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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.1K+ 30.75% |
$560K - $610K
|
13.2K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.09K+ 265.95% |
$560K - $610K
|
4.26K
$829K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.06K+ 3.94% |
$554K - $603K
|
80.7K
$15.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
3.05K+ 226.13% |
$552K - $601K
|
4.39K
$856K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.04K+ 3.42% |
$550K - $599K
|
91.8K
$17.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.02K+ 14.3% |
$546K - $595K
|
24.1K
$4.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.99K+ 4.27% |
$540K - $589K
|
72.9K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.96K+ 5.76% |
$536K - $584K
|
54.4K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.91KNew |
$527K - $574K
|
2.91K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.82KNew |
$511K - $557K
|
2.82K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.74K+ 112.13% |
$495K - $539K
|
5.18K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72K+ 5.66% |
$492K - $536K
|
50.7K
$9.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.7KNew |
$489K - $532K
|
2.7K
$526K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.7K+ 1.54% |
$489K - $532K
|
178K
$34.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.7K+ 3.86% |
$488K - $532K
|
72.5K
$14.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 7.36% |
$479K - $521K
|
38.6K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$468K - $509K
|
2.58K
$503K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.48K+ 63.45% |
$448K - $488K
|
6.38K
$1.24M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.46K+ 6.3% |
$445K - $485K
|
41.4K
$8.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.45K+ 1.5% |
$443K - $482K
|
166K
$32.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.44KNew |
$442K - $481K
|
2.44K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.43K+ 23.82% |
$439K - $478K
|
12.6K
$2.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.41KNew |
$436K - $475K
|
2.41K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.39K+ 66.09% |
$433K - $472K
|
6.01K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.39K+ 2.58% |
$432K - $470K
|
94.7K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.38KNew |
$431K - $469K
|
2.38K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 18.5% |
$419K - $457K
|
14.8K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.31K+ 24.39% |
$419K - $456K
|
11.8K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.26K+ 6.02% |
$410K - $446K
|
39.8K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.23K+ 1.71% |
$404K - $440K
|
133K
$25.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.22K+ 9.18% |
$402K - $438K
|
26.4K
$5.15M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.19K+ 93.64% |
$397K - $432K
|
4.53K
$883K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.13K+ 39.38% |
$385K - $420K
|
7.53K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.12K+ 14.76% |
$384K - $419K
|
16.5K
$3.21M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.12K+ 1.34% |
$384K - $419K
|
160K
$31.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.11K+ 3.39% |
$382K - $416K
|
64.4K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.1K+ 3.59% |
$379K - $413K
|
60.5K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 5.12% |
$377K - $411K
|
42.8K
$8.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.08KNew |
$377K - $410K
|
2.08K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.07K+ 5.64% |
$375K - $409K
|
38.8K
$7.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.07K+ 100.05% |
$375K - $408K
|
4.14K
$806K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
2.07K+ 9.43% |
$375K - $408K
|
24K
$4.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.02K+ 3.06% |
$366K - $399K
|
68K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.02KNew |
$365K - $398K
|
2.02K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2K+ 31.57% |
$362K - $394K
|
8.33K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.98KNew |
$359K - $391K
|
1.98K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.95KNew |
$354K - $385K
|
1.95K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.95K+ 9.38% |
$353K - $384K
|
22.7K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.94K+ 32.93% |
$351K - $382K
|
7.82K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.93K+ 1.74% |
$349K - $380K
|
113K
$22M
|