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 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.89K+ 6.82% |
$1.07M - $1.16M
|
92.3K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.77K+ 41.65% |
$1.04M - $1.14M
|
19.6K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.7K+ 9.51% |
$1.03M - $1.12M
|
65.6K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.58KNew |
$1.01M - $1.1M
|
5.58K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.49K+ 10.23% |
$995K - $1.08M
|
59.2K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.4KNew |
$978K - $1.07M
|
5.4K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.26K+ 31.89% |
$953K - $1.04M
|
21.8K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$942K - $1.03M
|
5.2K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.14K+ 15.51% |
$930K - $1.01M
|
38.3K
$7.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.13KNew |
$929K - $1.01M
|
5.13K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.11K+ 1.98% |
$924K - $1.01M
|
263K
$51.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.08K+ 6.54% |
$919K - $1M
|
82.7K
$16.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.01KNew |
$907K - $987K
|
5.01K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5K+ 68.63% |
$905K - $985K
|
12.3K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.92K+ 9.76% |
$891K - $970K
|
55.4K
$10.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.8KNew |
$868K - $946K
|
4.8K
$934K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.6K+ 6.35% |
$833K - $907K
|
77K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4.56K+ 2.94% |
$826K - $899K
|
160K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$820K - $893K
|
4.53K
$882K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.53KNew |
$819K - $892K
|
4.53K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.49K+ 16.02% |
$812K - $884K
|
32.5K
$6.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.48K+ 0.69% |
$811K - $884K
|
656K
$128M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.4K+ 9.66% |
$797K - $868K
|
50K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.36K+ 137.59% |
$790K - $860K
|
7.53K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.35KNew |
$788K - $858K
|
4.35K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
4.32K+ 4.83% |
$783K - $853K
|
93.8K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.32K+ 0.91% |
$783K - $852K
|
477K
$92.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.23K+ 2.28% |
$767K - $835K
|
190K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.22K+ 88.51% |
$764K - $832K
|
8.99K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.16K+ 3.26% |
$753K - $820K
|
132K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.93K+ 3.39% |
$711K - $775K
|
120K
$23.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.8K+ 4.4% |
$689K - $750K
|
90.2K
$17.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.79KNew |
$685K - $746K
|
3.79K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.77K+ 2.87% |
$683K - $743K
|
135K
$26.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.57KNew |
$646K - $704K
|
3.57K
$695K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 7.03% |
$634K - $690K
|
53.3K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.49K+ 16.44% |
$632K - $688K
|
24.7K
$4.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.46K+ 4.44% |
$627K - $683K
|
81.4K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.45K+ 46.84% |
$625K - $681K
|
10.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.45KNew |
$625K - $680K
|
3.45K
$672K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.44K+ 12.51% |
$622K - $678K
|
30.9K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.42K+ 39.91% |
$620K - $675K
|
12K
$2.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.42K+ 9.59% |
$619K - $674K
|
39.1K
$7.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.4K+ 16.12% |
$615K - $670K
|
24.5K
$4.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
3.37KNew |
$610K - $664K
|
3.37K
$656K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.32K+ 6.37% |
$601K - $654K
|
55.4K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.28K+ 5.66% |
$594K - $647K
|
61.2K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.23K+ 105.62% |
$585K - $637K
|
6.29K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.21K+ 14.54% |
$582K - $634K
|
25.3K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.13KNew |
$566K - $616K
|
3.13K
$609K
|