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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
638New |
$94.1K - $101K
|
638
$126K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
599New |
$88.3K - $95.3K
|
599
$118K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
405New |
$59.7K - $64.4K
|
405
$79.7K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
94New |
$13.9K - $15K
|
94
$18.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
79New |
$11.6K - $12.6K
|
79
$15.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8New |
$1.18K - $1.27K
|
8
$1.58K
|
|
| Q4 2021 | |||||||
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.07KNew |
$593K - $638K
|
4.07K
$801K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4KNew |
$583K - $627K
|
4K
$788K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.22KNew |
$470K - $505K
|
3.22K
$634K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.25KNew |
$328K - $353K
|
2.25K
$443K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.53KNew |
$222K - $239K
|
1.53K
$300K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
676New |
$98.6K - $106K
|
676
$133K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
376New |
$54.8K - $59K
|
376
$74K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
329+ 24.59% |
$48K - $51.6K
|
1.67K
$328K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30.8KNew |
$4.42M - $4.68M
|
30.8K
$6.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.57KNew |
$513K - $542K
|
3.57K
$702K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.6KNew |
$230K - $243K
|
1.6K
$315K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.18KNew |
$169K - $179K
|
1.18K
$231K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
200New |
$28.8K - $30.4K
|
200
$39.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
32New |
$4.6K - $4.86K
|
32
$6.3K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.22KNew |
$316K - $336K
|
2.22K
$437K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.35KNew |
$192K - $205K
|
1.35K
$266K
|
|
|
Aug 13, 2021
Q2 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
25+ 0.77% |
$3.55K - $3.78K
|
3.26K
$642K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
2KNew |
$252K - $285K
|
2K
$394K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
79New |
$9.95K - $11.2K
|
79
$15.6K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
79New |
$9.95K - $11.2K
|
79
$15.6K
|
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7+ 100.0% |
$882 - $997
|
14
$2.76K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12KNew |
$1.31M - $1.53M
|
12K
$2.35M
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.82KNew |
$749K - $874K
|
6.82K
$1.34M
|
|
|
Feb 16, 2021
Q4 2020
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2KNew |
$220K - $256K
|
2K
$394K
|
|
|
Feb 05, 2021
Q4 2020
|
Murphy Capital Management Inc
|
BUY
|
- |
1.7KNew |
$187K - $218K
|
1.7K
$335K
|
|
|
Feb 16, 2021
Q4 2020
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.65KNew |
$181K - $211K
|
1.65K
$325K
|
|
|
Jan 28, 2021
Q4 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.08KNew |
$118K - $138K
|
1.08K
$212K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
222New |
$24.4K - $28.5K
|
222
$43.7K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
175New |
$19.2K - $22.4K
|
175
$34.5K
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.81KNew |
$513K - $569K
|
4.81K
$947K
|
|
|
Oct 30, 2020
Q3 2020
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3K+ 54.55% |
$320K - $355K
|
8.5K
$1.67M
|
|
|
Oct 28, 2020
Q3 2020
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.84KNew |
$197K - $218K
|
1.84K
$363K
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.96KNew |
$181K - $235K
|
1.96K
$387K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
466New |
$42.8K - $55.8K
|
466
$91.8K
|
|
|
Aug 13, 2020
Q2 2020
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
358+ 31.35% |
$32.9K - $42.8K
|
1.5K
$295K
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
30.2KNew |
$3.48M - $3.93M
|
30.2K
$5.94M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
455New |
$52.5K - $59.3K
|
455
$89.6K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
861+ 34.21% |
$96.4K - $104K
|
3.38K
$665K
|
|
| Q2 2019 | |||||||
|
Jul 25, 2019
Q2 2019
|
Rice Partnership, LLC
|
BUY
|
- |
292New |
$31.7K - $34.3K
|
292
$57.5K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
10.3KNew |
$979K - $1.2M
|
10.3K
$2.02M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
55New |
$5.24K - $6.42K
|
55
$10.8K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
394KNew |
$43.3M - $46.7M
|
394K
$77.6M
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.3KNew |
$1.13M - $1.22M
|
10.3K
$2.03M
|
|
|
Nov 13, 2018
Q3 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.47% |
$110 - $119
|
213
$41.9K
|
|