Latest Institutional Purchases of Ishares S&P 500 Value ETF (IVE)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Value ETF (IVE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
503K+ 53.05% |
$93.4M - $99.8M
|
1.45M
$257M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253K+ 37.76% |
$46.9M - $50.2M
|
922K
$163M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
190KNew |
$35.3M - $37.7M
|
190K
$33.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
54.6KNew |
$10.1M - $10.8M
|
54.6K
$9.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
49.3K+ 21.21% |
$9.16M - $9.79M
|
282K
$50M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39K+ 44.25% |
$7.25M - $7.75M
|
127K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35.1K+ 101.98% |
$6.52M - $6.97M
|
69.5K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26K+ 3.73% |
$4.84M - $5.17M
|
723K
$128M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.8KNew |
$4.06M - $4.34M
|
21.8K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
21.1K+ 57.35% |
$3.92M - $4.2M
|
58K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 46.27% |
$3.62M - $3.87M
|
61.6K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
14.6K+ 5.2% |
$2.7M - $2.89M
|
294K
$52.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 49.27% |
$2.16M - $2.31M
|
35.3K
$6.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.4K+ 24.4% |
$2.11M - $2.26M
|
58K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11K+ 11.46% |
$2.04M - $2.18M
|
107K
$19M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.8K+ 584.76% |
$2M - $2.14M
|
12.6K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.87K+ 2.92% |
$1.83M - $1.96M
|
348K
$61.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8.58K+ 176.75% |
$1.59M - $1.7M
|
13.4K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.75K+ 56.7% |
$1.44M - $1.54M
|
21.4K
$3.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.22K+ 32.27% |
$1.16M - $1.24M
|
25.5K
$4.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.12K+ 40.84% |
$1.14M - $1.22M
|
21.1K
$3.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.6K+ 15.29% |
$1.04M - $1.11M
|
42.2K
$7.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.41K+ 1.85% |
$1.01M - $1.07M
|
298K
$52.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
5.32K+ 34.52% |
$988K - $1.06M
|
20.7K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.17K+ 45.37% |
$960K - $1.03M
|
16.6K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
5.06K+ 1.31% |
$941K - $1.01M
|
391K
$69.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 11.03% |
$849K - $908K
|
46K
$8.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.31K+ 45.3% |
$801K - $856K
|
13.8K
$2.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.74K+ 18.77% |
$695K - $743K
|
23.7K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.56K+ 2.0% |
$661K - $707K
|
182K
$32.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.55K+ 130.42% |
$660K - $705K
|
6.27K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.5K+ 4.09% |
$651K - $695K
|
89.1K
$15.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3KNew |
$558K - $597K
|
3K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.57K+ 12.89% |
$477K - $510K
|
22.5K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 8.82% |
$418K - $446K
|
27.7K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.24K+ 24.99% |
$416K - $445K
|
11.2K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.24K+ 8.61% |
$415K - $444K
|
28.2K
$5M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.16K+ 14.61% |
$401K - $428K
|
16.9K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.09K+ 104350.0% |
$388K - $414K
|
2.09K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.01KNew |
$374K - $400K
|
2.01K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2K+ 32.77% |
$371K - $397K
|
8.1K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.92KNew |
$357K - $382K
|
1.92K
$341K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 2.46% |
$340K - $363K
|
76.2K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$324K - $346K
|
1.74K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$318K - $340K
|
1.71K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.63KNew |
$302K - $323K
|
1.63K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 86.93% |
$291K - $312K
|
3.37K
$598K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.32KNew |
$245K - $262K
|
1.32K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.31K+ 19.5% |
$244K - $261K
|
8.04K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.3KNew |
$241K - $257K
|
1.3K
$230K
|