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 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
175+ 10.2% |
$31.7K - $34.5K
|
1.89K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
164+ 3.66% |
$29.7K - $32.3K
|
4.65K
$917K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
156New |
$28.2K - $30.8K
|
156
$30.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
119+ 77.27% |
$21.5K - $23.5K
|
273
$53.9K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
118New |
$21.4K - $23.3K
|
118
$23.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
111+ 1.97% |
$20.1K - $21.9K
|
5.74K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$18.1K - $19.7K
|
100
$19.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
91+ 6.54% |
$16.5K - $17.9K
|
1.48K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
85+ 0.4% |
$15.4K - $16.8K
|
21.3K
$4.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
77+ 4.43% |
$13.9K - $15.2K
|
1.82K
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
75+ 2.58% |
$13.6K - $14.8K
|
2.99K
$589K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
70New |
$12.7K - $13.8K
|
70
$13.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
61+ 1.83% |
$11K - $12K
|
3.39K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
53+ 1.59% |
$9.6K - $10.5K
|
3.39K
$669K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
50+ 3.75% |
$9.05K - $9.86K
|
1.38K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50+ 0.14% |
$9.05K - $9.86K
|
35.8K
$7.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
41+ 0.43% |
$7.42K - $8.08K
|
9.49K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38New |
$6.88K - $7.49K
|
38
$7.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37New |
$6.7K - $7.3K
|
37
$7.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
21New |
$3.8K - $4.14K
|
21
$4.14K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
21+ 0.58% |
$3.8K - $4.14K
|
3.64K
$718K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$3.26K - $3.55K
|
18
$3.55K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
17New |
$3.08K - $3.35K
|
17
$3.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15+ 1.26% |
$2.72K - $2.96K
|
1.21K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
13+ 14.94% |
$2.35K - $2.56K
|
100
$19.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6New |
$1.09K - $1.18K
|
6
$1.18K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5New |
$905 - $986
|
5
$987
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2+ 0.46% |
$362 - $394
|
438
$86.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$181 - $197
|
2.22K
$439K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
113KNew |
$20M - $21.1M
|
113K
$22.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11.6KNew |
$2.04M - $2.16M
|
11.6K
$2.28M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.7K+ 54.65% |
$830K - $877K
|
13.3K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.57K+ 29.26% |
$806K - $852K
|
20.2K
$3.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
3.57KNew |
$630K - $666K
|
3.57K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.27KNew |
$401K - $424K
|
2.27K
$448K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.18KNew |
$385K - $407K
|
2.18K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.78KNew |
$313K - $331K
|
1.78K
$350K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.73KNew |
$305K - $323K
|
1.73K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.69KNew |
$298K - $316K
|
1.69K
$333K
|
|
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.54KNew |
$272K - $288K
|
1.54K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.37KNew |
$243K - $257K
|
1.37K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.35KNew |
$238K - $251K
|
1.35K
$266K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.34KNew |
$237K - $250K
|
1.34K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.15KNew |
$202K - $214K
|
1.15K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.11KNew |
$197K - $208K
|
1.11K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 20.87% |
$195K - $206K
|
6.39K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$193K - $204K
|
1.09K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
781New |
$138K - $146K
|
781
$154K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
685+ 1292.45% |
$121K - $128K
|
738
$146K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
673New |
$119K - $126K
|
673
$133K
|
|