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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-24- 0.62% |
$4.86K - $5.09K
|
3.82K
$802K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.13% |
$1.01K - $1.06K
|
3.86K
$809K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.32K+ 5.0% |
$469K - $491K
|
48.6K
$10.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.5K- 2.19% |
$911K - $953K
|
200K
$42M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-358- 13.1% |
$72.5K - $75.9K
|
2.37K
$498K
|
|
|
Jan 23, 2026
Q4 2025
|
Cambiar Investors LLC
|
BUY
|
- |
228+ 21.35% |
$46.2K - $48.4K
|
1.3K
$272K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.13K- 2.06% |
$431K - $451K
|
101K
$21.2M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.84K+ 107.55% |
$1.18M - $1.24M
|
11.3K
$2.36M
|
|
|
Jan 23, 2026
Q4 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.34% |
$2.03K - $2.12K
|
2.95K
$618K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-99- 32.14% |
$20K - $21K
|
209
$43.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.33K+ 76.01% |
$674K - $706K
|
7.7K
$1.61M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.3K+ 1.16% |
$466K - $488K
|
200K
$41.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.7K+ 47.55% |
$344K - $360K
|
5.27K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
325+ 4.75% |
$65.8K - $68.9K
|
7.16K
$1.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
6.65KNew |
$1.35M - $1.41M
|
6.65K
$1.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-598- 4.8% |
$121K - $127K
|
11.9K
$2.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-5- 0.42% |
$1.01K - $1.06K
|
1.19K
$250K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
256+ 1.01% |
$51.8K - $54.3K
|
25.7K
$5.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-534- 1.65% |
$108K - $113K
|
31.7K
$6.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.81K+ 11.14% |
$367K - $384K
|
18.1K
$3.79M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.24K+ 30.27% |
$1.06M - $1.11M
|
22.6K
$4.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-25- 16.13% |
$5.06K - $5.3K
|
130
$27.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
104+ 0.58% |
$21.1K - $22.1K
|
18K
$3.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
426+ 30.69% |
$86.3K - $90.3K
|
1.81K
$380K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13- 0.39% |
$2.63K - $2.76K
|
3.32K
$695K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
888New |
$180K - $188K
|
888
$186K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.37% |
$203 - $212
|
74
$15.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64.6K+ 57.35% |
$13.1M - $13.7M
|
177K
$37.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.35K- 38.04% |
$274K - $287K
|
2.2K
$462K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-674- 3.62% |
$136K - $143K
|
17.9K
$3.76M
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-63- 0.44% |
$12.8K - $13.4K
|
14.2K
$2.97M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
762+ 6.33% |
$154K - $162K
|
12.8K
$2.68M
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
43+ 2.01% |
$8.71K - $9.12K
|
2.18K
$456K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-82- 3.34% |
$16.6K - $17.4K
|
2.37K
$497K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-25- 0.6% |
$5.06K - $5.3K
|
4.13K
$867K
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-175- 2.53% |
$35.4K - $37.1K
|
6.75K
$1.42M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.68K+ 31.67% |
$1.35M - $1.42M
|
27.7K
$5.82M
|
|
|
Jan 22, 2026
Q4 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.07KNew |
$217K - $227K
|
1.07K
$225K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-719- 8.79% |
$146K - $152K
|
7.46K
$1.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9+ 0.12% |
$1.82K - $1.91K
|
7.27K
$1.52M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
77+ 5.73% |
$15.6K - $16.3K
|
1.42K
$298K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$1.22K - $1.27K
|
6
$1.26K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-26- 0.36% |
$5.27K - $5.51K
|
7.11K
$1.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
356+ 3.71% |
$72.1K - $75.5K
|
9.95K
$2.08M
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
SELL
|
- |
-3.13K- 5.42% |
$633K - $663K
|
54.6K
$11.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
186+ 7.54% |
$37.7K - $39.4K
|
2.65K
$556K
|
|
|
Jan 21, 2026
Q4 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
921+ 4.69% |
$187K - $195K
|
20.6K
$4.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
94+ 3.64% |
$19K - $19.9K
|
2.68K
$562K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-35.2K- 83.29% |
$7.14M - $7.47M
|
7.07K
$1.48M
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-14- 3.51% |
$2.84K - $2.97K
|
385
$80.7K
|
|