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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.33M+ 18046.14% |
$240M - $261M
|
1.33M
$260M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
562K+ 4.54% |
$102M - $111M
|
12.9M
$2.52B
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
474KNew |
$85.9M - $93.6M
|
474K
$92.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
341K+ 54.57% |
$61.7M - $67.2M
|
966K
$188M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
227KNew |
$41.1M - $44.8M
|
227K
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223K+ 2.89% |
$40.4M - $44M
|
7.95M
$1.55B
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 4.03% |
$31M - $33.8M
|
4.43M
$863M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
158KNew |
$28.6M - $31.1M
|
158K
$30.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
140K+ 7.61% |
$25.3M - $27.5M
|
1.98M
$385M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
137K+ 28.69% |
$24.8M - $27M
|
613K
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 1.02% |
$22.8M - $24.9M
|
12.5M
$2.44B
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
121K+ 290.11% |
$21.9M - $23.8M
|
163K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
105K+ 1511.47% |
$19.1M - $20.8M
|
112K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
84.9K+ 32511.88% |
$15.4M - $16.7M
|
85.1K
$16.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
81.5KNew |
$14.8M - $16.1M
|
81.5K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
69.8K+ 1625.73% |
$12.6M - $13.8M
|
74.1K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
67.4K+ 6.89% |
$12.2M - $13.3M
|
1.05M
$204M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
63.1K+ 1497.89% |
$11.4M - $12.4M
|
67.4K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.9K+ 2.51% |
$11M - $12M
|
2.49M
$485M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.1K+ 4.28% |
$10.9M - $11.9M
|
1.47M
$285M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.6K+ 3.76% |
$9.71M - $10.6M
|
1.48M
$288M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
53K+ 36.81% |
$9.6M - $10.5M
|
197K
$38.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
50.4KNew |
$9.13M - $9.94M
|
50.4K
$9.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
46.1KNew |
$8.35M - $9.09M
|
46.1K
$8.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42K+ 26.59% |
$7.61M - $8.29M
|
200K
$39M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.1K+ 21.27% |
$7.45M - $8.11M
|
234K
$45.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.9K+ 9.82% |
$7.41M - $8.07M
|
458K
$89.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
37.5KNew |
$6.78M - $7.38M
|
37.5K
$7.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
37.3KNew |
$6.75M - $7.35M
|
37.3K
$7.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
36.6KNew |
$6.62M - $7.21M
|
36.6K
$7.12M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.7K+ 11.73% |
$6.47M - $7.05M
|
341K
$66.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1K+ 44.24% |
$6.36M - $6.93M
|
115K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
33.4KNew |
$6.04M - $6.58M
|
33.4K
$6.5M
|
|
|
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
$8.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.6K+ 7.97% |
$5.9M - $6.42M
|
441K
$86M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
31.1KNew |
$5.62M - $6.12M
|
31.1K
$6.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31K+ 19.26% |
$5.62M - $6.12M
|
192K
$37.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29K+ 19.47% |
$5.25M - $5.72M
|
178K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.7K+ 72.02% |
$5.19M - $5.65M
|
68.5K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27.9K+ 29.44% |
$5.04M - $5.49M
|
122K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 5.53% |
$5.03M - $5.48M
|
530K
$103M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
27.1K+ 477.66% |
$4.91M - $5.34M
|
32.8K
$6.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
23.5K+ 37.36% |
$4.26M - $4.63M
|
86.4K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$4.11M - $4.48M
|
22.7K
$4.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.7K+ 80.98% |
$3.74M - $4.08M
|
46.2K
$9M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.4K+ 510175.0% |
$3.69M - $4.02M
|
20.4K
$3.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
20.3K+ 23.63% |
$3.68M - $4.01M
|
106K
$20.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
19.1KNew |
$3.46M - $3.76M
|
19.1K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.7KNew |
$3.39M - $3.69M
|
18.7K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2K+ 57.1% |
$3.29M - $3.59M
|
50K
$9.74M
|