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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
199New |
$29.4K - $34.7K
|
199
$39.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
193+ 3.23% |
$28.5K - $33.6K
|
6.16K
$1.22M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
154+ 15400.0% |
$22.7K - $26.8K
|
155
$30.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
153+ 3.58% |
$22.6K - $26.7K
|
4.43K
$874K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
123New |
$18.2K - $21.4K
|
123
$24.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
99New |
$14.6K - $17.2K
|
99
$19.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
92New |
$13.6K - $16K
|
92
$18.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
90New |
$13.3K - $15.7K
|
90
$17.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
81New |
$12K - $14.1K
|
81
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
80New |
$11.8K - $13.9K
|
80
$15.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
37New |
$5.46K - $6.45K
|
37
$7.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35New |
$5.17K - $6.1K
|
35
$6.91K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
34+ 0.28% |
$5.02K - $5.92K
|
12K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
25+ 1.0% |
$3.69K - $4.36K
|
2.52K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17New |
$2.51K - $2.96K
|
17
$3.35K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 1.02% |
$2.07K - $2.44K
|
1.39K
$274K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12New |
$1.77K - $2.09K
|
12
$2.37K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12+ 0.91% |
$1.77K - $2.09K
|
1.34K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11+ 0.32% |
$1.62K - $1.92K
|
3.41K
$674K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
5New |
$738 - $871
|
5
$987
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.17% |
$295 - $348
|
1.15K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$148 - $174
|
5.32K
$1.05M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21.5K+ 20.51% |
$3.3M - $3.58M
|
126K
$24.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
20.6KNew |
$3.17M - $3.44M
|
20.6K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
14.1KNew |
$2.16M - $2.35M
|
14.1K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.29KNew |
$1.42M - $1.55M
|
9.29K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.26K+ 33.9% |
$1.11M - $1.21M
|
28.7K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
2.7K+ 4.81% |
$413K - $449K
|
58.8K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.99K+ 9.65% |
$305K - $331K
|
22.6K
$4.46M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
926New |
$142K - $154K
|
926
$183K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$138K - $150K
|
900
$178K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
400New |
$61.3K - $66.7K
|
400
$78.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
302New |
$46.3K - $50.4K
|
302
$59.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
250+ 7.82% |
$38.3K - $41.7K
|
3.45K
$680K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
199New |
$30.5K - $33.2K
|
199
$39.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
163New |
$25K - $27.2K
|
163
$32.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
160New |
$24.5K - $26.7K
|
160
$31.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
133New |
$20.4K - $22.2K
|
133
$26.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
130New |
$19.9K - $21.7K
|
130
$25.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
100New |
$15.3K - $16.7K
|
100
$19.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
90New |
$13.8K - $15K
|
90
$17.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
55New |
$8.43K - $9.17K
|
55
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29New |
$4.45K - $4.84K
|
29
$5.72K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
28+ 0.41% |
$4.29K - $4.67K
|
6.88K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9+ 12.33% |
$1.38K - $1.5K
|
82
$16.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$767 - $834
|
5
$987
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
41.7KNew |
$6.24M - $6.72M
|
41.7K
$8.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.7K+ 116.09% |
$1.9M - $2.04M
|
23.6K
$4.66M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
9.65KNew |
$1.44M - $1.55M
|
9.65K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.59KNew |
$837K - $901K
|
5.59K
$1.1M
|
|