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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-66- 0.61% |
$12.8K - $13.6K
|
10.8K
$2.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.99K+ 2.02% |
$582K - $618K
|
151K
$31.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.85K- 64.04% |
$360K - $383K
|
1.04K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13.1K+ 52.62% |
$2.55M - $2.71M
|
38.1K
$7.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-20- 0.52% |
$3.89K - $4.13K
|
3.86K
$810K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.69K- 3.77% |
$717K - $761K
|
94.2K
$19.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
1.42KNew |
$276K - $293K
|
1.42K
$297K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
78+ 0.77% |
$15.2K - $16.1K
|
10.2K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.09K- 11.47% |
$600K - $637K
|
23.8K
$4.99M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.18% |
$1.56K - $1.65K
|
4.43K
$929K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
843+ 6.7% |
$164K - $174K
|
13.4K
$2.81M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-292- 22.15% |
$56.8K - $60.3K
|
1.03K
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
28.4K+ 27.79% |
$5.52M - $5.86M
|
131K
$27.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-388- 5.71% |
$75.4K - $80.1K
|
6.41K
$1.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.82K- 71.36% |
$742K - $788K
|
1.53K
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
112+ 0.94% |
$21.8K - $23.1K
|
12K
$2.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
816+ 21.52% |
$159K - $169K
|
4.61K
$966K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
67+ 1.05% |
$13K - $13.8K
|
6.47K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5- 0.22% |
$972 - $1.03K
|
2.26K
$473K
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-84- 7.52% |
$16.3K - $17.3K
|
1.03K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
61+ 5.71% |
$11.9K - $12.6K
|
1.13K
$237K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 18.92% |
$1.36K - $1.45K
|
30
$6.29K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-343- 17.86% |
$66.7K - $70.8K
|
1.58K
$331K
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
372+ 27.6% |
$72.3K - $76.8K
|
1.72K
$361K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.5K+ 152.46% |
$874K - $928K
|
7.45K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
561+ 2.18% |
$109K - $116K
|
26.3K
$5.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.25KNew |
$242K - $257K
|
1.25K
$261K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.18% |
$2.14K - $2.27K
|
5.99K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
20+ 0.42% |
$3.89K - $4.13K
|
4.75K
$996K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-200- 5.89% |
$38.9K - $41.3K
|
3.19K
$669K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-20- 0.84% |
$3.89K - $4.13K
|
2.36K
$494K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-480- 2.21% |
$93.3K - $99.1K
|
21.3K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
125K+ 499.05% |
$24.2M - $25.7M
|
150K
$31.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
116+ 0.82% |
$22.6K - $24K
|
14.2K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
434+ 2.76% |
$84.4K - $89.6K
|
16.2K
$3.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-53- 1.23% |
$10.3K - $10.9K
|
4.25K
$891K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
94+ 3.04% |
$18.3K - $19.4K
|
3.19K
$668K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.35% |
$3.5K - $3.72K
|
5.09K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12K+ 8.72% |
$2.34M - $2.48M
|
150K
$31.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
157New |
$30.5K - $32.4K
|
157
$32.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-148- 7.19% |
$28.8K - $30.6K
|
1.91K
$400K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.11KNew |
$1.19M - $1.26M
|
6.11K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-152- 11.52% |
$29.6K - $31.4K
|
1.17K
$245K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-615- 28.9% |
$120K - $127K
|
1.51K
$317K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
115+ 6.28% |
$22.4K - $23.7K
|
1.95K
$408K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
57+ 1.8% |
$11.1K - $11.8K
|
3.22K
$675K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-318- 0.81% |
$61.8K - $65.7K
|
38.8K
$8.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13+ 0.7% |
$2.53K - $2.68K
|
1.86K
$389K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-15- 1.48% |
$2.92K - $3.1K
|
997
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-951- 16.72% |
$185K - $196K
|
4.74K
$993K
|
|