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 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1+ 0.07% |
$190 - $206
|
1.42K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.55% |
$190 - $206
|
182
$35.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.14% |
$190 - $206
|
738
$144K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$190 - $206
|
5.57K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$190 - $206
|
253
$49.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
562K+ 4.54% |
$102M - $111M
|
12.9M
$2.52B
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
341K+ 54.57% |
$61.7M - $67.2M
|
966K
$188M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
227KNew |
$41.1M - $44.8M
|
227K
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223K+ 2.89% |
$40.4M - $44M
|
7.95M
$1.55B
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 4.03% |
$31M - $33.8M
|
4.43M
$862M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
158KNew |
$28.6M - $31.1M
|
158K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
137K+ 28.69% |
$24.8M - $27M
|
613K
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 1.02% |
$22.8M - $24.9M
|
12.5M
$2.44B
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
121K+ 290.11% |
$21.9M - $23.8M
|
163K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
105K+ 1511.47% |
$19.1M - $20.8M
|
112K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
84.9K+ 32511.88% |
$15.4M - $16.7M
|
85.1K
$16.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
67.4K+ 6.89% |
$12.2M - $13.3M
|
1.05M
$204M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.9K+ 2.51% |
$11M - $12M
|
2.49M
$484M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.1K+ 4.28% |
$10.9M - $11.9M
|
1.47M
$285M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.6K+ 3.76% |
$9.71M - $10.6M
|
1.48M
$288M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
50.4KNew |
$9.13M - $9.94M
|
50.4K
$9.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
46.1KNew |
$8.35M - $9.09M
|
46.1K
$8.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.1K+ 21.27% |
$7.45M - $8.11M
|
234K
$45.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.9K+ 9.82% |
$7.41M - $8.07M
|
458K
$89.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
37.5KNew |
$6.78M - $7.38M
|
37.5K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.7K+ 11.73% |
$6.47M - $7.05M
|
341K
$66.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1K+ 44.24% |
$6.36M - $6.93M
|
115K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
33.4KNew |
$6.04M - $6.58M
|
33.4K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.8K+ 329.27% |
$5.94M - $6.47M
|
42.8K
$8.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31K+ 19.26% |
$5.62M - $6.12M
|
192K
$37.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29K+ 19.47% |
$5.25M - $5.72M
|
178K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.7K+ 72.02% |
$5.19M - $5.65M
|
68.5K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$4.11M - $4.48M
|
22.7K
$4.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.7K+ 80.98% |
$3.74M - $4.08M
|
46.2K
$8.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2K+ 57.1% |
$3.29M - $3.59M
|
50K
$9.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$2.99M - $3.26M
|
16.5K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
15.6KNew |
$2.82M - $3.07M
|
15.6K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
15.5K+ 336.96% |
$2.81M - $3.06M
|
20.1K
$3.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.4KNew |
$2.61M - $2.84M
|
14.4K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
14.4K+ 106.91% |
$2.6M - $2.83M
|
27.8K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
13.6KNew |
$2.46M - $2.68M
|
13.6K
$2.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 20.06% |
$2.43M - $2.65M
|
80.4K
$15.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
13.1K+ 1.76% |
$2.37M - $2.58M
|
755K
$147M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 1815.59% |
$2.3M - $2.5M
|
13.4K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3K+ 1.5% |
$2.22M - $2.42M
|
833K
$162M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11.8K+ 6.94% |
$2.13M - $2.32M
|
181K
$35.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.8KNew |
$2.13M - $2.32M
|
11.8K
$2.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$2.08M - $2.26M
|
11.5K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10.9KNew |
$1.97M - $2.15M
|
10.9K
$2.12M
|
|