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 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.82K- 18.05% |
$742K - $788K
|
17.3K
$3.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 12.91% |
$4.85M - $5.15M
|
218K
$45.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-6- 35.29% |
$1.17K - $1.24K
|
11
$2.31K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 29.3% |
$262K - $278K
|
5.94K
$1.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-263- 1.59% |
$51.1K - $54.3K
|
16.3K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
881New |
$171K - $182K
|
881
$185K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-49.2K- 82.85% |
$9.56M - $10.2M
|
10.2K
$2.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$626K - $665K
|
3.22K
$675K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32K+ 13.89% |
$257K - $273K
|
10.8K
$2.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.05% |
$389 - $413
|
4.3K
$901K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-184- 1.0% |
$35.8K - $38K
|
18.3K
$3.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.16K+ 1.63% |
$225K - $239K
|
72K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
130+ 11.65% |
$25.3K - $26.8K
|
1.25K
$261K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
25+ 0.22% |
$4.86K - $5.16K
|
11.4K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-88- 1.09% |
$17.1K - $18.2K
|
7.99K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-146- 2.7% |
$28.4K - $30.2K
|
5.26K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.01% |
$583 - $620
|
23.7K
$4.97M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 6.79% |
$8.09M - $8.59M
|
655K
$137M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.38K+ 13.02% |
$269K - $286K
|
12K
$2.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-36- 1.21% |
$7K - $7.43K
|
2.95K
$618K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-58- 0.61% |
$11.3K - $12K
|
9.4K
$1.97M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-9.66K- 68.43% |
$1.88M - $1.99M
|
4.46K
$934K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-127- 3.74% |
$24.7K - $26.2K
|
3.27K
$685K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.47K+ 7.28% |
$287K - $304K
|
21.7K
$4.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.1K+ 19.09% |
$215K - $228K
|
6.89K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
988New |
$192K - $204K
|
988
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-45.3K- 92.83% |
$8.81M - $9.36M
|
3.5K
$733K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.36K+ 3.9% |
$265K - $281K
|
36.3K
$7.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-36- 1.85% |
$7K - $7.43K
|
1.91K
$401K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11+ 0.41% |
$2.14K - $2.27K
|
2.66K
$558K
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-126- 0.41% |
$24.5K - $26K
|
30.7K
$6.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-221- 6.27% |
$43K - $45.6K
|
3.3K
$693K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.27K+ 1.06% |
$247K - $262K
|
122K
$25.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
345+ 0.71% |
$67.1K - $71.2K
|
49K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
211+ 12.04% |
$41K - $43.6K
|
1.96K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.71K- 19.47% |
$917K - $973K
|
19.5K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-52.2K- 80.35% |
$10.1M - $10.8M
|
12.8K
$2.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
98+ 3.6% |
$19.1K - $20.2K
|
2.82K
$590K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-22.9K- 15.88% |
$4.46M - $4.74M
|
121K
$25.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.8K+ 5.03% |
$351K - $373K
|
37.6K
$7.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-1.98K- 18.44% |
$384K - $408K
|
8.73K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1- 0.05% |
$194 - $207
|
2.05K
$429K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-434- 26.33% |
$84.4K - $89.6K
|
1.21K
$254K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
134+ 0.67% |
$26.1K - $27.7K
|
20.1K
$4.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.09K+ 25.74% |
$212K - $225K
|
5.33K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.8K+ 122.65% |
$1.13M - $1.2M
|
10.5K
$2.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.33% |
$778 - $826
|
1.22K
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
387+ 3.75% |
$75.2K - $79.9K
|
10.7K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.94K- 6.49% |
$377K - $401K
|
27.9K
$5.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-12- 0.37% |
$2.33K - $2.48K
|
3.22K
$675K
|
|