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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.07K+ 1.33% |
$792K - $841K
|
310K
$65M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
105+ 0.98% |
$20.4K - $21.7K
|
10.8K
$2.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
984+ 3.08% |
$191K - $203K
|
32.9K
$6.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.63KNew |
$511K - $543K
|
2.63K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
185+ 4.44% |
$36K - $38.2K
|
4.35K
$911K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
969New |
$188K - $200K
|
969
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.49K+ 12.81% |
$289K - $307K
|
13.1K
$2.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-87- 3.16% |
$16.9K - $18K
|
2.66K
$558K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.25K+ 3.9% |
$632K - $672K
|
86.6K
$18.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
75+ 16.23% |
$14.6K - $15.5K
|
537
$113K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-837- 0.53% |
$163K - $173K
|
157K
$32.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-415K- 53.75% |
$80.6M - $85.6M
|
357K
$74.8M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-116- 1.97% |
$22.6K - $24K
|
5.76K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.06K- 36.65% |
$789K - $838K
|
7.01K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
54K+ 9.12% |
$10.5M - $11.2M
|
646K
$135M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
204+ 1.41% |
$39.7K - $42.1K
|
14.7K
$3.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
45+ 4.22% |
$8.75K - $9.29K
|
1.11K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3.11KNew |
$605K - $643K
|
3.11K
$653K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
316New |
$61.4K - $65.3K
|
316
$66.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.96K- 1.51% |
$576K - $612K
|
194K
$40.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
658+ 4.16% |
$128K - $136K
|
16.5K
$3.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
883+ 25.27% |
$172K - $182K
|
4.38K
$917K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
893+ 3.39% |
$174K - $184K
|
27.2K
$5.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.79K+ 152.54% |
$1.13M - $1.2M
|
9.59K
$2.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.48K+ 5.47% |
$482K - $512K
|
47.8K
$10M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.76K+ 11.3% |
$342K - $363K
|
17.3K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 25.13% |
$5.79M - $6.15M
|
148K
$31.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
244+ 22.1% |
$47.4K - $50.4K
|
1.35K
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.01K+ 24.96% |
$392K - $416K
|
10.1K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
424+ 2.62% |
$82.4K - $87.6K
|
16.6K
$3.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-25- 0.08% |
$4.86K - $5.16K
|
31K
$6.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
126+ 1.71% |
$24.5K - $26K
|
7.49K
$1.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-24- 1.18% |
$4.67K - $4.96K
|
2.01K
$421K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-40- 0.44% |
$7.78K - $8.26K
|
9.04K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-247- 4.46% |
$48K - $51K
|
5.3K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
820+ 36.66% |
$159K - $169K
|
3.06K
$641K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.54KNew |
$300K - $318K
|
1.54K
$323K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2+ 0.16% |
$389 - $413
|
1.29K
$270K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15+ 1.08% |
$2.92K - $3.1K
|
1.4K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$199K - $211K
|
1.02K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-339- 14.05% |
$65.9K - $70K
|
2.07K
$435K
|
|