Latest Institutional Purchases of Ishares S&P 500 Value ETF (IVE)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Value ETF (IVE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
68K+ 49.74% |
$13.2M - $14.1M
|
205K
$41.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
39.9KNew |
$7.76M - $8.24M
|
39.9K
$8.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 25.13% |
$5.79M - $6.15M
|
148K
$30.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
26.2K+ 83.94% |
$5.09M - $5.41M
|
57.4K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 20.9% |
$3.78M - $4.02M
|
113K
$23M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14.4K+ 628.53% |
$2.81M - $2.98M
|
16.7K
$3.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$2M - $2.13M
|
10.3K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.59K+ 3.12% |
$1.86M - $1.98M
|
317K
$64.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.16K+ 0.49% |
$1.78M - $1.89M
|
1.88M
$384M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
8.99K+ 51.95% |
$1.75M - $1.86M
|
26.3K
$5.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.5K+ 8.62% |
$1.65M - $1.75M
|
107K
$21.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.31K+ 6.18% |
$1.62M - $1.72M
|
143K
$29.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.6K+ 12.19% |
$1.48M - $1.57M
|
69.9K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.2K+ 8.51% |
$1.4M - $1.49M
|
91.9K
$18.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.79K+ 152.54% |
$1.13M - $1.2M
|
9.59K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.52K+ 51.31% |
$1.07M - $1.14M
|
16.3K
$3.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.83K+ 4.75% |
$938K - $997K
|
106K
$21.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.77K+ 8.49% |
$928K - $985K
|
61K
$12.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.37K+ 4.3% |
$849K - $902K
|
106K
$21.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.83K+ 17.86% |
$551K - $585K
|
18.7K
$3.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.73KNew |
$531K - $564K
|
2.73K
$559K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
2.52K+ 2.2% |
$490K - $521K
|
117K
$24M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.48K+ 5.47% |
$482K - $512K
|
47.8K
$9.77M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.46K+ 9.7% |
$479K - $508K
|
27.8K
$5.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.31K+ 8.51% |
$449K - $477K
|
29.5K
$6.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.2KNew |
$428K - $454K
|
2.2K
$450K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.19KNew |
$426K - $452K
|
2.19K
$448K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.01K+ 24.96% |
$392K - $416K
|
10.1K
$2.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.43% |
$375K - $399K
|
58.2K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.78K+ 14.97% |
$346K - $367K
|
13.7K
$2.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.76K+ 11.3% |
$342K - $363K
|
17.3K
$3.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.6K+ 3.85% |
$311K - $331K
|
43.1K
$8.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.54KNew |
$300K - $318K
|
1.54K
$315K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 2.51% |
$290K - $307K
|
60.9K
$12.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.32KNew |
$257K - $273K
|
1.32K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.29K+ 227.11% |
$251K - $266K
|
1.86K
$380K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.16K+ 7.61% |
$225K - $239K
|
16.4K
$3.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.15K+ 16.07% |
$223K - $236K
|
8.27K
$1.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.12K+ 45.95% |
$218K - $231K
|
3.55K
$727K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$199K - $211K
|
1.02K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
994New |
$193K - $205K
|
994
$203K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
982New |
$191K - $203K
|
982
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
979New |
$190K - $202K
|
979
$200K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
975+ 8.1% |
$190K - $201K
|
13K
$2.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
893+ 3.39% |
$174K - $184K
|
27.2K
$5.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
883+ 25.27% |
$172K - $182K
|
4.38K
$895K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
848+ 2.05% |
$165K - $175K
|
42.3K
$8.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
846+ 64.98% |
$164K - $175K
|
2.15K
$439K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
829+ 1.24% |
$161K - $171K
|
67.7K
$13.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
820+ 36.66% |
$159K - $169K
|
3.06K
$625K
|