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 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
62.1K+ 43.47% |
$12.6M - $13.2M
|
205K
$43M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.9K+ 41.06% |
$12.3M - $12.9M
|
209K
$43.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
46.2K+ 818.13% |
$9.35M - $9.79M
|
51.8K
$10.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
45KNew |
$9.11M - $9.54M
|
45K
$9.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
37K+ 40.29% |
$7.5M - $7.85M
|
129K
$27M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.2K+ 33.78% |
$7.33M - $7.67M
|
143K
$30M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30.2K+ 50.82% |
$6.12M - $6.41M
|
89.7K
$18.8M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
29.1K+ 38.59% |
$5.9M - $6.17M
|
105K
$21.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21K+ 23.64% |
$4.25M - $4.45M
|
110K
$23M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
18.8K+ 30.58% |
$3.82M - $4M
|
80.5K
$16.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$3.57M - $3.74M
|
17.6K
$3.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
17.4K+ 18.79% |
$3.53M - $3.69M
|
110K
$23.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 32.64% |
$3.16M - $3.3M
|
63.3K
$13.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
14.5K+ 56.87% |
$2.94M - $3.08M
|
40K
$8.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 33.62% |
$2.88M - $3.02M
|
56.5K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14K+ 38.11% |
$2.83M - $2.97M
|
50.7K
$10.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
12.1K+ 3.82% |
$2.46M - $2.57M
|
329K
$69M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.2K+ 17.41% |
$2.28M - $2.38M
|
75.8K
$15.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
11.2K+ 40.87% |
$2.27M - $2.38M
|
38.6K
$8.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
10.8KNew |
$2.19M - $2.29M
|
10.8K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.95KNew |
$2.01M - $2.11M
|
9.95K
$2.08M
|
|
|
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 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.23K+ 49.98% |
$1.67M - $1.75M
|
24.7K
$5.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.8K+ 81.43% |
$1.38M - $1.44M
|
15.2K
$3.18M
|
|
|
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 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.49K+ 20.61% |
$1.11M - $1.16M
|
32.1K
$6.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.97KNew |
$1.01M - $1.05M
|
4.97K
$1.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.88K+ 24.67% |
$987K - $1.03M
|
24.6K
$5.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.24K+ 42.05% |
$859K - $899K
|
14.3K
$3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.85K+ 3.19% |
$780K - $817K
|
125K
$26.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.82K+ 26.91% |
$774K - $811K
|
18K
$3.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.78K+ 1.59% |
$766K - $802K
|
242K
$50.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.77K+ 22.9% |
$763K - $799K
|
20.2K
$4.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 53.42% |
$762K - $798K
|
10.8K
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.71K+ 71.26% |
$752K - $787K
|
8.92K
$1.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
3.45KNew |
$699K - $732K
|
3.45K
$724K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.04KNew |
$616K - $645K
|
3.04K
$637K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.81K+ 31.17% |
$569K - $595K
|
11.8K
$2.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.78K+ 48.14% |
$563K - $589K
|
8.55K
$1.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
2.58K+ 2.2% |
$523K - $548K
|
120K
$25.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.42K+ 32.61% |
$490K - $513K
|
9.84K
$2.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.4K+ 3.94% |
$487K - $510K
|
63.4K
$13.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.33K+ 125.15% |
$473K - $495K
|
4.2K
$880K
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
2.3K+ 5.76% |
$466K - $488K
|
42.2K
$8.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.26K+ 42.71% |
$458K - $480K
|
7.56K
$1.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.22K+ 6.75% |
$450K - $472K
|
35.2K
$7.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 25.63% |
$449K - $470K
|
10.9K
$2.28M
|
|