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 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
18.1K+ 88.81% |
$3.52M - $3.74M
|
38.5K
$8.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17.7K+ 29.15% |
$3.44M - $3.65M
|
78.3K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.5K+ 1.25% |
$3.41M - $3.62M
|
1.41M
$296M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.4K+ 14.48% |
$3.38M - $3.59M
|
137K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 3.27% |
$3.31M - $3.52M
|
537K
$113M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.8K+ 6879.92% |
$3.26M - $3.47M
|
17K
$3.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.5K+ 17.77% |
$3.21M - $3.41M
|
109K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.5K+ 5.0% |
$3.2M - $3.4M
|
346K
$72.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
15K+ 32.95% |
$2.92M - $3.11M
|
60.7K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.8KNew |
$2.87M - $3.05M
|
14.8K
$3.09M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
13.9KNew |
$2.7M - $2.87M
|
13.9K
$2.91M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.6K+ 5.97% |
$2.65M - $2.82M
|
242K
$50.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.2K+ 81.99% |
$2.56M - $2.72M
|
29.2K
$6.13M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13.1K+ 52.62% |
$2.55M - $2.71M
|
38.1K
$7.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13K+ 40.95% |
$2.53M - $2.69M
|
44.8K
$9.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
13K+ 1.36% |
$2.52M - $2.68M
|
965K
$202M
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
BUY
|
- |
12.9K+ 211.48% |
$2.51M - $2.66M
|
19K
$3.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 8.47% |
$2.38M - $2.53M
|
157K
$32.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12K+ 8.72% |
$2.34M - $2.48M
|
150K
$31.4M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
12KNew |
$2.34M - $2.48M
|
12K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
11.4K+ 61.62% |
$2.22M - $2.35M
|
29.9K
$6.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.3K+ 115.99% |
$2.2M - $2.34M
|
21.1K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.1K+ 3.1% |
$2.16M - $2.29M
|
370K
$77.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.1K+ 5.75% |
$2.15M - $2.29M
|
204K
$42.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11K+ 107.36% |
$2.14M - $2.28M
|
21.3K
$4.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.8K+ 16.51% |
$2.11M - $2.24M
|
76.4K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.6K+ 8.27% |
$2.07M - $2.2M
|
139K
$29.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.5KNew |
$2.05M - $2.18M
|
10.5K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$2.05M - $2.18M
|
10.5K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$2M - $2.13M
|
10.3K
$2.16M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
10KNew |
$1.95M - $2.07M
|
10K
$2.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.91K+ 3.49% |
$1.93M - $2.05M
|
294K
$61.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.59K+ 3.12% |
$1.86M - $1.98M
|
317K
$66.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.56K+ 211.16% |
$1.86M - $1.97M
|
14.1K
$2.95M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.47K+ 10.95% |
$1.84M - $1.96M
|
96K
$20.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
9.44K+ 7.33% |
$1.83M - $1.95M
|
138K
$29M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.18K+ 16.64% |
$1.78M - $1.89M
|
64.3K
$13.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.16K+ 0.49% |
$1.78M - $1.89M
|
1.88M
$393M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.05K+ 11.69% |
$1.76M - $1.87M
|
86.5K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
9.05KNew |
$1.76M - $1.87M
|
9.05K
$1.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
8.99K+ 51.95% |
$1.75M - $1.86M
|
26.3K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.86K+ 4.37% |
$1.72M - $1.83M
|
211K
$44.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
8.6K+ 10.22% |
$1.67M - $1.78M
|
92.7K
$19.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.5K+ 8.62% |
$1.65M - $1.75M
|
107K
$22.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.43K+ 134.35% |
$1.64M - $1.74M
|
14.7K
$3.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.31K+ 6.18% |
$1.62M - $1.72M
|
143K
$29.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.14K+ 14.31% |
$1.58M - $1.68M
|
65.1K
$13.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
8.08KNew |
$1.57M - $1.67M
|
8.08K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.03K+ 75.14% |
$1.56M - $1.66M
|
18.7K
$3.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
7.86K+ 42.04% |
$1.53M - $1.62M
|
26.6K
$5.57M
|
|