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 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
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.6K+ 3.85% |
$311K - $331K
|
43.1K
$9.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
19+ 0.3% |
$3.69K - $3.92K
|
6.39K
$1.34M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-84- 0.64% |
$16.3K - $17.3K
|
13K
$2.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-667- 2.89% |
$130K - $138K
|
22.4K
$4.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.65% |
$194 - $207
|
154
$32.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.3% |
$1.94K - $2.07K
|
3.37K
$707K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-44- 2.67% |
$8.56K - $9.09K
|
1.6K
$336K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.46K+ 9.7% |
$479K - $508K
|
27.8K
$5.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
49+ 0.46% |
$9.53K - $10.1K
|
10.8K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.07% |
$194 - $207
|
1.43K
$300K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-40- 1.54% |
$7.78K - $8.26K
|
2.56K
$537K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.59K+ 3.12% |
$1.86M - $1.98M
|
317K
$66.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
251+ 1.2% |
$48.8K - $51.8K
|
21.2K
$4.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-30- 0.39% |
$5.83K - $6.2K
|
7.7K
$1.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.71K- 2.34% |
$1.11M - $1.18M
|
238K
$49.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$2M - $2.13M
|
10.3K
$2.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
337+ 1.0% |
$65.5K - $69.6K
|
34.1K
$7.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
175New |
$34K - $36.1K
|
175
$36.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.3K- 11.26% |
$2.19M - $2.32M
|
88.7K
$18.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
39.9KNew |
$7.76M - $8.24M
|
39.9K
$8.36M
|
|