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 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.12K+ 45.95% |
$218K - $231K
|
3.55K
$745K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.1K+ 19.09% |
$215K - $228K
|
6.89K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.1K+ 8.3% |
$214K - $227K
|
14.4K
$3.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.09K+ 25.74% |
$212K - $225K
|
5.33K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 5.23% |
$209K - $222K
|
21.6K
$4.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.07K+ 5.63% |
$208K - $221K
|
20.1K
$4.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.05KNew |
$204K - $217K
|
1.05K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.05K+ 48.97% |
$203K - $216K
|
3.18K
$667K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.05KNew |
$203K - $216K
|
1.05K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.04KNew |
$202K - $215K
|
1.04K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.02KNew |
$199K - $211K
|
1.02K
$215K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$199K - $211K
|
1.02K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.02KNew |
$198K - $211K
|
1.02K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.01K+ 5.04% |
$196K - $209K
|
21K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.01KNew |
$196K - $208K
|
1.01K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.01KNew |
$196K - $208K
|
1.01K
$211K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1KNew |
$195K - $207K
|
1K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
994New |
$193K - $205K
|
994
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
990New |
$192K - $204K
|
990
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
990New |
$192K - $204K
|
990
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
988New |
$192K - $204K
|
988
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
988New |
$192K - $204K
|
988
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
984+ 3.08% |
$191K - $203K
|
32.9K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
982New |
$191K - $203K
|
982
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
982New |
$191K - $203K
|
982
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
980New |
$191K - $202K
|
980
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
979New |
$190K - $202K
|
979
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
978New |
$190K - $202K
|
978
$205K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
975+ 8.1% |
$190K - $201K
|
13K
$2.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
973+ 0.46% |
$189K - $201K
|
211K
$44.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
972New |
$189K - $201K
|
972
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
969New |
$188K - $200K
|
969
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
916+ 26.53% |
$178K - $189K
|
4.37K
$916K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
914+ 37.85% |
$178K - $189K
|
3.33K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
914+ 19.79% |
$178K - $189K
|
5.53K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
903+ 18.55% |
$176K - $186K
|
5.77K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
902+ 2.35% |
$175K - $186K
|
39.2K
$8.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
893New |
$174K - $184K
|
893
$187K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
893+ 3.39% |
$174K - $184K
|
27.2K
$5.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
886+ 12.54% |
$172K - $183K
|
7.95K
$1.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
883+ 25.27% |
$172K - $182K
|
4.38K
$917K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
881New |
$171K - $182K
|
881
$185K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
876+ 11.78% |
$170K - $181K
|
8.32K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
871+ 1.36% |
$169K - $180K
|
64.8K
$13.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
856+ 10.92% |
$166K - $177K
|
8.7K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
848+ 2.05% |
$165K - $175K
|
42.3K
$8.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
847+ 7.29% |
$165K - $175K
|
12.5K
$2.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
846+ 64.98% |
$164K - $175K
|
2.15K
$450K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
843+ 6.7% |
$164K - $174K
|
13.4K
$2.81M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
835+ 5.64% |
$162K - $172K
|
15.6K
$3.28M
|
|