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 |
|---|---|---|---|---|---|---|---|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
53+ 2.5% |
$8.92K - $10.4K
|
2.17K
$455K
|
|
|
Nov 25, 2025
Q2 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$325K - $378K
|
1.93K
$405K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 0.14% |
$1.52K - $1.76K
|
6.22K
$1.3M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35K- 2.79% |
$5.89M - $6.84M
|
1.22M
$255M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-98.3K- 98.36% |
$16.5M - $19.2M
|
1.64K
$344K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
2.59K+ 25.6% |
$436K - $506K
|
12.7K
$2.66M
|
|
|
Nov 06, 2025
Q2 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-162- 12.21% |
$27.3K - $31.7K
|
1.17K
$244K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.8K- 10.34% |
$1.98M - $2.3M
|
102K
$21.4M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.04K+ 20.81% |
$176K - $204K
|
6.06K
$1.27M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.8K+ 29.77% |
$2.66M - $3.09M
|
69K
$14.5M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
61New |
$10.3K - $11.9K
|
61
$12.8K
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-34- 0.31% |
$5.72K - $6.64K
|
10.9K
$2.29M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4KNew |
$673K - $781K
|
4K
$837K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-45.8KClosed |
$7.72M - $8.96M
|
0
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 2.19% |
$8.42K - $9.77K
|
2.23K
$468K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1- 0.04% |
$168 - $195
|
2.83K
$594K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-100- 2.2% |
$16.8K - $19.5K
|
4.44K
$930K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.02K+ 306.09% |
$508K - $589K
|
4K
$838K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
496+ 10.15% |
$83.5K - $96.9K
|
5.38K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-117- 2.34% |
$19.7K - $22.9K
|
4.88K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
560New |
$94.3K - $109K
|
560
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-597- 52.97% |
$100K - $117K
|
530
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
130+ 2.95% |
$21.9K - $25.4K
|
4.54K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.16KNew |
$194K - $226K
|
1.16K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-280- 18.58% |
$47.1K - $54.7K
|
1.23K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.99KNew |
$1.35M - $1.56M
|
7.99K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$16.8K - $19.5K
|
100
$21K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.65KNew |
$614K - $713K
|
3.65K
$764K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
48+ 0.91% |
$8.08K - $9.38K
|
5.3K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-40- 17.78% |
$6.73K - $7.82K
|
185
$38.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-410- 1.87% |
$69K - $80.1K
|
21.6K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.05KNew |
$176K - $205K
|
1.05K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
332K+ 795.77% |
$55.9M - $64.9M
|
374K
$78.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-131- 1.0% |
$22.1K - $25.6K
|
12.9K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
155+ 29.25% |
$26.1K - $30.3K
|
685
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-18- 1.08% |
$3.03K - $3.52K
|
1.65K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.9K+ 266.92% |
$825K - $957K
|
6.73K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-169- 32.44% |
$28.4K - $33K
|
352
$73.8K
|
|
|
Aug 14, 2025
Q2 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
133New |
$22.4K - $26K
|
133
$27.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5- 0.13% |
$842 - $977
|
3.95K
$828K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-432- 3.49% |
$72.7K - $84.4K
|
11.9K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
65New |
$10.9K - $12.7K
|
65
$13.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-27- 3.95% |
$4.55K - $5.28K
|
657
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-88- 5.41% |
$14.8K - $17.2K
|
1.54K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-41- 0.43% |
$6.9K - $8.01K
|
9.45K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.88KNew |
$317K - $368K
|
1.88K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$6.23K - $7.23K
|
6.33K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.36K+ 247.99% |
$902K - $1.05M
|
7.52K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
680+ 12.27% |
$114K - $133K
|
6.22K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
951New |
$160K - $186K
|
951
$199K
|
|