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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$3.71K - $3.92K
|
21
$4.09K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14+ 0.47% |
$2.47K - $2.61K
|
2.98K
$581K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
13New |
$2.3K - $2.43K
|
13
$2.53K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
12+ 0.16% |
$2.12K - $2.24K
|
7.65K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8+ 0.24% |
$1.41K - $1.49K
|
3.41K
$664K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7+ 0.45% |
$1.24K - $1.31K
|
1.56K
$304K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
6+ 0.34% |
$1.06K - $1.12K
|
1.76K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.03% |
$530 - $560
|
11.5K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.14% |
$177 - $187
|
729
$142K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$177 - $187
|
1.19K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$177 - $187
|
4.47K
$871K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
127K+ 20.21% |
$21.8M - $23.8M
|
757K
$147M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 43.69% |
$19.6M - $21.4M
|
377K
$73.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
51.2KNew |
$8.77M - $9.57M
|
51.2K
$9.98M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
46.6KNew |
$7.97M - $8.7M
|
46.6K
$9.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
15K+ 74.59% |
$2.57M - $2.8M
|
35.1K
$6.84M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
15K+ 9.5% |
$2.56M - $2.79M
|
172K
$33.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
14.5K+ 24.51% |
$2.48M - $2.71M
|
73.7K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
11.7K+ 2.58% |
$1.99M - $2.18M
|
463K
$90.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 89.47% |
$1.93M - $2.1M
|
23.9K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.58KNew |
$1.64M - $1.79M
|
9.58K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
8.79K+ 2.33% |
$1.5M - $1.64M
|
386K
$75.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.04KNew |
$1.38M - $1.5M
|
8.04K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.54KNew |
$1.12M - $1.22M
|
6.54K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.23KNew |
$895K - $977K
|
5.23K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.6K+ 102.62% |
$616K - $673K
|
7.11K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.17KNew |
$542K - $592K
|
3.17K
$617K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$510K - $557K
|
2.98K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.58KNew |
$441K - $482K
|
2.58K
$503K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.36KNew |
$403K - $440K
|
2.36K
$459K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.12KNew |
$363K - $396K
|
2.12K
$413K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.12KNew |
$362K - $395K
|
2.12K
$412K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.09K+ 11.63% |
$358K - $391K
|
20.1K
$3.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.71KNew |
$293K - $320K
|
1.71K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.6KNew |
$274K - $299K
|
1.6K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.58KNew |
$271K - $296K
|
1.58K
$308K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.51KNew |
$258K - $282K
|
1.51K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.5KNew |
$257K - $280K
|
1.5K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.5KNew |
$257K - $280K
|
1.5K
$292K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.4KNew |
$240K - $262K
|
1.4K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.29KNew |
$221K - $241K
|
1.29K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.25KNew |
$213K - $233K
|
1.25K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.21KNew |
$207K - $226K
|
1.21K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.19KNew |
$204K - $222K
|
1.19K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 17.5% |
$199K - $217K
|
7.82K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.16KNew |
$199K - $217K
|
1.16K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.16KNew |
$198K - $217K
|
1.16K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.15KNew |
$197K - $215K
|
1.15K
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.15K+ 52.54% |
$196K - $214K
|
3.33K
$649K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.15KNew |
$196K - $214K
|
1.15K
$223K
|
|