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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
118+ 20.03% |
$20.8K - $22K
|
707
$137K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
109New |
$19.2K - $20.4K
|
109
$21.1K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
71New |
$12.5K - $13.3K
|
71
$13.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
63+ 2.2% |
$11.1K - $11.8K
|
2.93K
$569K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50New |
$8.83K - $9.34K
|
50
$9.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$8.48K - $8.96K
|
48
$9.31K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
47New |
$8.3K - $8.77K
|
47
$9.12K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
40New |
$7.06K - $7.47K
|
40
$7.76K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
40+ 1.83% |
$7.06K - $7.47K
|
2.22K
$431K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37New |
$6.53K - $6.91K
|
37
$7.18K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30New |
$5.3K - $5.6K
|
30
$5.82K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$3.71K - $3.92K
|
21
$4.07K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
13New |
$2.3K - $2.43K
|
13
$2.52K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7+ 0.45% |
$1.24K - $1.31K
|
1.56K
$303K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
6+ 0.34% |
$1.06K - $1.12K
|
1.76K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.03% |
$530 - $560
|
11.5K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.14% |
$177 - $187
|
729
$141K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$177 - $187
|
1.19K
$230K
|
|
| 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
$73.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
51.2KNew |
$8.77M - $9.57M
|
51.2K
$9.94M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
46.6KNew |
$7.97M - $8.7M
|
46.6K
$9.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
14.5K+ 24.51% |
$2.48M - $2.71M
|
73.7K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
11.7K+ 2.58% |
$1.99M - $2.18M
|
463K
$89.8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 89.47% |
$1.93M - $2.1M
|
23.9K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.58KNew |
$1.64M - $1.79M
|
9.58K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.04KNew |
$1.38M - $1.5M
|
8.04K
$1.56M
|
|
|
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
$614K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$510K - $557K
|
2.98K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.58KNew |
$441K - $482K
|
2.58K
$501K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.36KNew |
$403K - $440K
|
2.36K
$457K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.12KNew |
$362K - $395K
|
2.12K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.6KNew |
$274K - $299K
|
1.6K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.58KNew |
$271K - $296K
|
1.58K
$307K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.5KNew |
$257K - $280K
|
1.5K
$291K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.4KNew |
$240K - $262K
|
1.4K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.29KNew |
$221K - $241K
|
1.29K
$250K
|
|
|
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
$231K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.16KNew |
$199K - $217K
|
1.16K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.16KNew |
$198K - $217K
|
1.16K
$225K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.15KNew |
$197K - $215K
|
1.15K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.15K+ 52.54% |
$196K - $214K
|
3.33K
$646K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.1KNew |
$188K - $205K
|
1.1K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.09KNew |
$186K - $203K
|
1.09K
$211K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
673New |
$115K - $126K
|
673
$131K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
497New |
$85K - $92.8K
|
497
$96.4K
|
|