Institutional shares held 169 Million
67.9K calls
38.7K puts
Total value of holdings $35.5B
$14.2M calls
$8.11M puts
# of Institutions 1,771


Latest Institutional Activity in IVE

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 2.47M ($517M)
Q4 2025
Thoma Capital Management LLC Shares Held: 110K ($23.1M)
Q4 2025
Lpwm LLC Shares Held: 329K ($69M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 98.6K ($20.7M)
Q4 2025
Ehrlich Financial Group Shares Held: 52K ($10.9M)

Top Sells

Q4 2025
First Hawaiian Bank Shares Held: 103K ($21.7M)
Q4 2025
Efficient Advisors, LLC Shares Held: 26.6K ($5.58M)
Q4 2025
Magnus Financial Group LLC Shares Held: 20.8K ($4.37M)
Q4 2025
Diversified Trust CO Shares Held: 24.9K ($5.21M)
Q4 2025
Everpar Advisors LLC Shares Held: 1.72K ($359K)

About IVE

Track Institutional and Insider Activities on IVE

Follow ISHARES S&P 500 VALUE ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVE shares.

Notify only if

Insider Trading

Get notified when an Ishares S&P 500 Value ETF insider buys or sells IVE shares.

Notify only if

News

Receive news related to ISHARES S&P 500 VALUE ETF

Track Activities on IVE