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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.63MNew |
$309M - $336M
|
1.63M
$321M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
848K+ 19.14% |
$161M - $175M
|
5.28M
$1.04B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 3.82% |
$93.6M - $102M
|
13.4M
$2.65B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 3.86% |
$91.5M - $99.6M
|
13M
$2.56B
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
449K+ 46.48% |
$85M - $92.5M
|
1.41M
$278M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
404KNew |
$76.6M - $83.4M
|
404K
$79.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
268K+ 35.51% |
$50.8M - $55.2M
|
1.02M
$201M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
218KNew |
$41.4M - $45M
|
218K
$43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 2.53% |
$38M - $41.4M
|
8.15M
$1.6B
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
186KNew |
$35.3M - $38.4M
|
186K
$36.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
184K+ 1452.8% |
$35M - $38M
|
197K
$38.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
184KNew |
$34.8M - $37.9M
|
184K
$36.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
179KNew |
$34M - $37M
|
179K
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 7.53% |
$32.6M - $35.5M
|
2.46M
$483M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
167K+ 8.45% |
$31.7M - $34.4M
|
2.14M
$422M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
166K+ 11.33% |
$31.5M - $34.2M
|
1.63M
$321M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
143K+ 41.86% |
$27M - $29.4M
|
483K
$95.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
118K+ 4.99% |
$22.4M - $24.4M
|
2.48M
$489M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
93.7KNew |
$17.8M - $19.3M
|
93.7K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
88.1K+ 3.54% |
$16.7M - $18.2M
|
2.58M
$507M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
83.2KNew |
$15.8M - $17.2M
|
83.2K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
81.2K+ 2.31% |
$15.4M - $16.7M
|
3.6M
$709M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
79.6KNew |
$15.1M - $16.4M
|
79.6K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
75.9K+ 1104.22% |
$14.4M - $15.7M
|
82.8K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.7K+ 7.97% |
$14M - $15.2M
|
999K
$197M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
70.7KNew |
$13.4M - $14.6M
|
70.7K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66.6K+ 40.18% |
$12.6M - $13.7M
|
232K
$45.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.4K+ 32.2% |
$12.2M - $13.3M
|
265K
$52.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
62.9KNew |
$11.9M - $13M
|
62.9K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
62.1KNew |
$11.8M - $12.8M
|
62.1K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
52.7K+ 49.51% |
$9.98M - $10.9M
|
159K
$31.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52K+ 11.79% |
$9.86M - $10.7M
|
493K
$97.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8K+ 5.78% |
$9.81M - $10.7M
|
948K
$187M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
51.3KNew |
$9.73M - $10.6M
|
51.3K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
49.6K+ 3.36% |
$9.41M - $10.2M
|
1.53M
$301M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
48.9KNew |
$9.26M - $10.1M
|
48.9K
$9.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
48.3K+ 4.62% |
$9.16M - $9.97M
|
1.09M
$215M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
47.1K+ 5814.32% |
$8.92M - $9.71M
|
47.9K
$9.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.6K+ 109.04% |
$8.84M - $9.62M
|
89.4K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.2K+ 514.37% |
$8.76M - $9.53M
|
55.2K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.6K+ 6.49% |
$8.65M - $9.41M
|
749K
$147M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$8.63M - $9.39M
|
45.5K
$8.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
45.5K+ 83.71% |
$8.63M - $9.39M
|
99.9K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43.4K+ 32.19% |
$8.23M - $8.96M
|
178K
$35.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
43.2K+ 4185.09% |
$8.19M - $8.91M
|
44.3K
$8.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
42.7KNew |
$8.08M - $8.8M
|
42.7K
$8.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
41.2K+ 6.28% |
$7.81M - $8.5M
|
697K
$137M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
41.2KNew |
$7.8M - $8.49M
|
41.2K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1K+ 12.8% |
$7.79M - $8.48M
|
362K
$71.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
41K+ 122.61% |
$7.76M - $8.45M
|
74.4K
$14.6M
|