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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
385+ 4.18% |
$74.9K - $79.5K
|
9.6K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
73+ 1.54% |
$14.2K - $15.1K
|
4.8K
$972K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.33K- 67.54% |
$453K - $481K
|
1.12K
$227K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
142+ 1.12% |
$27.6K - $29.3K
|
12.8K
$2.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-248- 0.85% |
$48.2K - $51.2K
|
29.1K
$5.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
426+ 376.99% |
$82.8K - $88K
|
539
$109K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-107- 4.64% |
$20.8K - $22.1K
|
2.2K
$445K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19+ 0.08% |
$3.69K - $3.92K
|
23K
$4.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.31K+ 6.18% |
$1.62M - $1.72M
|
143K
$28.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
674+ 33.37% |
$131K - $139K
|
2.69K
$546K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
510+ 6.65% |
$99.2K - $105K
|
8.18K
$1.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
994New |
$193K - $205K
|
994
$201K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.2KNew |
$428K - $454K
|
2.2K
$446K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.32KNew |
$257K - $273K
|
1.32K
$268K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.12K- 14.91% |
$1.58M - $1.68M
|
46.3K
$9.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
27+ 0.18% |
$5.25K - $5.58K
|
15.3K
$3.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
385+ 28.48% |
$74.9K - $79.5K
|
1.74K
$352K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-16- 0.41% |
$3.11K - $3.3K
|
3.89K
$787K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-147- 6.97% |
$28.6K - $30.4K
|
1.96K
$397K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.29K- 5.62% |
$640K - $680K
|
55.3K
$11.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
17+ 0.43% |
$3.31K - $3.51K
|
4K
$810K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-93- 2.93% |
$18.1K - $19.2K
|
3.08K
$623K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-22- 0.39% |
$4.28K - $4.54K
|
5.58K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.43% |
$375K - $399K
|
58.2K
$11.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100New |
$19.4K - $20.7K
|
100
$20.3K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.8K- 24.86% |
$350K - $371K
|
5.43K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
42+ 0.67% |
$8.17K - $8.67K
|
6.28K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-502- 1.53% |
$97.6K - $104K
|
32.3K
$6.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
185+ 0.94% |
$36K - $38.2K
|
19.8K
$4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-159- 1.91% |
$30.9K - $32.8K
|
8.16K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
27+ 1.91% |
$5.25K - $5.58K
|
1.44K
$292K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.53K- 6.52% |
$298K - $316K
|
22K
$4.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
139+ 0.2% |
$27K - $28.7K
|
70.2K
$14.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51+ 0.57% |
$9.92K - $10.5K
|
9.01K
$1.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 2.51% |
$290K - $307K
|
60.9K
$12.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.76K- 24.18% |
$342K - $363K
|
5.52K
$1.12M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
2.52K+ 2.2% |
$490K - $521K
|
117K
$23.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.83K+ 17.86% |
$551K - $585K
|
18.7K
$3.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.31K+ 8.51% |
$449K - $477K
|
29.5K
$5.97M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-419- 6.58% |
$81.5K - $86.5K
|
5.95K
$1.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
146+ 0.41% |
$28.4K - $30.2K
|
35.6K
$7.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.39% |
$194 - $207
|
256
$51.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-97.7K- 86.84% |
$19M - $20.2M
|
14.8K
$3M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-182- 2.75% |
$35.4K - $37.6K
|
6.44K
$1.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-250- 2.98% |
$48.6K - $51.6K
|
8.15K
$1.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
29+ 1.22% |
$5.64K - $5.99K
|
2.42K
$489K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-203- 93.98% |
$39.5K - $41.9K
|
13
$2.63K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.29K+ 227.11% |
$251K - $266K
|
1.86K
$376K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-288- 8.62% |
$56K - $59.5K
|
3.05K
$618K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
792+ 1.52% |
$154K - $164K
|
52.8K
$10.7M
|