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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
329+ 5.53% |
$61.1K - $65.3K
|
6.28K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
324+ 10.89% |
$60.2K - $64.3K
|
3.3K
$659K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
319+ 1.81% |
$59.3K - $63.3K
|
17.9K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
312+ 7.37% |
$58K - $62K
|
4.55K
$909K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
311+ 25.72% |
$57.8K - $61.8K
|
1.52K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
308New |
$57.2K - $61.2K
|
308
$61.6K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
304+ 1.81% |
$56.5K - $60.4K
|
17.1K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
301+ 7.66% |
$55.9K - $59.8K
|
4.23K
$845K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
295+ 23.28% |
$54.8K - $58.6K
|
1.56K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
285+ 0.84% |
$52.9K - $56.6K
|
34.3K
$6.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
283New |
$52.6K - $56.2K
|
283
$56.6K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
282+ 13.69% |
$52.4K - $56K
|
2.34K
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
280+ 2.45% |
$52K - $55.6K
|
11.7K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
277+ 46.24% |
$51.5K - $55K
|
876
$175K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
271+ 1.83% |
$50.3K - $53.8K
|
15.1K
$3.01M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
268+ 8.74% |
$49.8K - $53.2K
|
3.33K
$666K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
268+ 3.85% |
$49.8K - $53.2K
|
7.24K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
267+ 1.03% |
$49.6K - $53K
|
26.1K
$5.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
264New |
$49K - $52.4K
|
264
$52.8K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
254+ 9.26% |
$47.2K - $50.4K
|
3K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
254+ 0.49% |
$47.2K - $50.4K
|
51.6K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
250New |
$46.4K - $49.6K
|
250
$50K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
246New |
$45.7K - $48.9K
|
246
$49.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
240+ 2.22% |
$44.6K - $47.7K
|
11.1K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
233+ 1.17% |
$43.3K - $46.3K
|
20.2K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
233+ 1.25% |
$43.3K - $46.3K
|
18.9K
$3.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
228+ 3.79% |
$42.4K - $45.3K
|
6.25K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
226New |
$42K - $44.9K
|
226
$45.2K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
220+ 20.75% |
$40.9K - $43.7K
|
1.28K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
219+ 4.39% |
$40.7K - $43.5K
|
5.21K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
214+ 13.69% |
$39.8K - $42.5K
|
1.78K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
212+ 1.41% |
$39.4K - $42.1K
|
15.2K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
204+ 5.44% |
$37.9K - $40.5K
|
3.96K
$791K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
203+ 0.99% |
$37.7K - $40.3K
|
20.8K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
202New |
$37.5K - $40.1K
|
202
$40.4K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
201+ 4.06% |
$37.3K - $39.9K
|
5.15K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
201+ 340.68% |
$37.3K - $39.9K
|
260
$52K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$37.2K - $39.7K
|
200
$40K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
200+ 4.9% |
$37.2K - $39.7K
|
4.28K
$856K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
193New |
$35.9K - $38.3K
|
193
$38.6K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
190+ 4.45% |
$35.3K - $37.7K
|
4.46K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
190+ 1.86% |
$35.3K - $37.7K
|
10.4K
$2.08M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
186+ 17.68% |
$34.6K - $36.9K
|
1.24K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
181New |
$33.6K - $35.9K
|
181
$36.2K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
178+ 7.39% |
$33.1K - $35.3K
|
2.59K
$517K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
174New |
$32.3K - $34.6K
|
174
$34.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
174+ 2.03% |
$32.3K - $34.6K
|
8.77K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
169+ 48.01% |
$31.4K - $33.6K
|
521
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
169+ 1.34% |
$31.4K - $33.6K
|
12.8K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
167+ 75.91% |
$31K - $33.2K
|
387
$77.4K
|