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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
118+ 8.88% |
$23.9K - $25K
|
1.45K
$303K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
113+ 8.71% |
$22.9K - $24K
|
1.41K
$296K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 0.96% |
$20K - $21K
|
10.4K
$2.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
86+ 1.37% |
$17.4K - $18.2K
|
6.37K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
85+ 1.43% |
$17.2K - $18K
|
6.03K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
85+ 5.29% |
$17.2K - $18K
|
1.69K
$354K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
76+ 4.28% |
$15.4K - $16.1K
|
1.85K
$388K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
73+ 1.14% |
$14.8K - $15.5K
|
6.48K
$1.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
59+ 0.24% |
$11.9K - $12.5K
|
24.6K
$5.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
43+ 3.19% |
$8.71K - $9.12K
|
1.39K
$292K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
40+ 0.08% |
$8.1K - $8.48K
|
52.9K
$11.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
39+ 2.43% |
$7.9K - $8.27K
|
1.64K
$344K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
39+ 4.85% |
$7.9K - $8.27K
|
843
$177K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
27+ 1.75% |
$5.47K - $5.73K
|
1.57K
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.42% |
$4.05K - $4.24K
|
4.82K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19+ 1.0% |
$3.85K - $4.03K
|
1.92K
$402K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14+ 0.43% |
$2.84K - $2.97K
|
3.25K
$681K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
14+ 0.8% |
$2.84K - $2.97K
|
1.76K
$368K
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.42% |
$2.63K - $2.76K
|
3.1K
$650K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9+ 0.23% |
$1.82K - $1.91K
|
3.9K
$817K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9+ 0.06% |
$1.82K - $1.91K
|
14.4K
$3.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.15% |
$1.62K - $1.7K
|
5.37K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.5% |
$1.22K - $1.27K
|
1.22K
$255K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.4% |
$1.01K - $1.06K
|
1.25K
$261K
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.4% |
$1.01K - $1.06K
|
1.25K
$262K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.5% |
$1.01K - $1.06K
|
1.01K
$211K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4+ 0.07% |
$810 - $848
|
6.04K
$1.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$608 - $636
|
2.18K
$457K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2+ 0.2% |
$405 - $424
|
980
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.13% |
$405 - $424
|
1.51K
$316K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$203 - $212
|
13K
$2.73M
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 5.42% |
$221M - $235M
|
22.1M
$4.64B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
670K+ 31.71% |
$130M - $138M
|
2.78M
$583M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
635K+ 8.02% |
$123M - $131M
|
8.55M
$1.79B
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
286K+ 700.0% |
$55.7M - $59.1M
|
327K
$68.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
228KNew |
$44.4M - $47.2M
|
228K
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
150K+ 9.17% |
$29.2M - $31M
|
1.79M
$375M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150K+ 0.85% |
$29.2M - $31M
|
17.9M
$3.76B
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
149K+ 133.83% |
$29M - $30.8M
|
261K
$54.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
146K+ 32.41% |
$28.3M - $30.1M
|
595K
$125M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
137K+ 21.93% |
$26.7M - $28.3M
|
763K
$160M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
125K+ 499.05% |
$24.2M - $25.7M
|
150K
$31.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
104K+ 1570.1% |
$20.2M - $21.5M
|
111K
$23.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.5K+ 3.13% |
$17.8M - $18.9M
|
3.02M
$633M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
85.1K+ 330.63% |
$16.5M - $17.6M
|
111K
$23.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.3K+ 0.53% |
$14.4M - $15.3M
|
14.2M
$2.98B
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72K+ 0.87% |
$14M - $14.9M
|
8.4M
$1.76B
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
71.4KNew |
$13.9M - $14.7M
|
71.4K
$15M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70.6K+ 10.8% |
$13.7M - $14.6M
|
725K
$152M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
68K+ 49.74% |
$13.2M - $14.1M
|
205K
$42.9M
|
|