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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.15KNew |
$218K - $237K
|
1.15K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.15KNew |
$218K - $237K
|
1.15K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.15KNew |
$217K - $236K
|
1.15K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$213K - $232K
|
1.13K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.11KNew |
$211K - $229K
|
1.11K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
1.08KNew |
$204K - $222K
|
1.08K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.02KNew |
$193K - $210K
|
1.02K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
989+ 3.3% |
$187K - $204K
|
31K
$6.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
920+ 32.45% |
$174K - $190K
|
3.76K
$787K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
631New |
$120K - $130K
|
631
$132K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
496+ 6.14% |
$94K - $102K
|
8.57K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
450New |
$85.3K - $92.8K
|
450
$94.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
445+ 0.16% |
$84.3K - $91.7K
|
280K
$58.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
397+ 0.61% |
$75.2K - $81.8K
|
65.3K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
366New |
$69.4K - $75.5K
|
366
$76.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
345New |
$65.4K - $71.1K
|
345
$72.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
342New |
$64.8K - $70.5K
|
342
$71.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
328+ 4.79% |
$62.2K - $67.6K
|
7.18K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
312New |
$59.1K - $64.3K
|
312
$65.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 33.41% |
$56.9K - $61.9K
|
1.2K
$251K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
231New |
$43.8K - $47.6K
|
231
$48.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
227New |
$43K - $46.8K
|
227
$47.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
214New |
$40.6K - $44.1K
|
214
$44.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
183New |
$34.7K - $37.7K
|
183
$38.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
176New |
$33.4K - $36.3K
|
176
$36.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
165New |
$31.3K - $34K
|
165
$34.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
150New |
$28.4K - $30.9K
|
150
$31.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
127+ 8.07% |
$24.1K - $26.2K
|
1.7K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
124New |
$23.5K - $25.6K
|
124
$26K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
120+ 7.61% |
$22.7K - $24.7K
|
1.7K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 5.32% |
$19K - $20.6K
|
1.98K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
93+ 2.46% |
$17.6K - $19.2K
|
3.87K
$812K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
82+ 3.99% |
$15.5K - $16.9K
|
2.14K
$448K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
78New |
$14.8K - $16.1K
|
78
$16.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
75New |
$14.2K - $15.5K
|
75
$15.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
75+ 3.79% |
$14.2K - $15.5K
|
2.05K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
74New |
$14K - $15.3K
|
74
$15.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
57+ 0.51% |
$10.8K - $11.8K
|
11.2K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49New |
$9.29K - $10.1K
|
49
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
34+ 1.7% |
$6.44K - $7.01K
|
2.03K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 2.15% |
$5.69K - $6.19K
|
1.43K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
26+ 1.87% |
$4.93K - $5.36K
|
1.42K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15New |
$2.84K - $3.09K
|
15
$3.14K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
13+ 3.59% |
$2.46K - $2.68K
|
375
$78.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.9K - $2.06K
|
5.8K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9New |
$1.71K - $1.86K
|
9
$1.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6New |
$1.14K - $1.24K
|
6
$1.26K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$379 - $412
|
1.55K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$190 - $206
|
3.26K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.75% |
$190 - $206
|
58
$12.2K
|
|