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
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
35KNew |
$6.64M - $7.22M
|
35K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35K+ 979.62% |
$6.62M - $7.21M
|
38.5K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.9KNew |
$6.61M - $7.2M
|
34.9K
$6.27M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
34.6KNew |
$6.57M - $7.14M
|
34.6K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
31.7KNew |
$6M - $6.53M
|
31.7K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.6KNew |
$5.99M - $6.52M
|
31.6K
$5.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
31.5K+ 1062.57% |
$5.97M - $6.49M
|
34.4K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
31KNew |
$5.87M - $6.39M
|
31K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
30.4KNew |
$5.76M - $6.27M
|
30.4K
$5.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
28.3K+ 138.85% |
$5.37M - $5.84M
|
48.8K
$8.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27.9K+ 9.9% |
$5.29M - $5.75M
|
310K
$55.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27.5K+ 191.47% |
$5.22M - $5.68M
|
41.9K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
27.5KNew |
$5.21M - $5.67M
|
27.5K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
27.1K+ 560.48% |
$5.14M - $5.59M
|
32K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
26.6K+ 69.36% |
$5.03M - $5.47M
|
64.8K
$11.6M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
26K+ 345.67% |
$4.94M - $5.37M
|
33.6K
$6.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
26KNew |
$4.92M - $5.35M
|
26K
$4.66M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
25.8KNew |
$4.9M - $5.33M
|
25.8K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.4K+ 9.18% |
$4.82M - $5.24M
|
302K
$54.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
25K+ 277.78% |
$4.74M - $5.15M
|
34K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
24.8K+ 65.25% |
$4.71M - $5.12M
|
62.9K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
24.2K+ 864.29% |
$4.59M - $4.99M
|
27K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
24K+ 11.66% |
$4.56M - $4.96M
|
230K
$41.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
22.3KNew |
$4.23M - $4.6M
|
22.3K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
22.3KNew |
$4.23M - $4.6M
|
22.3K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
22.2KNew |
$4.21M - $4.58M
|
22.2K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
21.9KNew |
$4.16M - $4.52M
|
21.9K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21.7KNew |
$4.12M - $4.48M
|
21.7K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.8K+ 4.73% |
$3.95M - $4.3M
|
462K
$83M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.7K+ 18.05% |
$3.93M - $4.28M
|
136K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19.6K+ 15.96% |
$3.7M - $4.03M
|
142K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
19.3K+ 7.26% |
$3.65M - $3.97M
|
284K
$51M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
18.4K+ 6.04% |
$3.48M - $3.79M
|
323K
$57.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
18.3KNew |
$3.48M - $3.78M
|
18.3K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 3.46% |
$3.47M - $3.77M
|
547K
$98.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 15.95% |
$3.26M - $3.54M
|
125K
$22.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
16.6KNew |
$3.15M - $3.43M
|
16.6K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.4K+ 12.95% |
$3.12M - $3.39M
|
143K
$25.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.3K+ 16.17% |
$3.09M - $3.36M
|
117K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16K+ 17.35% |
$3.04M - $3.3M
|
108K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.8KNew |
$3M - $3.26M
|
15.8K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15.4K+ 9.67% |
$2.93M - $3.18M
|
175K
$31.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.4K+ 50.03% |
$2.92M - $3.18M
|
46.3K
$8.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 2.36% |
$2.92M - $3.18M
|
669K
$120M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.3K+ 38.4% |
$2.9M - $3.15M
|
55.1K
$9.89M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.2KNew |
$2.89M - $3.14M
|
15.2K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2KNew |
$2.87M - $3.13M
|
15.2K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15KNew |
$2.83M - $3.08M
|
15K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
14.6KNew |
$2.77M - $3.02M
|
14.6K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
14.5KNew |
$2.74M - $2.98M
|
14.5K
$2.6M
|