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
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.58K+ 11.86% |
$678K - $737K
|
33.7K
$6.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.57KNew |
$676K - $735K
|
3.57K
$640K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.47K+ 11.79% |
$657K - $715K
|
32.9K
$5.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.46K+ 31.94% |
$655K - $713K
|
14.3K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.45K+ 4.23% |
$654K - $712K
|
85K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.45KNew |
$654K - $711K
|
3.45K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.45K+ 8.2% |
$653K - $711K
|
45.5K
$8.17M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.4KNew |
$645K - $702K
|
3.4K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.38KNew |
$641K - $698K
|
3.38K
$608K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.37K+ 5.58% |
$639K - $696K
|
63.8K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.35K+ 2.24% |
$635K - $690K
|
153K
$27.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.27KNew |
$620K - $675K
|
3.27K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.27K+ 5.35% |
$620K - $675K
|
64.5K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.25K+ 81.58% |
$616K - $670K
|
7.24K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.23KNew |
$612K - $665K
|
3.23K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.2KNew |
$606K - $659K
|
3.2K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.19K+ 1.57% |
$604K - $657K
|
206K
$37M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$604K - $657K
|
3.19K
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3.11KNew |
$590K - $642K
|
3.11K
$559K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.08K+ 42.76% |
$583K - $634K
|
10.3K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.94K+ 6.37% |
$557K - $606K
|
49.1K
$8.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.9K+ 1.25% |
$549K - $597K
|
235K
$42.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.82K+ 261.13% |
$533K - $580K
|
3.89K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.81K+ 19.33% |
$533K - $580K
|
17.4K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.81K+ 3.65% |
$532K - $579K
|
79.8K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.76K+ 27.97% |
$524K - $570K
|
12.6K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.72K+ 9.98% |
$515K - $560K
|
29.9K
$5.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.72K+ 16.05% |
$515K - $560K
|
19.6K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
2.71KNew |
$514K - $559K
|
2.71K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.71KNew |
$513K - $558K
|
2.71K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.7KNew |
$512K - $557K
|
2.7K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.63KNew |
$499K - $543K
|
2.63K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$495K - $539K
|
2.61K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 87.51% |
$494K - $537K
|
5.58K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.59KNew |
$490K - $533K
|
2.59K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.57KNew |
$487K - $530K
|
2.57K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.48K+ 7.25% |
$470K - $511K
|
36.7K
$6.59M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.45K+ 6.16% |
$465K - $506K
|
42.3K
$7.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.44K+ 2.31% |
$463K - $504K
|
108K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2.4K+ 38.71% |
$455K - $495K
|
8.6K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.38KNew |
$451K - $490K
|
2.38K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.38KNew |
$450K - $490K
|
2.38K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.32KNew |
$439K - $477K
|
2.32K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.3KNew |
$437K - $475K
|
2.3K
$414K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.21KNew |
$420K - $456K
|
2.21K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
2.19KNew |
$415K - $452K
|
2.19K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.19K+ 3.95% |
$415K - $451K
|
57.6K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.17K+ 0.45% |
$411K - $447K
|
479K
$86M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.17K+ 8.85% |
$411K - $447K
|
26.6K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
2.17KNew |
$410K - $446K
|
2.17K
$389K
|