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 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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
175New |
$34K - $36.1K
|
175
$36.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
BUY
|
- |
173+ 9.14% |
$33.6K - $35.7K
|
2.07K
$433K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
172+ 2.35% |
$33.4K - $35.5K
|
7.5K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
171+ 2.7% |
$33.2K - $35.3K
|
6.51K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
161+ 1.41% |
$31.3K - $33.2K
|
11.6K
$2.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
161+ 7.72% |
$31.3K - $33.2K
|
2.25K
$471K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
157New |
$30.5K - $32.4K
|
157
$32.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
151+ 7.21% |
$29.4K - $31.2K
|
2.25K
$471K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
150+ 0.56% |
$29.2K - $31K
|
26.9K
$5.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
150+ 9.57% |
$29.2K - $31K
|
1.72K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
144+ 2.03% |
$28K - $29.7K
|
7.23K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
142+ 12.9% |
$27.6K - $29.3K
|
1.24K
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
142+ 1.12% |
$27.6K - $29.3K
|
12.8K
$2.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
141New |
$27.4K - $29.1K
|
141
$29.6K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
140+ 0.85% |
$27.2K - $28.9K
|
16.7K
$3.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
139+ 6.83% |
$27K - $28.7K
|
2.17K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
138+ 1.05% |
$26.8K - $28.5K
|
13.3K
$2.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
134+ 0.67% |
$26.1K - $27.7K
|
20.1K
$4.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134+ 16.86% |
$26.1K - $27.7K
|
929
$195K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
129+ 4.94% |
$25.1K - $26.6K
|
2.74K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
127+ 6.84% |
$24.7K - $26.2K
|
1.98K
$416K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
124+ 2.54% |
$24.1K - $25.6K
|
5.01K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
123+ 0.4% |
$23.9K - $25.4K
|
31K
$6.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
120+ 1.41% |
$23.3K - $24.8K
|
8.62K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
118New |
$22.9K - $24.4K
|
118
$24.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
115+ 6.28% |
$22.4K - $23.7K
|
1.95K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
112+ 0.63% |
$21.8K - $23.1K
|
18K
$3.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
112+ 0.94% |
$21.8K - $23.1K
|
12K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
111+ 1.93% |
$21.6K - $22.9K
|
5.86K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
110+ 2.71% |
$21.4K - $22.7K
|
4.17K
$873K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
110+ 1.43% |
$21.4K - $22.7K
|
7.82K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
108+ 0.74% |
$21K - $22.3K
|
14.6K
$3.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
107+ 0.91% |
$20.8K - $22.1K
|
11.8K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
105+ 0.98% |
$20.4K - $21.7K
|
10.8K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
104+ 0.73% |
$20.2K - $21.5K
|
14.3K
$3M
|
|
|
Oct 29, 2025
Q3 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
102+ 9.63% |
$19.8K - $21.1K
|
1.16K
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
101New |
$19.6K - $20.9K
|
101
$21.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 0.91% |
$19.4K - $20.7K
|
11.1K
$2.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
100+ 3.18% |
$19.4K - $20.7K
|
3.25K
$680K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100New |
$19.4K - $20.7K
|
100
$21K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
100+ 6.49% |
$19.4K - $20.7K
|
1.64K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
99+ 471.43% |
$19.2K - $20.4K
|
120
$25.2K
|
|