Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-35.2K- 83.29% |
$7.14M - $7.47M
|
7.07K
$1.48M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.1K- 10.51% |
$2.46M - $2.58M
|
103K
$21.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-11.4K- 16.25% |
$2.31M - $2.42M
|
58.8K
$12.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.75K- 3.73% |
$961K - $1.01M
|
123K
$25.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
SELL
|
- |
-3.13K- 5.42% |
$633K - $663K
|
54.6K
$11.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.04K- 3.01% |
$616K - $645K
|
97.9K
$20.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.31K- 7.98% |
$468K - $490K
|
26.6K
$5.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.1K- 9.13% |
$424K - $444K
|
20.8K
$4.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.69K- 1.29% |
$341K - $358K
|
129K
$27.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.68K- 6.34% |
$341K - $357K
|
24.9K
$5.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.65K- 2.15% |
$334K - $350K
|
75.1K
$15.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.61K- 3.36% |
$326K - $341K
|
46.3K
$9.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 2.26% |
$310K - $324K
|
66.1K
$13.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.53K- 5.99% |
$309K - $324K
|
24K
$5.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.38K- 12.01% |
$280K - $293K
|
10.1K
$2.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.34K- 43.9% |
$272K - $285K
|
1.72K
$359K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.09K- 1.97% |
$220K - $231K
|
54.2K
$11.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.03K- 4.59% |
$208K - $218K
|
21.4K
$4.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.01K- 15.0% |
$204K - $214K
|
5.72K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-963- 0.79% |
$195K - $204K
|
121K
$25.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-900- 6.91% |
$182K - $191K
|
12.1K
$2.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-750- 34.25% |
$152K - $159K
|
1.44K
$302K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-719- 8.79% |
$146K - $152K
|
7.46K
$1.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-661- 1.77% |
$134K - $140K
|
36.6K
$7.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-648- 14.07% |
$131K - $137K
|
3.96K
$830K
|
|
|
Jan 21, 2026
Q4 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-549- 7.66% |
$111K - $116K
|
6.61K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-477- 0.56% |
$96.6K - $101K
|
84.2K
$17.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-459- 2.28% |
$93K - $97.3K
|
19.7K
$4.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-440- 8.83% |
$89.1K - $93.3K
|
4.54K
$952K
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-436- 2.05% |
$88.3K - $92.5K
|
20.9K
$4.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-413- 1.52% |
$83.6K - $87.6K
|
26.8K
$5.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-407- 94.43% |
$82.4K - $86.3K
|
24
$5.03K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-395- 1.34% |
$80K - $83.8K
|
29.1K
$6.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-365- 67.72% |
$73.9K - $77.4K
|
174
$36.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-314- 4.19% |
$63.6K - $66.6K
|
7.18K
$1.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-314- 14.51% |
$63.6K - $66.6K
|
1.85K
$388K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-304- 9.95% |
$61.6K - $64.5K
|
2.75K
$576K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-290- 3.0% |
$58.7K - $61.5K
|
9.36K
$1.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-283- 6.18% |
$57.3K - $60K
|
4.29K
$900K
|
|
|
Jan 20, 2026
Q4 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-250- 2.75% |
$50.6K - $53K
|
8.84K
$1.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-224- 2.97% |
$45.4K - $47.5K
|
7.32K
$1.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-199- 10.42% |
$40.3K - $42.2K
|
1.71K
$358K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-183- 0.63% |
$37.1K - $38.8K
|
29.1K
$6.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-178- 2.54% |
$36K - $37.7K
|
6.84K
$1.43M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-177- 1.32% |
$35.8K - $37.5K
|
13.2K
$2.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-169- 2.27% |
$34.2K - $35.8K
|
7.27K
$1.52M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-164- 2.03% |
$33.2K - $34.8K
|
7.93K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-156- 1.62% |
$31.6K - $33.1K
|
9.49K
$1.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-150- 9.68% |
$30.4K - $31.8K
|
1.4K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-146- 7.03% |
$29.6K - $31K
|
1.93K
$405K
|
|