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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 18.5% |
$419K - $457K
|
14.8K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.26K+ 6.02% |
$410K - $446K
|
39.8K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.23K+ 1.71% |
$404K - $440K
|
133K
$26.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.19K+ 93.64% |
$397K - $432K
|
4.53K
$887K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.13K+ 39.38% |
$385K - $420K
|
7.53K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.08KNew |
$377K - $410K
|
2.08K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.07K+ 100.05% |
$375K - $408K
|
4.14K
$810K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.02K+ 3.06% |
$366K - $399K
|
68K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.02KNew |
$365K - $398K
|
2.02K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.98KNew |
$359K - $391K
|
1.98K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.94K+ 32.93% |
$351K - $382K
|
7.82K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.86K+ 2.58% |
$337K - $368K
|
74.1K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.83K+ 59.55% |
$332K - $362K
|
4.91K
$962K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.8K+ 4.47% |
$326K - $355K
|
42K
$8.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.8KNew |
$326K - $355K
|
1.8K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.8KNew |
$325K - $354K
|
1.8K
$352K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.77K+ 11.78% |
$321K - $350K
|
16.8K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.77K+ 4.66% |
$321K - $349K
|
39.8K
$7.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.76K+ 4.84% |
$318K - $346K
|
38.1K
$7.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.75K+ 457.33% |
$316K - $344K
|
2.13K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 14.14% |
$309K - $337K
|
13.8K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.69K+ 10.51% |
$306K - $333K
|
17.8K
$3.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.68KNew |
$305K - $332K
|
1.68K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.66K+ 1.12% |
$300K - $327K
|
149K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.66KNew |
$300K - $327K
|
1.66K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 3.13% |
$297K - $324K
|
54K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.6K+ 47.06% |
$290K - $316K
|
5.01K
$981K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.6KNew |
$290K - $315K
|
1.6K
$313K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.57K+ 1.58% |
$285K - $310K
|
101K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.56KNew |
$283K - $308K
|
1.56K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.56KNew |
$282K - $307K
|
1.56K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.48K+ 5.18% |
$269K - $293K
|
30.2K
$5.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.47KNew |
$265K - $289K
|
1.47K
$287K
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.43K+ 728.06% |
$258K - $281K
|
1.62K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.43KNew |
$258K - $281K
|
1.43K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
1.42KNew |
$257K - $280K
|
1.42K
$278K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.42K+ 0.68% |
$256K - $279K
|
208K
$40.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.39K+ 3.59% |
$251K - $273K
|
40.1K
$7.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.36K+ 46.88% |
$246K - $268K
|
4.26K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.36K+ 4.57% |
$246K - $268K
|
31.1K
$6.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.34KNew |
$243K - $265K
|
1.34K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.29K+ 4.35% |
$234K - $255K
|
31K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.26K+ 5.02% |
$228K - $248K
|
26.4K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.26K+ 5.04% |
$228K - $248K
|
26.2K
$5.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.25KNew |
$227K - $247K
|
1.25K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.24K+ 5.14% |
$225K - $245K
|
25.4K
$4.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.24KNew |
$225K - $245K
|
1.24K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.24K+ 1.75% |
$225K - $245K
|
72.4K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.24K+ 15.7% |
$224K - $244K
|
9.12K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.24KNew |
$224K - $244K
|
1.24K
$242K
|