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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37New |
$6.7K - $7.3K
|
37
$7.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.41% |
$5.79K - $6.31K
|
7.76K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
21New |
$3.8K - $4.14K
|
21
$4.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
21+ 0.58% |
$3.8K - $4.14K
|
3.64K
$706K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$3.26K - $3.55K
|
18
$3.49K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
17New |
$3.08K - $3.35K
|
17
$3.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15+ 1.26% |
$2.72K - $2.96K
|
1.21K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
13+ 14.94% |
$2.35K - $2.56K
|
100
$19.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
12+ 0.42% |
$2.17K - $2.37K
|
2.86K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
10+ 0.55% |
$1.81K - $1.97K
|
1.83K
$354K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
10+ 0.56% |
$1.81K - $1.97K
|
1.79K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6New |
$1.09K - $1.18K
|
6
$1.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5+ 0.31% |
$905 - $986
|
1.6K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.28% |
$905 - $986
|
1.81K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5New |
$905 - $986
|
5
$970
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4+ 0.14% |
$724 - $789
|
2.87K
$556K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2+ 0.46% |
$362 - $394
|
438
$85K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$181 - $197
|
2.22K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.71% |
$181 - $197
|
141
$27.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.03% |
$181 - $197
|
3.31K
$641K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
113KNew |
$20M - $21.1M
|
113K
$21.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11.6KNew |
$2.04M - $2.16M
|
11.6K
$2.24M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.7K+ 54.65% |
$830K - $877K
|
13.3K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.57K+ 29.26% |
$806K - $852K
|
20.2K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
3.57KNew |
$630K - $666K
|
3.57K
$692K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.46KNew |
$434K - $459K
|
2.46K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.27KNew |
$401K - $424K
|
2.27K
$441K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.18KNew |
$385K - $407K
|
2.18K
$423K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.78KNew |
$313K - $331K
|
1.78K
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.73KNew |
$305K - $323K
|
1.73K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.69KNew |
$298K - $316K
|
1.69K
$328K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.52KNew |
$268K - $283K
|
1.52K
$294K
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.37KNew |
$243K - $257K
|
1.37K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.35KNew |
$238K - $251K
|
1.35K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.34KNew |
$237K - $250K
|
1.34K
$260K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.33K+ 112.54% |
$234K - $248K
|
2.51K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.15KNew |
$202K - $214K
|
1.15K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.11KNew |
$197K - $208K
|
1.11K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 20.87% |
$195K - $206K
|
6.39K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$193K - $204K
|
1.09K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
781New |
$138K - $146K
|
781
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
685+ 1292.45% |
$121K - $128K
|
738
$143K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
673New |
$119K - $126K
|
673
$131K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
600New |
$106K - $112K
|
600
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
537+ 3.56% |
$94.8K - $100K
|
15.6K
$3.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
463New |
$81.8K - $86.4K
|
463
$89.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
355New |
$62.7K - $66.3K
|
355
$68.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
213New |
$37.6K - $39.8K
|
213
$41.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
177+ 45.04% |
$31.3K - $33K
|
570
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
123+ 1.36% |
$21.7K - $23K
|
9.18K
$1.78M
|
|