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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.95KNew |
$592K - $637K
|
3.95K
$780K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
3.36KNew |
$502K - $541K
|
3.36K
$662K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.4KNew |
$359K - $387K
|
2.4K
$474K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.17KNew |
$324K - $349K
|
2.17K
$428K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2KNew |
$300K - $323K
|
2K
$395K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.65KNew |
$247K - $266K
|
1.65K
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
315New |
$47.2K - $50.8K
|
315
$62.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
212New |
$31.7K - $34.2K
|
212
$41.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
189+ 2.7% |
$28.3K - $30.5K
|
7.2K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
150New |
$22.5K - $24.2K
|
150
$29.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
144New |
$21.6K - $23.2K
|
144
$28.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$15K - $16.1K
|
100
$19.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
95New |
$14.2K - $15.3K
|
95
$18.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
49+ 0.51% |
$7.34K - $7.9K
|
9.7K
$1.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
49+ 0.35% |
$7.34K - $7.9K
|
14.2K
$2.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
41New |
$6.14K - $6.61K
|
41
$8.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
40+ 2.4% |
$5.99K - $6.45K
|
1.71K
$337K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21New |
$3.14K - $3.38K
|
21
$4.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3+ 0.14% |
$449 - $484
|
2.22K
$437K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 0.35% |
$299 - $322
|
569
$112K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
60.8KNew |
$8.77M - $9.7M
|
60.8K
$12M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.01K+ 8.87% |
$1.3M - $1.44M
|
111K
$21.8M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8KNew |
$1.15M - $1.28M
|
8K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.81K+ 41.89% |
$838K - $927K
|
19.7K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5KNew |
$721K - $797K
|
5K
$987K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.75KNew |
$685K - $758K
|
4.75K
$938K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.3K+ 14.74% |
$476K - $526K
|
25.7K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.97KNew |
$428K - $473K
|
2.97K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.08KNew |
$300K - $332K
|
2.08K
$410K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
1.89KNew |
$273K - $302K
|
1.89K
$373K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.37KNew |
$198K - $218K
|
1.37K
$270K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35KNew |
$195K - $216K
|
1.35K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.34KNew |
$193K - $213K
|
1.34K
$264K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.19KNew |
$171K - $189K
|
1.19K
$234K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
880+ 58.28% |
$127K - $140K
|
2.39K
$472K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
720New |
$104K - $115K
|
720
$142K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
520+ 16.74% |
$75K - $82.9K
|
3.63K
$716K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
462+ 1925.0% |
$66.6K - $73.7K
|
486
$95.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
200New |
$28.8K - $31.9K
|
200
$39.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
51+ 212.5% |
$7.35K - $8.13K
|
75
$14.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
34+ 1.21% |
$4.9K - $5.42K
|
2.84K
$560K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
23+ 1.47% |
$3.32K - $3.67K
|
1.59K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
13New |
$1.87K - $2.07K
|
13
$2.56K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
13+ 0.46% |
$1.87K - $2.07K
|
2.84K
$561K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8+ 2.86% |
$1.15K - $1.28K
|
288
$56.8K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3New |
$433 - $478
|
3
$592
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.23% |
$144 - $159
|
428
$84.4K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
103KNew |
$13.4M - $15.7M
|
103K
$20.4M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
6.51KNew |
$845K - $989K
|
6.51K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
6.51KNew |
$845K - $989K
|
6.51K
$1.29M
|
|