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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.03KNew |
$186K - $202K
|
1.03K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 18.23% |
$186K - $202K
|
6.65K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$186K - $202K
|
1.03K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 20.25% |
$185K - $202K
|
6.08K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.02KNew |
$185K - $202K
|
1.02K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.02KNew |
$184K - $200K
|
1.02K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.01K+ 25.72% |
$183K - $199K
|
4.93K
$961K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 4.51% |
$182K - $198K
|
23.3K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1K+ 33.17% |
$182K - $198K
|
4.03K
$784K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
992+ 0.33% |
$180K - $196K
|
304K
$59.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
982+ 1.67% |
$178K - $194K
|
59.7K
$11.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
973+ 1.32% |
$176K - $192K
|
74.9K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
965+ 5.09% |
$175K - $190K
|
19.9K
$3.88M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
965+ 1.92% |
$175K - $190K
|
51.1K
$9.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
959+ 46.22% |
$174K - $189K
|
3.03K
$591K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
959+ 0.29% |
$174K - $189K
|
333K
$64.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
958+ 3.43% |
$173K - $189K
|
28.9K
$5.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
957+ 4.39% |
$173K - $189K
|
22.8K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
956+ 0.85% |
$173K - $188K
|
113K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
956New |
$173K - $188K
|
956
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
954+ 7.16% |
$173K - $188K
|
14.3K
$2.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
926+ 0.79% |
$168K - $183K
|
119K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
921New |
$167K - $182K
|
921
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
920+ 20.55% |
$167K - $181K
|
5.4K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
898+ 2.02% |
$163K - $177K
|
45.4K
$8.85M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
890+ 13.31% |
$161K - $175K
|
7.58K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
884+ 5.33% |
$160K - $174K
|
17.5K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
868+ 0.37% |
$157K - $171K
|
232K
$45.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
864+ 2.04% |
$156K - $170K
|
43.1K
$8.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
816+ 0.79% |
$148K - $161K
|
104K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
789+ 5.64% |
$143K - $156K
|
14.8K
$2.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
781+ 1.22% |
$141K - $154K
|
64.9K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
774+ 6.48% |
$140K - $153K
|
12.7K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
771+ 41.45% |
$140K - $152K
|
2.63K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
761+ 5.12% |
$138K - $150K
|
15.6K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
756+ 12.35% |
$137K - $149K
|
6.88K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
751+ 25033.33% |
$136K - $148K
|
754
$147K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
740+ 14.94% |
$134K - $146K
|
5.69K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
730+ 31.33% |
$132K - $144K
|
3.06K
$596K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
729+ 33.49% |
$132K - $144K
|
2.91K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
705+ 11.71% |
$128K - $139K
|
6.73K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
702+ 332.7% |
$127K - $138K
|
913
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
691+ 2.18% |
$125K - $136K
|
32.4K
$6.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
665+ 22.95% |
$120K - $131K
|
3.56K
$694K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
665+ 4.6% |
$120K - $131K
|
15.1K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
660+ 6.75% |
$119K - $130K
|
10.4K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
652+ 2.12% |
$118K - $129K
|
31.5K
$6.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
651+ 5.33% |
$118K - $128K
|
12.9K
$2.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
646+ 8.28% |
$117K - $127K
|
8.45K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
644+ 11.34% |
$117K - $127K
|
6.32K
$1.23M
|