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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-271- 0.13% |
$49.1K - $53.4K
|
203K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12- 0.07% |
$2.17K - $2.37K
|
17.2K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
751+ 25033.33% |
$136K - $148K
|
754
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.99K- 99.83% |
$1.63M - $1.77M
|
15
$2.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
490+ 1.72% |
$88.7K - $96.6K
|
28.9K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.77K+ 41.65% |
$1.04M - $1.14M
|
19.6K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-196K- 7.9% |
$35.5M - $38.6M
|
2.28M
$446M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
301+ 14.56% |
$54.5K - $59.3K
|
2.37K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.74K+ 112.13% |
$495K - $539K
|
5.18K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16- 0.75% |
$2.9K - $3.15K
|
2.13K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.9K+ 2.51% |
$11M - $12M
|
2.49M
$486M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
6.35KNew |
$1.15M - $1.25M
|
6.35K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.77K+ 4.66% |
$321K - $349K
|
39.8K
$7.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-174- 1.58% |
$31.5K - $34.3K
|
10.8K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5K+ 68.63% |
$905K - $985K
|
12.3K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 1.56% |
$18.1K - $19.7K
|
6.3K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
136+ 10.41% |
$24.6K - $26.8K
|
1.44K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5+ 0.31% |
$905 - $986
|
1.6K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 82.91% |
$100K - $109K
|
1.22K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.28% |
$905 - $986
|
1.81K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-17K- 90.54% |
$3.07M - $3.34M
|
1.77K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223K+ 2.89% |
$40.4M - $44M
|
7.95M
$1.55B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 1.02% |
$22.8M - $24.9M
|
12.5M
$2.45B
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-7- 0.32% |
$1.27K - $1.38K
|
2.19K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.2K- 6.85% |
$2.75M - $2.99M
|
206K
$40.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
150+ 2.99% |
$27.2K - $29.6K
|
5.16K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-34- 0.19% |
$6.16K - $6.7K
|
17.9K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-15.9K- 4.15% |
$2.89M - $3.14M
|
368K
$72M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
260+ 1.43% |
$47.1K - $51.3K
|
18.4K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.77K+ 2.87% |
$683K - $743K
|
135K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
44+ 1.66% |
$7.97K - $8.68K
|
2.69K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1+ 0.05% |
$181 - $197
|
2K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.26K+ 6.02% |
$410K - $446K
|
39.8K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.93K+ 3.39% |
$711K - $775K
|
120K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.76K+ 4.84% |
$318K - $346K
|
38.1K
$7.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-514- 4.16% |
$93.1K - $101K
|
11.8K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.21K- 38.55% |
$1.3M - $1.42M
|
11.5K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
397+ 1.08% |
$71.9K - $78.3K
|
37K
$7.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
204+ 7.26% |
$36.9K - $40.2K
|
3.01K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-563- 0.67% |
$102K - $111K
|
83.7K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.18K- 48.46% |
$757K - $824K
|
4.45K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23KNew |
$223K - $243K
|
1.23K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 7.58% |
$206K - $224K
|
16.1K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.47K- 58.76% |
$267K - $290K
|
1.03K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-73- 4.84% |
$13.2K - $14.4K
|
1.43K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
109+ 1.39% |
$19.7K - $21.5K
|
7.94K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.4K- 3.51% |
$8.4M - $9.15M
|
1.28M
$249M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-333- 4.41% |
$60.3K - $65.7K
|
7.22K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-334- 25.67% |
$60.5K - $65.9K
|
967
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.3K- 27.44% |
$1.5M - $1.64M
|
21.9K
$4.29M
|