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 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
292+ 11.19% |
$56.8K - $60.3K
|
2.9K
$608K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
291+ 20.49% |
$56.6K - $60.1K
|
1.71K
$359K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
290+ 9.25% |
$56.4K - $59.9K
|
3.43K
$718K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
283+ 3.52% |
$55K - $58.4K
|
8.33K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
283+ 7.47% |
$55K - $58.4K
|
4.07K
$853K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
276New |
$53.7K - $57K
|
276
$57.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
275+ 15.91% |
$53.5K - $56.8K
|
2K
$420K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
272+ 28.66% |
$52.9K - $56.2K
|
1.22K
$256K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
262+ 11.19% |
$50.9K - $54.1K
|
2.6K
$546K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
253+ 15.36% |
$49.2K - $52.2K
|
1.9K
$398K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
251+ 1.36% |
$48.8K - $51.8K
|
18.7K
$3.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
251+ 1.2% |
$48.8K - $51.8K
|
21.2K
$4.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
250+ 0.26% |
$48.6K - $51.6K
|
97K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
244+ 22.1% |
$47.4K - $50.4K
|
1.35K
$283K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
243+ 4.33% |
$47.2K - $50.2K
|
5.85K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
242+ 7.55% |
$47.1K - $50K
|
3.45K
$722K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
240+ 11.26% |
$46.7K - $49.6K
|
2.37K
$497K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
238+ 8.29% |
$46.3K - $49.1K
|
3.11K
$652K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
232+ 9.16% |
$45.1K - $47.9K
|
2.76K
$579K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
228+ 10.25% |
$44.3K - $47.1K
|
2.45K
$514K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 0.52% |
$43.7K - $46.5K
|
43.7K
$9.15M
|
|
|
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 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
221New |
$43K - $45.6K
|
221
$46.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
219+ 0.75% |
$42.6K - $45.2K
|
29.3K
$6.15M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
219+ 1.88% |
$42.6K - $45.2K
|
11.8K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
216+ 6.39% |
$42K - $44.6K
|
3.6K
$754K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
215+ 3.27% |
$41.8K - $44.4K
|
6.79K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
213+ 2.17% |
$41.4K - $44K
|
10K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
211+ 12.04% |
$41K - $43.6K
|
1.96K
$411K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
211New |
$41K - $43.6K
|
211
$44.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
210+ 0.33% |
$40.8K - $43.4K
|
63K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
206+ 5.58% |
$40.1K - $42.5K
|
3.9K
$817K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
205+ 13.88% |
$39.9K - $42.3K
|
1.68K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 2.04% |
$39.7K - $42.1K
|
10.2K
$2.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
204+ 1.41% |
$39.7K - $42.1K
|
14.7K
$3.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200+ 4.59% |
$38.9K - $41.3K
|
4.55K
$954K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
199+ 0.47% |
$38.7K - $41.1K
|
42.2K
$8.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
198+ 1.17% |
$38.5K - $40.9K
|
17.1K
$3.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
195+ 0.97% |
$37.9K - $40.3K
|
20.3K
$4.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
194+ 2.36% |
$37.7K - $40.1K
|
8.41K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
192+ 1.17% |
$37.3K - $39.6K
|
16.6K
$3.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
190+ 0.24% |
$36.9K - $39.2K
|
78K
$16.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
187+ 0.31% |
$36.4K - $38.6K
|
59.7K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
185+ 4.44% |
$36K - $38.2K
|
4.35K
$911K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
185+ 0.94% |
$36K - $38.2K
|
19.8K
$4.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
181+ 8.8% |
$35.2K - $37.4K
|
2.24K
$469K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
180+ 1.33% |
$35K - $37.2K
|
13.7K
$2.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
180+ 4.42% |
$35K - $37.2K
|
4.26K
$892K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
179+ 8.98% |
$34.8K - $37K
|
2.17K
$455K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
177+ 4.29% |
$34.4K - $36.6K
|
4.3K
$902K
|
|