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 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
480+ 0.76% |
$93.3K - $99.1K
|
63.9K
$13.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
476+ 16.49% |
$92.6K - $98.3K
|
3.36K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
472+ 4.98% |
$91.8K - $97.5K
|
9.95K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
462+ 13.38% |
$89.8K - $95.4K
|
3.92K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
462+ 0.41% |
$89.8K - $95.4K
|
113K
$23.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
459+ 22.63% |
$89.2K - $94.8K
|
2.49K
$521K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
452+ 2.01% |
$87.9K - $93.3K
|
22.9K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
448+ 1.01% |
$87.1K - $92.5K
|
45K
$9.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
436+ 9.41% |
$84.8K - $90K
|
5.07K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
434+ 0.57% |
$84.4K - $89.6K
|
76.1K
$16M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
434+ 2.76% |
$84.4K - $89.6K
|
16.2K
$3.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
426+ 376.99% |
$82.8K - $88K
|
539
$113K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
424+ 2.62% |
$82.4K - $87.6K
|
16.6K
$3.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
418+ 10.87% |
$81.3K - $86.3K
|
4.26K
$894K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
417+ 13.44% |
$81.1K - $86.1K
|
3.52K
$738K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
415+ 7.48% |
$80.7K - $85.7K
|
5.97K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
410+ 6.54% |
$79.7K - $84.7K
|
6.68K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
404+ 0.43% |
$78.6K - $83.4K
|
95K
$19.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
396+ 30.58% |
$77K - $81.8K
|
1.69K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
387+ 3.75% |
$75.2K - $79.9K
|
10.7K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
385+ 4.18% |
$74.9K - $79.5K
|
9.6K
$2.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
385+ 28.48% |
$74.9K - $79.5K
|
1.74K
$364K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
383+ 13.17% |
$74.5K - $79.1K
|
3.29K
$690K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
378New |
$73.5K - $78.1K
|
378
$79.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
375+ 12.48% |
$72.9K - $77.4K
|
3.38K
$708K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
373New |
$72.5K - $77K
|
373
$78.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
372+ 27.6% |
$72.3K - $76.8K
|
1.72K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
367+ 7.99% |
$71.4K - $75.8K
|
4.96K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
366New |
$71.2K - $75.6K
|
366
$76.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
365+ 10.68% |
$71K - $75.4K
|
3.78K
$793K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
358+ 3.43% |
$69.6K - $73.9K
|
10.8K
$2.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
350+ 13.1% |
$68.1K - $72.3K
|
3.02K
$633K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
345+ 0.71% |
$67.1K - $71.2K
|
49K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
338+ 69.98% |
$65.7K - $69.8K
|
821
$172K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
337+ 1.0% |
$65.5K - $69.6K
|
34.1K
$7.15M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
334+ 1.21% |
$64.9K - $69K
|
28K
$5.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
323+ 157.56% |
$62.8K - $66.7K
|
528
$111K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
321+ 12.67% |
$62.4K - $66.3K
|
2.85K
$598K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
319+ 14.29% |
$62K - $65.9K
|
2.55K
$535K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
319+ 6.79% |
$62K - $65.9K
|
5.02K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
317+ 7.9% |
$61.6K - $65.5K
|
4.33K
$908K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
316New |
$61.4K - $65.3K
|
316
$66.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
315+ 4.47% |
$61.2K - $65.1K
|
7.36K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
314+ 4.66% |
$61.1K - $64.8K
|
7.05K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
312+ 151.46% |
$60.7K - $64.4K
|
518
$109K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
306+ 1.5% |
$59.5K - $63.2K
|
20.7K
$4.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
292+ 11.19% |
$56.8K - $60.3K
|
2.9K
$608K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
291+ 20.49% |
$56.6K - $60.1K
|
1.71K
$359K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
290+ 9.25% |
$56.4K - $59.9K
|
3.43K
$718K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
283+ 3.52% |
$55K - $58.4K
|
8.33K
$1.75M
|
|