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 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.41K+ 6.13% |
$857K - $910K
|
76.3K
$16M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134+ 16.86% |
$26.1K - $27.7K
|
929
$195K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.09% |
$194 - $207
|
1.09K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70.6K+ 10.8% |
$13.7M - $14.6M
|
725K
$152M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-187- 3.36% |
$36.4K - $38.6K
|
5.38K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
317+ 7.9% |
$61.6K - $65.5K
|
4.33K
$908K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
221New |
$43K - $45.6K
|
221
$46.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-236- 0.74% |
$45.9K - $48.7K
|
31.9K
$6.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-54- 4.03% |
$10.5K - $11.2K
|
1.29K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
4.3K+ 2.55% |
$836K - $888K
|
173K
$36.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-177- 0.17% |
$34.4K - $36.6K
|
105K
$22M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-256- 6.24% |
$49.8K - $52.9K
|
3.85K
$807K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-89- 6.86% |
$17.3K - $18.4K
|
1.21K
$253K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.58K- 3.1% |
$891K - $947K
|
143K
$30M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23+ 0.21% |
$4.47K - $4.75K
|
11K
$2.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
242+ 7.55% |
$47.1K - $50K
|
3.45K
$722K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
8.08KNew |
$1.57M - $1.67M
|
8.08K
$1.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.81K+ 28.31% |
$935K - $993K
|
21.8K
$4.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.06K- 1.08% |
$206K - $218K
|
96.9K
$20.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-302- 0.39% |
$58.7K - $62.4K
|
76.7K
$16.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-55- 0.78% |
$10.7K - $11.4K
|
6.99K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.36KNew |
$848K - $901K
|
4.36K
$914K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.82KNew |
$549K - $583K
|
2.82K
$592K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.17KNew |
$421K - $447K
|
2.17K
$454K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 2.19% |
$338K - $359K
|
81K
$17M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
262+ 11.19% |
$50.9K - $54.1K
|
2.6K
$546K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-152- 1.52% |
$29.6K - $31.4K
|
9.87K
$2.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-168- 14.38% |
$32.7K - $34.7K
|
1K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15K- 9.18% |
$2.92M - $3.1M
|
149K
$31.1M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
140+ 0.85% |
$27.2K - $28.9K
|
16.7K
$3.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-121- 1.17% |
$23.5K - $25K
|
10.2K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.17K- 12.28% |
$228K - $242K
|
8.37K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-73- 0.08% |
$14.2K - $15.1K
|
91.6K
$19.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.36K+ 5.37% |
$1.04M - $1.11M
|
105K
$22M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.35K+ 4.28% |
$1.04M - $1.1M
|
130K
$27.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.84K+ 2.9% |
$357K - $380K
|
65.2K
$13.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1KNew |
$195K - $207K
|
1K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
26New |
$5.06K - $5.37K
|
26
$5.45K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-314- 3.6% |
$61.1K - $64.8K
|
8.42K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
334+ 1.21% |
$64.9K - $69K
|
28K
$5.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-11- 0.36% |
$2.14K - $2.27K
|
3.01K
$631K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8- 0.1% |
$1.56K - $1.65K
|
7.93K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-30- 1.36% |
$5.83K - $6.2K
|
2.18K
$458K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-735- 2.1% |
$143K - $152K
|
34.2K
$7.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.54K+ 5.64% |
$688K - $730K
|
66.3K
$13.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17.7K+ 29.15% |
$3.44M - $3.65M
|
78.3K
$16.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.49KNew |
$874K - $928K
|
4.49K
$942K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
373New |
$72.5K - $77K
|
373
$78.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3- 0.18% |
$583 - $620
|
1.63K
$341K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
988New |
$192K - $204K
|
988
$207K
|
|