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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.11K+ 4.48% |
$799K - $849K
|
95.8K
$20.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.09K+ 14.99% |
$795K - $844K
|
31.3K
$6.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.09K+ 7.03% |
$795K - $844K
|
62.2K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.07K+ 1.33% |
$792K - $841K
|
310K
$65M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.05K+ 7.07% |
$787K - $836K
|
61.3K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.02KNew |
$781K - $830K
|
4.02K
$842K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.99K+ 26.02% |
$776K - $824K
|
19.3K
$4.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.95K+ 8.12% |
$768K - $816K
|
52.6K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.9K+ 185.35% |
$758K - $805K
|
6K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.83K+ 2.7% |
$745K - $791K
|
146K
$30.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.82K+ 1126.25% |
$742K - $788K
|
4.16K
$871K
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.81K+ 1.63% |
$741K - $787K
|
238K
$49.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.78KNew |
$734K - $780K
|
3.78K
$792K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.75K+ 0.89% |
$728K - $774K
|
424K
$88.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.74K+ 4.99% |
$726K - $771K
|
78.6K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Amundi
Paris, I0 |
BUY
|
- |
3.7K+ 8.31% |
$719K - $764K
|
48.2K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.61K+ 3.71% |
$703K - $746K
|
101K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.59K+ 5.61% |
$699K - $742K
|
67.7K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.58K+ 0.5% |
$697K - $740K
|
718K
$150M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.54K+ 1.92% |
$688K - $731K
|
188K
$39.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.54K+ 5.64% |
$688K - $730K
|
66.3K
$13.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.51K+ 45.81% |
$682K - $724K
|
11.2K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.46K+ 2.71% |
$673K - $714K
|
131K
$27.5M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.35K+ 24.41% |
$652K - $693K
|
17.1K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.33K+ 6.14% |
$647K - $687K
|
57.5K
$12.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.29K+ 6.85% |
$640K - $679K
|
51.3K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.28K+ 64.58% |
$637K - $677K
|
8.35K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.25K+ 3.9% |
$632K - $672K
|
86.6K
$18.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.24K+ 11.28% |
$629K - $668K
|
31.9K
$6.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
3.23K+ 30.38% |
$628K - $667K
|
13.9K
$2.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$626K - $665K
|
3.22K
$675K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.17K+ 54.94% |
$615K - $654K
|
8.93K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.16K+ 9.02% |
$614K - $652K
|
38.2K
$8.01M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3.11KNew |
$605K - $643K
|
3.11K
$653K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 1.86% |
$605K - $643K
|
170K
$35.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
3.08K+ 2.72% |
$599K - $636K
|
116K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.04KNew |
$591K - $627K
|
3.04K
$637K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3K+ 10.37% |
$583K - $620K
|
31.9K
$6.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.99K+ 2.02% |
$582K - $618K
|
151K
$31.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.98K+ 2.97% |
$580K - $616K
|
103K
$21.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.94K+ 40.63% |
$571K - $607K
|
10.2K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.92KNew |
$567K - $602K
|
2.92K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.91K+ 50.34% |
$566K - $602K
|
8.7K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.91K+ 3.59% |
$566K - $601K
|
84K
$17.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.91K+ 4.57% |
$565K - $600K
|
66.5K
$13.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.9K+ 30.18% |
$564K - $599K
|
12.5K
$2.62M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.83K+ 17.86% |
$551K - $585K
|
18.7K
$3.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.82KNew |
$549K - $583K
|
2.82K
$592K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.79K+ 11.34% |
$543K - $576K
|
27.4K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.78KNew |
$540K - $574K
|
2.78K
$582K
|
|