Latest Institutional Purchases of Ishares S&P 500 Value ETF (IVE)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Value ETF (IVE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
711K+ 40.44% |
$144M - $151M
|
2.47M
$517M
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
17.4K+ 18.79% |
$3.53M - $3.69M
|
110K
$23.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
12.1K+ 3.82% |
$2.46M - $2.57M
|
329K
$69M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.02K+ 10.07% |
$1.83M - $1.91M
|
98.6K
$20.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.88K+ 20.57% |
$1.8M - $1.88M
|
52K
$10.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6.79K+ 36.3% |
$1.37M - $1.44M
|
25.5K
$5.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.96K+ 20.23% |
$1.21M - $1.26M
|
35.4K
$7.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.24K+ 42.05% |
$859K - $899K
|
14.3K
$3M
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
3.45KNew |
$699K - $732K
|
3.45K
$724K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.26K+ 42.71% |
$458K - $480K
|
7.56K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 45.96% |
$417K - $437K
|
6.54K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.02KNew |
$409K - $428K
|
2.02K
$423K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.98KNew |
$402K - $421K
|
1.98K
$416K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.85K+ 87.57% |
$374K - $391K
|
3.95K
$828K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.5K+ 20.69% |
$303K - $317K
|
8.73K
$1.83M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.45K+ 43.98% |
$294K - $308K
|
4.75K
$995K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
679+ 47.12% |
$138K - $144K
|
2.12K
$444K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
559+ 8.68% |
$113K - $119K
|
7K
$1.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
284+ 1.4% |
$57.5K - $60.2K
|
20.6K
$4.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
195+ 2.28% |
$39.5K - $41.4K
|
8.73K
$1.83M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
153+ 2.4% |
$31K - $32.4K
|
6.54K
$1.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
144New |
$29.2K - $30.5K
|
144
$30.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
113+ 8.71% |
$22.9K - $24K
|
1.41K
$296K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
27+ 1.75% |
$5.47K - $5.73K
|
1.57K
$329K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
14+ 0.8% |
$2.84K - $2.97K
|
1.76K
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9+ 0.06% |
$1.82K - $1.91K
|
14.4K
$3.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.13% |
$405 - $424
|
1.51K
$316K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 5.42% |
$221M - $235M
|
22.1M
$4.64B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
670K+ 31.71% |
$130M - $138M
|
2.78M
$583M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
635K+ 8.02% |
$123M - $131M
|
8.55M
$1.79B
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
286K+ 700.0% |
$55.7M - $59.1M
|
327K
$68.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
228KNew |
$44.4M - $47.2M
|
228K
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
150K+ 9.17% |
$29.2M - $31M
|
1.79M
$375M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150K+ 0.85% |
$29.2M - $31M
|
17.9M
$3.76B
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
149K+ 133.83% |
$29M - $30.8M
|
261K
$54.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
146K+ 32.41% |
$28.3M - $30.1M
|
595K
$125M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
125K+ 499.05% |
$24.2M - $25.7M
|
150K
$31.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
104K+ 1570.1% |
$20.2M - $21.5M
|
111K
$23.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.5K+ 3.13% |
$17.8M - $18.9M
|
3.02M
$633M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
85.1K+ 330.63% |
$16.5M - $17.6M
|
111K
$23.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.3K+ 0.53% |
$14.4M - $15.3M
|
14.2M
$2.98B
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72K+ 0.87% |
$14M - $14.9M
|
8.4M
$1.76B
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
71.4KNew |
$13.9M - $14.7M
|
71.4K
$15M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70.6K+ 10.8% |
$13.7M - $14.6M
|
725K
$152M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
68K+ 49.74% |
$13.2M - $14.1M
|
205K
$42.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.9K+ 5.85% |
$11.5M - $12.2M
|
1.07M
$223M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
56KNew |
$10.9M - $11.6M
|
56K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 8.3% |
$10.7M - $11.4M
|
719K
$151M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
54K+ 9.12% |
$10.5M - $11.2M
|
646K
$135M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.9K+ 130.46% |
$9.32M - $9.9M
|
84.7K
$17.8M
|
|