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 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
953+ 1.27% |
$177K - $189K
|
75.9K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
948+ 15.43% |
$176K - $188K
|
7.09K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
948+ 134.28% |
$176K - $188K
|
1.65K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
940+ 5.86% |
$175K - $187K
|
17K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
928+ 5.63% |
$172K - $184K
|
17.4K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
917+ 2.33% |
$170K - $182K
|
40.3K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
917+ 94.93% |
$170K - $182K
|
1.88K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
909+ 29.62% |
$169K - $181K
|
3.98K
$785K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
885+ 11.58% |
$164K - $176K
|
8.53K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
868+ 5.28% |
$161K - $172K
|
17.3K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
866+ 8.67% |
$161K - $172K
|
10.9K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
860+ 10.03% |
$160K - $171K
|
9.43K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
857+ 11.55% |
$159K - $170K
|
8.28K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
856New |
$159K - $170K
|
856
$169K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
842+ 3.73% |
$156K - $167K
|
23.4K
$4.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
800+ 2.13% |
$149K - $159K
|
38.4K
$7.58M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
799+ 48.25% |
$148K - $159K
|
2.46K
$484K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
794+ 39.33% |
$148K - $158K
|
2.81K
$555K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
787+ 7.64% |
$146K - $156K
|
11.1K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
770+ 38.69% |
$143K - $153K
|
2.76K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
769+ 0.92% |
$143K - $153K
|
84.3K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
762+ 10.35% |
$142K - $151K
|
8.13K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
750+ 2.92% |
$139K - $149K
|
26.4K
$5.21M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
748+ 22.47% |
$139K - $149K
|
4.08K
$804K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
741+ 27.38% |
$138K - $147K
|
3.45K
$680K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
739+ 10.21% |
$137K - $147K
|
7.98K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
735+ 12.58% |
$137K - $146K
|
6.58K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
724+ 6.21% |
$135K - $144K
|
12.4K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
715New |
$133K - $142K
|
715
$141K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
702+ 54.33% |
$130K - $139K
|
1.99K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
687+ 12.91% |
$128K - $136K
|
6.01K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
678+ 6.71% |
$126K - $135K
|
10.8K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
672New |
$125K - $133K
|
672
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
666New |
$124K - $132K
|
666
$131K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
658+ 55.95% |
$122K - $131K
|
1.83K
$362K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
651+ 17.43% |
$121K - $129K
|
4.39K
$865K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
645New |
$120K - $128K
|
645
$127K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
628+ 40.36% |
$117K - $125K
|
2.18K
$431K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
627+ 18.11% |
$116K - $125K
|
4.09K
$807K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
605+ 34.47% |
$112K - $120K
|
2.36K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
604New |
$112K - $120K
|
604
$119K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
600+ 27.71% |
$111K - $119K
|
2.77K
$546K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
577+ 5.42% |
$107K - $115K
|
11.2K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
576New |
$107K - $114K
|
576
$114K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
569+ 2.2% |
$106K - $113K
|
26.4K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
564+ 0.51% |
$105K - $112K
|
112K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
561+ 25.51% |
$104K - $111K
|
2.76K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
533+ 49.86% |
$99K - $106K
|
1.6K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
516+ 34.08% |
$95.9K - $102K
|
2.03K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
515+ 0.84% |
$95.7K - $102K
|
61.8K
$12.2M
|