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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.34M+ 12.55% |
$394M - $457M
|
21M
$4.17B
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.21M+ 19441.24% |
$204M - $236M
|
1.22M
$242M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
935K+ 13.4% |
$157M - $183M
|
7.91M
$1.57B
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
485K+ 19.04% |
$81.6M - $94.7M
|
3.03M
$603M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
332K+ 795.77% |
$55.9M - $64.9M
|
374K
$74.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 2.29% |
$53.2M - $61.7M
|
14.1M
$2.81B
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
232K+ 19.91% |
$39M - $45.3M
|
1.4M
$278M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215K+ 7.92% |
$36.2M - $42M
|
2.93M
$582M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
205K+ 14.16% |
$34.6M - $40.1M
|
1.66M
$329M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
194K+ 721.51% |
$32.6M - $37.8M
|
220K
$43.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 7.8% |
$25.7M - $29.9M
|
2.11M
$420M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142K+ 28.41% |
$23.8M - $27.7M
|
640K
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
122K+ 20.49% |
$20.5M - $23.7M
|
714K
$142M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
110K+ 22.77% |
$18.5M - $21.5M
|
592K
$118M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105K+ 4.67% |
$17.7M - $20.6M
|
2.36M
$470M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
103K+ 18.79% |
$17.4M - $20.2M
|
654K
$130M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.9K+ 9.21% |
$14.3M - $16.6M
|
1.01M
$200M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.9K+ 12.46% |
$11.4M - $13.3M
|
613K
$122M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
66K+ 30.17% |
$11.1M - $12.9M
|
285K
$56.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
63.9KNew |
$10.8M - $12.5M
|
63.9K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
61.2K+ 21.52% |
$10.3M - $12M
|
346K
$68.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
61K+ 3.38% |
$10.3M - $11.9M
|
1.87M
$371M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.8K+ 18.72% |
$10.1M - $11.7M
|
379K
$75.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
54.7K+ 6.09% |
$9.2M - $10.7M
|
952K
$189M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.6K+ 3.04% |
$8.19M - $9.51M
|
1.65M
$327M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48.1K+ 6.65% |
$8.1M - $9.41M
|
772K
$153M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47.2K+ 884.29% |
$7.95M - $9.23M
|
52.6K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
47.1K+ 23.02% |
$7.93M - $9.21M
|
252K
$50.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.9K+ 16.66% |
$7.9M - $9.17M
|
329K
$65.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
44.4K+ 58.86% |
$7.48M - $8.68M
|
120K
$23.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
44KNew |
$7.4M - $8.59M
|
44K
$8.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.3K+ 27.13% |
$6.94M - $8.06M
|
193K
$38.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
38.7KNew |
$6.52M - $7.57M
|
38.7K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
37.8K+ 24.45% |
$6.37M - $7.39M
|
193K
$38.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.9K+ 0.49% |
$5.2M - $6.03M
|
6.3M
$1.25B
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.2K+ 20.56% |
$4.74M - $5.5M
|
165K
$32.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.1K+ 4.25% |
$4.72M - $5.48M
|
688K
$137M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.9K+ 704.17% |
$4.69M - $5.44M
|
31.8K
$6.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.6K+ 1.58% |
$4.48M - $5.2M
|
1.72M
$341M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.4K+ 38.25% |
$4.44M - $5.15M
|
95.3K
$18.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
26K+ 118.98% |
$4.38M - $5.08M
|
47.8K
$9.51M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.8K+ 5.22% |
$4.35M - $5.04M
|
520K
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.3K+ 66.2% |
$4.27M - $4.95M
|
63.6K
$12.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24.6K+ 29.36% |
$4.13M - $4.8M
|
108K
$21.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
22.8K+ 53.33% |
$3.84M - $4.46M
|
65.6K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.8K+ 12.67% |
$3.83M - $4.45M
|
203K
$40.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.8K+ 547.01% |
$3.66M - $4.25M
|
25.7K
$5.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
20.6K+ 15.63% |
$3.47M - $4.03M
|
152K
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20KNew |
$3.36M - $3.91M
|
20K
$3.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.9K+ 24.66% |
$3.34M - $3.88M
|
100K
$20M
|