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 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 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 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
336+ 25.44% |
$68K - $71.3K
|
1.66K
$347K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
284+ 1.4% |
$57.5K - $60.2K
|
20.6K
$4.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
266+ 8.65% |
$53.9K - $56.4K
|
3.34K
$701K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
242+ 9.44% |
$49K - $51.3K
|
2.81K
$588K
|
|
|
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 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
85+ 1.43% |
$17.2K - $18K
|
6.03K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
85+ 5.29% |
$17.2K - $18K
|
1.69K
$354K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
39+ 4.85% |
$7.9K - $8.27K
|
843
$177K
|
|
|
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 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.5% |
$1.22K - $1.27K
|
1.22K
$255K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.5% |
$1.01K - $1.06K
|
1.01K
$211K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.13% |
$405 - $424
|
1.51K
$316K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$203 - $212
|
13K
$2.73M
|
|
| 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
|
|