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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
35+ 1.12% |
$6.63K - $7.22K
|
3.17K
$614K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
34+ 0.45% |
$6.44K - $7.01K
|
7.56K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
34+ 1.7% |
$6.44K - $7.01K
|
2.03K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34+ 1.05% |
$6.44K - $7.01K
|
3.28K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 1.82% |
$6.06K - $6.6K
|
1.79K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
31+ 3.02% |
$5.87K - $6.39K
|
1.06K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 7.45% |
$5.87K - $6.39K
|
447
$86.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
30+ 1.13% |
$5.69K - $6.19K
|
2.68K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 2.15% |
$5.69K - $6.19K
|
1.43K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.24% |
$5.5K - $5.98K
|
12.3K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
29+ 0.54% |
$5.5K - $5.98K
|
5.39K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
29+ 0.03% |
$5.5K - $5.98K
|
88.3K
$17.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.65% |
$5.31K - $5.77K
|
4.35K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
28+ 0.57% |
$5.31K - $5.77K
|
4.96K
$962K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
27+ 1.47% |
$5.12K - $5.57K
|
1.87K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
26+ 1.02% |
$4.93K - $5.36K
|
2.58K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
26+ 1.87% |
$4.93K - $5.36K
|
1.42K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
26+ 0.33% |
$4.93K - $5.36K
|
7.88K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
26+ 1.75% |
$4.93K - $5.36K
|
1.51K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
25+ 0.65% |
$4.74K - $5.15K
|
3.89K
$755K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 1.01% |
$4.55K - $4.95K
|
2.39K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23+ 0.51% |
$4.36K - $4.74K
|
4.55K
$883K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23+ 0.43% |
$4.36K - $4.74K
|
5.32K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
21+ 1.94% |
$3.98K - $4.33K
|
1.1K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
20+ 0.76% |
$3.79K - $4.12K
|
2.66K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
20+ 1.83% |
$3.79K - $4.12K
|
1.11K
$215K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19+ 0.55% |
$3.6K - $3.92K
|
3.47K
$673K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18New |
$3.41K - $3.71K
|
18
$3.49K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.53% |
$3.41K - $3.71K
|
3.42K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18+ 1.27% |
$3.41K - $3.71K
|
1.43K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 0.03% |
$3.22K - $3.5K
|
52.8K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
17+ 0.53% |
$3.22K - $3.5K
|
3.23K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
16+ 0.55% |
$3.03K - $3.3K
|
2.93K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.51% |
$3.03K - $3.3K
|
3.18K
$617K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15+ 0.71% |
$2.84K - $3.09K
|
2.12K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15New |
$2.84K - $3.09K
|
15
$2.91K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14+ 3.36% |
$2.65K - $2.89K
|
431
$83.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
13+ 0.91% |
$2.46K - $2.68K
|
1.44K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
13+ 0.17% |
$2.46K - $2.68K
|
7.83K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
13+ 0.21% |
$2.46K - $2.68K
|
6.1K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
13+ 3.59% |
$2.46K - $2.68K
|
375
$72.8K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.23% |
$2.27K - $2.47K
|
5.14K
$998K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 0.03% |
$2.27K - $2.47K
|
39K
$7.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.5% |
$2.27K - $2.47K
|
2.39K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.39% |
$2.27K - $2.47K
|
3.05K
$592K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
11+ 0.22% |
$2.08K - $2.27K
|
4.93K
$956K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11+ 0.51% |
$2.08K - $2.27K
|
2.18K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
10+ 0.54% |
$1.9K - $2.06K
|
1.85K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10+ 0.07% |
$1.9K - $2.06K
|
14.4K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.9K - $2.06K
|
5.8K
$1.13M
|