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 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
108+ 0.74% |
$21K - $22.3K
|
14.6K
$3.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1+ 0.06% |
$194 - $207
|
1.57K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
8New |
$1.56K - $1.65K
|
8
$1.68K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
39+ 3.25% |
$7.58K - $8.05K
|
1.24K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
631+ 7.39% |
$123K - $130K
|
9.17K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.82K- 5.18% |
$1.13M - $1.2M
|
106K
$22.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.02K+ 7.65% |
$1.36M - $1.45M
|
98.8K
$20.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-396- 0.31% |
$77K - $81.8K
|
128K
$26.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.8K+ 6879.92% |
$3.26M - $3.47M
|
17K
$3.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.32K+ 43.12% |
$451K - $479K
|
7.7K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13- 15.12% |
$2.53K - $2.68K
|
73
$15.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
251+ 1.36% |
$48.8K - $51.8K
|
18.7K
$3.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-171- 1.09% |
$33.2K - $35.3K
|
15.5K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.9K+ 130.46% |
$9.32M - $9.9M
|
84.7K
$17.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-800- 0.9% |
$156K - $165K
|
87.7K
$18.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
690+ 188.01% |
$134K - $142K
|
1.06K
$222K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.66K+ 6.44% |
$906K - $962K
|
77K
$16.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 5.42% |
$221M - $235M
|
22.1M
$4.64B
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-422- 24.25% |
$82.1K - $87.1K
|
1.32K
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
720+ 30.48% |
$140K - $149K
|
3.08K
$646K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.21K+ 15.46% |
$429K - $455K
|
16.5K
$3.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16+ 0.38% |
$3.11K - $3.3K
|
4.2K
$881K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-120- 1.76% |
$23.3K - $24.8K
|
6.71K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-834- 2.25% |
$162K - $172K
|
36.2K
$7.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.33% |
$1.17K - $1.24K
|
1.84K
$385K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9+ 0.43% |
$1.75K - $1.86K
|
2.09K
$438K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
436+ 9.41% |
$84.8K - $90K
|
5.07K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-211- 1.17% |
$41K - $43.6K
|
17.8K
$3.74M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.47K+ 10.95% |
$1.84M - $1.96M
|
96K
$20.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-432- 2.29% |
$84K - $89.2K
|
18.4K
$3.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-229- 3.07% |
$44.5K - $47.3K
|
7.23K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-95.5K- 14.94% |
$18.6M - $19.7M
|
544K
$114M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.39% |
$2.53K - $2.68K
|
3.33K
$697K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-487- 3.23% |
$94.7K - $101K
|
14.6K
$3.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
BUY
|
- |
12.9K+ 211.48% |
$2.51M - $2.66M
|
19K
$3.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 9.09% |
$313K - $333K
|
19.3K
$4.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-132- 11.0% |
$25.7K - $27.3K
|
1.07K
$224K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.01KNew |
$196K - $208K
|
1.01K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-92- 1.67% |
$17.9K - $19K
|
5.42K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.34% |
$1.94K - $2.07K
|
2.94K
$616K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 8.47% |
$2.38M - $2.53M
|
157K
$32.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-29- 0.54% |
$5.64K - $5.99K
|
5.33K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-463- 7.19% |
$90K - $95.6K
|
5.97K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.59K- 6.97% |
$697K - $741K
|
47.9K
$10M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-821- 30.36% |
$160K - $170K
|
1.88K
$395K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.46K+ 198.1% |
$284K - $302K
|
2.2K
$461K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-42- 80.77% |
$8.17K - $8.67K
|
10
$2.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.58KNew |
$891K - $947K
|
4.58K
$961K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.17K+ 54.94% |
$615K - $654K
|
8.93K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24.7K+ 9.82% |
$4.81M - $5.11M
|
277K
$58M
|
|