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 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
187+ 0.47% |
$33.9K - $36.9K
|
39.8K
$7.74M
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
185New |
$33.5K - $36.5K
|
185
$36K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
185+ 4.47% |
$33.5K - $36.5K
|
4.32K
$841K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
181+ 0.73% |
$32.8K - $35.7K
|
24.9K
$4.84M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
179+ 24.62% |
$32.4K - $35.3K
|
906
$176K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
179New |
$32.4K - $35.3K
|
179
$34.9K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
175+ 10.2% |
$31.7K - $34.5K
|
1.89K
$368K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
174New |
$31.5K - $34.3K
|
174
$33.9K
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
173+ 6.03% |
$31.3K - $34.1K
|
3.04K
$593K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
173+ 6.06% |
$31.3K - $34.1K
|
3.03K
$590K
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
166+ 0.56% |
$30.1K - $32.7K
|
30K
$5.84M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
164+ 3.66% |
$29.7K - $32.3K
|
4.65K
$905K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
164+ 0.58% |
$29.7K - $32.3K
|
28.5K
$5.56M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
157+ 1.39% |
$28.4K - $31K
|
11.5K
$2.23M
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
157+ 0.58% |
$28.4K - $31K
|
27.2K
$5.3M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
156+ 2.03% |
$28.2K - $30.8K
|
7.83K
$1.52M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
156New |
$28.2K - $30.8K
|
156
$30.4K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
150+ 2.99% |
$27.2K - $29.6K
|
5.16K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
137+ 6.42% |
$24.8K - $27K
|
2.27K
$442K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
136+ 10.41% |
$24.6K - $26.8K
|
1.44K
$281K
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
136+ 0.78% |
$24.6K - $26.8K
|
17.5K
$3.4M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
135+ 5.21% |
$24.4K - $26.6K
|
2.73K
$531K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
135+ 2.56% |
$24.4K - $26.6K
|
5.41K
$1.05M
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
135+ 3.63% |
$24.4K - $26.6K
|
3.86K
$752K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
134+ 4.45% |
$24.3K - $26.4K
|
3.15K
$613K
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
132+ 0.82% |
$23.9K - $26K
|
16.2K
$3.15M
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
132+ 1.0% |
$23.9K - $26K
|
13.4K
$2.61M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
131+ 5.83% |
$23.7K - $25.8K
|
2.38K
$463K
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
130+ 11.31% |
$23.5K - $25.6K
|
1.28K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
128+ 2.74% |
$23.2K - $25.2K
|
4.81K
$936K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
127+ 8.2% |
$23K - $25K
|
1.68K
$326K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
126+ 10.06% |
$22.8K - $24.8K
|
1.38K
$268K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
125+ 5.67% |
$22.6K - $24.6K
|
2.33K
$454K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
124+ 16.92% |
$22.5K - $24.4K
|
857
$167K
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
121+ 4.07% |
$21.9K - $23.9K
|
3.09K
$602K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
119+ 77.27% |
$21.5K - $23.5K
|
273
$53.2K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
119+ 2.47% |
$21.5K - $23.5K
|
4.93K
$960K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
118New |
$21.4K - $23.3K
|
118
$23K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
116+ 0.64% |
$21K - $22.9K
|
18.3K
$3.57M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
111+ 1.97% |
$20.1K - $21.9K
|
5.74K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
109+ 1.39% |
$19.7K - $21.5K
|
7.94K
$1.55M
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
105+ 7.24% |
$19K - $20.7K
|
1.56K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
104+ 1.79% |
$18.8K - $20.5K
|
5.92K
$1.15M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
104+ 1.67% |
$18.8K - $20.5K
|
6.34K
$1.23M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
102+ 1.04% |
$18.5K - $20.1K
|
9.88K
$1.92M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
101+ 0.98% |
$18.3K - $19.9K
|
10.4K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 2.35% |
$18.1K - $19.7K
|
4.35K
$848K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$18.1K - $19.7K
|
100
$19.5K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
91+ 6.54% |
$16.5K - $17.9K
|
1.48K
$289K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
90+ 5.38% |
$16.3K - $17.7K
|
1.76K
$343K
|