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
|
South State Corp
|
BUY
|
- |
8.6KNew |
$1.6M - $1.71M
|
8.6K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
8.56K+ 12.57% |
$1.59M - $1.7M
|
76.7K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.44K+ 5.9% |
$1.57M - $1.68M
|
151K
$29.9M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.29K+ 11.61% |
$1.54M - $1.65M
|
79.7K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.09K+ 26.67% |
$1.5M - $1.61M
|
38.4K
$7.58M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8.08K+ 66.35% |
$1.5M - $1.6M
|
20.3K
$4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
8.07K+ 36.79% |
$1.5M - $1.6M
|
30K
$5.92M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.06K+ 7.45% |
$1.5M - $1.6M
|
116K
$22.9M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7.94K+ 5.5% |
$1.47M - $1.58M
|
152K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
7.77K+ 15.94% |
$1.44M - $1.54M
|
56.5K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.75K+ 56.7% |
$1.44M - $1.54M
|
21.4K
$4.23M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.54K+ 11.62% |
$1.4M - $1.5M
|
72.4K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.48K+ 76.73% |
$1.39M - $1.48M
|
17.2K
$3.4M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7.42KNew |
$1.38M - $1.47M
|
7.42K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.42K+ 54.02% |
$1.38M - $1.47M
|
21.1K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.26K+ 43.13% |
$1.35M - $1.44M
|
24.1K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.22K+ 38.22% |
$1.34M - $1.43M
|
26.1K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.1K+ 15.57% |
$1.32M - $1.41M
|
52.7K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.99K+ 14.84% |
$1.3M - $1.39M
|
54.1K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
6.99K+ 2.97% |
$1.3M - $1.39M
|
242K
$47.8M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.97K+ 14.54% |
$1.29M - $1.38M
|
54.9K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.63K+ 4.5% |
$1.23M - $1.32M
|
154K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.51K+ 29.49% |
$1.21M - $1.29M
|
28.6K
$5.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.41K+ 5.01% |
$1.19M - $1.27M
|
134K
$26.5M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.39K+ 23.51% |
$1.19M - $1.27M
|
33.6K
$6.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.22K+ 32.27% |
$1.16M - $1.24M
|
25.5K
$5.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
6.12K+ 16.41% |
$1.14M - $1.22M
|
43.4K
$8.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.12K+ 40.84% |
$1.14M - $1.22M
|
21.1K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.02KNew |
$1.12M - $1.19M
|
6.02K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.72K+ 49.03% |
$1.06M - $1.14M
|
17.4K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
5.56K+ 234.11% |
$1.03M - $1.1M
|
7.94K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.54KNew |
$1.03M - $1.1M
|
5.54K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.47K+ 4.67% |
$1.02M - $1.09M
|
123K
$24.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.45K+ 48.77% |
$1.01M - $1.08M
|
16.6K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.41K+ 1.85% |
$1.01M - $1.07M
|
298K
$58.7M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
5.4K+ 15.0% |
$1M - $1.07M
|
41.4K
$8.17M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.39K+ 32.54% |
$1M - $1.07M
|
22K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.23K+ 47.2% |
$972K - $1.04M
|
16.3K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.13K+ 45.52% |
$952K - $1.02M
|
16.4K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5.12K+ 34.15% |
$951K - $1.02M
|
20.1K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.08K+ 40.19% |
$944K - $1.01M
|
17.7K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.01K+ 4.54% |
$930K - $994K
|
115K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.87K+ 74.85% |
$905K - $967K
|
11.4K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 11.03% |
$849K - $908K
|
46K
$9.08M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.55K+ 13.48% |
$845K - $903K
|
38.3K
$7.55M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.36K+ 7.13% |
$811K - $866K
|
65.5K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.15K+ 134.96% |
$771K - $824K
|
7.23K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.15K+ 44.84% |
$770K - $823K
|
13.4K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
4.07K+ 2.58% |
$756K - $808K
|
162K
$31.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.03K+ 35.47% |
$749K - $800K
|
15.4K
$3.04M
|