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 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 0.14% |
$1.52K - $1.76K
|
6.22K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.41% |
$1.52K - $1.76K
|
2.23K
$466K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
7+ 0.37% |
$1.18K - $1.37K
|
1.89K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.44% |
$673 - $782
|
906
$190K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3+ 0.18% |
$505 - $586
|
1.64K
$344K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.13% |
$505 - $586
|
2.26K
$474K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 20.0% |
$168 - $195
|
6
$1.26K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 2.5% |
$168 - $195
|
41
$8.59K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.1K+ 69.25% |
$8.2M - $8.76M
|
108K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
32.8K+ 27.77% |
$6.09M - $6.51M
|
151K
$31.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.9KNew |
$4.07M - $4.35M
|
21.9K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.6K+ 49.2% |
$3.45M - $3.69M
|
56.3K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
17.2KNew |
$3.2M - $3.42M
|
17.2K
$3.61M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.4K+ 21.82% |
$2.67M - $2.85M
|
80.2K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9K+ 219.68% |
$2.39M - $2.55M
|
18.7K
$3.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
12.6K+ 93.69% |
$2.35M - $2.51M
|
26.1K
$5.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.5KNew |
$2.32M - $2.48M
|
12.5K
$2.62M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$2.03M - $2.17M
|
10.9K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9.09KNew |
$1.69M - $1.8M
|
9.09K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.42K+ 54.02% |
$1.38M - $1.47M
|
21.1K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.02KNew |
$1.12M - $1.19M
|
6.02K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.03K+ 35.47% |
$749K - $800K
|
15.4K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.77KNew |
$700K - $748K
|
3.77K
$790K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.55K+ 130.42% |
$660K - $705K
|
6.27K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.01KNew |
$374K - $400K
|
2.01K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$324K - $346K
|
1.74K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.71KNew |
$318K - $340K
|
1.71K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.35KNew |
$252K - $269K
|
1.35K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.32KNew |
$245K - $262K
|
1.32K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.29KNew |
$239K - $255K
|
1.29K
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.28KNew |
$237K - $253K
|
1.28K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.27K+ 1.35% |
$235K - $252K
|
95K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.25KNew |
$232K - $248K
|
1.25K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21KNew |
$224K - $240K
|
1.21K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.18KNew |
$218K - $234K
|
1.18K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.13KNew |
$211K - $225K
|
1.13K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.09KNew |
$203K - $217K
|
1.09K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
996New |
$185K - $198K
|
996
$209K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
917+ 94.93% |
$170K - $182K
|
1.88K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
868+ 5.28% |
$161K - $172K
|
17.3K
$3.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
856New |
$159K - $170K
|
856
$179K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
799+ 48.25% |
$148K - $159K
|
2.46K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
715New |
$133K - $142K
|
715
$150K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
672New |
$125K - $133K
|
672
$141K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
605+ 34.47% |
$112K - $120K
|
2.36K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
604New |
$112K - $120K
|
604
$127K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
600+ 27.71% |
$111K - $119K
|
2.77K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
576New |
$107K - $114K
|
576
$121K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
438New |
$81.4K - $87K
|
438
$91.8K
|
|