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 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
616+ 0.85% |
$112K - $121K
|
72.9K
$14.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
600+ 5.07% |
$109K - $118K
|
12.4K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
570+ 3.95% |
$103K - $112K
|
15K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
569+ 40.24% |
$103K - $112K
|
1.98K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
569+ 16.66% |
$103K - $112K
|
3.99K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
559+ 16.54% |
$101K - $110K
|
3.94K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 82.91% |
$100K - $109K
|
1.22K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
512New |
$92.7K - $101K
|
512
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
490+ 1.72% |
$88.7K - $96.6K
|
28.9K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
461New |
$83.5K - $90.9K
|
461
$90.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
441+ 5.08% |
$79.8K - $87K
|
9.12K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
424+ 8.79% |
$76.8K - $83.6K
|
5.25K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
408+ 3.78% |
$73.9K - $80.4K
|
11.2K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 16.67% |
$72.4K - $78.9K
|
2.8K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
399+ 1.83% |
$72.2K - $78.7K
|
22.2K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
398+ 9.2% |
$72.1K - $78.5K
|
4.72K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
397+ 1.08% |
$71.9K - $78.3K
|
37K
$7.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
392+ 2.32% |
$71K - $77.3K
|
17.3K
$3.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
377New |
$68.3K - $74.3K
|
377
$73.8K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
374+ 4.27% |
$67.7K - $73.7K
|
9.13K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
373+ 3.83% |
$67.5K - $73.5K
|
10.1K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
372+ 3.84% |
$67.4K - $73.3K
|
10.1K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
368+ 10.78% |
$66.6K - $72.6K
|
3.78K
$740K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
364+ 6.55% |
$65.9K - $71.8K
|
5.92K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
348+ 7.55% |
$63K - $68.6K
|
4.96K
$970K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
342New |
$61.9K - $67.4K
|
342
$66.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
327New |
$59.2K - $64.5K
|
327
$64K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
313+ 0.73% |
$56.7K - $61.7K
|
43K
$8.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
313+ 7.58% |
$56.7K - $61.7K
|
4.44K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309+ 24.37% |
$55.9K - $60.9K
|
1.58K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
309+ 4.17% |
$55.9K - $60.9K
|
7.72K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
301+ 14.56% |
$54.5K - $59.3K
|
2.37K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
299+ 73.46% |
$54.1K - $59K
|
706
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
265+ 7.1% |
$48K - $52.3K
|
4K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
260+ 1.43% |
$47.1K - $51.3K
|
18.4K
$3.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
250+ 3.33% |
$45.3K - $49.3K
|
7.77K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
237+ 1.74% |
$42.9K - $46.7K
|
13.8K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
230+ 2.95% |
$41.6K - $45.3K
|
8.03K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
227+ 0.15% |
$41.1K - $44.8K
|
156K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
222+ 1.2% |
$40.2K - $43.8K
|
18.7K
$3.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
219+ 0.95% |
$39.7K - $43.2K
|
23.2K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
215+ 10.58% |
$38.9K - $42.4K
|
2.25K
$440K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
210+ 24.45% |
$38K - $41.4K
|
1.07K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
204+ 7.26% |
$36.9K - $40.2K
|
3.01K
$590K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
202New |
$36.6K - $39.8K
|
202
$39.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
198+ 15.64% |
$35.8K - $39K
|
1.46K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
194+ 2.91% |
$35.1K - $38.3K
|
6.85K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
189+ 3.3% |
$34.2K - $37.3K
|
5.91K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
188New |
$34K - $37.1K
|
188
$36.8K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
185New |
$33.5K - $36.5K
|
185
$36.2K
|