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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.9KNew |
$4.07M - $4.35M
|
21.9K
$4.38M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.8K+ 47.86% |
$4.04M - $4.32M
|
67.3K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
21.8K+ 40.7% |
$4.04M - $4.32M
|
75.2K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
21.1K+ 57.35% |
$3.92M - $4.2M
|
58K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 46.27% |
$3.62M - $3.87M
|
61.6K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.6KNew |
$3.46M - $3.7M
|
18.6K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
18.6K+ 58.31% |
$3.46M - $3.7M
|
50.6K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.6K+ 49.2% |
$3.45M - $3.69M
|
56.3K
$11.3M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18.3K+ 46.96% |
$3.4M - $3.63M
|
57.3K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 189.58% |
$3.36M - $3.59M
|
27.6K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 59.41% |
$3.28M - $3.5M
|
47.3K
$9.46M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.5K+ 8.68% |
$3.24M - $3.47M
|
219K
$43.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17.4K+ 45.95% |
$3.23M - $3.45M
|
55.2K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
17.2KNew |
$3.2M - $3.42M
|
17.2K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.9K+ 25.53% |
$3.15M - $3.36M
|
83.3K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
16.9K+ 39.45% |
$3.14M - $3.35M
|
59.7K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
16.7K+ 16.36% |
$3.11M - $3.32M
|
119K
$23.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
16.5K+ 23.76% |
$3.06M - $3.27M
|
85.7K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.5K+ 47.11% |
$2.87M - $3.07M
|
48.3K
$9.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
15K+ 36.26% |
$2.78M - $2.97M
|
56.2K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 27.34% |
$2.75M - $2.94M
|
68.9K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.8K+ 24.29% |
$2.74M - $2.93M
|
75.5K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
14.4K+ 36.83% |
$2.68M - $2.86M
|
53.5K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.4K+ 21.82% |
$2.67M - $2.85M
|
80.2K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.3K+ 13.22% |
$2.66M - $2.84M
|
123K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.8K+ 100.79% |
$2.56M - $2.74M
|
27.4K
$5.49M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.6K+ 117.19% |
$2.53M - $2.71M
|
25.3K
$5.05M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
13.2KNew |
$2.46M - $2.63M
|
13.2K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
13.2K+ 488.42% |
$2.46M - $2.63M
|
16K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.9K+ 26.29% |
$2.4M - $2.57M
|
62.1K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9K+ 219.68% |
$2.39M - $2.55M
|
18.7K
$3.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.8K+ 42.85% |
$2.38M - $2.55M
|
42.8K
$8.55M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 4.23% |
$2.38M - $2.54M
|
315K
$63M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.8K+ 53.62% |
$2.37M - $2.54M
|
36.6K
$7.31M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.7K+ 22.41% |
$2.37M - $2.53M
|
69.6K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
12.6K+ 93.69% |
$2.35M - $2.51M
|
26.1K
$5.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.5KNew |
$2.32M - $2.48M
|
12.5K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.9K+ 44.6% |
$2.21M - $2.36M
|
38.6K
$7.71M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 78.05% |
$2.21M - $2.36M
|
27.1K
$5.42M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 32.28% |
$2.18M - $2.33M
|
48K
$9.6M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
11.7K+ 4.45% |
$2.17M - $2.32M
|
274K
$54.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4K+ 38.86% |
$2.11M - $2.26M
|
40.6K
$8.12M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10.9K+ 66.81% |
$2.03M - $2.17M
|
27.3K
$5.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.8K+ 584.76% |
$2M - $2.14M
|
12.6K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.5K+ 39.05% |
$1.94M - $2.08M
|
37.2K
$7.44M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.93K+ 28.18% |
$1.84M - $1.97M
|
45.2K
$9.03M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.83K+ 11.82% |
$1.83M - $1.95M
|
93K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.57K+ 35.91% |
$1.78M - $1.9M
|
36.2K
$7.24M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
9.49K+ 10.24% |
$1.76M - $1.89M
|
102K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9.09KNew |
$1.69M - $1.8M
|
9.09K
$1.82M
|