Latest Institutional Purchases of Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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 09, 2022 Q3 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
67
+ 11.75%
$8.61K - $10.1K
637 $124K
Oct 31, 2022 Q3 2022
First Farmers & Merchants Bank

BUY
 -
58
+ 0.41%
$7.45K - $8.76K
14.3K $2.79M
Nov 15, 2022 Q3 2022
Nvwm, LLC

BUY
 -
22
New
$2.83K - $3.32K
22 $4.28K
Nov 14, 2022 Q3 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
21
New
$2.7K - $3.17K
21 $4.09K
Q2 2022
Jul 28, 2022 Q2 2022
Flynn Zito Capital Management, LLC

BUY
 -
44.4K
New
$5.92M - $7.04M
44.4K $8.65M
Aug 09, 2022 Q2 2022
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
31.5K
+ 840.06%
$4.2M - $5M
35.3K $6.87M
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
8.21K
New
$1.09M - $1.3M
8.21K $1.6M
Jul 29, 2022 Q2 2022
Close Asset Management LTD

BUY
 -
4.61K
+ 196.09%
$614K - $730K
6.96K $1.36M
Aug 15, 2022 Q2 2022
Caxton Associates LP

New York, NY
BUY
 -
3.32K
New
$442K - $525K
3.32K $646K
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
2.05K
New
$273K - $325K
2.05K $399K
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

BUY
 -
1.77K
New
$235K - $280K
1.77K $344K
Jul 14, 2022 Q2 2022
Highland Private Wealth Management

BUY
 -
1.12K
+ 34.69%
$150K - $178K
4.36K $850K
Aug 09, 2022 Q2 2022
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
901
New
$120K - $143K
901 $175K
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

BUY
 -
496
+ 12.43%
$66.1K - $78.6K
4.49K $874K
Aug 04, 2022 Q2 2022
Cutler Group LP

BUY
 -
300
+ 16.85%
$40K - $47.6K
2.08K $405K
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
183
New
$24.4K - $29K
183 $35.6K
Aug 02, 2022 Q2 2022
Versant Capital Management, Inc

BUY
 -
123
New
$16.4K - $19.5K
123 $24K
Nov 07, 2023 Q2 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
82
New
$10.9K - $13K
82 $16K
Aug 15, 2022 Q2 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
78
New
$10.4K - $12.4K
78 $15.2K
Jul 18, 2022 Q2 2022
Field & Main Bank

BUY
 -
61
New
$8.13K - $9.67K
61 $11.9K
Aug 10, 2022 Q2 2022
Covestor LTD

Boston, MA
BUY
 -
36
+ 57.14%
$4.8K - $5.71K
99 $19.3K
Aug 12, 2022 Q2 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
2
+ 0.08%
$267 - $317
2.62K $511K
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1
+ 1.28%
$133 - $159
79 $15.4K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1
+ 0.07%
$133 - $159
1.36K $265K
Q1 2022
May 02, 2022 Q1 2022
Hnp Capital LLC

BUY
 -
314K
New
$46.4M - $50M
314K $61.2M
Apr 12, 2022 Q1 2022
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
229K
New
$33.8M - $36.4M
229K $44.6M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
39.9K
New
$5.89M - $6.35M
39.9K $7.78M
Apr 28, 2022 Q1 2022
Abundance Wealth Counselors

BUY
 -
3.31K
New
$489K - $527K
3.31K $645K
May 13, 2022 Q1 2022
Turim 21 Investimentos Ltda.

Rio De Janeiro, D5
BUY
 -
2.23K
New
$328K - $354K
2.23K $434K
Apr 28, 2022 Q1 2022
Patten Group, Inc.

BUY
 -
2.14K
New
$315K - $340K
2.14K $416K
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

BUY
 -
638
New
$94.1K - $101K
638 $124K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
599
New
$88.3K - $95.3K
599 $117K
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

BUY
 -
405
New
$59.7K - $64.4K
405 $78.9K
May 05, 2022 Q1 2022
Hartford Financial Management Inc.

BUY
 -
94
New
$13.9K - $15K
94 $18.3K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
79
New
$11.6K - $12.6K
79 $15.4K
Apr 22, 2022 Q1 2022
Artemis Wealth Advisors, LLC

BUY
 -
8
New
$1.18K - $1.27K
8 $1.56K
Q4 2021
Apr 01, 2022 Q4 2021
Clientfirst Wealth Management, LLC

Little Rock, AR
BUY
 -
4.07K
New
$593K - $638K
4.07K $792K
Feb 15, 2022 Q4 2021
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
4K
New
$583K - $627K
4K $779K
Jan 14, 2022 Q4 2021
Bromfield Sneider Wealth Advisors

BUY
 -
3.22K
New
$470K - $505K
3.22K $628K
Jan 21, 2022 Q4 2021
Financial Council Asset Management Inc

BUY
 -
2.25K
New
$328K - $353K
2.25K $438K
Jan 19, 2024 Q4 2021
Cedrus LLC

Littleton, CO
BUY
 -
1.53K
New
$222K - $239K
1.53K $297K
Mar 11, 2022 Q4 2021
City State Bank

Norwalk, IA
BUY
 -
676
New
$98.6K - $106K
676 $132K
May 09, 2022 Q4 2021
Insight Inv LLC

El Segundo, CA
BUY
 -
376
New
$54.8K - $59K
376 $73.2K
Feb 07, 2022 Q4 2021
Column Capital Advisors, LLC

BUY
 -
329
+ 24.59%
$48K - $51.6K
1.67K $325K
Feb 03, 2022 Q4 2021
Greenhouse Wealth Management, LLC

BUY
 -
18
+ 1.09%
$2.62K - $2.82K
1.66K $324K
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
30.8K
New
$4.42M - $4.68M
30.8K $5.99M
Nov 16, 2021 Q3 2021
Laffer Tengler Investments

Nashville, TN
BUY
 -
3.57K
New
$513K - $542K
3.57K $695K
Nov 08, 2021 Q3 2021
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
1.6K
New
$230K - $243K
1.6K $312K
Nov 04, 2021 Q3 2021
Tctc Holdings, LLC

Dallas, TX
BUY
 -
1.18K
New
$169K - $179K
1.18K $229K

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