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
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.83K+ 0.46% |
$1.52M - $1.62M
|
1.72M
$361M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.6K+ 12.19% |
$1.48M - $1.57M
|
69.9K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.49K+ 6.02% |
$1.46M - $1.55M
|
132K
$27.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.44K+ 374.06% |
$1.45M - $1.54M
|
9.43K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.2K+ 8.51% |
$1.4M - $1.49M
|
91.9K
$19.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
7.09K+ 3.99% |
$1.38M - $1.46M
|
185K
$38.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.02K+ 7.65% |
$1.36M - $1.45M
|
98.8K
$20.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6.88K+ 130.43% |
$1.34M - $1.42M
|
12.2K
$2.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.65K+ 5.85% |
$1.29M - $1.37M
|
120K
$25.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
6.48KNew |
$1.26M - $1.34M
|
6.48K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
6.34K+ 3.21% |
$1.23M - $1.31M
|
204K
$42.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.11KNew |
$1.19M - $1.26M
|
6.11K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.1K+ 92.44% |
$1.19M - $1.26M
|
12.7K
$2.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.07K+ 34.82% |
$1.18M - $1.25M
|
23.5K
$4.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
5.92K+ 485.8% |
$1.15M - $1.22M
|
7.14K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.84K+ 7.87% |
$1.14M - $1.21M
|
80.1K
$16.8M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.8K+ 122.65% |
$1.13M - $1.2M
|
10.5K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.79K+ 152.54% |
$1.13M - $1.2M
|
9.59K
$2.01M
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
5.65K+ 8.1% |
$1.1M - $1.17M
|
75.5K
$15.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.65K+ 9.99% |
$1.1M - $1.17M
|
62.2K
$13M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.52K+ 51.31% |
$1.07M - $1.14M
|
16.3K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.48K+ 0.18% |
$1.07M - $1.13M
|
3.04M
$636M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.42K+ 107.36% |
$1.05M - $1.12M
|
10.5K
$2.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
5.37K+ 170.49% |
$1.04M - $1.11M
|
8.52K
$1.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.36K+ 5.37% |
$1.04M - $1.11M
|
105K
$22M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.35K+ 4.28% |
$1.04M - $1.1M
|
130K
$27.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.28K+ 18.14% |
$1.03M - $1.09M
|
34.4K
$7.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.28K+ 0.22% |
$1.03M - $1.09M
|
2.37M
$496M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.01K+ 17.01% |
$975K - $1.04M
|
34.5K
$7.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
4.99K+ 20.41% |
$971K - $1.03M
|
29.5K
$6.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.83K+ 4.75% |
$938K - $997K
|
106K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.81K+ 278.27% |
$936K - $994K
|
6.54K
$1.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.81K+ 28.31% |
$935K - $993K
|
21.8K
$4.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.77K+ 8.49% |
$928K - $985K
|
61K
$12.8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.66K+ 6.44% |
$906K - $962K
|
77K
$16.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.58KNew |
$891K - $947K
|
4.58K
$961K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
4.5K+ 150.0% |
$875K - $929K
|
7.5K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.5K+ 152.46% |
$874K - $928K
|
7.45K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.49KNew |
$874K - $928K
|
4.49K
$942K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.49K+ 11.68% |
$873K - $927K
|
42.9K
$9M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.43K+ 87.38% |
$862K - $915K
|
9.5K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.43K+ 18.64% |
$861K - $915K
|
28.2K
$5.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
4.41K+ 6.41% |
$857K - $910K
|
73.2K
$15.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.41K+ 6.13% |
$857K - $910K
|
76.3K
$16M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.37K+ 4.3% |
$849K - $902K
|
106K
$22.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.36KNew |
$848K - $901K
|
4.36K
$914K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.36K+ 3.86% |
$847K - $900K
|
117K
$24.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
4.3K+ 2.55% |
$836K - $888K
|
173K
$36.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.29KNew |
$834K - $885K
|
4.29K
$899K
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.13K+ 5.16% |
$804K - $854K
|
84.2K
$17.6M
|
|