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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
14.4KNew |
$2.73M - $2.97M
|
14.4K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.3K+ 19.31% |
$2.71M - $2.95M
|
88.4K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
13.5KNew |
$2.55M - $2.78M
|
13.5K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 2.7% |
$2.43M - $2.64M
|
487K
$87.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.5K+ 358.31% |
$2.36M - $2.57M
|
16K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
12.4KNew |
$2.35M - $2.56M
|
12.4K
$2.23M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12.4KNew |
$2.35M - $2.55M
|
12.4K
$2.22M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12.3KNew |
$2.34M - $2.54M
|
12.3K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.1K+ 18.51% |
$2.28M - $2.49M
|
77.2K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
11.8K+ 49.05% |
$2.23M - $2.43M
|
35.8K
$6.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
11.8K+ 13.61% |
$2.23M - $2.42M
|
98.2K
$17.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.6KNew |
$2.21M - $2.4M
|
11.6K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.4KNew |
$2.17M - $2.36M
|
11.4K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
11.3KNew |
$2.15M - $2.34M
|
11.3K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.2K+ 48.11% |
$2.13M - $2.31M
|
34.5K
$6.2M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
11.2K+ 6.97% |
$2.11M - $2.3M
|
171K
$30.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 2.41% |
$2.09M - $2.27M
|
469K
$84.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.9K+ 11.97% |
$2.07M - $2.26M
|
102K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7K+ 21.43% |
$2.03M - $2.21M
|
60.8K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.7K+ 8.95% |
$2.03M - $2.21M
|
130K
$23.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.5K+ 7.61% |
$1.98M - $2.16M
|
148K
$26.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1K+ 19.67% |
$1.91M - $2.07M
|
61.2K
$11M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10K+ 12.14% |
$1.9M - $2.07M
|
92.7K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10K+ 125.33% |
$1.9M - $2.07M
|
18K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
10KNew |
$1.9M - $2.06M
|
10K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.7K+ 29.94% |
$1.84M - $2M
|
42.1K
$7.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.27K+ 7.82% |
$1.76M - $1.91M
|
128K
$23M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
9.26KNew |
$1.75M - $1.91M
|
9.26K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.25KNew |
$1.75M - $1.91M
|
9.25K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.96K+ 409.0% |
$1.7M - $1.85M
|
11.1K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
8.94KNew |
$1.69M - $1.84M
|
8.94K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.83K+ 13.39% |
$1.67M - $1.82M
|
74.8K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.43K+ 718.41% |
$1.6M - $1.74M
|
9.6K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.4K+ 599.93% |
$1.59M - $1.73M
|
9.8K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Marathon Partners Equity Management, LLC
New York, NY |
BUY
|
- |
8.25KNew |
$1.56M - $1.7M
|
8.25K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.22K+ 3.62% |
$1.56M - $1.69M
|
235K
$42.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7.86KNew |
$1.49M - $1.62M
|
7.86K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.59K+ 4.26% |
$1.44M - $1.56M
|
185K
$33.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.43K+ 412.15% |
$1.41M - $1.53M
|
9.23K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.19K+ 12.15% |
$1.36M - $1.48M
|
66.4K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
7.07K+ 52.57% |
$1.34M - $1.46M
|
20.5K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
7.01K+ 36.67% |
$1.33M - $1.45M
|
26.1K
$4.69M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.71KNew |
$1.27M - $1.38M
|
6.71K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
6.7K+ 1.56% |
$1.27M - $1.38M
|
437K
$78.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.55K+ 41.69% |
$1.24M - $1.35M
|
22.3K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
6.46KNew |
$1.22M - $1.33M
|
6.46K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
6.41K+ 20.76% |
$1.22M - $1.32M
|
37.3K
$6.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.38KNew |
$1.21M - $1.32M
|
6.38K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
6.34K+ 3064.73% |
$1.2M - $1.31M
|
6.55K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.31K+ 15.22% |
$1.2M - $1.3M
|
47.8K
$8.58M
|