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 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4KNew |
$743K - $794K
|
4K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.97KNew |
$737K - $787K
|
3.97K
$782K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.87K+ 99.97% |
$719K - $769K
|
7.75K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.77KNew |
$700K - $748K
|
3.77K
$743K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.74K+ 18.77% |
$695K - $743K
|
23.7K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.73KNew |
$692K - $740K
|
3.73K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
3.7KNew |
$687K - $735K
|
3.7K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.68K+ 0.92% |
$684K - $731K
|
406K
$80M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.55K+ 130.42% |
$660K - $705K
|
6.27K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
3.5K+ 3.9% |
$650K - $695K
|
93.3K
$18.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.49K+ 8.83% |
$648K - $693K
|
43K
$8.48M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 102.36% |
$628K - $672K
|
6.69K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.36K+ 44.01% |
$624K - $667K
|
11K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.34K+ 7.22% |
$621K - $664K
|
49.6K
$9.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.25K+ 42.64% |
$603K - $645K
|
10.9K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.19K+ 22.18% |
$592K - $633K
|
17.6K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.19K+ 4.12% |
$592K - $633K
|
80.6K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.13K+ 0.53% |
$581K - $622K
|
593K
$117M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.11K+ 30.68% |
$577K - $617K
|
13.2K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.08K+ 39.36% |
$573K - $612K
|
10.9K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$573K - $612K
|
3.08K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.07K+ 10.61% |
$571K - $610K
|
32K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.07K+ 12.42% |
$570K - $609K
|
27.8K
$5.48M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.06K+ 89.15% |
$568K - $607K
|
6.48K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.05K+ 1.33% |
$567K - $606K
|
233K
$46M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.02K+ 3.18% |
$560K - $599K
|
97.7K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.01K+ 4.87% |
$558K - $597K
|
64.7K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3KNew |
$558K - $597K
|
3K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3K+ 4.77% |
$557K - $596K
|
65.9K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.92K+ 45.16% |
$542K - $579K
|
9.37K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.89K+ 59.86% |
$537K - $574K
|
7.73K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.84K+ 36.25% |
$527K - $563K
|
10.7K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.67K+ 1.34% |
$495K - $529K
|
201K
$39.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.63K+ 42.2% |
$488K - $522K
|
8.85K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.45K+ 28.08% |
$456K - $487K
|
11.2K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.4K+ 13.3% |
$445K - $476K
|
20.4K
$4.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.36K+ 4.88% |
$439K - $469K
|
50.7K
$10M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.31K+ 40.33% |
$430K - $460K
|
8.05K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.27K+ 33.34% |
$421K - $450K
|
9.07K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.24K+ 24.99% |
$416K - $445K
|
11.2K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.24K+ 8.61% |
$415K - $444K
|
28.2K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 6.44% |
$413K - $442K
|
36.8K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.19K+ 2.47% |
$407K - $435K
|
90.9K
$17.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.16K+ 57.02% |
$401K - $428K
|
5.94K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.14K+ 42.67% |
$398K - $426K
|
7.17K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.14K+ 33.09% |
$397K - $424K
|
8.59K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.08K+ 7.26% |
$387K - $414K
|
30.8K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.08KNew |
$386K - $413K
|
2.08K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.05K+ 4.37% |
$380K - $406K
|
48.9K
$9.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05K+ 4.59% |
$380K - $406K
|
46.6K
$9.2M
|