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 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.88K+ 1.03% |
$365K - $388K
|
184K
$38.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
46+ 3.63% |
$8.94K - $9.5K
|
1.31K
$275K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.61K+ 3.71% |
$703K - $746K
|
101K
$21.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.1K+ 92.44% |
$1.19M - $1.26M
|
12.7K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-166- 0.26% |
$32.3K - $34.3K
|
64.5K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-311- 1.12% |
$60.5K - $64.2K
|
27.4K
$5.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
312+ 151.46% |
$60.7K - $64.4K
|
518
$109K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-20.1K- 18.96% |
$3.91M - $4.15M
|
85.9K
$18M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.98K+ 2.97% |
$580K - $616K
|
103K
$21.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-107- 8.33% |
$20.8K - $22.1K
|
1.18K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
139+ 6.83% |
$27K - $28.7K
|
2.17K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
127+ 6.84% |
$24.7K - $26.2K
|
1.98K
$416K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-733- 3.6% |
$143K - $151K
|
19.6K
$4.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.42K+ 107.36% |
$1.05M - $1.12M
|
10.5K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 2.39% |
$6.42K - $6.81K
|
1.41K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
37+ 1.45% |
$7.19K - $7.64K
|
2.59K
$544K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.83K+ 2.7% |
$745K - $791K
|
146K
$30.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.94K+ 40.63% |
$571K - $607K
|
10.2K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-167- 2.42% |
$32.5K - $34.5K
|
6.73K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-38- 0.97% |
$7.39K - $7.85K
|
3.9K
$816K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
96+ 2.96% |
$18.7K - $19.8K
|
3.34K
$699K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-110- 0.55% |
$21.4K - $22.7K
|
19.8K
$4.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
58New |
$11.3K - $12K
|
58
$12.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.03K- 9.14% |
$200K - $212K
|
10.2K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
18+ 0.13% |
$3.5K - $3.72K
|
13.4K
$2.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
476+ 16.49% |
$92.6K - $98.3K
|
3.36K
$705K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
4+ 0.16% |
$778 - $826
|
2.45K
$514K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
205+ 13.88% |
$39.9K - $42.3K
|
1.68K
$353K
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
8.6K+ 10.22% |
$1.67M - $1.78M
|
92.7K
$19.4M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.33K- 3.92% |
$258K - $274K
|
32.5K
$6.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-39- 1.83% |
$7.58K - $8.05K
|
2.09K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.9K+ 30.18% |
$564K - $599K
|
12.5K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
180+ 4.42% |
$35K - $37.2K
|
4.26K
$892K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
481+ 30.14% |
$93.5K - $99.3K
|
2.08K
$435K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 3.79% |
$300K - $319K
|
42.3K
$8.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.72K+ 11.93% |
$529K - $562K
|
25.5K
$5.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.19K+ 5.65% |
$232K - $246K
|
22.3K
$4.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.11K+ 4.48% |
$799K - $849K
|
95.8K
$20.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.65K+ 5.85% |
$1.29M - $1.37M
|
120K
$25.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.06% |
$194 - $207
|
1.77K
$371K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
485+ 13.2% |
$94.3K - $100K
|
4.16K
$872K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-115- 9.65% |
$22.4K - $23.7K
|
1.08K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
253+ 15.36% |
$49.2K - $52.2K
|
1.9K
$398K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 0.41% |
$1.94K - $2.07K
|
2.45K
$514K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
37New |
$7.19K - $7.64K
|
37
$7.76K
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.49K- 10.91% |
$290K - $307K
|
12.2K
$2.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
7.86K+ 42.04% |
$1.53M - $1.62M
|
26.6K
$5.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-427- 1.9% |
$83K - $88.2K
|
22K
$4.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
21.5K+ 3.87% |
$4.18M - $4.44M
|
577K
$121M
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
990New |
$192K - $204K
|
990
$208K
|
|