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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
365+ 10.68% |
$71K - $75.4K
|
3.78K
$793K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
358+ 3.43% |
$69.6K - $73.9K
|
10.8K
$2.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
350+ 13.1% |
$68.1K - $72.3K
|
3.02K
$633K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
345+ 0.71% |
$67.1K - $71.2K
|
49K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
338+ 69.98% |
$65.7K - $69.8K
|
821
$172K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
337+ 1.0% |
$65.5K - $69.6K
|
34.1K
$7.15M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
334+ 1.21% |
$64.9K - $69K
|
28K
$5.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
323+ 157.56% |
$62.8K - $66.7K
|
528
$111K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
321+ 12.67% |
$62.4K - $66.3K
|
2.85K
$598K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
319+ 14.29% |
$62K - $65.9K
|
2.55K
$535K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
319+ 6.79% |
$62K - $65.9K
|
5.02K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
317+ 7.9% |
$61.6K - $65.5K
|
4.33K
$908K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
316New |
$61.4K - $65.3K
|
316
$66.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
315+ 4.47% |
$61.2K - $65.1K
|
7.36K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
312+ 151.46% |
$60.7K - $64.4K
|
518
$109K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
306+ 1.5% |
$59.5K - $63.2K
|
20.7K
$4.33M
|
|
|
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
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
251+ 1.36% |
$48.8K - $51.8K
|
18.7K
$3.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
250+ 0.26% |
$48.6K - $51.6K
|
97K
$20.3M
|
|
|
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
|
|
|
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 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
|
|