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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.63MNew |
$309M - $336M
|
1.63M
$317M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
404KNew |
$76.6M - $83.4M
|
404K
$78.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
184K+ 1452.8% |
$35M - $38M
|
197K
$38.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
167K+ 8.45% |
$31.7M - $34.4M
|
2.14M
$417M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
93.7KNew |
$17.8M - $19.3M
|
93.7K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
83.2KNew |
$15.8M - $17.2M
|
83.2K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
79.6KNew |
$15.1M - $16.4M
|
79.6K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
75.9K+ 1104.22% |
$14.4M - $15.7M
|
82.8K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66.6K+ 40.18% |
$12.6M - $13.7M
|
232K
$45.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.4K+ 32.2% |
$12.2M - $13.3M
|
265K
$51.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
62.1KNew |
$11.8M - $12.8M
|
62.1K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
52.7K+ 49.51% |
$9.98M - $10.9M
|
159K
$31M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52K+ 11.79% |
$9.86M - $10.7M
|
493K
$96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8K+ 5.78% |
$9.81M - $10.7M
|
948K
$184M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
51.3KNew |
$9.73M - $10.6M
|
51.3K
$9.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
48.9KNew |
$9.26M - $10.1M
|
48.9K
$9.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.6K+ 109.04% |
$8.84M - $9.62M
|
89.4K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
45.5K+ 83.71% |
$8.63M - $9.39M
|
99.9K
$19.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
43.2K+ 4185.09% |
$8.19M - $8.91M
|
44.3K
$8.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
42.7KNew |
$8.08M - $8.8M
|
42.7K
$8.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
41.2K+ 6.28% |
$7.81M - $8.5M
|
697K
$136M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
41K+ 122.61% |
$7.76M - $8.45M
|
74.4K
$14.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
35KNew |
$6.64M - $7.22M
|
35K
$6.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35K+ 979.62% |
$6.62M - $7.21M
|
38.5K
$7.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
34.4KNew |
$6.52M - $7.1M
|
34.4K
$6.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
31.7KNew |
$6M - $6.53M
|
31.7K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.6KNew |
$5.99M - $6.52M
|
31.6K
$6.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
31.5K+ 1062.57% |
$5.97M - $6.49M
|
34.4K
$6.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
30.4KNew |
$5.76M - $6.27M
|
30.4K
$5.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
28.3K+ 138.85% |
$5.37M - $5.84M
|
48.8K
$9.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
26.6K+ 69.36% |
$5.03M - $5.47M
|
64.8K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
26KNew |
$4.92M - $5.35M
|
26K
$5.05M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
25.8KNew |
$4.9M - $5.33M
|
25.8K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
25K+ 277.78% |
$4.74M - $5.15M
|
34K
$6.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
22.3KNew |
$4.23M - $4.6M
|
22.3K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
22.3KNew |
$4.23M - $4.6M
|
22.3K
$4.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21.7KNew |
$4.12M - $4.48M
|
21.7K
$4.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.8K+ 4.73% |
$3.95M - $4.3M
|
462K
$89.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
20.3KNew |
$3.84M - $4.18M
|
20.3K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19.6K+ 15.96% |
$3.7M - $4.03M
|
142K
$27.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
18.4K+ 6.04% |
$3.48M - $3.79M
|
323K
$62.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 3.46% |
$3.47M - $3.77M
|
547K
$106M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
18KNew |
$3.41M - $3.71M
|
18K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 15.95% |
$3.26M - $3.54M
|
125K
$24.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.4K+ 12.95% |
$3.12M - $3.39M
|
143K
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.3K+ 16.17% |
$3.09M - $3.36M
|
117K
$22.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 2.36% |
$2.92M - $3.18M
|
669K
$130M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.3K+ 38.4% |
$2.9M - $3.15M
|
55.1K
$10.7M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.2KNew |
$2.89M - $3.14M
|
15.2K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2KNew |
$2.87M - $3.13M
|
15.2K
$2.95M
|