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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.65M+ 177.24% |
$1.31B - $1.43B
|
12M
$2.2B
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.07M+ 103.98% |
$354M - $386M
|
4.06M
$747M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.25M+ 20018.66% |
$214M - $234M
|
1.26M
$232M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.15M+ 503.84% |
$197M - $215M
|
1.38M
$254M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13M+ 410.1% |
$194M - $212M
|
1.41M
$260M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.04M+ 228.45% |
$178M - $194M
|
1.5M
$276M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
862K+ 5.09% |
$147M - $161M
|
17.8M
$3.27B
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
840K+ 1337.38% |
$144M - $157M
|
903K
$166M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
836K+ 7.35% |
$143M - $156M
|
12.2M
$2.25B
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
717K+ 10.11% |
$123M - $134M
|
7.81M
$1.44B
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
582K+ 504.96% |
$99.5M - $109M
|
697K
$128M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
476K+ 314.89% |
$81.4M - $88.9M
|
627K
$115M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
405K+ 19.65% |
$69.3M - $75.6M
|
2.47M
$454M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
285K+ 331.7% |
$48.8M - $53.3M
|
371K
$68.4M
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
281KNew |
$48.1M - $52.5M
|
281K
$51.7M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
240K+ 267.98% |
$41M - $44.8M
|
329K
$60.6M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
229K+ 10.44% |
$39.2M - $42.8M
|
2.42M
$446M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
218K+ 665.1% |
$37.2M - $40.6M
|
250K
$46.1M
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
189KNew |
$32.4M - $35.4M
|
189K
$34.9M
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
155KNew |
$26.6M - $29M
|
155K
$28.6M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
146K+ 15.66% |
$25M - $27.3M
|
1.08M
$199M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
144K+ 9.09% |
$24.7M - $27M
|
1.73M
$319M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
139K+ 9.95% |
$23.8M - $26M
|
1.54M
$283M
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
139KNew |
$23.7M - $25.9M
|
139K
$25.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
127K+ 20.21% |
$21.8M - $23.8M
|
757K
$139M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
125K+ 17.06% |
$21.4M - $23.3M
|
857K
$158M
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
121KNew |
$20.7M - $22.7M
|
121K
$22.3M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
120K+ 166.77% |
$20.6M - $22.5M
|
193K
$35.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 43.69% |
$19.6M - $21.4M
|
377K
$69.5M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
112KNew |
$19.2M - $21M
|
112K
$20.7M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
110KNew |
$18.8M - $20.6M
|
110K
$20.3M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
98.8KNew |
$16.9M - $18.5M
|
98.8K
$18.2M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
97.6K+ 271.54% |
$16.7M - $18.2M
|
134K
$24.6M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
97.2K+ 15.25% |
$16.6M - $18.2M
|
735K
$135M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91.2K+ 35.15% |
$15.6M - $17M
|
351K
$64.6M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
81.2K+ 365.3% |
$13.9M - $15.2M
|
103K
$19M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
80.8KNew |
$13.8M - $15.1M
|
80.8K
$14.9M
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
77.6KNew |
$13.3M - $14.5M
|
77.6K
$14.3M
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
72.1KNew |
$12.3M - $13.5M
|
72.1K
$13.3M
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
71KNew |
$12.1M - $13.3M
|
71K
$13.1M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
71K+ 149.45% |
$12.1M - $13.3M
|
118K
$21.8M
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
70.9K+ 5961.43% |
$12.1M - $13.3M
|
72.1K
$13.3M
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
70.5KNew |
$12.1M - $13.2M
|
70.5K
$13M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
69.7K+ 7.49% |
$11.9M - $13M
|
1M
$184M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
68.5KNew |
$11.7M - $12.8M
|
68.5K
$12.6M
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
67.2KNew |
$11.5M - $12.5M
|
67.2K
$12.4M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
65.8KNew |
$11.3M - $12.3M
|
65.8K
$12.1M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
65.2K+ 2806.41% |
$11.2M - $12.2M
|
67.5K
$12.4M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
60.9K+ 2799.36% |
$10.4M - $11.4M
|
63.1K
$11.6M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
60.1K+ 63.31% |
$10.3M - $11.2M
|
155K
$28.5M
|