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 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.44K+ 2.31% |
$463K - $504K
|
108K
$21.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.35K+ 18.94% |
$446K - $485K
|
14.8K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.32KNew |
$439K - $477K
|
2.32K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.3KNew |
$437K - $475K
|
2.3K
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.21KNew |
$420K - $456K
|
2.21K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.17K+ 0.45% |
$411K - $447K
|
479K
$94M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 51.76% |
$408K - $443K
|
6.31K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.13K+ 127.63% |
$403K - $438K
|
3.79K
$743K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.11KNew |
$401K - $436K
|
2.11K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 7.44% |
$398K - $433K
|
30.3K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.08K+ 13.42% |
$395K - $430K
|
17.6K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$391K - $425K
|
2.06K
$405K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.03K+ 5.06% |
$385K - $419K
|
42.1K
$8.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.01K+ 29.66% |
$381K - $415K
|
8.8K
$1.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2KNew |
$380K - $413K
|
2K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.99KNew |
$378K - $411K
|
1.99K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.97K+ 14.95% |
$373K - $406K
|
15.1K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.93K+ 0.94% |
$366K - $398K
|
207K
$40.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.92K+ 5.48% |
$364K - $396K
|
37K
$7.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.9KNew |
$360K - $392K
|
1.9K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.87K+ 15.88% |
$355K - $386K
|
13.7K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.87KNew |
$355K - $386K
|
1.87K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.85K+ 3.54% |
$351K - $382K
|
54.3K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.84K+ 5.39% |
$349K - $380K
|
36K
$7.07M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 3.51% |
$340K - $370K
|
52.9K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.77K+ 2.02% |
$336K - $365K
|
89.5K
$17.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.75K+ 6.0% |
$331K - $360K
|
30.9K
$6.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.69KNew |
$321K - $349K
|
1.69K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.6K+ 8.73% |
$303K - $329K
|
19.9K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.59K+ 1.69% |
$301K - $327K
|
95.4K
$18.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
1.58K+ 1.02% |
$300K - $326K
|
158K
$30.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.57KNew |
$298K - $324K
|
1.57K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.55KNew |
$294K - $320K
|
1.55K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53K+ 7.87% |
$291K - $316K
|
21K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.53K+ 31.9% |
$290K - $315K
|
6.33K
$1.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$287K - $313K
|
1.52K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.51KNew |
$286K - $312K
|
1.51K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.5KNew |
$285K - $310K
|
1.5K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.5KNew |
$284K - $309K
|
1.5K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.45K+ 3.18% |
$274K - $298K
|
46.9K
$9.2M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.37K+ 68.29% |
$260K - $283K
|
3.38K
$663K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$255K - $277K
|
1.34K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.33K+ 35.66% |
$253K - $275K
|
5.08K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.3K+ 26.22% |
$247K - $269K
|
6.28K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1.3KNew |
$246K - $268K
|
1.3K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.24K+ 9.6% |
$234K - $255K
|
14.1K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.23K+ 582.08% |
$234K - $254K
|
1.45K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.23K+ 47.19% |
$234K - $254K
|
3.85K
$754K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.23KNew |
$232K - $253K
|
1.23K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.22KNew |
$232K - $252K
|
1.22K
$240K
|