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
Feb 12, 2024 Q4 2023
Glovista Investments LLC

Jersey City, NJ
BUY
 -
3.41K
New
$503K - $593K
3.41K $714K
Feb 12, 2024 Q4 2023
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
2.69K
New
$397K - $468K
2.69K $564K
Feb 14, 2024 Q4 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
2.4K
New
$354K - $418K
2.4K $503K
Feb 09, 2024 Q4 2023
Mendel Money Management

Northbrook, IL
BUY
 PUT
2.06K
New
$303K - $358K
2.06K $431K
Feb 13, 2024 Q4 2023
Destination Wealth Management

BUY
 -
1.93K
New
$284K - $336K
1.93K $404K
Feb 14, 2024 Q4 2023
Putnam Investments LLC

Boston, MA
BUY
 -
1.72K
New
$254K - $299K
1.72K $360K
Feb 14, 2024 Q4 2023
Conscious Wealth Investments, LLC

Miami Beach, FL
BUY
 -
1.55K
New
$229K - $270K
1.55K $325K
Feb 14, 2024 Q4 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
1.5K
+ 8.38%
$221K - $260K
19.3K $4.05M
Jan 09, 2024 Q4 2023
Tpg Financial Advisors, LLC

BUY
 -
1.46K
New
$215K - $254K
1.46K $305K
Sep 09, 2025 Q4 2023
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
1.41K
New
$208K - $245K
1.41K $295K
Jan 25, 2024 Q4 2023
Investment Partners Asset Management, Inc.

Metuchen, NJ
BUY
 -
1.2K
New
$177K - $209K
1.2K $252K
Feb 13, 2024 Q4 2023
Portland Global Advisors LLC

BUY
 -
1.19K
New
$176K - $207K
1.19K $249K
Feb 12, 2024 Q4 2023
Bbr Partners, LLC

New York, NY
BUY
 -
911
+ 16.74%
$135K - $159K
6.35K $1.33M
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
800
New
$118K - $139K
800 $168K
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
634
New
$93.6K - $110K
634 $133K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
458
New
$67.6K - $79.8K
458 $96K
Feb 09, 2024 Q4 2023
Balentine LLC

Atlanta, GA
BUY
 -
262
New
$38.7K - $45.6K
262 $54.9K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
199
New
$29.4K - $34.7K
199 $41.7K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
154
+ 15400.0%
$22.7K - $26.8K
155 $32.5K
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
153
+ 3.58%
$22.6K - $26.7K
4.43K $928K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
123
New
$18.2K - $21.4K
123 $25.8K
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
99
New
$14.6K - $17.2K
99 $20.8K
Jan 23, 2024 Q4 2023
Indiana Trust & Investment Management CO

BUY
 -
92
New
$13.6K - $16K
92 $19.3K
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
90
New
$13.3K - $15.7K
90 $18.9K
Jan 30, 2024 Q4 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
81
New
$12K - $14.1K
81 $17K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
80
New
$11.8K - $13.9K
80 $16.8K
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
37
New
$5.46K - $6.45K
37 $7.76K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
35
New
$5.17K - $6.1K
35 $7.34K
Feb 23, 2024 Q4 2023
Regal Wealth Group, Inc.

BUY
 -
34
+ 0.28%
$5.02K - $5.92K
12K $2.53M
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

BUY
 -
25
+ 1.0%
$3.69K - $4.36K
2.52K $528K
Feb 14, 2024 Q4 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
17
New
$2.51K - $2.96K
17 $3.56K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
14
+ 1.02%
$2.07K - $2.44K
1.39K $291K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
12
New
$1.77K - $2.09K
12 $2.52K
Feb 06, 2024 Q4 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
12
+ 0.91%
$1.77K - $2.09K
1.34K $280K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
11
+ 0.32%
$1.62K - $1.92K
3.41K $716K
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 PUT
5
New
$738 - $871
5 $1.05K
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
2
+ 0.17%
$295 - $348
1.15K $241K
Feb 14, 2024 Q4 2023
Monograph Wealth Advisors, LLC

BUY
 -
1
+ 0.02%
$148 - $174
5.32K $1.11M
Q3 2023
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
21.5K
+ 20.51%
$3.3M - $3.58M
126K $26.5M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
20.6K
New
$3.17M - $3.44M
20.6K $4.33M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
9.29K
New
$1.42M - $1.55M
9.29K $1.95M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
7.26K
+ 33.9%
$1.11M - $1.21M
28.7K $6.01M
Nov 13, 2023 Q3 2023
Front Barnett Associates LLC

Chicago, IL
BUY
 -
2.7K
+ 4.81%
$413K - $449K
58.8K $12.3M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
926
New
$142K - $154K
926 $194K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
900
New
$138K - $150K
900 $189K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
400
New
$61.3K - $66.7K
400 $83.8K
Oct 17, 2023 Q3 2023
Paladin Advisory Group, LLC

BUY
 -
302
New
$46.3K - $50.4K
302 $63.3K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
250
+ 7.82%
$38.3K - $41.7K
3.45K $723K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
199
New
$30.5K - $33.2K
199 $41.7K

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