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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 25.26% |
$262K - $280K
|
6.98K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.38KNew |
$257K - $275K
|
1.38K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.36% |
$256K - $274K
|
42.4K
$8.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 17.14% |
$255K - $273K
|
9.4K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.37KNew |
$254K - $271K
|
1.37K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.36K+ 53.15% |
$252K - $270K
|
3.91K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.35KNew |
$252K - $269K
|
1.35K
$267K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.33K+ 37.47% |
$247K - $265K
|
4.89K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.32K+ 3.06% |
$246K - $263K
|
44.6K
$8.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.32KNew |
$245K - $262K
|
1.32K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.3KNew |
$242K - $259K
|
1.3K
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.3KNew |
$241K - $257K
|
1.3K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.29KNew |
$239K - $255K
|
1.29K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.28K+ 1.74% |
$237K - $253K
|
74.5K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.28K+ 3.84% |
$237K - $253K
|
34.5K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.28KNew |
$237K - $253K
|
1.28K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.27K+ 1.35% |
$235K - $252K
|
95K
$18.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.25KNew |
$232K - $248K
|
1.25K
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.21K+ 42.51% |
$225K - $241K
|
4.06K
$802K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21KNew |
$224K - $240K
|
1.21K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.18KNew |
$218K - $234K
|
1.18K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.18K+ 31.9% |
$218K - $234K
|
4.86K
$959K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$216K - $231K
|
1.17K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.16K+ 43.0% |
$215K - $230K
|
3.85K
$760K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.15KNew |
$214K - $228K
|
1.15K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.14K+ 46.9% |
$212K - $227K
|
3.57K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.13KNew |
$211K - $225K
|
1.13K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.13K+ 6.77% |
$209K - $224K
|
17.8K
$3.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.12KNew |
$209K - $223K
|
1.12K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 14.4% |
$208K - $222K
|
8.89K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.11KNew |
$206K - $220K
|
1.11K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.1K+ 21.34% |
$205K - $219K
|
6.26K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.1KNew |
$204K - $218K
|
1.1K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.09KNew |
$203K - $217K
|
1.09K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.08KNew |
$201K - $215K
|
1.08K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.08K+ 45.19% |
$201K - $214K
|
3.47K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 9.51% |
$199K - $212K
|
12.3K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.07K+ 0.91% |
$198K - $212K
|
119K
$23.5M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.02K+ 5.19% |
$189K - $202K
|
20.7K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
1.02K+ 12.89% |
$189K - $202K
|
8.92K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.01K+ 26.76% |
$187K - $200K
|
4.77K
$941K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
1.01K+ 51.54% |
$187K - $200K
|
2.96K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 0.27% |
$187K - $199K
|
371K
$73.2M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1K+ 0.87% |
$187K - $199K
|
117K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
996New |
$185K - $198K
|
996
$197K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
995+ 33.92% |
$185K - $198K
|
3.93K
$775K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
993+ 28.78% |
$184K - $197K
|
4.44K
$877K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
983+ 2.44% |
$183K - $195K
|
41.3K
$8.15M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
973+ 8.59% |
$181K - $193K
|
12.3K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
957+ 52.67% |
$178K - $190K
|
2.77K
$547K
|