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 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
161+ 7.72% |
$31.3K - $33.2K
|
2.25K
$471K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
982New |
$191K - $203K
|
982
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
68K+ 49.74% |
$13.2M - $14.1M
|
205K
$42.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.15K+ 16.07% |
$223K - $236K
|
8.27K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-307- 41.6% |
$59.7K - $63.4K
|
431
$90.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-594- 2.71% |
$115K - $123K
|
21.3K
$4.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
848+ 2.05% |
$165K - $175K
|
42.3K
$8.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16New |
$3.11K - $3.3K
|
16
$3.35K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-2.83K- 1.06% |
$551K - $585K
|
266K
$55.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-8- 1.53% |
$1.56K - $1.65K
|
516
$108K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
725+ 38.98% |
$141K - $150K
|
2.59K
$542K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$583 - $620
|
1.21K
$253K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.12K+ 45.95% |
$218K - $231K
|
3.55K
$745K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
150+ 9.57% |
$29.2K - $31K
|
1.72K
$360K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.12% |
$778 - $826
|
3.23K
$678K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.6K+ 12.19% |
$1.48M - $1.57M
|
69.9K
$14.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
846+ 64.98% |
$164K - $175K
|
2.15K
$450K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-274- 0.32% |
$53.3K - $56.6K
|
84.7K
$17.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
697+ 10.37% |
$136K - $144K
|
7.42K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
636+ 1.08% |
$124K - $131K
|
59.5K
$12.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-305- 9.23% |
$59.3K - $63K
|
3K
$628K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-25- 2.04% |
$4.86K - $5.16K
|
1.2K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.63K- 19.52% |
$317K - $336K
|
6.71K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 0.52% |
$194 - $207
|
194
$40.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.16K+ 7.61% |
$225K - $239K
|
16.4K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.5K+ 8.62% |
$1.65M - $1.75M
|
107K
$22.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-52- 1.49% |
$10.1K - $10.7K
|
3.44K
$720K
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
807+ 0.21% |
$157K - $167K
|
392K
$82.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 23.96% |
$279K - $296K
|
4.56K
$955K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.73KNew |
$531K - $564K
|
2.73K
$573K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.52K+ 51.31% |
$1.07M - $1.14M
|
16.3K
$3.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
292+ 11.19% |
$56.8K - $60.3K
|
2.9K
$608K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.36% |
$2.14K - $2.27K
|
3.09K
$648K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.63% |
$3.11K - $3.3K
|
2.52K
$527K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.19KNew |
$426K - $452K
|
2.19K
$459K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.62% |
$5.44K - $5.78K
|
4.48K
$939K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.16K+ 0.49% |
$1.78M - $1.89M
|
1.88M
$393M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-250- 2.53% |
$48.6K - $51.6K
|
9.65K
$2.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.37K+ 4.3% |
$849K - $902K
|
106K
$22.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.78K+ 14.97% |
$346K - $367K
|
13.7K
$2.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
385+ 4.18% |
$74.9K - $79.5K
|
9.6K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
73+ 1.54% |
$14.2K - $15.1K
|
4.8K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.33K- 67.54% |
$453K - $481K
|
1.12K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
142+ 1.12% |
$27.6K - $29.3K
|
12.8K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
979New |
$190K - $202K
|
979
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.73% |
$9.14K - $9.71K
|
6.41K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
358+ 3.43% |
$69.6K - $73.9K
|
10.8K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.56K- 98.96% |
$498K - $529K
|
27
$5.66K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-10- 0.53% |
$1.94K - $2.07K
|
1.87K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-251- 0.16% |
$48.8K - $51.8K
|
152K
$31.9M
|
|