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 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
47+ 2.94% |
$9.14K - $9.71K
|
1.65K
$345K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
276New |
$53.7K - $57K
|
276
$57.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
480+ 0.76% |
$93.3K - $99.1K
|
63.9K
$13.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6+ 0.41% |
$1.17K - $1.24K
|
1.47K
$308K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-32- 0.42% |
$6.22K - $6.61K
|
7.6K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-13- 0.97% |
$2.53K - $2.68K
|
1.33K
$279K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-920- 1.5% |
$179K - $190K
|
60.5K
$12.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-39- 1.57% |
$7.58K - $8.05K
|
2.45K
$513K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-132- 0.57% |
$25.7K - $27.3K
|
23.1K
$4.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-500- 0.54% |
$97.2K - $103K
|
92.8K
$19.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.89K- 1.3% |
$756K - $803K
|
296K
$62M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-51- 2.84% |
$9.92K - $10.5K
|
1.74K
$365K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-77- 0.85% |
$15K - $15.9K
|
8.93K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.92KNew |
$567K - $602K
|
2.92K
$611K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13K+ 40.95% |
$2.53M - $2.69M
|
44.8K
$9.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-153- 7.37% |
$29.7K - $31.6K
|
1.92K
$403K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-87.8K- 7.89% |
$17.1M - $18.1M
|
1.02M
$215M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
914+ 19.79% |
$178K - $189K
|
5.53K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-14.5K- 58.66% |
$2.82M - $2.99M
|
10.2K
$2.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
12+ 0.47% |
$2.33K - $2.48K
|
2.57K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
766+ 2.1% |
$149K - $158K
|
37.3K
$7.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.26K- 25.27% |
$634K - $674K
|
9.65K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-600- 41.84% |
$117K - $124K
|
834
$175K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-62- 2.43% |
$12.1K - $12.8K
|
2.49K
$522K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.51KNew |
$293K - $311K
|
1.51K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
13K+ 1.36% |
$2.52M - $2.68M
|
965K
$202M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-360- 2.14% |
$70K - $74.3K
|
16.4K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
39+ 0.29% |
$7.58K - $8.05K
|
13.6K
$2.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
459+ 22.63% |
$89.2K - $94.8K
|
2.49K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-7- 0.45% |
$1.36K - $1.45K
|
1.55K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-158- 7.14% |
$30.7K - $32.6K
|
2.05K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
338+ 69.98% |
$65.7K - $69.8K
|
821
$172K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 1.86% |
$605K - $643K
|
170K
$35.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.91% |
$194 - $207
|
111
$23.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-60.3K- 49.18% |
$11.7M - $12.4M
|
62.3K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 0.52% |
$43.7K - $46.5K
|
43.7K
$9.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.72K- 1.69% |
$528K - $561K
|
158K
$33.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-100- 5.95% |
$19.4K - $20.7K
|
1.58K
$331K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 1.89% |
$1.17K - $1.24K
|
323
$67.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-124- 1.23% |
$24.1K - $25.6K
|
9.95K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
21+ 0.46% |
$4.08K - $4.34K
|
4.57K
$958K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.88K+ 1.03% |
$365K - $388K
|
184K
$38.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
46+ 3.63% |
$8.94K - $9.5K
|
1.31K
$275K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.61K+ 3.71% |
$703K - $746K
|
101K
$21.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.1K+ 92.44% |
$1.19M - $1.26M
|
12.7K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-166- 0.26% |
$32.3K - $34.3K
|
64.5K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-311- 1.12% |
$60.5K - $64.2K
|
27.4K
$5.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
312+ 151.46% |
$60.7K - $64.4K
|
518
$109K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-20.1K- 18.96% |
$3.91M - $4.15M
|
85.9K
$18M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.98K+ 2.97% |
$580K - $616K
|
103K
$21.7M
|
|