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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
49.8K+ 80.4% |
$9.26M - $9.9M
|
112K
$22.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
49.2K+ 71.21% |
$9.13M - $9.76M
|
118K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.7KNew |
$8.67M - $9.27M
|
46.7K
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.1K+ 69.25% |
$8.2M - $8.76M
|
108K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
42.9K+ 53.79% |
$7.98M - $8.53M
|
123K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
41.4K+ 634.92% |
$7.7M - $8.23M
|
48K
$9.46M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.5KNew |
$7.53M - $8.05M
|
40.5K
$8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.6K+ 108.18% |
$7.18M - $7.67M
|
74.4K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.3K+ 201.48% |
$7.11M - $7.6M
|
57.2K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.7K+ 89.78% |
$6.99M - $7.48M
|
79.6K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.9K+ 34.22% |
$6.49M - $6.94M
|
137K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.7K+ 1686700.0% |
$6.27M - $6.7M
|
33.7K
$6.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3K+ 90.73% |
$6.18M - $6.61M
|
70K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
32.9K+ 19.22% |
$6.11M - $6.54M
|
204K
$40.3M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
32.8K+ 27.77% |
$6.09M - $6.51M
|
151K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
32.5KNew |
$6.05M - $6.46M
|
32.5K
$6.42M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.4K+ 15.75% |
$6.02M - $6.44M
|
238K
$47M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
32.3KNew |
$6.01M - $6.42M
|
32.3K
$6.38M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
31.4K+ 42.84% |
$5.84M - $6.24M
|
105K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.6K+ 2.5% |
$5.68M - $6.07M
|
1.25M
$247M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
30.3K+ 57.39% |
$5.63M - $6.02M
|
83.1K
$16.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 21.69% |
$5.04M - $5.38M
|
152K
$30M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
26.8KNew |
$4.98M - $5.32M
|
26.8K
$5.29M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26.3K+ 14.73% |
$4.88M - $5.22M
|
205K
$40.4M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.1K+ 465.7% |
$4.85M - $5.19M
|
31.7K
$6.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26K+ 3.73% |
$4.84M - $5.17M
|
723K
$143M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
26K+ 34.89% |
$4.83M - $5.16M
|
100K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.8K+ 7.91% |
$4.79M - $5.12M
|
352K
$69.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25.2K+ 37.27% |
$4.69M - $5.01M
|
93K
$18.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.2K+ 76.66% |
$4.68M - $5.01M
|
58.1K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24K+ 33.95% |
$4.45M - $4.76M
|
94.6K
$18.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.5K+ 39.73% |
$4.37M - $4.67M
|
82.7K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23K+ 16.95% |
$4.27M - $4.57M
|
159K
$31.3M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
22.6K+ 29.33% |
$4.2M - $4.49M
|
99.6K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.1K+ 45.36% |
$4.11M - $4.39M
|
70.9K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.9KNew |
$4.07M - $4.35M
|
21.9K
$4.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.8KNew |
$4.06M - $4.34M
|
21.8K
$4.31M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.8K+ 47.86% |
$4.04M - $4.32M
|
67.3K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
21.8K+ 40.7% |
$4.04M - $4.32M
|
75.2K
$14.8M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
21.1K+ 57.35% |
$3.92M - $4.2M
|
58K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 46.27% |
$3.62M - $3.87M
|
61.6K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
19K+ 36.06% |
$3.53M - $3.77M
|
71.6K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
18.8K+ 28.63% |
$3.48M - $3.72M
|
84.2K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.6KNew |
$3.46M - $3.7M
|
18.6K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
18.6K+ 58.31% |
$3.46M - $3.7M
|
50.6K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.6K+ 49.2% |
$3.45M - $3.69M
|
56.3K
$11.1M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18.3K+ 46.96% |
$3.4M - $3.63M
|
57.3K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 189.58% |
$3.36M - $3.59M
|
27.6K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 59.41% |
$3.28M - $3.5M
|
47.3K
$9.34M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.5K+ 8.68% |
$3.24M - $3.47M
|
219K
$43.1M
|