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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.36K+ 3.86% |
$847K - $900K
|
117K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-211- 2.08% |
$41K - $43.6K
|
9.93K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.8KNew |
$2.87M - $3.05M
|
14.8K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.02KNew |
$781K - $830K
|
4.02K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-76- 4.89% |
$14.8K - $15.7K
|
1.48K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.82K+ 1126.25% |
$742K - $788K
|
4.16K
$871K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
692+ 31.12% |
$135K - $143K
|
2.92K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.54K- 98.26% |
$493K - $524K
|
45
$9.43K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 11.93% |
$48.6K - $51.6K
|
1.85K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
198+ 1.17% |
$38.5K - $40.9K
|
17.1K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
893New |
$174K - $184K
|
893
$187K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.01KNew |
$196K - $208K
|
1.01K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-800- 20.13% |
$156K - $165K
|
3.17K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$243K - $258K
|
1.25K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.78KNew |
$734K - $780K
|
3.78K
$792K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.01K+ 5.04% |
$196K - $209K
|
21K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
550+ 0.73% |
$107K - $114K
|
76.3K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
45.3K+ 2.75% |
$8.8M - $9.35M
|
1.69M
$355M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.91K+ 50.34% |
$566K - $602K
|
8.7K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
990New |
$192K - $204K
|
990
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-318- 2.69% |
$61.8K - $65.7K
|
11.5K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.5K+ 17.77% |
$3.21M - $3.41M
|
109K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
59+ 0.27% |
$11.5K - $12.2K
|
21.7K
$4.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.21K+ 1.41% |
$234K - $249K
|
86.8K
$18.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.23KNew |
$433K - $459K
|
2.23K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
2.69KNew |
$522K - $555K
|
2.69K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.74K+ 4.99% |
$726K - $771K
|
78.6K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-46- 2.7% |
$8.94K - $9.5K
|
1.66K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.66K- 1.08% |
$1.49M - $1.58M
|
704K
$147M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.35K+ 24.41% |
$652K - $693K
|
17.1K
$3.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
50+ 1.06% |
$9.72K - $10.3K
|
4.76K
$997K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
240+ 11.26% |
$46.7K - $49.6K
|
2.37K
$497K
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-24.2K- 68.38% |
$4.71M - $5M
|
11.2K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.18K- 23.08% |
$423K - $450K
|
7.26K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
22+ 0.42% |
$4.28K - $4.54K
|
5.21K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
272+ 28.66% |
$52.9K - $56.2K
|
1.22K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-596- 12.01% |
$116K - $123K
|
4.37K
$915K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.02K- 0.74% |
$392K - $416K
|
270K
$56.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-362- 3.2% |
$70.4K - $74.8K
|
10.9K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-22- 3.26% |
$4.28K - $4.54K
|
653
$137K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.78KNew |
$540K - $574K
|
2.78K
$582K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.28K- 4.82% |
$248K - $264K
|
25.2K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-288- 2.85% |
$56K - $59.5K
|
9.81K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
871+ 1.36% |
$169K - $180K
|
64.8K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
1.33KNew |
$258K - $274K
|
1.33K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.24% |
$2.72K - $2.89K
|
5.71K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
291+ 20.49% |
$56.6K - $60.1K
|
1.71K
$359K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
283+ 3.52% |
$55K - $58.4K
|
8.33K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
727+ 37.42% |
$141K - $150K
|
2.67K
$560K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$467K - $496K
|
2.4K
$504K
|
|