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 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.19KNew |
$619K - $730K
|
4.19K
$816K
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.41KNew |
$503K - $593K
|
3.41K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.8KNew |
$413K - $488K
|
2.8K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.69KNew |
$397K - $468K
|
2.69K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.4KNew |
$354K - $418K
|
2.4K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.06KNew |
$303K - $358K
|
2.06K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.06KNew |
$303K - $358K
|
2.06K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.93KNew |
$285K - $337K
|
1.93K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
1.93KNew |
$284K - $336K
|
1.93K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$254K - $299K
|
1.72K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.55KNew |
$229K - $270K
|
1.55K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.5K+ 8.38% |
$221K - $260K
|
19.3K
$3.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$215K - $254K
|
1.46K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.43KNew |
$212K - $250K
|
1.43K
$279K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.33KNew |
$197K - $232K
|
1.33K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.3KNew |
$192K - $226K
|
1.3K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
1.28KNew |
$188K - $222K
|
1.28K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$183K - $216K
|
1.24K
$242K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.2KNew |
$177K - $209K
|
1.2K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.19KNew |
$176K - $207K
|
1.19K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
911+ 16.74% |
$135K - $159K
|
6.35K
$1.24M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
800New |
$118K - $139K
|
800
$156K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
634New |
$93.6K - $110K
|
634
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
600New |
$88.6K - $105K
|
600
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
540+ 40.36% |
$79.7K - $94.1K
|
1.88K
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
513+ 36.91% |
$75.7K - $89.4K
|
1.9K
$371K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
458New |
$67.6K - $79.8K
|
458
$89.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
398New |
$58.8K - $69.3K
|
398
$77.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
350New |
$51.7K - $61K
|
350
$68.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
262New |
$38.7K - $45.6K
|
262
$51K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
199New |
$29.4K - $34.7K
|
199
$38.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
193+ 3.23% |
$28.5K - $33.6K
|
6.16K
$1.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
154+ 15400.0% |
$22.7K - $26.8K
|
155
$30.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
153+ 3.58% |
$22.6K - $26.7K
|
4.43K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
126New |
$18.6K - $22K
|
126
$24.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
123New |
$18.2K - $21.4K
|
123
$24K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
111New |
$16.4K - $19.3K
|
111
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
99New |
$14.6K - $17.2K
|
99
$19.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
92New |
$13.6K - $16K
|
92
$17.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
90New |
$13.3K - $15.7K
|
90
$17.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
81New |
$12K - $14.1K
|
81
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
80New |
$11.8K - $13.9K
|
80
$15.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
37New |
$5.46K - $6.45K
|
37
$7.21K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
36New |
$5.32K - $6.27K
|
36
$7.01K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35New |
$5.17K - $6.1K
|
35
$6.82K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
34+ 0.28% |
$5.02K - $5.92K
|
12K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
25+ 1.0% |
$3.69K - $4.36K
|
2.52K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17New |
$2.51K - $2.96K
|
17
$3.31K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 1.02% |
$2.07K - $2.44K
|
1.39K
$271K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12New |
$1.77K - $2.09K
|
12
$2.34K
|