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
|
Mc Adam, LLC
|
BUY
|
- |
89+ 6.81% |
$16.1K - $17.5K
|
1.4K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
85+ 0.4% |
$15.4K - $16.8K
|
21.3K
$4.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
83+ 2.39% |
$15K - $16.4K
|
3.56K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
82+ 4.33% |
$14.8K - $16.2K
|
1.98K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
81+ 0.9% |
$14.7K - $16K
|
9.03K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
80+ 0.11% |
$14.5K - $15.8K
|
71.6K
$13.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
77+ 4.43% |
$13.9K - $15.2K
|
1.82K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
75+ 0.97% |
$13.6K - $14.8K
|
7.8K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
75+ 2.58% |
$13.6K - $14.8K
|
2.99K
$581K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
74+ 0.13% |
$13.4K - $14.6K
|
55.2K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 3.7% |
$13.4K - $14.6K
|
2.07K
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
73+ 2.87% |
$13.2K - $14.4K
|
2.61K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
72New |
$13K - $14.2K
|
72
$14K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
71+ 3.39% |
$12.9K - $14K
|
2.16K
$421K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
70New |
$12.7K - $13.8K
|
70
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
66+ 1.2% |
$11.9K - $13K
|
5.56K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
63+ 0.62% |
$11.4K - $12.4K
|
10.2K
$1.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
63+ 484.62% |
$11.4K - $12.4K
|
76
$14.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
61+ 1.83% |
$11K - $12K
|
3.39K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
60+ 0.8% |
$10.9K - $11.8K
|
7.52K
$1.47M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
58+ 0.97% |
$10.5K - $11.4K
|
6.02K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
56+ 5.08% |
$10.1K - $11K
|
1.16K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
56+ 3.28% |
$10.1K - $11K
|
1.77K
$344K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56+ 1.0% |
$10.1K - $11K
|
5.66K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
53+ 1.59% |
$9.6K - $10.5K
|
3.39K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 0.6% |
$9.23K - $10.1K
|
8.62K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
50+ 3.75% |
$9.05K - $9.86K
|
1.38K
$269K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
50+ 2.86% |
$9.05K - $9.86K
|
1.8K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50+ 0.14% |
$9.05K - $9.86K
|
35.8K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
49+ 3.21% |
$8.87K - $9.66K
|
1.58K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
45+ 0.11% |
$8.15K - $8.87K
|
39.8K
$7.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
45+ 0.54% |
$8.15K - $8.87K
|
8.36K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
44+ 1.66% |
$7.97K - $8.68K
|
2.69K
$524K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
43+ 38.39% |
$7.79K - $8.48K
|
155
$30.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
41+ 0.43% |
$7.42K - $8.08K
|
9.49K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 11.73% |
$7.24K - $7.89K
|
381
$74.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
40+ 0.57% |
$7.24K - $7.89K
|
7.01K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
38+ 0.35% |
$6.88K - $7.49K
|
10.8K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38New |
$6.88K - $7.49K
|
38
$7.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37New |
$6.7K - $7.3K
|
37
$7.21K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
37+ 0.24% |
$6.7K - $7.3K
|
15.2K
$2.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
35+ 1.34% |
$6.34K - $6.9K
|
2.65K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
34+ 0.73% |
$6.16K - $6.7K
|
4.67K
$909K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
33+ 0.46% |
$5.97K - $6.51K
|
7.28K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.41% |
$5.79K - $6.31K
|
7.76K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
31+ 0.61% |
$5.61K - $6.11K
|
5.13K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.24% |
$5.25K - $5.72K
|
12.2K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
28+ 0.55% |
$5.07K - $5.52K
|
5.15K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
27+ 4.94% |
$4.89K - $5.32K
|
574
$112K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
26+ 0.84% |
$4.71K - $5.13K
|
3.13K
$610K
|