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
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
21.5K
+ 20.51%
$3.3M - $3.58M
126K $22.7M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
20.6K
New
$3.17M - $3.44M
20.6K $3.71M
Nov 14, 2023 Q3 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
14.1K
New
$2.16M - $2.35M
14.1K $2.53M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
9.29K
New
$1.42M - $1.55M
9.29K $1.67M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
7.26K
+ 33.9%
$1.11M - $1.21M
28.7K $5.15M
Nov 13, 2023 Q3 2023
Front Barnett Associates LLC

Chicago, IL
BUY
 -
2.7K
+ 4.81%
$413K - $449K
58.8K $10.5M
Nov 14, 2023 Q3 2023
Texas Capital Bancshares Inc

BUY
 -
1.99K
+ 9.65%
$305K - $331K
22.6K $4.06M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.48K
New
$226K - $246K
1.48K $265K
Oct 31, 2023 Q3 2023
Wealth Advisors Of Tampa Bay, LLC

BUY
 -
1.32K
+ 100.0%
$203K - $220K
2.64K $474K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
926
New
$142K - $154K
926 $166K
Mar 04, 2025 Q3 2023
Partners In Financial Planning

Salem, VA
BUY
 -
454
+ 32.52%
$69.6K - $75.7K
1.85K $332K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
400
New
$61.3K - $66.7K
400 $71.8K
Oct 17, 2023 Q3 2023
Paladin Advisory Group, LLC

BUY
 -
302
New
$46.3K - $50.4K
302 $54.2K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
250
+ 7.82%
$38.3K - $41.7K
3.45K $619K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
199
New
$30.5K - $33.2K
199 $35.7K
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
163
New
$25K - $27.2K
163 $29.3K
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
160
New
$24.5K - $26.7K
160 $28.7K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
133
New
$20.4K - $22.2K
133 $23.9K
Nov 09, 2023 Q3 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
130
New
$19.9K - $21.7K
130 $23.3K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
100
New
$15.3K - $16.7K
100 $18K
Nov 14, 2023 Q3 2023
Credit Agricole S A

BUY
 -
90
New
$13.8K - $15K
90 $16.2K
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
55
New
$8.43K - $9.17K
55 $9.88K
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
29
New
$4.45K - $4.84K
29 $5.21K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
28
+ 0.41%
$4.29K - $4.67K
6.88K $1.24M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
9
+ 12.33%
$1.38K - $1.5K
82 $14.7K
Oct 30, 2023 Q3 2023
Cordant, Inc.

Portland, OR
BUY
 -
5
New
$767 - $834
5 $898
Q2 2023
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
41.7K
New
$6.24M - $6.72M
41.7K $7.49M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
12.7K
+ 116.09%
$1.9M - $2.04M
23.6K $4.24M
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
9.65K
New
$1.44M - $1.55M
9.65K $1.73M
Aug 14, 2023 Q2 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
5.59K
New
$837K - $901K
5.59K $1M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
3.95K
New
$592K - $637K
3.95K $709K
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
3.36K
New
$502K - $541K
3.36K $603K
Aug 25, 2023 Q2 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
2.4K
New
$359K - $387K
2.4K $431K
Jul 17, 2023 Q2 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
2.17K
New
$324K - $349K
2.17K $389K
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
2K
New
$300K - $323K
2K $359K
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
1.65K
New
$247K - $266K
1.65K $297K
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
315
New
$47.2K - $50.8K
315 $56.6K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
212
New
$31.7K - $34.2K
212 $38.1K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
189
+ 2.7%
$28.3K - $30.5K
7.2K $1.29M
Aug 07, 2023 Q2 2023
Securian Asset Management, Inc

BUY
 -
150
New
$22.5K - $24.2K
150 $26.9K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
144
New
$21.6K - $23.2K
144 $25.9K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
100
New
$15K - $16.1K
100 $18K
Aug 09, 2023 Q2 2023
Db Fitzpatrick & Co, Inc

BUY
 -
95
New
$14.2K - $15.3K
95 $17.1K
Aug 09, 2023 Q2 2023
Endurance Wealth Management, Inc.

BUY
 -
49
+ 0.51%
$7.34K - $7.9K
9.7K $1.74M
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
49
+ 0.35%
$7.34K - $7.9K
14.2K $2.55M
Aug 01, 2023 Q2 2023
Eukles Asset Management

BUY
 -
41
New
$6.14K - $6.61K
41 $7.36K
Aug 10, 2023 Q2 2023
Davis R M Inc

Portland, ME
BUY
 -
40
+ 2.4%
$5.99K - $6.45K
1.71K $307K
Oct 29, 2024 Q2 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
21
New
$3.14K - $3.38K
21 $3.77K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
3
+ 0.14%
$449 - $484
2.22K $398K

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