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 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
200New |
$28.8K - $30.4K
|
200
$39K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
32New |
$4.6K - $4.86K
|
32
$6.23K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.22KNew |
$316K - $336K
|
2.22K
$432K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$192K - $205K
|
1.35K
$264K
|
|
|
Aug 17, 2021
Q2 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
355New |
$50.5K - $53.7K
|
355
$69.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
25+ 0.77% |
$3.55K - $3.78K
|
3.26K
$635K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
2KNew |
$252K - $285K
|
2K
$390K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
79New |
$9.95K - $11.2K
|
79
$15.4K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
79New |
$9.95K - $11.2K
|
79
$15.4K
|
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7+ 100.0% |
$882 - $997
|
14
$2.73K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12KNew |
$1.31M - $1.53M
|
12K
$2.33M
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.82KNew |
$749K - $874K
|
6.82K
$1.33M
|
|
|
Feb 16, 2021
Q4 2020
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2KNew |
$220K - $256K
|
2K
$390K
|
|
|
Feb 05, 2021
Q4 2020
|
Murphy Capital Management Inc
|
BUY
|
- |
1.7KNew |
$187K - $218K
|
1.7K
$331K
|
|
|
Feb 16, 2021
Q4 2020
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.65KNew |
$181K - $211K
|
1.65K
$321K
|
|
|
Jan 28, 2021
Q4 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.08KNew |
$118K - $138K
|
1.08K
$209K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
222New |
$24.4K - $28.5K
|
222
$43.2K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
175New |
$19.2K - $22.4K
|
175
$34.1K
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.81KNew |
$513K - $569K
|
4.81K
$937K
|
|
|
Oct 30, 2020
Q3 2020
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3K+ 54.55% |
$320K - $355K
|
8.5K
$1.66M
|
|
|
Oct 28, 2020
Q3 2020
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.84KNew |
$197K - $218K
|
1.84K
$359K
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.96KNew |
$181K - $235K
|
1.96K
$383K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
466New |
$42.8K - $55.8K
|
466
$90.8K
|
|
|
Aug 13, 2020
Q2 2020
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
358+ 31.35% |
$32.9K - $42.8K
|
1.5K
$292K
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
142KNew |
$16.4M - $18.5M
|
142K
$27.7M
|
|
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
30.2KNew |
$3.48M - $3.93M
|
30.2K
$5.87M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
455New |
$52.5K - $59.3K
|
455
$88.6K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
861+ 34.21% |
$96.4K - $104K
|
3.38K
$658K
|
|
| Q2 2019 | |||||||
|
Jul 25, 2019
Q2 2019
|
Rice Partnership, LLC
|
BUY
|
- |
292New |
$31.7K - $34.3K
|
292
$56.9K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
10.3KNew |
$979K - $1.2M
|
10.3K
$2M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
55New |
$5.24K - $6.42K
|
55
$10.7K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
394KNew |
$43.3M - $46.7M
|
394K
$76.7M
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.3KNew |
$1.13M - $1.22M
|
10.3K
$2.01M
|
|
|
Nov 13, 2018
Q3 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.47% |
$110 - $119
|
213
$41.5K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
695New |
$74.4K - $78.7K
|
695
$135K
|
|
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
344+ 8.26% |
$36.8K - $38.9K
|
4.51K
$879K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.8KNew |
$300K - $302K
|
2.8K
$545K
|
|
|
Oct 31, 2017
Q3 2017
|
Country Trust Bank
|
BUY
|
- |
1.88KNew |
$201K - $203K
|
1.88K
$366K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$107 - $108
|
1
$195
|
|
| Q4 2016 | |||||||
|
May 09, 2018
Q4 2016
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
7.44KNew |
N/A
|
7.44K
$1.45M
|
|