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 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.19K+ 392.64% |
$1.17M - $1.28M
|
7.77K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.12KNew |
$1.16M - $1.26M
|
6.12K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.09K+ 6.09% |
$1.15M - $1.26M
|
106K
$19.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6K+ 30.58% |
$1.14M - $1.24M
|
25.6K
$4.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.92K+ 3.94% |
$1.12M - $1.22M
|
156K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
5.81KNew |
$1.1M - $1.2M
|
5.81K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
5.8K+ 28.86% |
$1.1M - $1.2M
|
25.9K
$4.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.71K+ 25.1% |
$1.08M - $1.18M
|
28.5K
$5.11M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
5.69KNew |
$1.08M - $1.17M
|
5.69K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5.65KNew |
$1.07M - $1.17M
|
5.65K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.53K+ 5.3% |
$1.05M - $1.14M
|
110K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
5.51KNew |
$1.04M - $1.14M
|
5.51K
$990K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.51K+ 1.66% |
$1.04M - $1.14M
|
338K
$60.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.42KNew |
$1.03M - $1.12M
|
5.42K
$974K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
5.32K+ 9.85% |
$1.01M - $1.1M
|
59.3K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.22KNew |
$990K - $1.08M
|
5.22K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.15K+ 103.87% |
$976K - $1.06M
|
10.1K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
5.03K+ 8.31% |
$952K - $1.04M
|
65.5K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.01K+ 6.92% |
$949K - $1.03M
|
77.4K
$13.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.01KNew |
$949K - $1.03M
|
5.01K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.99KNew |
$946K - $1.03M
|
4.99K
$896K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$937K - $1.02M
|
4.95K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.95K+ 73.72% |
$937K - $1.02M
|
11.7K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.89KNew |
$926K - $1.01M
|
4.89K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.8K+ 186.15% |
$909K - $989K
|
7.37K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
4.73KNew |
$896K - $975K
|
4.73K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.57KNew |
$866K - $942K
|
4.57K
$820K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.51K+ 2.85% |
$855K - $930K
|
163K
$29.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.41KNew |
$836K - $909K
|
4.41K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.37KNew |
$828K - $901K
|
4.37K
$785K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4.34KNew |
$821K - $894K
|
4.34K
$778K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.24K+ 13.49% |
$804K - $875K
|
35.7K
$6.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.22KNew |
$799K - $869K
|
4.22K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.17K+ 486.0% |
$789K - $859K
|
5.02K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.14KNew |
$784K - $853K
|
4.14K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.1K+ 13.21% |
$778K - $846K
|
35.2K
$6.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.03KNew |
$764K - $831K
|
4.03K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.01K+ 2.03% |
$759K - $826K
|
201K
$36.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.96KNew |
$751K - $817K
|
3.96K
$712K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.94KNew |
$746K - $812K
|
3.94K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
3.84KNew |
$728K - $792K
|
3.84K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.81K+ 3.33% |
$723K - $786K
|
118K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.76KNew |
$713K - $776K
|
3.76K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.75K+ 9.61% |
$711K - $774K
|
42.8K
$7.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$709K - $771K
|
3.74K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.67K+ 10.7% |
$696K - $757K
|
38K
$6.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.66K+ 5.69% |
$694K - $755K
|
68.1K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 10.64% |
$694K - $755K
|
38.1K
$6.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.65KNew |
$691K - $752K
|
3.65K
$655K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.62K+ 200.89% |
$686K - $746K
|
5.42K
$973K
|