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 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
627+ 18.11% |
$116K - $125K
|
4.09K
$734K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
599+ 1.1% |
$111K - $119K
|
55.3K
$9.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
577+ 5.42% |
$107K - $115K
|
11.2K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
576+ 3.2% |
$107K - $114K
|
18.6K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
571+ 26.97% |
$106K - $113K
|
2.69K
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
526+ 6.28% |
$97.7K - $104K
|
8.91K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
504+ 3.56% |
$93.6K - $100K
|
14.7K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
445+ 14.37% |
$82.7K - $88.4K
|
3.54K
$636K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
437+ 615.49% |
$81.2K - $86.8K
|
508
$91.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
428+ 4.65% |
$79.5K - $85K
|
9.64K
$1.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
386+ 48.61% |
$71.7K - $76.7K
|
1.18K
$212K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
372+ 5.48% |
$69.1K - $73.9K
|
7.16K
$1.29M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333New |
$61.9K - $66.1K
|
333
$59.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
319+ 1.81% |
$59.3K - $63.3K
|
17.9K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
296+ 6.57% |
$55K - $58.8K
|
4.8K
$862K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
295+ 23.28% |
$54.8K - $58.6K
|
1.56K
$280K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
283New |
$52.6K - $56.2K
|
283
$50.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
200+ 5.17% |
$37.2K - $39.7K
|
4.07K
$730K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
200+ 5.41% |
$37.2K - $39.7K
|
3.9K
$700K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
193New |
$35.9K - $38.3K
|
193
$34.7K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
186+ 17.68% |
$34.6K - $36.9K
|
1.24K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
163+ 0.53% |
$30.3K - $32.4K
|
31K
$5.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
147+ 3.98% |
$27.3K - $29.2K
|
3.85K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
101+ 1.93% |
$18.8K - $20.1K
|
5.34K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
88+ 6.15% |
$16.3K - $17.5K
|
1.52K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
86+ 1.2% |
$16K - $17.1K
|
7.27K
$1.31M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
80+ 1.11% |
$14.9K - $15.9K
|
7.31K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
75+ 0.34% |
$13.9K - $14.9K
|
22K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
70+ 5.0% |
$13K - $13.9K
|
1.47K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
68+ 5.79% |
$12.6K - $13.5K
|
1.24K
$223K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
68+ 0.06% |
$12.6K - $13.5K
|
111K
$20M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
66+ 1.26% |
$12.3K - $13.1K
|
5.31K
$953K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
54+ 0.67% |
$10K - $10.7K
|
8.13K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 6.91% |
$9.47K - $10.1K
|
789
$142K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
49+ 3.54% |
$9.1K - $9.73K
|
1.43K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.34% |
$5.94K - $6.35K
|
2.42K
$435K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
25+ 0.16% |
$4.64K - $4.96K
|
15.2K
$2.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 0.28% |
$3.34K - $3.57K
|
6.48K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15+ 0.3% |
$2.79K - $2.98K
|
4.97K
$893K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 0.07% |
$2.79K - $2.98K
|
20.1K
$3.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.35% |
$2.04K - $2.18K
|
3.19K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10+ 0.42% |
$1.86K - $1.99K
|
2.39K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8+ 0.4% |
$1.49K - $1.59K
|
2.01K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.19% |
$1.11K - $1.19K
|
3.23K
$581K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$929 - $993
|
10.8K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.3% |
$557 - $596
|
993
$178K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.19% |
$372 - $397
|
1.03K
$185K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$186 - $199
|
4.53K
$813K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.07% |
$186 - $199
|
1.35K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$186 - $199
|
2.21K
$397K
|