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 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.4K+ 14.48% |
$3.38M - $3.59M
|
137K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
708New |
$138K - $146K
|
708
$148K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 8.71% |
$4.55M - $4.84M
|
292K
$61.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.5KNew |
$5.74M - $6.09M
|
29.5K
$6.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.84K+ 7.87% |
$1.14M - $1.21M
|
80.1K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-404- 0.78% |
$78.6K - $83.4K
|
51.4K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.02KNew |
$199K - $211K
|
1.02K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.77K- 44.46% |
$344K - $366K
|
2.21K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-225- 2.22% |
$43.7K - $46.5K
|
9.92K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
24K+ 6.94% |
$4.66M - $4.95M
|
369K
$77.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
9+ 0.73% |
$1.75K - $1.86K
|
1.25K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
SELL
|
- |
-475- 11.39% |
$92.4K - $98.1K
|
3.69K
$774K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-172- 1.2% |
$33.4K - $35.5K
|
14.2K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.47K- 0.6% |
$286K - $304K
|
245K
$51.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.35K- 2.03% |
$458K - $486K
|
114K
$23.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92K- 55.68% |
$17.9M - $19M
|
73.2K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
31+ 1.09% |
$6.03K - $6.4K
|
2.88K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 8.3% |
$10.7M - $11.4M
|
719K
$151M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-95- 1.71% |
$18.5K - $19.6K
|
5.47K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-830- 13.13% |
$161K - $171K
|
5.49K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
228+ 10.25% |
$44.3K - $47.1K
|
2.45K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.5K+ 1.25% |
$3.41M - $3.62M
|
1.41M
$296M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.46K+ 2.71% |
$673K - $714K
|
131K
$27.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.5K+ 5.0% |
$3.2M - $3.4M
|
346K
$72.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
104K+ 1570.1% |
$20.2M - $21.5M
|
111K
$23.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
150K+ 9.17% |
$29.2M - $31M
|
1.79M
$375M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
286K+ 700.0% |
$55.7M - $59.1M
|
327K
$68.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.29KNew |
$834K - $885K
|
4.29K
$899K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.77K- 13.94% |
$1.32M - $1.4M
|
41.8K
$8.77M
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
150+ 0.56% |
$29.2K - $31K
|
26.9K
$5.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.48K+ 0.18% |
$1.07M - $1.13M
|
3.04M
$636M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35KNew |
$6.81M - $7.23M
|
35K
$7.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
11.4K+ 61.62% |
$2.22M - $2.35M
|
29.9K
$6.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.1K+ 3.1% |
$2.16M - $2.29M
|
370K
$77.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-172- 1.02% |
$33.4K - $35.5K
|
16.7K
$3.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.6K+ 8.27% |
$2.07M - $2.2M
|
139K
$29.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
219+ 0.75% |
$42.6K - $45.2K
|
29.3K
$6.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.2K+ 81.99% |
$2.56M - $2.72M
|
29.2K
$6.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-200- 3.62% |
$38.9K - $41.3K
|
5.33K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-417- 11.65% |
$81.1K - $86.1K
|
3.16K
$663K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.59K+ 5.61% |
$699K - $742K
|
67.7K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.1K+ 5.75% |
$2.15M - $2.29M
|
204K
$42.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-442- 3.29% |
$85.9K - $91.3K
|
13K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8K- 14.45% |
$1.55M - $1.65M
|
47.3K
$9.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.12K- 36.06% |
$218K - $232K
|
1.99K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.36K- 60.99% |
$459K - $488K
|
1.51K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.19K+ 61.53% |
$231K - $246K
|
3.12K
$655K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
703+ 183.55% |
$137K - $145K
|
1.09K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-19.4K- 83.61% |
$3.78M - $4.01M
|
3.81K
$799K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.02K- 2.77% |
$198K - $211K
|
35.8K
$7.5M
|
|