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 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
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-144- 0.32% |
$28K - $29.7K
|
44.3K
$8.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
125+ 8.5% |
$24.3K - $25.8K
|
1.6K
$323K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 1.02% |
$9.14K - $9.71K
|
4.58K
$927K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
82+ 1.4% |
$15.9K - $16.9K
|
5.95K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
502+ 0.82% |
$97.6K - $104K
|
61.6K
$12.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-191- 4.78% |
$37.1K - $39.4K
|
3.8K
$770K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
124+ 2.54% |
$24.1K - $25.6K
|
5.01K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-35- 0.6% |
$6.81K - $7.23K
|
5.77K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-241- 3.84% |
$46.9K - $49.8K
|
6.04K
$1.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-205- 3.68% |
$39.9K - $42.3K
|
5.36K
$1.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-107- 62.94% |
$20.8K - $22.1K
|
63
$12.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
800+ 3.38% |
$156K - $165K
|
24.5K
$4.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-81- 1.33% |
$15.7K - $16.7K
|
6.03K
$1.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$194 - $207
|
4.26K
$862K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
101New |
$19.6K - $20.9K
|
101
$20.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
161+ 11.6% |
$31.3K - $33.2K
|
1.55K
$314K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
975+ 8.1% |
$190K - $201K
|
13K
$2.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
66+ 9.94% |
$12.8K - $13.6K
|
730
$148K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-67- 81.71% |
$13K - $13.8K
|
15
$3.04K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-129- 1.59% |
$25.1K - $26.6K
|
7.97K
$1.61M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-645- 12.1% |
$125K - $133K
|
4.69K
$949K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.43K- 8.34% |
$277K - $294K
|
15.7K
$3.17M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
100+ 6.49% |
$19.4K - $20.7K
|
1.64K
$332K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-136- 5.96% |
$26.4K - $28.1K
|
2.14K
$434K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.32K- 4.4% |
$1.03M - $1.1M
|
116K
$23.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
81New |
$15.7K - $16.7K
|
81
$16.4K
|
|
| Q2 2025 | |||||||
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-34- 0.31% |
$5.72K - $6.64K
|
10.9K
$2.21M
|
|
|
Oct 01, 2025
Q2 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
13K+ 18.35% |
$2.2M - $2.55M
|
84.1K
$17M
|
|