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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
10.8KNew |
$2.19M - $2.29M
|
10.8K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
2.3K+ 5.76% |
$466K - $488K
|
42.2K
$8.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.38K- 12.01% |
$280K - $293K
|
10.1K
$2.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
45KNew |
$9.11M - $9.54M
|
45K
$9.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-96- 6.53% |
$19.4K - $20.4K
|
1.37K
$288K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.2K+ 33.78% |
$7.33M - $7.67M
|
143K
$30M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
138+ 1.92% |
$27.9K - $29.3K
|
7.33K
$1.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-40- 0.49% |
$8.1K - $8.48K
|
8.11K
$1.7M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-15- 0.61% |
$3.04K - $3.18K
|
2.44K
$511K
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.78K+ 1.59% |
$766K - $802K
|
242K
$50.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.04KNew |
$616K - $645K
|
3.04K
$637K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.1KNew |
$222K - $232K
|
1.1K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-140- 2.24% |
$28.4K - $29.7K
|
6.11K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19+ 1.0% |
$3.85K - $4.03K
|
1.92K
$402K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.95KNew |
$2.01M - $2.11M
|
9.95K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.4K+ 3.94% |
$487K - $510K
|
63.4K
$13.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-4- 0.2% |
$810 - $848
|
2.01K
$420K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 0.96% |
$20K - $21K
|
10.4K
$2.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
73+ 1.14% |
$14.8K - $15.5K
|
6.48K
$1.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$219K - $229K
|
1.08K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.04K- 3.01% |
$616K - $645K
|
97.9K
$20.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.23K+ 49.98% |
$1.67M - $1.75M
|
24.7K
$5.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.03K- 4.59% |
$208K - $218K
|
21.4K
$4.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
343+ 5.14% |
$69.5K - $72.7K
|
7.02K
$1.47M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14K+ 38.11% |
$2.83M - $2.97M
|
50.7K
$10.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
86+ 1.37% |
$17.4K - $18.2K
|
6.37K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-25- 1.14% |
$5.06K - $5.3K
|
2.17K
$456K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 25.63% |
$449K - $470K
|
10.9K
$2.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-15- 55.56% |
$3.04K - $3.18K
|
12
$2.52K
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.42% |
$2.63K - $2.76K
|
3.1K
$650K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.09K- 1.97% |
$220K - $231K
|
54.2K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
59+ 0.24% |
$11.9K - $12.5K
|
24.6K
$5.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
649+ 16.23% |
$131K - $138K
|
4.65K
$974K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14+ 0.43% |
$2.84K - $2.97K
|
3.25K
$681K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30.2K+ 50.82% |
$6.12M - $6.41M
|
89.7K
$18.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
40+ 0.08% |
$8.1K - $8.48K
|
52.9K
$11.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
154+ 3.86% |
$31.2K - $32.7K
|
4.15K
$869K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.85K+ 3.19% |
$780K - $817K
|
125K
$26.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 33.06% |
$305K - $319K
|
6.06K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-224- 2.97% |
$45.4K - $47.5K
|
7.32K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.69K- 1.29% |
$341K - $358K
|
129K
$27.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
443+ 39.59% |
$89.7K - $93.9K
|
1.56K
$327K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.71K+ 71.26% |
$752K - $787K
|
8.92K
$1.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
440+ 2.54% |
$89.1K - $93.3K
|
17.8K
$3.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
11.2K+ 40.87% |
$2.27M - $2.38M
|
38.6K
$8.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-15- 0.37% |
$3.04K - $3.18K
|
4.06K
$850K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-156- 1.62% |
$31.6K - $33.1K
|
9.49K
$1.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-477- 0.56% |
$96.6K - $101K
|
84.2K
$17.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.53K- 5.99% |
$309K - $324K
|
24K
$5.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.98KNew |
$401K - $420K
|
1.98K
$415K
|
|