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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-28- 2.26% |
$5.44K - $5.78K
|
1.21K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.62% |
$5.44K - $5.78K
|
4.48K
$939K
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-27- 5.24% |
$5.25K - $5.58K
|
488
$102K
|
|
|
Nov 13, 2025
Q3 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-25- 12.5% |
$4.86K - $5.16K
|
175
$36.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25- 0.52% |
$4.86K - $5.16K
|
4.79K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-25- 0.08% |
$4.86K - $5.16K
|
31K
$6.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-25- 2.04% |
$4.86K - $5.16K
|
1.2K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-24- 1.18% |
$4.67K - $4.96K
|
2.01K
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-22- 3.26% |
$4.28K - $4.54K
|
653
$137K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-22- 0.39% |
$4.28K - $4.54K
|
5.58K
$1.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-20- 0.95% |
$3.89K - $4.13K
|
2.09K
$438K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 50.0% |
$3.89K - $4.13K
|
20
$4.19K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-20- 0.52% |
$3.89K - $4.13K
|
3.86K
$810K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-20- 0.84% |
$3.89K - $4.13K
|
2.36K
$494K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-20- 29.41% |
$3.89K - $4.13K
|
48
$10.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-19- 0.68% |
$3.69K - $3.92K
|
2.76K
$579K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-18- 0.22% |
$3.5K - $3.72K
|
8.29K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-18- 0.12% |
$3.5K - $3.72K
|
15K
$3.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-18- 1.72% |
$3.5K - $3.72K
|
1.03K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.35% |
$3.5K - $3.72K
|
5.09K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.63% |
$3.11K - $3.3K
|
2.52K
$527K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-16- 0.41% |
$3.11K - $3.3K
|
3.89K
$815K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-15- 0.81% |
$2.92K - $3.1K
|
1.84K
$386K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-15- 1.48% |
$2.92K - $3.1K
|
997
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.24% |
$2.72K - $2.89K
|
5.71K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-14- 1.11% |
$2.72K - $2.89K
|
1.24K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-13- 0.06% |
$2.53K - $2.68K
|
20.7K
$4.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13- 15.12% |
$2.53K - $2.68K
|
73
$15.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-13- 0.97% |
$2.53K - $2.68K
|
1.33K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-12- 0.37% |
$2.33K - $2.48K
|
3.22K
$675K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.18% |
$2.14K - $2.27K
|
5.99K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-11- 0.36% |
$2.14K - $2.27K
|
3.01K
$631K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 0.41% |
$1.94K - $2.07K
|
2.45K
$514K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-10- 0.53% |
$1.94K - $2.07K
|
1.87K
$391K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8- 0.1% |
$1.56K - $1.65K
|
7.93K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-8- 0.05% |
$1.56K - $1.65K
|
15.8K
$3.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-8- 1.53% |
$1.56K - $1.65K
|
516
$108K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7- 0.3% |
$1.36K - $1.45K
|
2.31K
$485K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 18.92% |
$1.36K - $1.45K
|
30
$6.29K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-7- 0.64% |
$1.36K - $1.45K
|
1.1K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-7- 0.45% |
$1.36K - $1.45K
|
1.55K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-6- 0.55% |
$1.17K - $1.24K
|
1.09K
$228K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-6- 35.29% |
$1.17K - $1.24K
|
11
$2.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Campion Asset Management
|
SELL
|
- |
-5- 0.31% |
$972 - $1.03K
|
1.63K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-5- 0.42% |
$972 - $1.03K
|
1.17K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5- 0.22% |
$972 - $1.03K
|
2.26K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-4- 3.01% |
$778 - $826
|
129
$27K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 1.41% |
$778 - $826
|
280
$58.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-4- 0.38% |
$778 - $826
|
1.04K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3- 0.18% |
$583 - $620
|
1.63K
$341K
|
|