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 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
829+ 1.24% |
$161K - $171K
|
67.7K
$14.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
820+ 36.66% |
$159K - $169K
|
3.06K
$641K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
816+ 21.52% |
$159K - $169K
|
4.61K
$966K
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
807+ 6.03% |
$157K - $167K
|
14.2K
$2.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
807+ 0.21% |
$157K - $167K
|
392K
$82.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
800+ 3.38% |
$156K - $165K
|
24.5K
$5.14M
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
792+ 5.79% |
$154K - $164K
|
14.5K
$3.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
792+ 1.52% |
$154K - $164K
|
52.8K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
767+ 36.45% |
$149K - $158K
|
2.87K
$602K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
766+ 2.1% |
$149K - $158K
|
37.3K
$7.82M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
764+ 8.15% |
$149K - $158K
|
10.1K
$2.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
741+ 37.42% |
$144K - $153K
|
2.72K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
728New |
$142K - $150K
|
728
$153K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
727+ 37.42% |
$141K - $150K
|
2.67K
$560K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
725+ 38.98% |
$141K - $150K
|
2.59K
$542K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
720+ 30.48% |
$140K - $149K
|
3.08K
$646K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
720+ 25.27% |
$140K - $149K
|
3.57K
$748K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
708New |
$138K - $146K
|
708
$148K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
707+ 18.35% |
$137K - $146K
|
4.56K
$956K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
706+ 14.23% |
$137K - $146K
|
5.67K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
703+ 183.55% |
$137K - $145K
|
1.09K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
697+ 10.37% |
$136K - $144K
|
7.42K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
692+ 31.12% |
$135K - $143K
|
2.92K
$611K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
690+ 188.01% |
$134K - $142K
|
1.06K
$222K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
674+ 33.37% |
$131K - $139K
|
2.69K
$565K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
666+ 0.28% |
$129K - $138K
|
238K
$49.9M
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
663+ 8.8% |
$129K - $137K
|
8.2K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
660+ 4.36% |
$128K - $136K
|
15.8K
$3.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
658+ 4.16% |
$128K - $136K
|
16.5K
$3.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
656+ 7.0% |
$128K - $135K
|
10K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
650+ 2.13% |
$126K - $134K
|
31.1K
$6.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
636+ 1.08% |
$124K - $131K
|
59.5K
$12.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
632+ 56.73% |
$123K - $131K
|
1.75K
$366K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
631+ 7.39% |
$123K - $130K
|
9.17K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
604+ 10.8% |
$117K - $125K
|
6.2K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
590+ 11.0% |
$115K - $122K
|
5.95K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
588+ 1.54% |
$114K - $121K
|
38.9K
$8.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
563New |
$109K - $116K
|
563
$118K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
561+ 2.18% |
$109K - $116K
|
26.3K
$5.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
555+ 13.06% |
$108K - $115K
|
4.81K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
550+ 0.73% |
$107K - $114K
|
76.3K
$16M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
550New |
$107K - $114K
|
550
$115K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
549+ 0.77% |
$107K - $113K
|
71.7K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
521+ 6.28% |
$101K - $108K
|
8.81K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
514+ 4.1% |
$99.9K - $106K
|
13.1K
$2.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
510+ 6.65% |
$99.2K - $105K
|
8.18K
$1.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
502+ 0.82% |
$97.6K - $104K
|
61.6K
$12.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
495+ 26.2% |
$96.2K - $102K
|
2.38K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
485+ 13.2% |
$94.3K - $100K
|
4.16K
$872K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
481+ 30.14% |
$93.5K - $99.3K
|
2.08K
$435K
|
|