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
|
Legacy Advisors, LLC
|
BUY
|
- |
6.48KNew |
$1.26M - $1.34M
|
6.48K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11K+ 107.36% |
$2.14M - $2.28M
|
21.3K
$4.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
111+ 1.93% |
$21.6K - $22.9K
|
5.86K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.56K+ 211.16% |
$1.86M - $1.97M
|
14.1K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-602- 0.5% |
$117K - $124K
|
120K
$25M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
378New |
$73.5K - $78.1K
|
378
$79.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.32K- 1.81% |
$1.23M - $1.3M
|
343K
$72M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-10.2K- 2.74% |
$1.98M - $2.1M
|
361K
$75.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
BUY
|
- |
173+ 9.14% |
$33.6K - $35.7K
|
2.07K
$433K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
210+ 0.33% |
$40.8K - $43.4K
|
63K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.35K- 5.1% |
$846K - $898K
|
81K
$17M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.46K- 39.76% |
$283K - $301K
|
2.21K
$462K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1.3K+ 100.0% |
$253K - $268K
|
2.6K
$545K
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-491- 6.55% |
$95.5K - $101K
|
7K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.27K+ 7.51% |
$442K - $470K
|
32.6K
$6.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 12.5% |
$199K - $211K
|
7.17K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
73+ 0.25% |
$14.2K - $15.1K
|
28.9K
$6.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-65- 15.59% |
$12.6K - $13.4K
|
352
$73.8K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-50- 1.02% |
$9.72K - $10.3K
|
4.87K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
81+ 0.66% |
$15.7K - $16.7K
|
12.3K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
112+ 0.63% |
$21.8K - $23.1K
|
18K
$3.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-171- 2.63% |
$33.2K - $35.3K
|
6.34K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-4.36K- 39.75% |
$849K - $901K
|
6.61K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-5- 0.42% |
$972 - $1.03K
|
1.17K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-124- 4.8% |
$24.1K - $25.6K
|
2.46K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
91+ 7.44% |
$17.7K - $18.8K
|
1.31K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
110+ 2.71% |
$21.4K - $22.7K
|
4.17K
$873K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.05K+ 48.97% |
$203K - $216K
|
3.18K
$667K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-61- 1.63% |
$11.9K - $12.6K
|
3.68K
$771K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
980New |
$191K - $202K
|
980
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
902+ 2.35% |
$175K - $186K
|
39.2K
$8.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
707+ 18.35% |
$137K - $146K
|
4.56K
$956K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
321+ 12.67% |
$62.4K - $66.3K
|
2.85K
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
448+ 1.01% |
$87.1K - $92.5K
|
45K
$9.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.46K- 31.47% |
$674K - $715K
|
7.55K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.35K+ 1.06% |
$456K - $484K
|
223K
$46.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-32- 2.62% |
$6.22K - $6.61K
|
1.19K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.75K+ 0.89% |
$728K - $774K
|
424K
$88.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
15+ 1.4% |
$2.92K - $3.1K
|
1.09K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9+ 0.06% |
$1.75K - $1.86K
|
14.4K
$3.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 20.66% |
$3.83M - $4.07M
|
115K
$24.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.68K- 2.31% |
$326K - $346K
|
71K
$14.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.44K+ 374.06% |
$1.45M - $1.54M
|
9.43K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39.3K- 6.42% |
$7.63M - $8.11M
|
572K
$120M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
982New |
$191K - $203K
|
982
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
365+ 10.68% |
$71K - $75.4K
|
3.78K
$793K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.09K+ 14.99% |
$795K - $844K
|
31.3K
$6.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
216+ 6.39% |
$42K - $44.6K
|
3.6K
$754K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 2.04% |
$39.7K - $42.1K
|
10.2K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.93K- 14.82% |
$764K - $812K
|
22.6K
$4.74M
|
|