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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.1K- 2.12% |
$1.19M - $1.26M
|
282K
$59.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.82K- 5.18% |
$1.13M - $1.2M
|
106K
$22.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.8K- 9.28% |
$1.13M - $1.2M
|
56.8K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-5.77K- 18.52% |
$1.12M - $1.19M
|
25.4K
$5.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.71K- 2.34% |
$1.11M - $1.18M
|
238K
$49.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.7K- 4.17% |
$1.11M - $1.18M
|
131K
$27.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.63K- 10.88% |
$1.09M - $1.16M
|
46.1K
$9.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.34K- 16.63% |
$1.04M - $1.1M
|
26.8K
$5.62M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.32K- 4.4% |
$1.03M - $1.1M
|
116K
$24.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.07K- 2.02% |
$986K - $1.05M
|
246K
$51.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.71K- 19.47% |
$917K - $973K
|
19.5K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.64K- 82.07% |
$902K - $958K
|
1.01K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.58K- 3.1% |
$891K - $947K
|
143K
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.37K- 2.72% |
$849K - $901K
|
156K
$32.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-4.36K- 39.75% |
$849K - $901K
|
6.61K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.35K- 5.1% |
$846K - $898K
|
81K
$17M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-4.22K- 50.0% |
$821K - $872K
|
4.22K
$885K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.06K- 36.65% |
$789K - $838K
|
7.01K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.94K- 14.3% |
$766K - $814K
|
23.6K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.93K- 14.82% |
$764K - $812K
|
22.6K
$4.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.89K- 1.3% |
$756K - $803K
|
296K
$62M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.82K- 71.36% |
$742K - $788K
|
1.53K
$321K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.82K- 18.05% |
$742K - $788K
|
17.3K
$3.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.81K- 4.53% |
$741K - $787K
|
80.4K
$16.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.69K- 3.77% |
$717K - $761K
|
94.2K
$19.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-3.63K- 18.95% |
$705K - $749K
|
15.5K
$3.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.61K- 11.08% |
$701K - $744K
|
28.9K
$6.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.59K- 6.97% |
$697K - $741K
|
47.9K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.46K- 31.47% |
$674K - $715K
|
7.55K
$1.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.29K- 5.62% |
$640K - $680K
|
55.3K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-3.29K- 42.82% |
$640K - $679K
|
4.39K
$921K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.26K- 25.27% |
$634K - $674K
|
9.65K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.16K- 2.36% |
$614K - $652K
|
131K
$27.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.09K- 11.47% |
$600K - $637K
|
23.8K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.03K- 3.61% |
$588K - $625K
|
80.9K
$17M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.96K- 1.51% |
$576K - $612K
|
194K
$40.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-2.83K- 1.06% |
$551K - $585K
|
266K
$55.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.82K- 2.82% |
$549K - $583K
|
97.3K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.72K- 24.72% |
$529K - $562K
|
8.29K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.72K- 1.69% |
$528K - $561K
|
158K
$33.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.62K- 34.86% |
$509K - $541K
|
4.9K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.56K- 98.96% |
$498K - $529K
|
27
$5.66K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.54K- 98.26% |
$493K - $524K
|
45
$9.43K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.51K- 4.56% |
$489K - $519K
|
52.6K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-2.5K- 32.05% |
$486K - $516K
|
5.3K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 10.43% |
$472K - $501K
|
20.9K
$4.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.43K- 3.28% |
$472K - $501K
|
71.6K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.36K- 60.99% |
$459K - $488K
|
1.51K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.35K- 2.03% |
$458K - $486K
|
114K
$23.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.33K- 67.54% |
$453K - $481K
|
1.12K
$235K
|
|