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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
205K+ 14.16% |
$34.6M - $40.1M
|
1.66M
$331M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142K+ 28.41% |
$23.8M - $27.7M
|
640K
$128M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.9K+ 9.21% |
$14.3M - $16.6M
|
1.01M
$201M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48.1K+ 6.65% |
$8.1M - $9.41M
|
772K
$154M
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47.2K+ 884.29% |
$7.95M - $9.23M
|
52.6K
$10.5M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.9K+ 16.66% |
$7.9M - $9.17M
|
329K
$65.7M
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
44KNew |
$7.4M - $8.59M
|
44K
$8.79M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
26K+ 118.98% |
$4.38M - $5.08M
|
47.8K
$9.56M
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
20.6K+ 15.63% |
$3.47M - $4.03M
|
152K
$30.5M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.5K+ 524.36% |
$3.29M - $3.82M
|
23.3K
$4.65M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19K+ 15.48% |
$3.2M - $3.71M
|
142K
$28.3M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.9K+ 25.28% |
$3.02M - $3.5M
|
88.8K
$17.7M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.9KNew |
$2.84M - $3.3M
|
16.9K
$3.38M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 15.51% |
$2.68M - $3.11M
|
119K
$23.7M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.8K+ 5.45% |
$2.66M - $3.09M
|
306K
$61.1M
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.2K+ 21.81% |
$2.55M - $2.96M
|
84.7K
$16.9M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13.7K+ 24.12% |
$2.31M - $2.68M
|
70.6K
$14.1M
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.49% |
$2.23M - $2.58M
|
308K
$61.5M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
12.7K+ 272.74% |
$2.13M - $2.48M
|
17.3K
$3.46M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 16.92% |
$2.11M - $2.45M
|
86.5K
$17.3M
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
11KNew |
$1.85M - $2.14M
|
11K
$2.19M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 21.6% |
$1.81M - $2.1M
|
60.6K
$12.1M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.5K+ 8.46% |
$1.77M - $2.05M
|
135K
$26.9M
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.4K+ 12.29% |
$1.74M - $2.02M
|
94.6K
$18.9M
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.49K+ 13.25% |
$1.6M - $1.85M
|
81.1K
$16.2M
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.95K+ 5.91% |
$1.51M - $1.75M
|
160K
$32.1M
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
8.64K+ 1.96% |
$1.45M - $1.69M
|
450K
$89.9M
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.6K+ 76.72% |
$1.45M - $1.68M
|
19.8K
$3.96M
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.49K+ 11.93% |
$1.43M - $1.66M
|
79.6K
$15.9M
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.31K+ 17.32% |
$1.4M - $1.62M
|
56.3K
$11.2M
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
8K+ 40.0% |
$1.35M - $1.56M
|
28K
$5.6M
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
7.14K+ 4.42% |
$1.2M - $1.4M
|
169K
$33.7M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.14K+ 9.37% |
$1.2M - $1.39M
|
83.4K
$16.7M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7K+ 55.65% |
$1.18M - $1.37M
|
19.6K
$3.91M
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.6KNew |
$1.11M - $1.29M
|
6.6K
$1.32M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.57K+ 7.71% |
$1.11M - $1.28M
|
91.7K
$18.3M
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.56K+ 12.02% |
$1.1M - $1.28M
|
61.1K
$12.2M
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.1K+ 41.04% |
$1.03M - $1.19M
|
21K
$4.19M
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.66K+ 2560.18% |
$952K - $1.11M
|
5.88K
$1.18M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.56K+ 32.87% |
$936K - $1.09M
|
22.5K
$4.5M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.48K+ 15.52% |
$922K - $1.07M
|
40.8K
$8.15M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.48K+ 5.12% |
$922K - $1.07M
|
112K
$22.5M
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 3.21% |
$878K - $1.02M
|
167K
$33.5M
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.21KNew |
$877K - $1.02M
|
5.21K
$1.04M
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.75KNew |
$800K - $929K
|
4.75K
$950K
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.73KNew |
$796K - $924K
|
4.73K
$945K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.06K+ 397.94% |
$683K - $792K
|
5.07K
$1.01M
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.98K+ 375.19% |
$669K - $777K
|
5.04K
$1.01M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.9K+ 18.81% |
$656K - $762K
|
24.6K
$4.92M
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.84K+ 47.77% |
$646K - $750K
|
11.9K
$2.37M
|