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 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.63K- 10.88% |
$1.09M - $1.16M
|
46.1K
$9.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.15KNew |
$224K - $238K
|
1.15K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
367+ 7.99% |
$71.4K - $75.8K
|
4.96K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-27- 5.24% |
$5.25K - $5.58K
|
488
$102K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.03K+ 75.14% |
$1.56M - $1.66M
|
18.7K
$3.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-66- 0.91% |
$12.8K - $13.6K
|
7.19K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.57% |
$194 - $207
|
176
$36.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
550New |
$107K - $114K
|
550
$115K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-7.46K- 16.66% |
$1.45M - $1.54M
|
37.3K
$7.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
315+ 4.47% |
$61.2K - $65.1K
|
7.36K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-77- 6.26% |
$15K - $15.9K
|
1.15K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-171- 0.56% |
$33.2K - $35.3K
|
30.3K
$6.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.1K- 2.12% |
$1.19M - $1.26M
|
282K
$59.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.82K- 2.82% |
$549K - $583K
|
97.3K
$20.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 0.91% |
$19.4K - $20.7K
|
11.1K
$2.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-394- 4.76% |
$76.6K - $81.4K
|
7.89K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.56K+ 18.94% |
$498K - $529K
|
16.1K
$3.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-617- 12.55% |
$120K - $127K
|
4.3K
$901K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-157K- 2.49% |
$30.5M - $32.3M
|
6.14M
$1.29B
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
20+ 1.58% |
$3.89K - $4.13K
|
1.29K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
37.4K+ 1.05% |
$7.27M - $7.72M
|
3.6M
$756M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.65K+ 9.99% |
$1.1M - $1.17M
|
62.2K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-882- 21.44% |
$171K - $182K
|
3.23K
$677K
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
206+ 5.58% |
$40.1K - $42.5K
|
3.9K
$817K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.34K- 16.63% |
$1.04M - $1.1M
|
26.8K
$5.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.18% |
$4.28K - $4.54K
|
12.1K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
588+ 1.54% |
$114K - $121K
|
38.9K
$8.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.49K+ 11.68% |
$873K - $927K
|
42.9K
$9M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.47KNew |
$480K - $509K
|
2.47K
$517K
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-68- 1.36% |
$13.2K - $14K
|
4.93K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-162- 11.02% |
$31.5K - $33.5K
|
1.31K
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-28- 2.26% |
$5.44K - $5.78K
|
1.21K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.7KNew |
$330K - $350K
|
1.7K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
2.24K+ 2.44% |
$435K - $462K
|
93.8K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.05K- 86.29% |
$398K - $422K
|
325
$68.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-15.7K- 81.42% |
$3.05M - $3.24M
|
3.58K
$751K
|
|
|
Nov 13, 2025
Q3 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-25- 12.5% |
$4.86K - $5.16K
|
175
$36.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-96- 0.55% |
$18.7K - $19.8K
|
17.4K
$3.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.5K- 2.71% |
$2.05M - $2.18M
|
378K
$79.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7- 0.3% |
$1.36K - $1.45K
|
2.31K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-18- 0.12% |
$3.5K - $3.72K
|
15K
$3.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.43% |
$1.56K - $1.65K
|
1.87K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.21K- 6.31% |
$235K - $250K
|
18K
$3.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.32K+ 86.52% |
$257K - $273K
|
2.85K
$597K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-467- 1.17% |
$90.8K - $96.4K
|
39.3K
$8.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14+ 0.04% |
$2.72K - $2.89K
|
33.5K
$7.02M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.43K+ 48.32% |
$473K - $502K
|
7.47K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
5.37K+ 170.49% |
$1.04M - $1.11M
|
8.52K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.33KNew |
$259K - $275K
|
1.33K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-862- 0.98% |
$168K - $178K
|
87.1K
$18.3M
|
|