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 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
386+ 32.66% |
$65K - $75.4K
|
1.57K
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
375+ 1.54% |
$63.1K - $73.3K
|
24.8K
$4.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
360New |
$60.6K - $70.4K
|
360
$71K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
336+ 5.02% |
$56.6K - $65.7K
|
7.03K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
333+ 31.71% |
$56.1K - $65.1K
|
1.38K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
331+ 29.21% |
$55.7K - $64.7K
|
1.46K
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
308+ 15.97% |
$51.8K - $60.2K
|
2.24K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
275+ 4.04% |
$46.3K - $53.7K
|
7.07K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
266+ 3.79% |
$44.8K - $52K
|
7.28K
$1.44M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
264+ 3.63% |
$44.4K - $51.6K
|
7.54K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
262New |
$44.1K - $51.2K
|
262
$51.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
258+ 1.39% |
$43.4K - $50.4K
|
18.9K
$3.72M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
241+ 0.13% |
$40.6K - $47.1K
|
182K
$35.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
239New |
$40.2K - $46.7K
|
239
$47.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
216New |
$36.4K - $42.2K
|
216
$42.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
198+ 16.78% |
$33.3K - $38.7K
|
1.38K
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
196+ 4.42% |
$33K - $38.3K
|
4.63K
$914K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
193New |
$32.5K - $37.7K
|
193
$38.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
182New |
$30.6K - $35.6K
|
182
$35.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
176+ 11.92% |
$29.6K - $34.4K
|
1.65K
$326K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
157+ 3.33% |
$26.4K - $30.7K
|
4.87K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
153+ 7.95% |
$25.8K - $29.9K
|
2.08K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
148+ 10.48% |
$24.9K - $28.9K
|
1.56K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
147+ 0.42% |
$24.7K - $28.7K
|
35.4K
$6.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
119+ 0.36% |
$20K - $23.3K
|
33.1K
$6.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
118+ 1.44% |
$19.9K - $23.1K
|
8.31K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
117+ 2.39% |
$19.7K - $22.9K
|
5.02K
$990K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
113+ 24.84% |
$19K - $22.1K
|
568
$112K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
106+ 1.27% |
$17.8K - $20.7K
|
8.46K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
86+ 1.24% |
$14.5K - $16.8K
|
7.04K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
80+ 5.73% |
$13.5K - $15.6K
|
1.48K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
80+ 2.44% |
$13.5K - $15.6K
|
3.36K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
79+ 3.59% |
$13.3K - $15.4K
|
2.28K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
66+ 4.31% |
$11.1K - $12.9K
|
1.6K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
62+ 0.41% |
$10.4K - $12.1K
|
15.2K
$3.01M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
59+ 0.29% |
$9.93K - $11.5K
|
20.1K
$3.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
39+ 1.13% |
$6.57K - $7.62K
|
3.49K
$688K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
29+ 1.45% |
$4.88K - $5.67K
|
2.03K
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
28+ 1.17% |
$4.71K - $5.47K
|
2.41K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.73% |
$4.21K - $4.89K
|
3.45K
$681K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 0.75% |
$4.21K - $4.89K
|
3.38K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
25+ 1.35% |
$4.21K - $4.89K
|
1.88K
$370K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
16+ 1.29% |
$2.69K - $3.13K
|
1.26K
$248K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
16+ 0.26% |
$2.69K - $3.13K
|
6.24K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.23% |
$2.53K - $2.93K
|
6.46K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
14New |
$2.36K - $2.74K
|
14
$2.76K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.19% |
$2.19K - $2.54K
|
6.89K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.52% |
$1.85K - $2.15K
|
2.14K
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.28% |
$1.85K - $2.15K
|
3.9K
$770K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.68K - $1.95K
|
2.56K
$504K
|