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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-120- 8.31% |
$20.2K - $23.5K
|
1.32K
$278K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-117- 2.34% |
$19.7K - $22.9K
|
4.88K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-117- 8.89% |
$19.7K - $22.9K
|
1.2K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-116- 8.72% |
$19.5K - $22.7K
|
1.22K
$255K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-102- 6.4% |
$17.2K - $19.9K
|
1.49K
$313K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-100- 2.2% |
$16.8K - $19.5K
|
4.44K
$930K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-98- 4.37% |
$16.5K - $19.2K
|
2.15K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-97- 0.14% |
$16.3K - $19K
|
70K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-88- 5.41% |
$14.8K - $17.2K
|
1.54K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-88- 16.36% |
$14.8K - $17.2K
|
450
$94.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-78- 57.78% |
$13.1K - $15.2K
|
57
$11.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-74- 2.18% |
$12.5K - $14.5K
|
3.33K
$697K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 5.8% |
$11.8K - $13.7K
|
1.14K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-59- 4.08% |
$9.93K - $11.5K
|
1.39K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-57- 3.91% |
$9.6K - $11.1K
|
1.4K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-56- 3.95% |
$9.43K - $10.9K
|
1.36K
$285K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-53- 1.18% |
$8.92K - $10.4K
|
4.43K
$928K
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 2.19% |
$8.42K - $9.77K
|
2.23K
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-49- 2.27% |
$8.25K - $9.58K
|
2.11K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-41- 0.43% |
$6.9K - $8.01K
|
9.45K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-40- 17.78% |
$6.73K - $7.82K
|
185
$38.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$6.23K - $7.23K
|
6.33K
$1.33M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-34- 0.31% |
$5.72K - $6.64K
|
10.9K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-31- 20.0% |
$5.22K - $6.06K
|
124
$26K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$5.05K - $5.86K
|
38.8K
$8.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-28- 2.1% |
$4.71K - $5.47K
|
1.3K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-27- 3.95% |
$4.55K - $5.28K
|
657
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-27- 1.35% |
$4.55K - $5.28K
|
1.97K
$413K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-26- 0.61% |
$4.38K - $5.08K
|
4.22K
$884K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-22- 1.93% |
$3.7K - $4.3K
|
1.12K
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-19- 0.32% |
$3.2K - $3.71K
|
5.9K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-18- 1.08% |
$3.03K - $3.52K
|
1.65K
$346K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 1.32% |
$3.03K - $3.52K
|
1.35K
$283K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-17- 1.23% |
$2.86K - $3.32K
|
1.37K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-11- 0.08% |
$1.85K - $2.15K
|
13.3K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 0.53% |
$1.68K - $1.95K
|
1.89K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-9- 0.37% |
$1.52K - $1.76K
|
2.42K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-8- 0.08% |
$1.35K - $1.56K
|
10.5K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-8- 0.68% |
$1.35K - $1.56K
|
1.17K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-7- 0.47% |
$1.18K - $1.37K
|
1.48K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5- 0.13% |
$842 - $977
|
3.95K
$828K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3- 0.11% |
$505 - $586
|
2.61K
$547K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1- 0.04% |
$168 - $195
|
2.83K
$594K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 1.06% |
$168 - $195
|
93
$19.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1- 0.02% |
$168 - $195
|
4.53K
$948K
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-404K- 99.96% |
$75.1M - $80.3M
|
152
$31.9K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-87K- 98.39% |
$16.2M - $17.3M
|
1.42K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.5K- 72.11% |
$7.15M - $7.65M
|
14.9K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31.5K- 91.39% |
$5.85M - $6.25M
|
2.97K
$622K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-29.3K- 20.09% |
$5.45M - $5.82M
|
117K
$24.4M
|
|