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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
17.8KNew |
$3.21M - $3.5M
|
17.8K
$3.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
17.6K+ 3563.84% |
$3.19M - $3.48M
|
18.1K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$2.99M - $3.26M
|
16.5K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
15.6KNew |
$2.82M - $3.07M
|
15.6K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
15.5K+ 336.96% |
$2.81M - $3.06M
|
20.1K
$3.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
14.7K+ 38.79% |
$2.66M - $2.9M
|
52.6K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.4KNew |
$2.61M - $2.84M
|
14.4K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
14.4K+ 106.91% |
$2.6M - $2.83M
|
27.8K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
13.6KNew |
$2.46M - $2.68M
|
13.6K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
13.5KNew |
$2.44M - $2.65M
|
13.5K
$2.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 20.06% |
$2.43M - $2.65M
|
80.4K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3K+ 10.75% |
$2.41M - $2.63M
|
137K
$26.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
13.1K+ 1.76% |
$2.37M - $2.58M
|
755K
$147M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.9KNew |
$2.34M - $2.55M
|
12.9K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 1815.59% |
$2.3M - $2.5M
|
13.4K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3K+ 1.5% |
$2.22M - $2.42M
|
833K
$162M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11.8K+ 6.94% |
$2.13M - $2.32M
|
181K
$35.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.8KNew |
$2.13M - $2.32M
|
11.8K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11.6K+ 2.71% |
$2.11M - $2.29M
|
441K
$85.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$2.08M - $2.26M
|
11.5K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10.9KNew |
$1.97M - $2.15M
|
10.9K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 4.01% |
$1.95M - $2.13M
|
279K
$54.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
10.4KNew |
$1.88M - $2.05M
|
10.4K
$2.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
9.95K+ 25.57% |
$1.8M - $1.96M
|
48.9K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.61K+ 3.6% |
$1.74M - $1.89M
|
277K
$53.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.55K+ 11.67% |
$1.73M - $1.88M
|
91.4K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 1.84% |
$1.73M - $1.88M
|
529K
$103M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
9KNew |
$1.63M - $1.77M
|
9K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.53KNew |
$1.54M - $1.68M
|
8.53K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8.5KNew |
$1.54M - $1.68M
|
8.5K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.34K+ 2.94% |
$1.51M - $1.64M
|
292K
$56.8M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.03K+ 12.54% |
$1.45M - $1.58M
|
72.1K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.57K+ 12.96% |
$1.37M - $1.49M
|
66K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.55K+ 6.32% |
$1.37M - $1.49M
|
127K
$24.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.41K+ 1.06% |
$1.34M - $1.46M
|
703K
$137M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
7.19KNew |
$1.3M - $1.42M
|
7.19K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.11K+ 49.98% |
$1.29M - $1.4M
|
21.3K
$4.16M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.05K+ 6.96% |
$1.28M - $1.39M
|
108K
$21.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
7.03K+ 4.72% |
$1.27M - $1.39M
|
156K
$30.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.84K+ 1.06% |
$1.24M - $1.35M
|
654K
$127M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.73KNew |
$1.22M - $1.33M
|
6.73K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.56K+ 6.96% |
$1.19M - $1.29M
|
101K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
6.45K+ 61.04% |
$1.17M - $1.27M
|
17K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
6.35KNew |
$1.15M - $1.25M
|
6.35K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.3K+ 1.43% |
$1.14M - $1.24M
|
446K
$86.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
6.2KNew |
$1.12M - $1.22M
|
6.2K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.16K+ 2.27% |
$1.11M - $1.21M
|
277K
$54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.12K+ 76.64% |
$1.11M - $1.21M
|
14.1K
$2.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.06K+ 5.39% |
$1.1M - $1.19M
|
119K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.99KNew |
$1.08M - $1.18M
|
5.99K
$1.17M
|