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 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
113+ 3.25% |
$21K - $22.4K
|
3.59K
$708K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
112+ 31.37% |
$20.8K - $22.2K
|
469
$92.5K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
110+ 1.13% |
$20.4K - $21.8K
|
9.82K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104+ 0.07% |
$19.3K - $20.7K
|
144K
$28.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
99+ 7.05% |
$18.4K - $19.7K
|
1.5K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
98+ 21.26% |
$18.2K - $19.5K
|
559
$110K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
97+ 0.52% |
$18K - $19.3K
|
18.8K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
96+ 9.07% |
$17.8K - $19.1K
|
1.16K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
90+ 2.13% |
$16.7K - $17.9K
|
4.31K
$850K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
90+ 0.4% |
$16.7K - $17.9K
|
22.4K
$4.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
88+ 19.56% |
$16.3K - $17.5K
|
538
$106K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
86New |
$16K - $17.1K
|
86
$17K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
84+ 0.26% |
$15.6K - $16.7K
|
32.1K
$6.32M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
80+ 1.11% |
$14.9K - $15.9K
|
7.31K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
77+ 1.28% |
$14.3K - $15.3K
|
6.09K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76+ 1.16% |
$14.1K - $15.1K
|
6.63K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
75+ 5.56% |
$13.9K - $14.9K
|
1.42K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
70+ 5.0% |
$13K - $13.9K
|
1.47K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68+ 0.62% |
$12.6K - $13.5K
|
11K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
60+ 1.06% |
$11.1K - $11.9K
|
5.72K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 0.11% |
$11K - $11.7K
|
51.8K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
58+ 22.48% |
$10.8K - $11.5K
|
316
$62.3K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
58+ 2.45% |
$10.8K - $11.5K
|
2.43K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
57New |
$10.6K - $11.3K
|
57
$11.2K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
55+ 1.26% |
$10.2K - $10.9K
|
4.41K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
55New |
$10.2K - $10.9K
|
55
$10.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
54+ 0.67% |
$10K - $10.7K
|
8.13K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
53+ 3.4% |
$9.85K - $10.5K
|
1.61K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
52+ 1.32% |
$9.66K - $10.3K
|
3.99K
$787K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
51+ 0.14% |
$9.47K - $10.1K
|
37.1K
$7.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 6.91% |
$9.47K - $10.1K
|
789
$156K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
50+ 0.12% |
$9.29K - $9.93K
|
41.7K
$8.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$9.29K - $9.93K
|
50
$9.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
50+ 0.48% |
$9.29K - $9.93K
|
10.4K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
49+ 3.54% |
$9.1K - $9.73K
|
1.43K
$283K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
45+ 3.7% |
$8.36K - $8.94K
|
1.26K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
42+ 1.58% |
$7.8K - $8.34K
|
2.7K
$532K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
42+ 1.64% |
$7.8K - $8.34K
|
2.6K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
40+ 1.45% |
$7.43K - $7.94K
|
2.8K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39+ 2.44% |
$7.25K - $7.74K
|
1.64K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
38+ 1.02% |
$7.06K - $7.55K
|
3.76K
$742K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
38+ 1.42% |
$7.06K - $7.55K
|
2.72K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
37+ 0.24% |
$6.87K - $7.35K
|
15.6K
$3.08M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
36+ 1.32% |
$6.69K - $7.15K
|
2.77K
$547K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
33+ 2.26% |
$6.13K - $6.55K
|
1.49K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33+ 0.76% |
$6.13K - $6.55K
|
4.38K
$865K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.34% |
$5.94K - $6.35K
|
2.42K
$478K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
31+ 25.0% |
$5.76K - $6.16K
|
155
$30.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26+ 0.11% |
$4.83K - $5.16K
|
24K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
26+ 0.62% |
$4.83K - $5.16K
|
4.25K
$839K
|