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 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.41% |
$1.52K - $1.76K
|
2.23K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
7+ 0.38% |
$1.18K - $1.37K
|
1.85K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.34% |
$1.18K - $1.37K
|
2.1K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.42% |
$1.01K - $1.17K
|
1.45K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$1.01K - $1.17K
|
2.11K
$416K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.5% |
$842 - $977
|
998
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.44% |
$673 - $782
|
906
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.38% |
$673 - $782
|
1.07K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.08% |
$673 - $782
|
4.73K
$932K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.29% |
$505 - $586
|
1.04K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.39% |
$168 - $195
|
255
$50.3K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.21M+ 38.76% |
$968M - $1.03B
|
18.6M
$3.68B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.7M+ 32.2% |
$316M - $337M
|
6.98M
$1.38B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
923K+ 5.47% |
$171M - $183M
|
17.8M
$3.51B
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
883K+ 6106.46% |
$164M - $175M
|
897K
$177M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
811K+ 6.23% |
$151M - $161M
|
13.8M
$2.73B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
431K+ 5.29% |
$80.1M - $85.7M
|
8.58M
$1.69B
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
415K+ 55.45% |
$77.2M - $82.5M
|
1.16M
$230M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
357K+ 24.62% |
$66.3M - $70.8M
|
1.81M
$356M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329K+ 20.15% |
$61.1M - $65.3M
|
1.96M
$387M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
263K+ 18.57% |
$48.8M - $52.2M
|
1.68M
$331M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
251K+ 51.91% |
$46.6M - $49.8M
|
734K
$145M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
248K+ 585.64% |
$46M - $49.2M
|
290K
$57.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
218K+ 49.34% |
$40.5M - $43.3M
|
660K
$130M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
204K+ 2427.93% |
$37.8M - $40.4M
|
212K
$41.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
190KNew |
$35.3M - $37.7M
|
190K
$37.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
161K+ 10.54% |
$29.9M - $32M
|
1.69M
$333M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
160K+ 49.5% |
$29.7M - $31.7M
|
482K
$95.2M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
137K+ 38.24% |
$25.4M - $27.1M
|
494K
$97.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
137K+ 5.3% |
$25.4M - $27.1M
|
2.71M
$535M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
129K+ 369.34% |
$23.9M - $25.6M
|
164K
$32.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 12.01% |
$22.3M - $23.8M
|
1.12M
$221M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
114K+ 5.34% |
$21.3M - $22.7M
|
2.26M
$445M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
114K+ 108.62% |
$21.2M - $22.7M
|
220K
$43.3M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
109K+ 62.36% |
$20.3M - $21.7M
|
284K
$56.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
105K+ 4.24% |
$19.6M - $20.9M
|
2.59M
$511M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
93.9K+ 1533.92% |
$17.4M - $18.6M
|
100K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90.9K+ 3.7% |
$16.9M - $18M
|
2.55M
$502M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
85.4KNew |
$15.9M - $17M
|
85.4K
$16.8M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
83.3KNew |
$15.5M - $16.5M
|
83.3K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
83.2K+ 56.3% |
$15.5M - $16.5M
|
231K
$45.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
75.5KNew |
$14M - $15M
|
75.5K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73.4K+ 15.67% |
$13.6M - $14.6M
|
542K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
69K+ 80.57% |
$12.8M - $13.7M
|
155K
$30.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.8K+ 18.44% |
$12.4M - $13.3M
|
429K
$84.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
63.2K+ 13.19% |
$11.7M - $12.6M
|
542K
$107M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61.4K+ 51.9% |
$11.4M - $12.2M
|
180K
$35.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.2K+ 11.6% |
$10.6M - $11.4M
|
551K
$109M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
54.6KNew |
$10.1M - $10.8M
|
54.6K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.2K+ 26.23% |
$9.52M - $10.2M
|
247K
$48.7M
|
|