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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.2% |
$2.04K - $2.18K
|
5.57K
$1.1M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.33K+ 37.47% |
$247K - $265K
|
4.89K
$964K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
605+ 34.47% |
$112K - $120K
|
2.36K
$466K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
658+ 55.95% |
$122K - $131K
|
1.83K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.8K+ 24.29% |
$2.74M - $2.93M
|
75.5K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.7K+ 1686700.0% |
$6.27M - $6.7M
|
33.7K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 59.41% |
$3.28M - $3.5M
|
47.3K
$9.34M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.1K- 73.18% |
$8.93M - $9.55M
|
17.6K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
17.2KNew |
$3.2M - $3.42M
|
17.2K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
505+ 81.19% |
$93.8K - $100K
|
1.13K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
55+ 1.26% |
$10.2K - $10.9K
|
4.41K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.75K+ 43.49% |
$326K - $348K
|
5.79K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
285+ 0.84% |
$52.9K - $56.6K
|
34.3K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
431+ 2.58% |
$80.1K - $85.6K
|
17.1K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-525- 3.02% |
$97.5K - $104K
|
16.8K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.23K- 53.29% |
$229K - $245K
|
1.08K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.07K+ 0.91% |
$198K - $212K
|
119K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9.09KNew |
$1.69M - $1.8M
|
9.09K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.1K+ 69.25% |
$8.2M - $8.76M
|
108K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9.06K- 81.24% |
$1.68M - $1.8M
|
2.09K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
201+ 4.06% |
$37.3K - $39.9K
|
5.15K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
220+ 20.75% |
$40.9K - $43.7K
|
1.28K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.36K+ 7.13% |
$811K - $866K
|
65.5K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
996New |
$185K - $198K
|
996
$197K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
866+ 8.67% |
$161K - $172K
|
10.9K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.9K+ 34.22% |
$6.49M - $6.94M
|
137K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
569+ 2.2% |
$106K - $113K
|
26.4K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
251K+ 51.91% |
$46.6M - $49.8M
|
734K
$145M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.6K+ 49.2% |
$3.45M - $3.69M
|
56.3K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-263- 2.14% |
$48.9K - $52.2K
|
12K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.32K+ 3.06% |
$246K - $263K
|
44.6K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-13- 0.9% |
$2.42K - $2.58K
|
1.43K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.47K+ 4.67% |
$1.02M - $1.09M
|
123K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.3K+ 13.22% |
$2.66M - $2.84M
|
123K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-175- 2.82% |
$32.5K - $34.8K
|
6.03K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
69K+ 80.57% |
$12.8M - $13.7M
|
155K
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-299- 20.74% |
$55.5K - $59.4K
|
1.14K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-126- 1.19% |
$23.4K - $25K
|
10.4K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.92K- 63.95% |
$356K - $380K
|
1.08K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
431K+ 5.29% |
$80.1M - $85.7M
|
8.58M
$1.69B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
811K+ 6.23% |
$151M - $161M
|
13.8M
$2.73B
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-695- 12.87% |
$129K - $138K
|
4.71K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.3K- 0.81% |
$427K - $457K
|
282K
$55.6M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-36.8K- 3.6% |
$6.84M - $7.31M
|
986K
$194M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
90+ 2.13% |
$16.7K - $17.9K
|
4.31K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.61K- 8.77% |
$670K - $716K
|
37.6K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-666- 4.68% |
$124K - $132K
|
13.6K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.23% |
$743 - $794
|
1.7K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.56K- 61.77% |
$846K - $905K
|
2.82K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4+ 0.18% |
$743 - $794
|
2.2K
$434K
|