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 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8+ 0.4% |
$1.56K - $1.65K
|
2.03K
$425K
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7+ 0.36% |
$1.36K - $1.45K
|
1.94K
$407K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.3% |
$1.17K - $1.24K
|
2.01K
$422K
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.33% |
$1.17K - $1.24K
|
1.84K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.42% |
$1.17K - $1.24K
|
1.45K
$304K
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6+ 0.41% |
$1.17K - $1.24K
|
1.47K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 1.89% |
$1.17K - $1.24K
|
323
$67.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$972 - $1.03K
|
1.72K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
5+ 0.41% |
$972 - $1.03K
|
1.22K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.04% |
$972 - $1.03K
|
12.6K
$2.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$972 - $1.03K
|
56.9K
$11.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5+ 0.04% |
$972 - $1.03K
|
12K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$972 - $1.03K
|
1.39K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4+ 0.02% |
$778 - $826
|
17.9K
$3.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4+ 0.35% |
$778 - $826
|
1.13K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.17% |
$778 - $826
|
2.32K
$487K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.33% |
$778 - $826
|
1.22K
$256K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4+ 0.18% |
$778 - $826
|
2.17K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
4+ 0.16% |
$778 - $826
|
2.45K
$514K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.12% |
$778 - $826
|
3.23K
$678K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$778 - $826
|
1K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3+ 0.22% |
$583 - $620
|
1.37K
$288K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.01% |
$583 - $620
|
23.7K
$4.97M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$583 - $620
|
1.21K
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2+ 0.15% |
$389 - $413
|
1.38K
$289K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.05% |
$389 - $413
|
4.3K
$901K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.07% |
$389 - $413
|
2.7K
$566K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.14% |
$389 - $413
|
1.48K
$311K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2+ 0.16% |
$389 - $413
|
1.29K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.57% |
$194 - $207
|
176
$36.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.03% |
$194 - $207
|
3.29K
$690K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$194 - $207
|
5.02K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.01% |
$194 - $207
|
6.68K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1+ 0.06% |
$194 - $207
|
1.57K
$329K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.09% |
$194 - $207
|
1.09K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.09% |
$194 - $207
|
1.06K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.01% |
$194 - $207
|
9.45K
$1.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.1% |
$194 - $207
|
1.05K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.91% |
$194 - $207
|
111
$23.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.06% |
$194 - $207
|
1.77K
$371K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.65% |
$194 - $207
|
154
$32.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.07% |
$194 - $207
|
1.43K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 0.52% |
$194 - $207
|
194
$40.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.39% |
$194 - $207
|
256
$53.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$194 - $207
|
4.26K
$892K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
332K+ 795.77% |
$55.9M - $64.9M
|
374K
$78.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
44KNew |
$7.4M - $8.59M
|
44K
$9.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 3.37% |
$3.08M - $3.57M
|
561K
$118M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.9KNew |
$2.84M - $3.3M
|
16.9K
$3.54M
|
|