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
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.49K+ 3.76% |
$483K - $513K
|
68.6K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1.71KNew |
$333K - $353K
|
1.71K
$359K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.16K- 2.36% |
$614K - $652K
|
131K
$27.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.53K- 3.48% |
$1.85M - $1.97M
|
265K
$55.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-52- 0.72% |
$10.1K - $10.7K
|
7.13K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-13- 0.06% |
$2.53K - $2.68K
|
20.7K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-328- 0.17% |
$63.8K - $67.7K
|
198K
$41.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
34+ 1.11% |
$6.61K - $7.02K
|
3.11K
$651K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
23.1KNew |
$4.5M - $4.78M
|
23.1K
$4.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.6K- 4.09% |
$2.26M - $2.4M
|
273K
$57.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
SELL
|
- |
-179- 7.45% |
$34.8K - $37K
|
2.23K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$972 - $1.03K
|
56.9K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-135- 1.62% |
$26.2K - $27.9K
|
8.19K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.37K- 2.72% |
$849K - $901K
|
156K
$32.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-19- 0.68% |
$3.69K - $3.92K
|
2.76K
$579K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
151+ 7.21% |
$29.4K - $31.2K
|
2.25K
$471K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.17% |
$1.75K - $1.86K
|
5.17K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.86K+ 4.37% |
$1.72M - $1.83M
|
211K
$44.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.91K+ 4.57% |
$565K - $600K
|
66.5K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-68- 1.23% |
$13.2K - $14K
|
5.46K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-49- 12.13% |
$9.53K - $10.1K
|
355
$74.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.3K+ 115.99% |
$2.2M - $2.34M
|
21.1K
$4.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4+ 0.35% |
$778 - $826
|
1.13K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
12+ 0.4% |
$2.33K - $2.48K
|
2.98K
$624K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.17% |
$778 - $826
|
2.32K
$487K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-4- 3.01% |
$778 - $826
|
129
$27K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14+ 0.41% |
$2.72K - $2.89K
|
3.47K
$727K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.43K+ 18.64% |
$861K - $915K
|
28.2K
$5.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
3.08K+ 2.72% |
$599K - $636K
|
116K
$24.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3+ 0.22% |
$583 - $620
|
1.37K
$288K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
53+ 7.53% |
$10.3K - $10.9K
|
757
$159K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-204- 3.01% |
$39.7K - $42.1K
|
6.58K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.83K+ 120.05% |
$356K - $378K
|
3.36K
$704K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-641- 2.59% |
$125K - $132K
|
24.1K
$5.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.02KNew |
$198K - $211K
|
1.02K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.61K- 11.08% |
$701K - $744K
|
28.9K
$6.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.9K+ 4.34% |
$5.81M - $6.17M
|
718K
$151M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 9.81% |
$2.21M - $2.34M
|
104K
$21.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.58K+ 0.5% |
$697K - $740K
|
718K
$150M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 6.64% |
$256K - $272K
|
21.1K
$4.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
275+ 15.91% |
$53.5K - $56.8K
|
2K
$420K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
521+ 6.28% |
$101K - $108K
|
8.81K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.28K+ 18.14% |
$1.03M - $1.09M
|
34.4K
$7.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
199+ 0.47% |
$38.7K - $41.1K
|
42.2K
$8.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-215- 3.88% |
$41.8K - $44.4K
|
5.33K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-177- 0.57% |
$34.4K - $36.6K
|
30.9K
$6.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
462+ 0.41% |
$89.8K - $95.4K
|
113K
$23.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-90- 0.09% |
$17.5K - $18.6K
|
100K
$21.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-147- 2.22% |
$28.6K - $30.4K
|
6.48K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-227- 0.6% |
$44.1K - $46.9K
|
37.3K
$7.82M
|
|