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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
404KNew |
$76.6M - $83.4M
|
404K
$79M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66.6K+ 40.18% |
$12.6M - $13.7M
|
232K
$45.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
52.7K+ 49.51% |
$9.98M - $10.9M
|
159K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52K+ 11.79% |
$9.86M - $10.7M
|
493K
$96.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8K+ 5.78% |
$9.81M - $10.7M
|
948K
$185M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
48.9KNew |
$9.26M - $10.1M
|
48.9K
$9.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
41.2K+ 6.28% |
$7.81M - $8.5M
|
697K
$136M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
41K+ 122.61% |
$7.76M - $8.45M
|
74.4K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
34.4KNew |
$6.52M - $7.1M
|
34.4K
$6.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
26KNew |
$4.92M - $5.35M
|
26K
$5.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
22.3KNew |
$4.23M - $4.6M
|
22.3K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
18KNew |
$3.41M - $3.71M
|
18K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 2.36% |
$2.92M - $3.18M
|
669K
$131M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15.3K+ 38.4% |
$2.9M - $3.15M
|
55.1K
$10.8M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.2KNew |
$2.89M - $3.14M
|
15.2K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.3K+ 19.31% |
$2.71M - $2.95M
|
88.4K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.5K+ 358.31% |
$2.36M - $2.57M
|
16K
$3.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
11.8K+ 13.61% |
$2.23M - $2.42M
|
98.2K
$19.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.6KNew |
$2.21M - $2.4M
|
11.6K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
11.2K+ 6.97% |
$2.11M - $2.3M
|
171K
$33.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10K+ 12.14% |
$1.9M - $2.07M
|
92.7K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.7K+ 29.94% |
$1.84M - $2M
|
42.1K
$8.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9.43KNew |
$1.79M - $1.95M
|
9.43K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
9.26KNew |
$1.75M - $1.91M
|
9.26K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.83K+ 13.39% |
$1.67M - $1.82M
|
74.8K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.43K+ 412.15% |
$1.41M - $1.53M
|
9.23K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.55K+ 41.69% |
$1.24M - $1.35M
|
22.3K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
6.34K+ 3064.73% |
$1.2M - $1.31M
|
6.55K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.71K+ 25.1% |
$1.08M - $1.18M
|
28.5K
$5.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.51K+ 1.66% |
$1.04M - $1.14M
|
338K
$66.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
5.03K+ 8.31% |
$952K - $1.04M
|
65.5K
$12.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$937K - $1.02M
|
4.95K
$966K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
4.86KNew |
$920K - $1M
|
4.86K
$949K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.41KNew |
$836K - $909K
|
4.41K
$862K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.2K+ 4.58% |
$796K - $866K
|
96K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.1K+ 13.21% |
$778K - $846K
|
35.2K
$6.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.11K+ 2.18% |
$589K - $641K
|
146K
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.9K+ 1.25% |
$549K - $597K
|
235K
$46M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.81K+ 3.65% |
$532K - $579K
|
79.8K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.76K+ 27.97% |
$524K - $570K
|
12.6K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.64K+ 0.95% |
$500K - $543K
|
280K
$54.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.49K+ 15.34% |
$471K - $513K
|
18.7K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.35K+ 18.94% |
$446K - $485K
|
14.8K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.32KNew |
$439K - $477K
|
2.32K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 51.76% |
$408K - $443K
|
6.31K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.11KNew |
$401K - $436K
|
2.11K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 7.44% |
$398K - $433K
|
30.3K
$5.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.08K+ 13.42% |
$395K - $430K
|
17.6K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$391K - $425K
|
2.06K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.03K+ 5.06% |
$385K - $419K
|
42.1K
$8.24M
|