1.44M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6+ 0.32% |
$1.11K - $1.19K
|
1.88K
$371K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
36+ 1.32% |
$6.69K - $7.15K
|
2.77K
$547K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10.6K- 16.67% |
$1.98M - $2.11M
|
53.2K
$10.5M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19+ 0.07% |
$3.53K - $3.77K
|
26.8K
$5.3M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-6.73K- 22.76% |
$1.25M - $1.34M
|
22.8K
$4.51M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-139- 1.67% |
$25.8K - $27.6K
|
8.2K
$1.62M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
18New |
$3.34K - $3.57K
|
18
$3.55K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.5K- 3.49% |
$2.14M - $2.29M
|
319K
$63M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-158- 3.5% |
$29.4K - $31.4K
|
4.36K
$859K
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18.3K+ 46.96% |
$3.4M - $3.63M
|
57.3K
$11.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.54K- 5.62% |
$471K - $503K
|
42.6K
$8.4M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-760- 8.28% |
$141K - $151K
|
8.42K
$1.66M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
49.2K+ 71.21% |
$9.13M - $9.76M
|
118K
$23.3M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
174New |
$32.3K - $34.6K
|
174
$34.3K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.39K- 7.45% |
$258K - $276K
|
17.3K
$3.41M
|
|