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 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
979New |
$190K - $202K
|
979
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.73% |
$9.14K - $9.71K
|
6.41K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
358+ 3.43% |
$69.6K - $73.9K
|
10.8K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.56K- 98.96% |
$498K - $529K
|
27
$5.47K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-10- 0.53% |
$1.94K - $2.07K
|
1.87K
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-251- 0.16% |
$48.8K - $51.8K
|
152K
$30.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-291- 3.48% |
$56.6K - $60.1K
|
8.08K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.83K+ 4.75% |
$938K - $997K
|
106K
$21.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$778 - $826
|
1K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-45- 0.32% |
$8.75K - $9.29K
|
14.2K
$2.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-14- 1.11% |
$2.72K - $2.89K
|
1.24K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.41K- 5.57% |
$274K - $291K
|
23.9K
$4.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 4.92% |
$4.82M - $5.12M
|
479K
$97.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 20.9% |
$3.78M - $4.02M
|
113K
$22.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.77K+ 8.49% |
$928K - $985K
|
61K
$12.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
64+ 6.18% |
$12.4K - $13.2K
|
1.1K
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
829+ 1.24% |
$161K - $171K
|
67.7K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
8.99K+ 51.95% |
$1.75M - $1.86M
|
26.3K
$5.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-291- 0.37% |
$56.6K - $60.1K
|
79.3K
$16.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
26.2K+ 83.94% |
$5.09M - $5.41M
|
57.4K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-611- 10.93% |
$119K - $126K
|
4.98K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-61- 0.6% |
$11.9K - $12.6K
|
10.1K
$2.05M
|
|
|
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
|