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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
720+ 25.27% |
$140K - $149K
|
3.57K
$748K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
708New |
$138K - $146K
|
708
$148K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
707+ 18.35% |
$137K - $146K
|
4.56K
$956K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
706+ 14.23% |
$137K - $146K
|
5.67K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
703+ 183.55% |
$137K - $145K
|
1.09K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
692+ 31.12% |
$135K - $143K
|
2.92K
$611K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
690+ 188.01% |
$134K - $142K
|
1.06K
$222K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
674+ 33.37% |
$131K - $139K
|
2.69K
$565K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
666+ 0.28% |
$129K - $138K
|
238K
$49.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
660+ 4.36% |
$128K - $136K
|
15.8K
$3.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
656+ 7.0% |
$128K - $135K
|
10K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
650+ 2.13% |
$126K - $134K
|
31.1K
$6.52M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
632+ 56.73% |
$123K - $131K
|
1.75K
$366K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
631+ 7.39% |
$123K - $130K
|
9.17K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
604+ 10.8% |
$117K - $125K
|
6.2K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
590+ 11.0% |
$115K - $122K
|
5.95K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
588+ 1.54% |
$114K - $121K
|
38.9K
$8.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
563New |
$109K - $116K
|
563
$118K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
561+ 2.18% |
$109K - $116K
|
26.3K
$5.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
555+ 13.06% |
$108K - $115K
|
4.81K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
550+ 0.73% |
$107K - $114K
|
76.3K
$16M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
550New |
$107K - $114K
|
550
$115K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
549+ 0.77% |
$107K - $113K
|
71.7K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
521+ 6.28% |
$101K - $108K
|
8.81K
$1.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
510+ 6.65% |
$99.2K - $105K
|
8.18K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
495+ 26.2% |
$96.2K - $102K
|
2.38K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
485+ 13.2% |
$94.3K - $100K
|
4.16K
$872K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
480+ 0.76% |
$93.3K - $99.1K
|
63.9K
$13.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
476+ 16.49% |
$92.6K - $98.3K
|
3.36K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
472+ 4.98% |
$91.8K - $97.5K
|
9.95K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
462+ 13.38% |
$89.8K - $95.4K
|
3.92K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
462+ 0.41% |
$89.8K - $95.4K
|
113K
$23.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
448+ 1.01% |
$87.1K - $92.5K
|
45K
$9.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
434+ 0.57% |
$84.4K - $89.6K
|
76.1K
$16M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
434+ 2.76% |
$84.4K - $89.6K
|
16.2K
$3.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
424+ 2.62% |
$82.4K - $87.6K
|
16.6K
$3.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
418+ 10.87% |
$81.3K - $86.3K
|
4.26K
$894K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
417+ 13.44% |
$81.1K - $86.1K
|
3.52K
$738K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
415+ 7.48% |
$80.7K - $85.7K
|
5.97K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
404+ 0.43% |
$78.6K - $83.4K
|
95K
$19.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
396+ 30.58% |
$77K - $81.8K
|
1.69K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
387+ 3.75% |
$75.2K - $79.9K
|
10.7K
$2.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
385+ 28.48% |
$74.9K - $79.5K
|
1.74K
$364K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
383+ 13.17% |
$74.5K - $79.1K
|
3.29K
$690K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
378New |
$73.5K - $78.1K
|
378
$79.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
375+ 12.48% |
$72.9K - $77.4K
|
3.38K
$708K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
373New |
$72.5K - $77K
|
373
$78.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
372+ 27.6% |
$72.3K - $76.8K
|
1.72K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
367+ 7.99% |
$71.4K - $75.8K
|
4.96K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
366New |
$71.2K - $75.6K
|
366
$76.7K
|
|