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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
373+ 3.83% |
$67.5K - $73.5K
|
10.1K
$1.97M
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
372+ 3.84% |
$67.4K - $73.3K
|
10.1K
$1.96M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
368+ 10.78% |
$66.6K - $72.6K
|
3.78K
$737K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
366+ 5.57% |
$66.3K - $72.2K
|
6.93K
$1.35M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
357+ 12.31% |
$64.6K - $70.4K
|
3.26K
$635K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
348+ 7.55% |
$63K - $68.6K
|
4.96K
$965K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
342New |
$61.9K - $67.4K
|
342
$66.6K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
327New |
$59.2K - $64.5K
|
327
$63.7K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
314+ 15.0% |
$56.9K - $61.9K
|
2.41K
$469K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
313+ 0.73% |
$56.7K - $61.7K
|
43K
$8.38M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
313+ 7.58% |
$56.7K - $61.7K
|
4.44K
$866K
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
313+ 5.49% |
$56.7K - $61.7K
|
6.02K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309+ 24.37% |
$55.9K - $60.9K
|
1.58K
$307K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
309+ 4.17% |
$55.9K - $60.9K
|
7.72K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
301+ 14.56% |
$54.5K - $59.3K
|
2.37K
$461K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
299+ 73.46% |
$54.1K - $59K
|
706
$138K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
291+ 8.38% |
$52.7K - $57.4K
|
3.77K
$733K
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
284+ 0.53% |
$51.4K - $56K
|
54K
$10.5M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
273+ 8.56% |
$49.4K - $53.8K
|
3.46K
$674K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
272+ 0.57% |
$49.2K - $53.6K
|
48K
$9.34M
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
268+ 1.61% |
$48.5K - $52.8K
|
16.9K
$3.29M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
267+ 1.18% |
$48.3K - $52.6K
|
22.9K
$4.46M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
265+ 7.1% |
$48K - $52.3K
|
4K
$779K
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
265+ 3.63% |
$48K - $52.3K
|
7.57K
$1.47M
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
261+ 0.58% |
$47.3K - $51.5K
|
45.3K
$8.82M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
260+ 1.43% |
$47.1K - $51.3K
|
18.4K
$3.58M
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
250+ 3.33% |
$45.3K - $49.3K
|
7.77K
$1.51M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
243+ 7.67% |
$44K - $47.9K
|
3.41K
$664K
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
241+ 1.96% |
$43.6K - $47.5K
|
12.5K
$2.44M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
237+ 1.74% |
$42.9K - $46.7K
|
13.8K
$2.69M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
230+ 2.95% |
$41.6K - $45.3K
|
8.03K
$1.56M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
230+ 26.38% |
$41.6K - $45.3K
|
1.1K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
227+ 0.15% |
$41.1K - $44.8K
|
156K
$30.3M
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
222+ 1.2% |
$40.2K - $43.8K
|
18.7K
$3.65M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
222+ 4.42% |
$40.2K - $43.8K
|
5.24K
$1.02M
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
219+ 0.95% |
$39.7K - $43.2K
|
23.2K
$4.52M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
218+ 1.41% |
$39.5K - $43K
|
15.6K
$3.05M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
215+ 10.58% |
$38.9K - $42.4K
|
2.25K
$438K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
215+ 0.36% |
$38.9K - $42.4K
|
60.1K
$11.7M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
215+ 0.32% |
$38.9K - $42.4K
|
67.9K
$13.2M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
213+ 3.51% |
$38.6K - $42K
|
6.28K
$1.22M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
210+ 24.45% |
$38K - $41.4K
|
1.07K
$208K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
204+ 7.26% |
$36.9K - $40.2K
|
3.01K
$587K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
202New |
$36.6K - $39.8K
|
202
$39.3K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
198+ 15.64% |
$35.8K - $39K
|
1.46K
$285K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
197+ 0.57% |
$35.7K - $38.8K
|
35K
$6.81M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
197+ 1.44% |
$35.7K - $38.8K
|
13.9K
$2.71M
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
194+ 2.91% |
$35.1K - $38.3K
|
6.85K
$1.33M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
189+ 3.3% |
$34.2K - $37.3K
|
5.91K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
188New |
$34K - $37.1K
|
188
$36.6K
|