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
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.73K+ 27.56% |
$291K - $338K
|
8.01K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-13.5K- 23.59% |
$2.27M - $2.64M
|
43.7K
$8.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
38.7KNew |
$6.52M - $7.57M
|
38.7K
$7.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-882- 3.17% |
$148K - $172K
|
26.9K
$5.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11+ 0.35% |
$1.85K - $2.15K
|
3.13K
$635K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
461+ 1.57% |
$77.6K - $90.1K
|
29.8K
$6.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06K+ 0.99% |
$347K - $403K
|
210K
$42.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.37KNew |
$399K - $463K
|
2.37K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
15.4K+ 392.54% |
$2.59M - $3M
|
19.3K
$3.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
84+ 0.26% |
$14.1K - $16.4K
|
32.1K
$6.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$690K - $801K
|
4.1K
$830K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.1K- 76.66% |
$5.23M - $6.07M
|
9.46K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3K+ 1.65% |
$505K - $586K
|
185K
$37.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.47K+ 113.14% |
$416K - $483K
|
4.66K
$943K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
117+ 5.55% |
$19.7K - $22.9K
|
2.23K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
293+ 0.81% |
$49.3K - $57.3K
|
36.6K
$7.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
3.1K+ 7.49% |
$522K - $606K
|
44.5K
$9.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
147+ 5.33% |
$24.7K - $28.7K
|
2.91K
$589K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.13K- 8.55% |
$527K - $611K
|
33.5K
$6.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.57K+ 4.07% |
$264K - $307K
|
40.1K
$8.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-991- 6.86% |
$167K - $194K
|
13.5K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
147+ 2.64% |
$24.7K - $28.7K
|
5.72K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-45.8K- 29.8% |
$7.72M - $8.96M
|
108K
$21.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.79K+ 22.81% |
$639K - $741K
|
20.4K
$4.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
194+ 2.66% |
$32.7K - $37.9K
|
7.49K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.51K+ 35.04% |
$1.26M - $1.47M
|
28.9K
$5.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-72- 1.4% |
$12.1K - $14.1K
|
5.07K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-2.37K- 2.62% |
$399K - $463K
|
88K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
181+ 4.31% |
$30.5K - $35.4K
|
4.38K
$887K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-322- 1.17% |
$54.2K - $62.9K
|
27.2K
$5.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-53- 1.01% |
$8.92K - $10.4K
|
5.17K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 0.53% |
$1.68K - $1.95K
|
1.89K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
219+ 13.61% |
$36.9K - $42.8K
|
1.83K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
142+ 0.04% |
$23.9K - $27.7K
|
371K
$75.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
461+ 28.23% |
$77.6K - $90.1K
|
2.09K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$3.2K - $3.71K
|
19
$3.85K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-54.4K- 18.62% |
$9.15M - $10.6M
|
238K
$48.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-783- 10.75% |
$132K - $153K
|
6.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.69K+ 70.66% |
$958K - $1.11M
|
13.7K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-117- 8.89% |
$19.7K - $22.9K
|
1.2K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
404New |
$68K - $78.9K
|
404
$81.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-120- 8.31% |
$20.2K - $23.5K
|
1.32K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.5K+ 26.64% |
$2.27M - $2.63M
|
64.1K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-842- 25.5% |
$142K - $165K
|
2.46K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.39K+ 48.59% |
$403K - $467K
|
7.31K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.12K+ 4.26% |
$356K - $413K
|
51.7K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
13KNew |
$2.18M - $2.54M
|
13K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 12.57% |
$1.72M - $2M
|
91.7K
$18.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 17.9% |
$45.3K - $52.6K
|
1.23K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-560- 11.73% |
$94.3K - $109K
|
4.21K
$853K
|