Latest Institutional Purchases of Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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
May 02, 2024 Q1 2024
Mathes Company, Inc.

BUY
 -
1.1K
New
$188K - $205K
1.1K $209K
May 10, 2024 Q1 2024
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
BUY
 -
1.09K
New
$186K - $203K
1.09K $206K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
673
New
$115K - $126K
673 $128K
Apr 12, 2024 Q1 2024
Westend Capital Management, LLC

Sausalito, CA
BUY
 -
497
New
$85K - $92.8K
497 $94.3K
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
302
New
$51.7K - $56.4K
302 $57.3K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
282
New
$48.2K - $52.7K
282 $53.5K
May 15, 2024 Q1 2024
Palouse Capital Management, Inc.

BUY
 -
259
New
$44.3K - $48.4K
259 $49.2K
Apr 15, 2024 Q1 2024
Chicago Capital, LLC

BUY
 -
252
+ 9.77%
$43.1K - $47.1K
2.83K $538K
Apr 30, 2024 Q1 2024
Legacy Advisors, LLC

BUY
 -
250
+ 4.01%
$42.8K - $46.7K
6.48K $1.23M
Apr 10, 2024 Q1 2024
Btc Capital Management, Inc.

BUY
 -
228
+ 1.2%
$39K - $42.6K
19.3K $3.66M
May 06, 2024 Q1 2024
Alexander Randolph Advisory, Inc.

Mclean, VA
BUY
 -
137
+ 11.31%
$23.4K - $25.6K
1.35K $256K
May 14, 2024 Q1 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
121
New
$20.7K - $22.6K
121 $23K
May 02, 2024 Q1 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
121
New
$20.7K - $22.6K
121 $23K
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
70
New
$12K - $13.1K
70 $13.3K
May 14, 2024 Q1 2024
Aviso Wealth Management

Bellevue, WA
BUY
 -
46
+ 2.11%
$7.87K - $8.59K
2.22K $422K
Apr 18, 2024 Q1 2024
Hexagon Capital Partners LLC

BUY
 -
35
New
$5.99K - $6.54K
35 $6.64K
May 07, 2024 Q1 2024
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
30
+ 1.57%
$5.13K - $5.6K
1.94K $368K
May 08, 2024 Q1 2024
New Square Capital LLC

BUY
 -
20
+ 27.78%
$3.42K - $3.74K
92 $17.5K
May 29, 2024 Q1 2024
Clean Yield Group

BUY
 -
18
New
$3.08K - $3.36K
18 $3.42K
Apr 23, 2024 Q1 2024
Gradient Investments LLC

BUY
 -
4
+ 4.88%
$684 - $747
86 $16.3K
Apr 11, 2024 Q1 2024
Soundmark Wealth Management, LLC

BUY
 -
4
+ 0.01%
$684 - $747
41.6K $7.9M
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
1
+ 0.33%
$171 - $187
301 $57.1K
May 09, 2024 Q1 2024
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
1
+ 0.45%
$171 - $187
225 $42.7K
May 08, 2024 Q1 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.1%
$171 - $187
996 $189K
Apr 17, 2024 Q1 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
1
+ 0.07%
$171 - $187
1.35K $255K
May 17, 2024 Q1 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
0
New
$0 - $0
0 $0
Q4 2023
Feb 14, 2024 Q4 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 CALL
42.8K
New
$6.32M - $7.45M
42.8K $8.12M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
42.1K
New
$6.22M - $7.34M
42.1K $7.99M
Feb 14, 2024 Q4 2023
Taconic Capital Advisors LP

New York, NY
BUY
 -
10K
New
$1.48M - $1.74M
10K $1.9M
Feb 08, 2024 Q4 2023
Adroit Compliance, LLC

Rockford, IL
BUY
 -
9.1K
New
$1.34M - $1.59M
9.1K $1.73M
Jan 24, 2024 Q4 2023
Canal Capital Management, LLC

BUY
 -
8.69K
New
$1.28M - $1.51M
8.69K $1.65M
Feb 08, 2024 Q4 2023
Parker Investment Management, LLC

BUY
 -
6K
New
$886K - $1.05M
6K $1.14M
Jan 24, 2024 Q4 2023
Arlington Partners LLC

BUY
 -
5.53K
+ 59.03%
$817K - $964K
14.9K $2.83M
Feb 08, 2024 Q4 2023
Apexium Financial, LP

BUY
 -
5.37K
New
$793K - $936K
5.37K $1.02M
Feb 14, 2024 Q4 2023
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
5.3K
New
$782K - $923K
5.3K $1.01M
Feb 09, 2024 Q4 2023
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
5.27K
New
$778K - $918K
5.27K $1M
May 21, 2024 Q4 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
4.96K
New
$732K - $864K
4.96K $941K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
4.36K
+ 3.91%
$644K - $760K
116K $22M
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

BUY
 -
4.32K
+ 5.35%
$637K - $752K
85K $16.1M
Jan 17, 2024 Q4 2023
Trust CO Of The South

Greensboro, NC
BUY
 -
4.19K
New
$619K - $730K
4.19K $795K
Feb 12, 2024 Q4 2023
Glovista Investments LLC

Jersey City, NJ
BUY
 -
3.41K
New
$503K - $593K
3.41K $647K
Feb 12, 2024 Q4 2023
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
2.69K
New
$397K - $468K
2.69K $510K
Feb 14, 2024 Q4 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
2.4K
New
$354K - $418K
2.4K $456K
Feb 09, 2024 Q4 2023
Mendel Money Management

Northbrook, IL
BUY
 PUT
2.06K
New
$303K - $358K
2.06K $390K
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
1.93K
New
$285K - $337K
1.93K $367K
Feb 13, 2024 Q4 2023
Destination Wealth Management

BUY
 -
1.93K
New
$284K - $336K
1.93K $366K
Feb 14, 2024 Q4 2023
Putnam Investments LLC

Boston, MA
BUY
 -
1.72K
New
$254K - $299K
1.72K $326K
Feb 14, 2024 Q4 2023
Conscious Wealth Investments, LLC

Miami Beach, FL
BUY
 -
1.55K
New
$229K - $270K
1.55K $294K
Feb 14, 2024 Q4 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
1.5K
+ 8.38%
$221K - $260K
19.3K $3.67M

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