Latest Institutional Transactions on Ishares S&P 500 Value ETF (IVE)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Value ETF (IVE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.81K+ 1.63% |
$741K - $787K
|
238K
$49.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.3K+ 44.48% |
$3.76M - $3.99M
|
62.8K
$13.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-996- 1.03% |
$194K - $206K
|
95.9K
$20.1M
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
SELL
|
- |
-160- 2.31% |
$31.1K - $33K
|
6.78K
$1.42M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
383+ 13.17% |
$74.5K - $79.1K
|
3.29K
$690K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.23KNew |
$434K - $461K
|
2.23K
$467K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
663+ 8.8% |
$129K - $137K
|
8.2K
$1.72M
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
20New |
$3.89K - $4.13K
|
20
$4.19K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-259- 0.24% |
$50.4K - $53.5K
|
108K
$22.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
2.36K+ 35.2% |
$459K - $487K
|
9.07K
$1.9M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-222- 0.93% |
$43.2K - $45.8K
|
23.8K
$4.98M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6.88K+ 130.43% |
$1.34M - $1.42M
|
12.2K
$2.55M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.52K- 2.33% |
$295K - $313K
|
63.5K
$13.3M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
835+ 5.64% |
$162K - $172K
|
15.6K
$3.28M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
25+ 1.42% |
$4.86K - $5.16K
|
1.78K
$374K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-149- 7.5% |
$29K - $30.8K
|
1.84K
$385K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
228KNew |
$44.4M - $47.2M
|
228K
$47.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
243+ 4.33% |
$47.2K - $50.2K
|
5.85K
$1.23M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.51K+ 45.81% |
$682K - $724K
|
11.2K
$2.34M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.82K- 1.34% |
$353K - $375K
|
134K
$28.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-568- 1.19% |
$110K - $117K
|
47.2K
$9.89M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-33- 2.73% |
$6.42K - $6.81K
|
1.18K
$247K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$972 - $1.03K
|
1.72K
$360K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
10KNew |
$1.95M - $2.07M
|
10K
$2.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.29K+ 3.2% |
$250K - $266K
|
41.4K
$8.68M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-622- 10.49% |
$121K - $128K
|
5.31K
$1.11M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
632+ 56.73% |
$123K - $131K
|
1.75K
$366K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 3.36% |
$503K - $535K
|
79.6K
$16.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.3% |
$1.17K - $1.24K
|
2.01K
$422K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-107- 6.98% |
$20.8K - $22.1K
|
1.43K
$299K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.6K+ 5.97% |
$2.65M - $2.82M
|
242K
$50.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
141New |
$27.4K - $29.1K
|
141
$29.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-325- 6.91% |
$63.2K - $67.1K
|
4.38K
$918K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-20- 0.95% |
$3.89K - $4.13K
|
2.09K
$438K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
666+ 0.28% |
$129K - $138K
|
238K
$49.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-749- 3.82% |
$146K - $155K
|
18.9K
$3.95M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-77- 0.7% |
$15K - $15.9K
|
10.9K
$2.28M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.97K+ 180.6% |
$384K - $408K
|
3.07K
$643K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 50.0% |
$3.89K - $4.13K
|
20
$4.19K
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
8+ 0.43% |
$1.56K - $1.65K
|
1.86K
$390K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
177+ 4.29% |
$34.4K - $36.6K
|
4.3K
$902K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-18- 0.22% |
$3.5K - $3.72K
|
8.29K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-1.02K- 45.85% |
$199K - $211K
|
1.21K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-38- 0.52% |
$7.39K - $7.85K
|
7.27K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-15.2K- 1.76% |
$2.95M - $3.14M
|
849K
$178M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.36K+ 4.31% |
$458K - $487K
|
57K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.4K+ 14.48% |
$3.38M - $3.59M
|
137K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
708New |
$138K - $146K
|
708
$148K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 8.71% |
$4.55M - $4.84M
|
292K
$61.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.5KNew |
$5.74M - $6.09M
|
29.5K
$6.18M
|
|