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 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.1K- 10.51% |
$2.46M - $2.58M
|
103K
$21.7M
|
|
|
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 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.68K- 6.34% |
$341K - $357K
|
24.9K
$5.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.34K- 43.9% |
$272K - $285K
|
1.72K
$359K
|
|
|
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 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-440- 8.83% |
$89.1K - $93.3K
|
4.54K
$952K
|
|
|
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 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 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-146- 7.03% |
$29.6K - $31K
|
1.93K
$405K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-82- 5.34% |
$16.6K - $17.4K
|
1.46K
$305K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-74- 3.77% |
$15K - $15.7K
|
1.89K
$396K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-55- 1.0% |
$11.1K - $11.7K
|
5.46K
$1.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-40- 49.38% |
$8.1K - $8.48K
|
41
$8.59K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-37- 0.45% |
$7.49K - $7.85K
|
8.16K
$1.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-19- 0.03% |
$3.85K - $4.03K
|
67.5K
$14.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-8- 0.06% |
$1.62K - $1.7K
|
13.2K
$2.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$203 - $212
|
4.26K
$892K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-790K- 33.56% |
$154M - $163M
|
1.56M
$328M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-415K- 53.75% |
$80.6M - $85.6M
|
357K
$74.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-226K- 36.58% |
$43.9M - $46.6M
|
391K
$82M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-157K- 2.49% |
$30.5M - $32.3M
|
6.14M
$1.29B
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-127K- 51.95% |
$24.6M - $26.2M
|
117K
$24.6M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-109K- 14.85% |
$21.2M - $22.6M
|
626K
$131M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-97.7K- 86.84% |
$19M - $20.2M
|
14.8K
$3.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-95.5K- 14.94% |
$18.6M - $19.7M
|
544K
$114M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92K- 55.68% |
$17.9M - $19M
|
73.2K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-87.8K- 7.89% |
$17.1M - $18.1M
|
1.02M
$215M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-60.3K- 49.18% |
$11.7M - $12.4M
|
62.3K
$13.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-52.2K- 80.35% |
$10.1M - $10.8M
|
12.8K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-49.2K- 82.85% |
$9.56M - $10.2M
|
10.2K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-46.9K- 89.27% |
$9.12M - $9.69M
|
5.64K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-45.3K- 92.83% |
$8.81M - $9.36M
|
3.5K
$733K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39.3K- 6.42% |
$7.63M - $8.11M
|
572K
$120M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 4.92% |
$4.82M - $5.12M
|
479K
$100M
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-24.2K- 68.38% |
$4.71M - $5M
|
11.2K
$2.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-22.9K- 15.88% |
$4.46M - $4.74M
|
121K
$25.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.7K- 47.5% |
$4.42M - $4.69M
|
25.1K
$5.26M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-20.1K- 18.96% |
$3.91M - $4.15M
|
85.9K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-19.4K- 83.61% |
$3.78M - $4.01M
|
3.81K
$799K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-15.7K- 81.42% |
$3.05M - $3.24M
|
3.58K
$751K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-15.6K- 4.75% |
$3.03M - $3.22M
|
313K
$65.6M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-15.2K- 1.76% |
$2.95M - $3.14M
|
849K
$178M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15K- 9.18% |
$2.92M - $3.1M
|
149K
$31.1M
|
|