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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
634+ 6.6% |
$115K - $125K
|
10.2K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
623+ 5.55% |
$113K - $123K
|
11.8K
$2.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
621+ 431.25% |
$112K - $122K
|
765
$149K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
618+ 7.58% |
$112K - $122K
|
8.77K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
616+ 0.85% |
$112K - $121K
|
72.9K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
600+ 5.07% |
$109K - $118K
|
12.4K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
597+ 9.37% |
$108K - $118K
|
6.97K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
596+ 0.55% |
$108K - $118K
|
109K
$21.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
585+ 2.05% |
$106K - $115K
|
29.1K
$5.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
583+ 1.86% |
$106K - $115K
|
32K
$6.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
570+ 3.95% |
$103K - $112K
|
15K
$2.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
569+ 40.24% |
$103K - $112K
|
1.98K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
569+ 16.66% |
$103K - $112K
|
3.99K
$776K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
567+ 34.64% |
$103K - $112K
|
2.2K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
565+ 12.61% |
$102K - $111K
|
5.05K
$983K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
559+ 16.54% |
$101K - $110K
|
3.94K
$767K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
555+ 38.17% |
$100K - $109K
|
2.01K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 82.91% |
$100K - $109K
|
1.22K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
553+ 2.07% |
$100K - $109K
|
27.2K
$5.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
546+ 1.38% |
$98.9K - $108K
|
40K
$7.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
536+ 31.57% |
$97K - $106K
|
2.23K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
536+ 33.25% |
$97K - $106K
|
2.15K
$418K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
526+ 0.18% |
$95.2K - $104K
|
292K
$56.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
524+ 28.67% |
$94.9K - $103K
|
2.35K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
512New |
$92.7K - $101K
|
512
$99.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
495+ 42.6% |
$89.6K - $97.6K
|
1.66K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
490+ 1.72% |
$88.7K - $96.6K
|
28.9K
$5.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
490+ 3.25% |
$88.7K - $96.6K
|
15.6K
$3.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
463+ 0.31% |
$83.8K - $91.3K
|
150K
$29.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
461New |
$83.5K - $90.9K
|
461
$89.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
458+ 16.45% |
$82.9K - $90.3K
|
3.24K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
442+ 9.1% |
$80K - $87.1K
|
5.3K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
441+ 5.08% |
$79.8K - $87K
|
9.12K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
437+ 8.46% |
$79.1K - $86.2K
|
5.61K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
424+ 8.79% |
$76.8K - $83.6K
|
5.25K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
423+ 5.36% |
$76.6K - $83.4K
|
8.32K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
411+ 20.34% |
$74.4K - $81K
|
2.43K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
408+ 3.78% |
$73.9K - $80.4K
|
11.2K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 16.67% |
$72.4K - $78.9K
|
2.8K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
399+ 1.83% |
$72.2K - $78.7K
|
22.2K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
398+ 9.2% |
$72.1K - $78.5K
|
4.72K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
397+ 1.08% |
$71.9K - $78.3K
|
37K
$7.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
397+ 1.0% |
$71.9K - $78.3K
|
40.1K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
395+ 0.94% |
$71.5K - $77.9K
|
42.3K
$8.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
392+ 2.32% |
$71K - $77.3K
|
17.3K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
379+ 5.49% |
$68.6K - $74.7K
|
7.28K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
379+ 2.91% |
$68.6K - $74.7K
|
13.4K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
377+ 6.66% |
$68.3K - $74.3K
|
6.04K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
377New |
$68.3K - $74.3K
|
377
$73.4K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
374+ 4.27% |
$67.7K - $73.7K
|
9.13K
$1.78M
|