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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3- 0.18% |
$583 - $620
|
1.63K
$341K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-3- 0.5% |
$583 - $620
|
593
$124K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-2- 40.0% |
$389 - $413
|
3
$629
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1- 0.05% |
$194 - $207
|
2.05K
$429K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 46.76% |
$19.4M - $22.5M
|
131K
$27.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-104K- 94.01% |
$17.5M - $20.3M
|
6.61K
$1.39M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-98.3K- 98.36% |
$16.5M - $19.2M
|
1.64K
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-82.9K- 99.52% |
$14M - $16.2M
|
400
$83.8K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-45.8KClosed |
$7.72M - $8.96M
|
0
$0
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35K- 2.79% |
$5.89M - $6.84M
|
1.22M
$255M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.1K- 76.66% |
$5.23M - $6.07M
|
9.46K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-13.5K- 23.59% |
$2.27M - $2.64M
|
43.7K
$9.17M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.8K- 10.34% |
$1.98M - $2.3M
|
102K
$21.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6K- 29.79% |
$1.01M - $1.17M
|
14.1K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.52K- 4.04% |
$761K - $883K
|
107K
$22.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.23K- 34.99% |
$376K - $437K
|
4.15K
$870K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-1.5K- 55.56% |
$253K - $293K
|
1.2K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.18K- 63.61% |
$198K - $230K
|
674
$141K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-979- 50.41% |
$165K - $191K
|
963
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-861- 21.25% |
$145K - $168K
|
3.19K
$669K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-854- 37.51% |
$144K - $167K
|
1.42K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-842- 25.5% |
$142K - $165K
|
2.46K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-783- 10.75% |
$132K - $153K
|
6.5K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-736- 29.35% |
$124K - $144K
|
1.77K
$371K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-706- 35.66% |
$119K - $138K
|
1.27K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-597- 52.97% |
$100K - $117K
|
530
$111K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-528- 28.82% |
$88.9K - $103K
|
1.3K
$273K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-462- 18.43% |
$77.8K - $90.3K
|
2.05K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-432- 3.49% |
$72.7K - $84.4K
|
11.9K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-410- 1.87% |
$69K - $80.1K
|
21.6K
$4.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-349- 12.82% |
$58.8K - $68.2K
|
2.37K
$497K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-295- 18.89% |
$49.7K - $57.6K
|
1.27K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-280- 18.58% |
$47.1K - $54.7K
|
1.23K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 17.9% |
$45.3K - $52.6K
|
1.23K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-265- 12.49% |
$44.6K - $51.8K
|
1.86K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-256- 11.05% |
$43.1K - $50K
|
2.06K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-242- 10.19% |
$40.7K - $47.3K
|
2.13K
$447K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-239- 3.23% |
$40.2K - $46.7K
|
7.16K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-203- 17.37% |
$34.2K - $39.7K
|
966
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-200- 15.94% |
$33.7K - $39.1K
|
1.06K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-190- 4.26% |
$32K - $37.1K
|
4.27K
$896K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-170- 3.92% |
$28.6K - $33.2K
|
4.17K
$873K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-169- 32.44% |
$28.4K - $33K
|
352
$73.8K
|
|
|
Nov 06, 2025
Q2 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-162- 12.21% |
$27.3K - $31.7K
|
1.17K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-150- 30.18% |
$25.3K - $29.3K
|
347
$72.7K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-144- 28.35% |
$24.2K - $28.1K
|
364
$76.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-137- 1.37% |
$23.1K - $26.8K
|
9.89K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-136- 7.43% |
$22.9K - $26.6K
|
1.69K
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-136- 1.67% |
$22.9K - $26.6K
|
8K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-131- 1.0% |
$22.1K - $25.6K
|
12.9K
$2.71M
|
|