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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.1K+ 21.27% |
$7.45M - $8.11M
|
234K
$46M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.9K+ 9.82% |
$7.41M - $8.07M
|
458K
$89.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
37.5KNew |
$6.78M - $7.38M
|
37.5K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.7K+ 11.73% |
$6.47M - $7.05M
|
341K
$66.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1K+ 44.24% |
$6.36M - $6.93M
|
115K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
33.4KNew |
$6.04M - $6.58M
|
33.4K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.8K+ 329.27% |
$5.94M - $6.47M
|
42.8K
$8.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31K+ 19.26% |
$5.62M - $6.12M
|
192K
$37.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29K+ 19.47% |
$5.25M - $5.72M
|
178K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.7K+ 72.02% |
$5.19M - $5.65M
|
68.5K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 5.53% |
$5.03M - $5.48M
|
530K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$4.11M - $4.48M
|
22.7K
$4.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.7K+ 80.98% |
$3.74M - $4.08M
|
46.2K
$9.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.4K+ 510175.0% |
$3.69M - $4.02M
|
20.4K
$4M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
19.1KNew |
$3.46M - $3.76M
|
19.1K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.7KNew |
$3.39M - $3.69M
|
18.7K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2K+ 57.1% |
$3.29M - $3.59M
|
50K
$9.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$2.99M - $3.26M
|
16.5K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
15.6KNew |
$2.82M - $3.07M
|
15.6K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
15.5K+ 336.96% |
$2.81M - $3.06M
|
20.1K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.4KNew |
$2.61M - $2.84M
|
14.4K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
14.4K+ 106.91% |
$2.6M - $2.83M
|
27.8K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
13.6KNew |
$2.46M - $2.68M
|
13.6K
$2.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 20.06% |
$2.43M - $2.65M
|
80.4K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
13.1K+ 1.76% |
$2.37M - $2.58M
|
755K
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 1815.59% |
$2.3M - $2.5M
|
13.4K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3K+ 1.5% |
$2.22M - $2.42M
|
833K
$163M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11.8K+ 6.94% |
$2.13M - $2.32M
|
181K
$35.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.8KNew |
$2.13M - $2.32M
|
11.8K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$2.08M - $2.26M
|
11.5K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10.9KNew |
$1.97M - $2.15M
|
10.9K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 4.01% |
$1.95M - $2.13M
|
279K
$54.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.61K+ 3.6% |
$1.74M - $1.89M
|
277K
$54.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.55K+ 11.67% |
$1.73M - $1.88M
|
91.4K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 1.84% |
$1.73M - $1.88M
|
529K
$104M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.53KNew |
$1.54M - $1.68M
|
8.53K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8.5KNew |
$1.54M - $1.68M
|
8.5K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.34K+ 2.94% |
$1.51M - $1.64M
|
292K
$57.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.41K+ 1.06% |
$1.34M - $1.46M
|
703K
$138M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.11K+ 49.98% |
$1.29M - $1.4M
|
21.3K
$4.19M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.05K+ 6.96% |
$1.28M - $1.39M
|
108K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
6.45K+ 61.04% |
$1.17M - $1.27M
|
17K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
6.35KNew |
$1.15M - $1.25M
|
6.35K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.3K+ 1.43% |
$1.14M - $1.24M
|
446K
$87.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
6.2KNew |
$1.12M - $1.22M
|
6.2K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.99KNew |
$1.08M - $1.18M
|
5.99K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.89K+ 6.82% |
$1.07M - $1.16M
|
92.3K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.77K+ 41.65% |
$1.04M - $1.14M
|
19.6K
$3.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.7K+ 9.51% |
$1.03M - $1.12M
|
65.6K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.58KNew |
$1.01M - $1.1M
|
5.58K
$1.09M
|