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 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
2.59K+ 25.6% |
$436K - $506K
|
12.7K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.47K+ 113.14% |
$416K - $483K
|
4.66K
$976K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.05KNew |
$345K - $400K
|
2.05K
$429K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.01K+ 12.16% |
$339K - $394K
|
18.6K
$3.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.96KNew |
$330K - $383K
|
1.96K
$411K
|
|
|
Nov 25, 2025
Q2 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$325K - $378K
|
1.93K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.88KNew |
$317K - $368K
|
1.88K
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.85KNew |
$311K - $361K
|
1.85K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.76KNew |
$297K - $345K
|
1.76K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.73K+ 27.56% |
$291K - $338K
|
8.01K
$1.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.65K+ 1343.09% |
$278K - $323K
|
1.78K
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.65KNew |
$278K - $322K
|
1.65K
$346K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.58KNew |
$266K - $309K
|
1.58K
$331K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.4KNew |
$236K - $274K
|
1.4K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 21.08% |
$235K - $273K
|
8.03K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.36KNew |
$229K - $266K
|
1.36K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.32KNew |
$222K - $258K
|
1.32K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.16KNew |
$194K - $226K
|
1.16K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$187K - $217K
|
1.11K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$184K - $213K
|
1.09K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.07KNew |
$180K - $209K
|
1.07K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.05K+ 17.68% |
$177K - $206K
|
7.02K
$1.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.05KNew |
$177K - $205K
|
1.05K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.05KNew |
$176K - $205K
|
1.05K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.05KNew |
$176K - $204K
|
1.05K
$219K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.04K+ 20.81% |
$176K - $204K
|
6.06K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.03KNew |
$174K - $202K
|
1.03K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$173K - $201K
|
1.03K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
951New |
$160K - $186K
|
951
$199K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
835+ 5.2% |
$141K - $163K
|
16.9K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
680+ 12.27% |
$114K - $133K
|
6.22K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
639+ 39.32% |
$108K - $125K
|
2.26K
$475K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
560New |
$94.3K - $109K
|
560
$117K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
504+ 22.81% |
$84.8K - $98.5K
|
2.71K
$569K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
496+ 10.15% |
$83.5K - $96.9K
|
5.38K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
483+ 363.16% |
$81.3K - $94.4K
|
616
$129K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
460+ 98.08% |
$77.4K - $89.9K
|
929
$195K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
426+ 0.44% |
$71.7K - $83.2K
|
97K
$20.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
360New |
$60.6K - $70.4K
|
360
$75.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
359New |
$60.4K - $70.2K
|
359
$75.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
358+ 97.02% |
$60.3K - $70K
|
727
$152K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
321+ 11.89% |
$54K - $62.7K
|
3.02K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
297+ 11.17% |
$50K - $58K
|
2.96K
$619K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
280+ 3.31% |
$47.1K - $54.7K
|
8.74K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
280New |
$47.1K - $54.7K
|
280
$58.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
275+ 4.04% |
$46.3K - $53.7K
|
7.07K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
262New |
$44.1K - $51.2K
|
262
$54.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
239New |
$40.2K - $46.7K
|
239
$50.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
219+ 13.61% |
$36.9K - $42.8K
|
1.83K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
184+ 6.01% |
$31K - $36K
|
3.25K
$680K
|
|