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 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.8K- 24.46% |
$2.48M - $2.63M
|
39.4K
$8.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.62K- 34.86% |
$509K - $541K
|
4.9K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
215+ 3.27% |
$41.8K - $44.4K
|
6.79K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-443- 6.98% |
$86.1K - $91.5K
|
5.91K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25- 0.52% |
$4.86K - $5.16K
|
4.79K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.49K+ 6.02% |
$1.46M - $1.55M
|
132K
$27.6M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.22K- 15.68% |
$432K - $458K
|
11.9K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
728New |
$142K - $150K
|
728
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
138+ 1.05% |
$26.8K - $28.5K
|
13.3K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
604+ 10.8% |
$117K - $125K
|
6.2K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-37- 0.78% |
$7.19K - $7.64K
|
4.73K
$991K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-628- 27.63% |
$122K - $130K
|
1.65K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-288- 2.93% |
$56K - $59.5K
|
9.53K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
18.1K+ 88.81% |
$3.52M - $3.74M
|
38.5K
$8.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
144+ 2.03% |
$28K - $29.7K
|
7.23K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-261- 0.88% |
$50.7K - $53.9K
|
29.5K
$6.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.95K- 23.85% |
$1.93M - $2.05M
|
31.8K
$6.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
635K+ 8.02% |
$123M - $131M
|
8.55M
$1.79B
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.04% |
$972 - $1.03K
|
12.6K
$2.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.99K+ 26.02% |
$776K - $824K
|
19.3K
$4.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.03% |
$194 - $207
|
3.29K
$690K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16+ 0.57% |
$3.11K - $3.3K
|
2.83K
$592K
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
9.05KNew |
$1.76M - $1.87M
|
9.05K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
319+ 6.79% |
$62K - $65.9K
|
5.02K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.5K+ 3.13% |
$17.8M - $18.9M
|
3.02M
$633M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-526- 1.44% |
$102K - $109K
|
36.1K
$7.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-30- 0.71% |
$5.83K - $6.2K
|
4.18K
$876K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
764+ 8.15% |
$149K - $158K
|
10.1K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
807+ 6.03% |
$157K - $167K
|
14.2K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
323+ 157.56% |
$62.8K - $66.7K
|
528
$111K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
25.2KNew |
$4.89M - $5.2M
|
25.2K
$5.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-334- 7.93% |
$64.9K - $69K
|
3.88K
$813K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.75KNew |
$340K - $361K
|
1.75K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
179+ 8.98% |
$34.8K - $37K
|
2.17K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
914+ 37.85% |
$178K - $189K
|
3.33K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.81K- 4.53% |
$741K - $787K
|
80.4K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.43K+ 134.35% |
$1.64M - $1.74M
|
14.7K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
417+ 13.44% |
$81.1K - $86.1K
|
3.52K
$738K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-950- 0.88% |
$185K - $196K
|
107K
$22.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-200- 0.86% |
$38.9K - $41.3K
|
23.2K
$4.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-6- 0.55% |
$1.17K - $1.24K
|
1.09K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
56KNew |
$10.9M - $11.6M
|
56K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
3.23K+ 30.38% |
$628K - $667K
|
13.9K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.5KNew |
$2.05M - $2.18M
|
10.5K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
650+ 2.13% |
$126K - $134K
|
31.1K
$6.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
28New |
$5.44K - $5.78K
|
28
$5.87K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-641- 0.8% |
$125K - $132K
|
79.8K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$2.05M - $2.18M
|
10.5K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-45- 0.43% |
$8.75K - $9.29K
|
10.3K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
434+ 0.57% |
$84.4K - $89.6K
|
76.1K
$16M
|
|