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 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.88K+ 26.11% |
$349K - $373K
|
9.08K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.84KNew |
$341K - $364K
|
1.84K
$362K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 2.46% |
$340K - $363K
|
76.2K
$15M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.8K+ 55.26% |
$334K - $357K
|
5.05K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.75K+ 43.49% |
$326K - $348K
|
5.79K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.75K+ 5.82% |
$326K - $348K
|
31.9K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.75KNew |
$325K - $348K
|
1.75K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$324K - $346K
|
1.74K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.74K+ 24.45% |
$324K - $346K
|
8.87K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.74K+ 51.39% |
$323K - $345K
|
5.12K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$318K - $340K
|
1.71K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.71KNew |
$318K - $340K
|
1.71K
$338K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.65K+ 276.13% |
$307K - $328K
|
2.25K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.65K+ 51.07% |
$307K - $328K
|
4.89K
$964K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.65K+ 40.03% |
$306K - $327K
|
5.76K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.63K+ 63.4% |
$303K - $324K
|
4.2K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$302K - $323K
|
1.63K
$321K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62KNew |
$301K - $322K
|
1.62K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.61K+ 59.99% |
$299K - $320K
|
4.29K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.59K+ 27.94% |
$296K - $317K
|
7.3K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 86.93% |
$291K - $312K
|
3.37K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.54K+ 16.65% |
$286K - $305K
|
10.8K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.53K+ 17.44% |
$285K - $304K
|
10.3K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 46.18% |
$281K - $300K
|
4.79K
$944K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 38.74% |
$280K - $300K
|
5.4K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.51KNew |
$280K - $299K
|
1.51K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.51K+ 0.87% |
$280K - $299K
|
175K
$34.5M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.46KNew |
$271K - $289K
|
1.46K
$287K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.44K+ 97.36% |
$268K - $286K
|
2.92K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.42K+ 29.14% |
$265K - $283K
|
6.31K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.42K+ 22.0% |
$264K - $282K
|
7.87K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.41K+ 5.79% |
$263K - $281K
|
25.8K
$5.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 25.26% |
$262K - $280K
|
6.98K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.41K+ 6.48% |
$262K - $280K
|
23.1K
$4.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.38KNew |
$257K - $275K
|
1.38K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.36% |
$256K - $274K
|
42.4K
$8.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 17.14% |
$255K - $273K
|
9.4K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.37KNew |
$254K - $271K
|
1.37K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.36K+ 53.15% |
$252K - $270K
|
3.91K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.35KNew |
$252K - $269K
|
1.35K
$267K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.33K+ 37.47% |
$247K - $265K
|
4.89K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.32K+ 3.06% |
$246K - $263K
|
44.6K
$8.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.32KNew |
$245K - $262K
|
1.32K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.3KNew |
$242K - $259K
|
1.3K
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.3KNew |
$241K - $257K
|
1.3K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.29KNew |
$239K - $255K
|
1.29K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.28K+ 1.74% |
$237K - $253K
|
74.5K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.28K+ 3.84% |
$237K - $253K
|
34.5K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.28KNew |
$237K - $253K
|
1.28K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.27K+ 1.35% |
$235K - $252K
|
95K
$18.7M
|