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
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1.71KNew |
$333K - $353K
|
1.71K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.7K+ 6.09% |
$331K - $351K
|
29.6K
$6.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.7KNew |
$330K - $350K
|
1.7K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.65K+ 15.24% |
$322K - $342K
|
12.5K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 9.09% |
$313K - $333K
|
19.3K
$4.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.6K+ 3.85% |
$311K - $331K
|
43.1K
$9.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.6K+ 14.95% |
$311K - $330K
|
12.3K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
1.55K+ 17.36% |
$301K - $320K
|
10.5K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 3.79% |
$300K - $319K
|
42.3K
$8.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 11.87% |
$300K - $319K
|
14.6K
$3.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.54KNew |
$300K - $318K
|
1.54K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.51KNew |
$293K - $311K
|
1.51K
$316K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 2.51% |
$290K - $307K
|
60.9K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.49K+ 12.81% |
$289K - $307K
|
13.1K
$2.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.48K+ 10.29% |
$288K - $306K
|
15.9K
$3.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.47K+ 7.28% |
$287K - $304K
|
21.7K
$4.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.47K+ 1.55% |
$285K - $303K
|
96.1K
$20.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.46K+ 198.1% |
$284K - $302K
|
2.2K
$461K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
1.42KNew |
$276K - $293K
|
1.42K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.38K+ 13.02% |
$269K - $286K
|
12K
$2.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.36K+ 3.9% |
$265K - $281K
|
36.3K
$7.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 29.3% |
$262K - $278K
|
5.94K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.34K+ 0.88% |
$261K - $277K
|
155K
$32.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.33KNew |
$259K - $275K
|
1.33K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
1.33KNew |
$258K - $274K
|
1.33K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.33K+ 18.66% |
$258K - $274K
|
8.43K
$1.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.32KNew |
$257K - $273K
|
1.32K
$278K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.32K+ 86.52% |
$257K - $273K
|
2.85K
$597K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.32KNew |
$257K - $273K
|
1.32K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32K+ 13.89% |
$257K - $273K
|
10.8K
$2.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 6.64% |
$256K - $272K
|
21.1K
$4.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1.3K+ 100.0% |
$253K - $268K
|
2.6K
$545K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.3KNew |
$252K - $268K
|
1.3K
$272K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.29K+ 227.11% |
$251K - $266K
|
1.86K
$389K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.29K+ 3.2% |
$250K - $266K
|
41.4K
$8.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.27K+ 1.06% |
$247K - $262K
|
122K
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$243K - $258K
|
1.25K
$262K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.25KNew |
$242K - $257K
|
1.25K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.21K+ 1.41% |
$234K - $249K
|
86.8K
$18.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.2KNew |
$234K - $248K
|
1.2K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.19K+ 5.65% |
$232K - $246K
|
22.3K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.19K+ 61.53% |
$231K - $246K
|
3.12K
$655K
|
|
|
Nov 07, 2025
Q3 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.17K+ 1831.25% |
$228K - $242K
|
1.24K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.16K+ 3.27% |
$226K - $240K
|
36.7K
$7.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.16K+ 7.61% |
$225K - $239K
|
16.4K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.16K+ 1.63% |
$225K - $239K
|
72K
$15.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.15KNew |
$224K - $238K
|
1.15K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
1.15KNew |
$223K - $237K
|
1.15K
$241K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15K+ 1.3% |
$223K - $237K
|
89.6K
$18.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.15K+ 16.07% |
$223K - $236K
|
8.27K
$1.73M
|
|