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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.09% |
$194 - $207
|
1.06K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-8.46K- 86.29% |
$1.64M - $1.75M
|
1.34K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-558- 21.83% |
$108K - $115K
|
2K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.05K+ 7.07% |
$787K - $836K
|
61.3K
$12.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
10+ 0.39% |
$1.94K - $2.07K
|
2.61K
$546K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-747- 8.33% |
$145K - $154K
|
8.22K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
916+ 26.53% |
$178K - $189K
|
4.37K
$916K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
213+ 2.17% |
$41.4K - $44K
|
10K
$2.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 1.32% |
$2.92K - $3.1K
|
1.15K
$242K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
366New |
$71.2K - $75.6K
|
366
$76.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-7- 0.64% |
$1.36K - $1.45K
|
1.1K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
46+ 1.12% |
$8.94K - $9.5K
|
4.14K
$867K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
375+ 12.48% |
$72.9K - $77.4K
|
3.38K
$708K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-991- 1.69% |
$193K - $205K
|
57.7K
$12.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.14K+ 14.31% |
$1.58M - $1.68M
|
65.1K
$13.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
563New |
$109K - $116K
|
563
$118K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.4K- 22.0% |
$273K - $290K
|
4.97K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 10.43% |
$472K - $501K
|
20.9K
$4.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-83- 0.37% |
$16.1K - $17.1K
|
22.3K
$4.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.17K+ 9.03% |
$422K - $448K
|
26.2K
$5.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
31+ 1.92% |
$6.03K - $6.4K
|
1.65K
$346K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
7.09K+ 3.99% |
$1.38M - $1.46M
|
185K
$38.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
306+ 1.5% |
$59.5K - $63.2K
|
20.7K
$4.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
720+ 25.27% |
$140K - $149K
|
3.57K
$748K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-826- 4.56% |
$161K - $171K
|
17.3K
$3.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$12.4K - $13.2K
|
64
$13.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-2.05K- 8.38% |
$398K - $423K
|
22.4K
$4.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-772- 3.98% |
$150K - $159K
|
18.6K
$3.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.09K+ 7.03% |
$795K - $844K
|
62.2K
$13M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-100- 2.27% |
$19.4K - $20.7K
|
4.31K
$903K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-756- 4.47% |
$147K - $156K
|
16.2K
$3.39M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
13+ 0.13% |
$2.53K - $2.68K
|
9.68K
$2.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.2KNew |
$234K - $248K
|
1.2K
$252K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5+ 0.04% |
$972 - $1.03K
|
12K
$2.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
22+ 1.08% |
$4.28K - $4.54K
|
2.06K
$432K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.1K+ 8.3% |
$214K - $227K
|
14.4K
$3.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-182- 2.83% |
$35.4K - $37.6K
|
6.25K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-229- 0.58% |
$44.5K - $47.3K
|
39.1K
$8.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-766- 16.57% |
$149K - $158K
|
3.86K
$808K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-94- 3.66% |
$18.3K - $19.4K
|
2.48K
$519K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-939- 1.76% |
$183K - $194K
|
52.5K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-108- 1.91% |
$21K - $22.3K
|
5.54K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
741+ 37.42% |
$144K - $153K
|
2.72K
$570K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-496- 18.28% |
$96.4K - $102K
|
2.22K
$465K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-30- 0.24% |
$5.83K - $6.2K
|
12.4K
$2.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-227- 0.34% |
$44.1K - $46.9K
|
67.5K
$14.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-8- 0.05% |
$1.56K - $1.65K
|
15.8K
$3.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.3KNew |
$5.32M - $5.65M
|
27.3K
$5.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-2- 40.0% |
$389 - $413
|
3
$629
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-90- 8.11% |
$17.5K - $18.6K
|
1.02K
$214K
|
|