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
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.8K+ 18.72% |
$10.1M - $11.7M
|
379K
$77.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$207K - $240K
|
1.23K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18- 0.9% |
$3.03K - $3.52K
|
1.99K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.88KNew |
$317K - $368K
|
1.88K
$385K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.28K- 1.63% |
$552K - $641K
|
198K
$40.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-966- 4.83% |
$163K - $189K
|
19K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-433- 18.92% |
$72.9K - $84.6K
|
1.86K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
4.7KNew |
$792K - $919K
|
4.7K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.9K+ 24.66% |
$3.34M - $3.88M
|
100K
$20.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.19% |
$3.87K - $4.49K
|
12K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-66.6K- 7.16% |
$11.2M - $13M
|
864K
$177M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.24K+ 13.2% |
$1.56M - $1.81M
|
79.2K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 1.25% |
$178K - $207K
|
85.4K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.06K+ 2.85% |
$178K - $207K
|
38.3K
$7.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.93K- 2.81% |
$1.34M - $1.55M
|
274K
$56.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$6.23K - $7.23K
|
6.33K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.93% |
$10.4K - $12.1K
|
6.63K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.36K+ 247.99% |
$902K - $1.05M
|
7.52K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
680+ 12.27% |
$114K - $133K
|
6.22K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
731+ 2.83% |
$123K - $143K
|
26.5K
$5.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 15.53% |
$232K - $270K
|
10.3K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-52- 4.23% |
$8.75K - $10.2K
|
1.18K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 1.41% |
$202K - $235K
|
84.2K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-186- 3.81% |
$31.3K - $36.3K
|
4.7K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
951New |
$160K - $186K
|
951
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-274- 2.63% |
$46.1K - $53.5K
|
10.1K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
925+ 5.61% |
$156K - $181K
|
17.4K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.73K+ 27.56% |
$291K - $338K
|
8.01K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-13.5K- 23.59% |
$2.27M - $2.64M
|
43.7K
$8.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
38.7KNew |
$6.52M - $7.57M
|
38.7K
$7.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-882- 3.17% |
$148K - $172K
|
26.9K
$5.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11+ 0.35% |
$1.85K - $2.15K
|
3.13K
$641K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
461+ 1.57% |
$77.6K - $90.1K
|
29.8K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06K+ 0.99% |
$347K - $403K
|
210K
$43M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.37KNew |
$399K - $463K
|
2.37K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
15.4K+ 392.54% |
$2.59M - $3M
|
19.3K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
84+ 0.26% |
$14.1K - $16.4K
|
32.1K
$6.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$690K - $801K
|
4.1K
$839K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.1K- 76.66% |
$5.23M - $6.07M
|
9.46K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3K+ 1.65% |
$505K - $586K
|
185K
$37.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.47K+ 113.14% |
$416K - $483K
|
4.66K
$953K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
117+ 5.55% |
$19.7K - $22.9K
|
2.23K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
293+ 0.81% |
$49.3K - $57.3K
|
36.6K
$7.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
3.1K+ 7.49% |
$522K - $606K
|
44.5K
$9.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
147+ 5.33% |
$24.7K - $28.7K
|
2.91K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.13K- 8.55% |
$527K - $611K
|
33.5K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.57K+ 4.07% |
$264K - $307K
|
40.1K
$8.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-991- 6.86% |
$167K - $194K
|
13.5K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
147+ 2.64% |
$24.7K - $28.7K
|
5.72K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-45.8K- 29.8% |
$7.72M - $8.96M
|
108K
$22.1M
|