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 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
223+ 7.67% |
$43.4K - $46.1K
|
3.13K
$656K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-8.25K- 7.02% |
$1.6M - $1.7M
|
109K
$22.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 1.41% |
$778 - $826
|
280
$58.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
35.2K+ 3.58% |
$6.85M - $7.28M
|
1.02M
$214M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-326- 6.3% |
$63.4K - $67.3K
|
4.85K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
590+ 11.0% |
$115K - $122K
|
5.95K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 1.71% |
$432K - $459K
|
127K
$26.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-999- 50.53% |
$194K - $206K
|
978
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-70- 0.65% |
$13.6K - $14.5K
|
10.8K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.72K- 24.72% |
$529K - $562K
|
8.29K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
90+ 30.82% |
$17.5K - $18.6K
|
382
$80.1K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-571- 2.1% |
$111K - $118K
|
26.6K
$5.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-783- 0.71% |
$152K - $162K
|
110K
$23M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
120+ 1.41% |
$23.3K - $24.8K
|
8.62K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
250+ 0.26% |
$48.6K - $51.6K
|
97K
$20.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.33K+ 18.66% |
$258K - $274K
|
8.43K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-18- 1.72% |
$3.5K - $3.72K
|
1.03K
$215K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.16K- 6.11% |
$226K - $240K
|
17.9K
$3.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-226K- 36.58% |
$43.9M - $46.6M
|
391K
$82M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.31K+ 17.77% |
$450K - $478K
|
15.3K
$3.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
15K+ 32.95% |
$2.92M - $3.11M
|
60.7K
$12.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.47K- 1.4% |
$285K - $303K
|
103K
$21.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-451- 2.4% |
$87.7K - $93.1K
|
18.3K
$3.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.07K+ 34.82% |
$1.18M - $1.25M
|
23.5K
$4.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
171+ 2.7% |
$33.2K - $35.3K
|
6.51K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
42+ 1.13% |
$8.17K - $8.67K
|
3.76K
$789K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10+ 0.11% |
$1.94K - $2.07K
|
9.07K
$1.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-176- 0.92% |
$34.2K - $36.3K
|
18.9K
$3.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.28K+ 0.22% |
$1.03M - $1.09M
|
2.37M
$496M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7+ 0.36% |
$1.36K - $1.45K
|
1.94K
$407K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
410+ 6.54% |
$79.7K - $84.7K
|
6.68K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-30- 0.37% |
$5.83K - $6.2K
|
8.1K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-203- 1.3% |
$39.5K - $41.9K
|
15.4K
$3.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2+ 0.15% |
$389 - $413
|
1.38K
$289K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150K+ 0.85% |
$29.2M - $31M
|
17.9M
$3.76B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-125- 0.96% |
$24.3K - $25.8K
|
12.9K
$2.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.07K- 2.02% |
$986K - $1.05M
|
246K
$51.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-911- 4.18% |
$177K - $188K
|
20.9K
$4.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-335- 2.75% |
$65.1K - $69.2K
|
11.9K
$2.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.81K+ 44.43% |
$353K - $375K
|
5.9K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
142+ 12.9% |
$27.6K - $29.3K
|
1.24K
$261K
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.13K+ 5.16% |
$804K - $854K
|
84.2K
$17.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-245- 2.97% |
$47.6K - $50.6K
|
8.01K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
44+ 3.58% |
$8.56K - $9.09K
|
1.27K
$267K
|
|
|
Nov 07, 2025
Q3 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.17K+ 1831.25% |
$228K - $242K
|
1.24K
$259K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.25K+ 7.09% |
$438K - $465K
|
34.1K
$7.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
4.41K+ 6.41% |
$857K - $910K
|
73.2K
$15.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-3.29K- 42.82% |
$640K - $679K
|
4.39K
$921K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-446- 4.91% |
$86.7K - $92.1K
|
8.65K
$1.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 0.29% |
$3.69K - $3.92K
|
6.51K
$1.37M
|
|