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 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
948+ 15.43% |
$176K - $188K
|
7.09K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.1K- 11.58% |
$7.27M - $7.77M
|
299K
$58.9M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-171- 3.99% |
$31.8K - $34K
|
4.11K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
928+ 5.63% |
$172K - $184K
|
17.4K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.28K- 10.45% |
$239K - $255K
|
11K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
38+ 1.02% |
$7.06K - $7.55K
|
3.76K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
263K+ 18.57% |
$48.8M - $52.2M
|
1.68M
$331M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.6K+ 2.5% |
$5.68M - $6.07M
|
1.25M
$247M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.56K- 16.08% |
$289K - $309K
|
8.12K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 0.92% |
$1.89M - $2.02M
|
1.1M
$216M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.8K+ 7.91% |
$4.79M - $5.12M
|
352K
$69.4M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
53+ 3.4% |
$9.85K - $10.5K
|
1.61K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
18.6K+ 58.31% |
$3.46M - $3.7M
|
50.6K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-526- 2.32% |
$97.7K - $104K
|
22.1K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.35KNew |
$252K - $269K
|
1.35K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
93.9K+ 1533.92% |
$17.4M - $18.6M
|
100K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.51KNew |
$280K - $299K
|
1.51K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
55New |
$10.2K - $10.9K
|
55
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
214+ 13.69% |
$39.8K - $42.5K
|
1.78K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.03% |
$186 - $199
|
2.93K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-13.3K- 37.07% |
$2.47M - $2.64M
|
22.5K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.9K+ 26.29% |
$2.4M - $2.57M
|
62.1K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-68- 2.99% |
$12.6K - $13.5K
|
2.21K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
50+ 0.12% |
$9.29K - $9.93K
|
41.7K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.1K- 3.39% |
$2.62M - $2.8M
|
402K
$79.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.19K+ 2.47% |
$407K - $435K
|
90.9K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.38% |
$1.3K - $1.39K
|
1.86K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
271+ 1.83% |
$50.3K - $53.8K
|
15.1K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
212+ 1.41% |
$39.4K - $42.1K
|
15.2K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-575- 27.15% |
$107K - $114K
|
1.54K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
129K+ 369.34% |
$23.9M - $25.6M
|
164K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
85.4KNew |
$15.9M - $17M
|
85.4K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-800- 29.63% |
$149K - $159K
|
1.9K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
3.7KNew |
$687K - $735K
|
3.7K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.84KNew |
$341K - $364K
|
1.84K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-17.3K- 31.36% |
$3.22M - $3.44M
|
37.9K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.36% |
$256K - $274K
|
42.4K
$8.36M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
5.4K+ 15.0% |
$1M - $1.07M
|
41.4K
$8.17M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.1K+ 465.7% |
$4.85M - $5.19M
|
31.7K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.5K- 72.11% |
$7.15M - $7.65M
|
14.9K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.4K- 12.59% |
$632K - $675K
|
23.6K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23K+ 16.95% |
$4.27M - $4.57M
|
159K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
995+ 33.92% |
$185K - $198K
|
3.93K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
860+ 10.03% |
$160K - $171K
|
9.43K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-316- 10.83% |
$58.7K - $62.8K
|
2.6K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32.4K- 47.17% |
$6.02M - $6.43M
|
36.3K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 78.05% |
$2.21M - $2.36M
|
27.1K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-284- 15.11% |
$52.8K - $56.4K
|
1.6K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 2.33% |
$186 - $199
|
42
$8.29K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
144+ 236.07% |
$26.8K - $28.6K
|
205
$40.4K
|