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 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
100
New
$18.1K - $19.7K
100 $21K
Oct 24, 2024 Q3 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
91
+ 6.54%
$16.5K - $17.9K
1.48K $311K
Nov 13, 2024 Q3 2024
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
85
+ 0.4%
$15.4K - $16.8K
21.3K $4.45M
Oct 23, 2024 Q3 2024
Lake Street Advisors Group, LLC

BUY
 -
75
+ 2.58%
$13.6K - $14.8K
2.99K $626K
Nov 06, 2024 Q3 2024
Coastline Trust CO

BUY
 -
70
New
$12.7K - $13.8K
70 $14.7K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
61
+ 1.83%
$11K - $12K
3.39K $711K
Oct 15, 2024 Q3 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
50
+ 0.14%
$9.05K - $9.86K
35.8K $7.51M
Nov 01, 2024 Q3 2024
Esl Trust Services, LLC

BUY
 -
38
New
$6.88K - $7.49K
38 $7.97K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
37
New
$6.7K - $7.3K
37 $7.76K
Nov 12, 2024 Q3 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
21
+ 0.58%
$3.8K - $4.14K
3.64K $763K
Nov 13, 2024 Q3 2024
Fiduciary Group LLC

Savannah, GA
BUY
 -
15
+ 1.26%
$2.72K - $2.96K
1.21K $254K
Oct 30, 2024 Q3 2024
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
13
+ 14.94%
$2.35K - $2.56K
100 $21K
Nov 08, 2024 Q3 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
6
New
$1.09K - $1.18K
6 $1.26K
Nov 13, 2024 Q3 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
5
New
$905 - $986
5 $1.05K
Oct 08, 2024 Q3 2024
Syntrinsic LLC

Denver, CO
BUY
 -
2
+ 0.46%
$362 - $394
438 $91.8K
Nov 14, 2024 Q3 2024
Jefferies Financial Group Inc.

New York, NY
BUY
 -
1
+ 0.04%
$181 - $197
2.22K $466K
Q2 2024
Jul 19, 2024 Q2 2024
Nisa Investment Advisors, LLC

BUY
 -
113K
New
$20M - $21.1M
113K $23.7M
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
11.6K
New
$2.04M - $2.16M
11.6K $2.42M
Aug 13, 2024 Q2 2024
Geometric Wealth Advisors

BUY
 -
3.57K
New
$630K - $666K
3.57K $747K
Aug 13, 2024 Q2 2024
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
2.27K
New
$401K - $424K
2.27K $476K
Aug 27, 2024 Q2 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
2.18K
New
$385K - $407K
2.18K $457K
Aug 13, 2024 Q2 2024
River Street Advisors LLC

Aurora, IL
BUY
 -
1.78K
New
$313K - $331K
1.78K $372K
Jul 23, 2024 Q2 2024
Htlf Bank

Denver, CO
BUY
 -
1.73K
New
$305K - $323K
1.73K $362K
Aug 12, 2024 Q2 2024
Howland Capital Management LLC

BUY
 -
1.69K
New
$298K - $316K
1.69K $354K
Aug 08, 2024 Q2 2024
Nia Impact Advisors, LLC

BUY
 -
1.37K
New
$243K - $257K
1.37K $288K
Aug 14, 2024 Q2 2024
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
1.35K
New
$238K - $251K
1.35K $282K
Jul 23, 2024 Q2 2024
Sagace Wealth Management LLC

St. Petersburg, FL
BUY
 -
1.34K
New
$237K - $250K
1.34K $281K
Aug 12, 2024 Q2 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
1.15K
New
$202K - $214K
1.15K $240K
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
1.1K
+ 20.87%
$195K - $206K
6.39K $1.34M
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
781
New
$138K - $146K
781 $164K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
673
New
$119K - $126K
673 $141K
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
600
New
$106K - $112K
600 $126K
Aug 06, 2024 Q2 2024
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
537
+ 3.56%
$94.8K - $100K
15.6K $3.28M
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
463
New
$81.8K - $86.4K
463 $97K
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
355
New
$62.7K - $66.3K
355 $74.4K
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
213
New
$37.6K - $39.8K
213 $44.6K
Jul 31, 2024 Q2 2024
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
118
+ 20.03%
$20.8K - $22K
707 $148K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
109
New
$19.2K - $20.4K
109 $22.8K
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
48
New
$8.48K - $8.96K
48 $10.1K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
47
New
$8.3K - $8.77K
47 $9.85K
Aug 13, 2024 Q2 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
40
New
$7.06K - $7.47K
40 $8.38K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
30
New
$5.3K - $5.6K
30 $6.29K
Jul 18, 2024 Q2 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
13
New
$2.3K - $2.43K
13 $2.72K
Jul 12, 2024 Q2 2024
Cic Wealth, LLC

Rockville, MD
BUY
 -
7
+ 0.45%
$1.24K - $1.31K
1.56K $327K
Aug 14, 2024 Q2 2024
Al Ti Global, Inc.

New York, NY
BUY
 -
3
+ 0.03%
$530 - $560
11.5K $2.4M
Aug 06, 2024 Q2 2024
Legacy Bridge, LLC

BUY
 -
1
+ 0.14%
$177 - $187
729 $153K
Jul 30, 2024 Q2 2024
Litman Gregory Wealth Management LLC

BUY
 -
1
+ 0.08%
$177 - $187
1.19K $248K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
127K
+ 20.21%
$21.8M - $23.8M
757K $159M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
115K
+ 43.69%
$19.6M - $21.4M
377K $79.1M

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