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 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.13KNew |
$404K - $440K
|
2.13K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.13K+ 28.23% |
$404K - $439K
|
9.67K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.13K+ 127.63% |
$403K - $438K
|
3.79K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 7.44% |
$398K - $433K
|
30.3K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.08K+ 6.69% |
$394K - $429K
|
33.2K
$5.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$391K - $425K
|
2.06K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.01K+ 29.66% |
$381K - $415K
|
8.8K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.01K+ 1.86% |
$381K - $414K
|
110K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.99KNew |
$378K - $411K
|
1.99K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.97K+ 14.95% |
$373K - $406K
|
15.1K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.93K+ 0.94% |
$366K - $398K
|
207K
$37.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.92K+ 5.48% |
$364K - $396K
|
37K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.9KNew |
$360K - $392K
|
1.9K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.89KNew |
$358K - $390K
|
1.89K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.89K+ 10.62% |
$357K - $389K
|
19.6K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1.88KNew |
$356K - $388K
|
1.88K
$338K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.87K+ 15.88% |
$355K - $386K
|
13.7K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.87KNew |
$355K - $386K
|
1.87K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.85K+ 3.54% |
$351K - $382K
|
54.3K
$9.74M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.85K+ 150.2% |
$350K - $381K
|
3.08K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.84K+ 5.39% |
$349K - $380K
|
36K
$6.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.81K+ 2.42% |
$343K - $373K
|
76.7K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 3.51% |
$340K - $370K
|
52.9K
$9.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.78K+ 91.14% |
$337K - $367K
|
3.73K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.77K+ 2.02% |
$336K - $365K
|
89.5K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.75K+ 6.0% |
$331K - $360K
|
30.9K
$5.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.72KNew |
$325K - $354K
|
1.72K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.71K+ 7.09% |
$324K - $353K
|
25.8K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.7K+ 2.95% |
$322K - $351K
|
59.4K
$10.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 2.25% |
$321K - $349K
|
77K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.69K+ 1.27% |
$320K - $348K
|
135K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.68K+ 101.33% |
$318K - $346K
|
3.33K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.67K+ 9.63% |
$316K - $343K
|
19K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.65K+ 1.85% |
$313K - $341K
|
90.8K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.65K+ 33.67% |
$313K - $340K
|
6.55K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64K+ 4.1% |
$311K - $339K
|
41.7K
$7.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.62K+ 2.72% |
$307K - $334K
|
61.3K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.62K+ 1.99% |
$307K - $334K
|
83K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.62K+ 0.44% |
$306K - $333K
|
370K
$66.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.6KNew |
$303K - $330K
|
1.6K
$287K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.59KNew |
$302K - $328K
|
1.59K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.59K+ 1.69% |
$301K - $327K
|
95.4K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.59K+ 20.6% |
$300K - $327K
|
9.28K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
1.58K+ 1.02% |
$300K - $326K
|
158K
$28.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.57KNew |
$298K - $324K
|
1.57K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.55KNew |
$294K - $320K
|
1.55K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.55KNew |
$294K - $320K
|
1.55K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53K+ 7.87% |
$291K - $316K
|
21K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.53K+ 31.9% |
$290K - $315K
|
6.33K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.51KNew |
$287K - $312K
|
1.51K
$272K
|