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 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.07K+ 5.63% |
$208K - $221K
|
20.1K
$4.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.43K- 3.28% |
$472K - $501K
|
71.6K
$15M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
350+ 13.1% |
$68.1K - $72.3K
|
3.02K
$633K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
9.44K+ 7.33% |
$1.83M - $1.95M
|
138K
$29M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.9K+ 5.85% |
$11.5M - $12.2M
|
1.07M
$223M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
41+ 2.07% |
$7.97K - $8.47K
|
2.02K
$424K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
6.34K+ 3.21% |
$1.23M - $1.31M
|
204K
$42.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
195+ 0.97% |
$37.9K - $40.3K
|
20.3K
$4.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-212- 1.04% |
$41.2K - $43.8K
|
20.1K
$4.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
59+ 4.93% |
$11.5K - $12.2K
|
1.26K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-252- 1.27% |
$49K - $52K
|
19.7K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.47K+ 1.55% |
$285K - $303K
|
96.1K
$20.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-5.77K- 18.52% |
$1.12M - $1.19M
|
25.4K
$5.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.14% |
$389 - $413
|
1.48K
$311K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-3- 0.5% |
$583 - $620
|
593
$124K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
123+ 0.4% |
$23.9K - $25.4K
|
31K
$6.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.18K+ 16.64% |
$1.78M - $1.89M
|
64.3K
$13.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.05KNew |
$204K - $217K
|
1.05K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-52- 4.72% |
$10.1K - $10.7K
|
1.05K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-501- 1.3% |
$97.4K - $103K
|
38.1K
$7.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
64+ 5.44% |
$12.4K - $13.2K
|
1.24K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13K- 12.02% |
$2.53M - $2.69M
|
95.2K
$20M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.27K- 8.42% |
$442K - $470K
|
24.7K
$5.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
84+ 0.83% |
$16.3K - $17.3K
|
10.3K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
660+ 4.36% |
$128K - $136K
|
15.8K
$3.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.04KNew |
$202K - $215K
|
1.04K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-169- 4.06% |
$32.9K - $34.9K
|
3.99K
$837K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-121- 1.64% |
$23.5K - $25K
|
7.27K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
146K+ 32.41% |
$28.3M - $30.1M
|
595K
$125M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.06K- 5.72% |
$205K - $218K
|
17.4K
$3.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
27.3KNew |
$5.31M - $5.64M
|
27.3K
$5.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9+ 0.09% |
$1.75K - $1.86K
|
9.53K
$2M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-384- 4.3% |
$74.7K - $79.3K
|
8.54K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$972 - $1.03K
|
1.39K
$291K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-45- 0.72% |
$8.75K - $9.29K
|
6.23K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.05KNew |
$203K - $216K
|
1.05K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
452+ 2.01% |
$87.9K - $93.3K
|
22.9K
$4.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
472+ 4.98% |
$91.8K - $97.5K
|
9.95K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.42% |
$1.17K - $1.24K
|
1.45K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-532- 7.57% |
$103K - $110K
|
6.5K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-170- 2.4% |
$33.1K - $35.1K
|
6.93K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.16K+ 3.27% |
$226K - $240K
|
36.7K
$7.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
5.92K+ 485.8% |
$1.15M - $1.22M
|
7.14K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-154- 36.07% |
$29.9K - $31.8K
|
273
$57.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.53K- 1.55% |
$297K - $316K
|
97.1K
$20.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
903+ 18.55% |
$176K - $186K
|
5.77K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.83K+ 36.07% |
$355K - $377K
|
6.89K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-251- 0.78% |
$48.8K - $51.8K
|
32.1K
$6.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
656+ 7.0% |
$128K - $135K
|
10K
$2.1M
|
|