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 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
98+ 3.6% |
$19.1K - $20.2K
|
2.82K
$590K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
96+ 2.96% |
$18.7K - $19.8K
|
3.34K
$699K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
94+ 3.04% |
$18.3K - $19.4K
|
3.19K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
91+ 7.44% |
$17.7K - $18.8K
|
1.31K
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
90+ 30.82% |
$17.5K - $18.6K
|
382
$80.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
90+ 7.49% |
$17.5K - $18.6K
|
1.29K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
84+ 0.83% |
$16.3K - $17.3K
|
10.3K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
81+ 0.66% |
$15.7K - $16.7K
|
12.3K
$2.59M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
79+ 0.48% |
$15.4K - $16.3K
|
16.5K
$3.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
78+ 0.77% |
$15.2K - $16.1K
|
10.2K
$2.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
75+ 16.23% |
$14.6K - $15.5K
|
537
$113K
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
73+ 0.25% |
$14.2K - $15.1K
|
28.9K
$6.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
67+ 1.05% |
$13K - $13.8K
|
6.47K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$12.4K - $13.2K
|
64
$13.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
64+ 5.44% |
$12.4K - $13.2K
|
1.24K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
64+ 6.18% |
$12.4K - $13.2K
|
1.1K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
63+ 28.0% |
$12.2K - $13K
|
288
$60.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
61+ 5.71% |
$11.9K - $12.6K
|
1.13K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
59+ 0.27% |
$11.5K - $12.2K
|
21.7K
$4.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
59+ 4.93% |
$11.5K - $12.2K
|
1.26K
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
58New |
$11.3K - $12K
|
58
$12.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
57+ 1.8% |
$11.1K - $11.8K
|
3.22K
$675K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
53+ 7.53% |
$10.3K - $10.9K
|
757
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
50+ 1.06% |
$9.72K - $10.3K
|
4.76K
$997K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
49+ 0.46% |
$9.53K - $10.1K
|
10.8K
$2.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
48+ 9.72% |
$9.33K - $9.91K
|
542
$114K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
46+ 1.12% |
$8.94K - $9.5K
|
4.14K
$867K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
46+ 3.63% |
$8.94K - $9.5K
|
1.31K
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
45+ 4.22% |
$8.75K - $9.29K
|
1.11K
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
44+ 3.58% |
$8.56K - $9.09K
|
1.27K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
42+ 1.13% |
$8.17K - $8.67K
|
3.76K
$789K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
41+ 2.07% |
$7.97K - $8.47K
|
2.02K
$424K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
39+ 3.25% |
$7.58K - $8.05K
|
1.24K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
39+ 0.29% |
$7.58K - $8.05K
|
13.6K
$2.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
37New |
$7.19K - $7.64K
|
37
$7.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
34+ 1.11% |
$6.61K - $7.02K
|
3.11K
$651K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 2.39% |
$6.42K - $6.81K
|
1.41K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
31+ 1.09% |
$6.03K - $6.4K
|
2.88K
$603K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
31+ 1.92% |
$6.03K - $6.4K
|
1.65K
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
29+ 1.22% |
$5.64K - $5.99K
|
2.42K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
28New |
$5.44K - $5.78K
|
28
$5.87K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
27+ 0.18% |
$5.25K - $5.58K
|
15.3K
$3.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
26New |
$5.06K - $5.37K
|
26
$5.45K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
25+ 1.42% |
$4.86K - $5.16K
|
1.78K
$374K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
25+ 0.22% |
$4.86K - $5.16K
|
11.4K
$2.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23+ 0.21% |
$4.47K - $4.75K
|
11K
$2.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
22+ 0.42% |
$4.28K - $4.54K
|
5.21K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.18% |
$4.28K - $4.54K
|
12.1K
$2.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
22+ 1.08% |
$4.28K - $4.54K
|
2.06K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
21+ 0.46% |
$4.08K - $4.34K
|
4.57K
$958K
|
|