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 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13K- 12.02% |
$2.53M - $2.69M
|
95.2K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.8K- 24.46% |
$2.48M - $2.63M
|
39.4K
$8.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-12.1K- 5.23% |
$2.36M - $2.51M
|
220K
$46.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.6K- 4.09% |
$2.26M - $2.4M
|
273K
$57.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 9.81% |
$2.21M - $2.34M
|
104K
$21.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.3K- 11.26% |
$2.19M - $2.32M
|
88.7K
$18.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.5K- 2.71% |
$2.05M - $2.18M
|
378K
$79.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-10.2K- 2.74% |
$1.98M - $2.1M
|
361K
$75.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.95K- 23.85% |
$1.93M - $2.05M
|
31.8K
$6.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-9.69K- 71.47% |
$1.88M - $2M
|
3.87K
$811K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-9.66K- 68.43% |
$1.88M - $1.99M
|
4.46K
$934K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.53K- 3.48% |
$1.85M - $1.97M
|
265K
$55.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-8.46K- 86.29% |
$1.64M - $1.75M
|
1.34K
$282K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-8.25K- 7.02% |
$1.6M - $1.7M
|
109K
$22.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.12K- 14.91% |
$1.58M - $1.68M
|
46.3K
$9.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8K- 14.45% |
$1.55M - $1.65M
|
47.3K
$9.92M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.66K- 1.08% |
$1.49M - $1.58M
|
704K
$147M
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-7.46K- 16.66% |
$1.45M - $1.54M
|
37.3K
$7.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.12K- 5.56% |
$1.38M - $1.47M
|
121K
$25.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.77K- 13.94% |
$1.32M - $1.4M
|
41.8K
$8.77M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-6.71K- 52.79% |
$1.3M - $1.39M
|
6K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.32K- 1.81% |
$1.23M - $1.3M
|
343K
$72M
|
|
|
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
|
|
|
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 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
|
|