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 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.31K- 51.62% |
$449K - $477K
|
2.16K
$454K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.27K- 8.42% |
$442K - $470K
|
24.7K
$5.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 1.71% |
$432K - $459K
|
127K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.22K- 15.68% |
$432K - $458K
|
11.9K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.18K- 23.08% |
$423K - $450K
|
7.26K
$1.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-2.05K- 8.38% |
$398K - $423K
|
22.4K
$4.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.05K- 86.29% |
$398K - $422K
|
325
$68.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.03K- 31.35% |
$394K - $418K
|
4.44K
$930K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.02K- 0.74% |
$392K - $416K
|
270K
$56.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-2K- 0.67% |
$388K - $412K
|
295K
$61.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-1.98K- 18.44% |
$384K - $408K
|
8.73K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.94K- 6.49% |
$377K - $401K
|
27.9K
$5.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.85K- 64.04% |
$360K - $383K
|
1.04K
$218K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.82K- 1.34% |
$353K - $375K
|
134K
$28.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.81K- 1.0% |
$352K - $374K
|
179K
$37.6M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.8K- 24.86% |
$350K - $371K
|
5.43K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.77K- 44.46% |
$344K - $366K
|
2.21K
$464K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.76K- 24.18% |
$342K - $363K
|
5.52K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.71K- 6.27% |
$332K - $352K
|
25.5K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.68K- 2.31% |
$326K - $346K
|
71K
$14.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-1.67K- 12.63% |
$324K - $344K
|
11.5K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.65K- 5.53% |
$320K - $340K
|
28.1K
$5.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.63K- 19.52% |
$317K - $336K
|
6.71K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.62K- 5.97% |
$314K - $334K
|
25.5K
$5.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.57K- 13.16% |
$304K - $323K
|
10.3K
$2.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.56K- 7.41% |
$303K - $322K
|
19.5K
$4.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.53K- 6.52% |
$298K - $316K
|
22K
$4.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.53K- 1.55% |
$297K - $316K
|
97.1K
$20.3M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.52K- 2.33% |
$295K - $313K
|
63.5K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.49K- 10.91% |
$290K - $307K
|
12.2K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.47K- 0.6% |
$286K - $304K
|
245K
$51.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.47K- 1.4% |
$285K - $303K
|
103K
$21.6M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.46K- 39.76% |
$283K - $301K
|
2.21K
$462K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 23.96% |
$279K - $296K
|
4.56K
$955K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.43K- 8.34% |
$277K - $294K
|
15.7K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.41K- 5.57% |
$274K - $291K
|
23.9K
$5.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.4K- 22.0% |
$273K - $290K
|
4.97K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.36K- 19.86% |
$265K - $282K
|
5.5K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.33K- 3.92% |
$258K - $274K
|
32.5K
$6.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.28K- 4.82% |
$248K - $264K
|
25.2K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.21K- 6.31% |
$235K - $250K
|
18K
$3.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.17K- 12.28% |
$228K - $242K
|
8.37K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.16K- 42.45% |
$226K - $240K
|
1.58K
$331K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.16K- 6.11% |
$226K - $240K
|
17.9K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.12K- 36.06% |
$218K - $232K
|
1.99K
$417K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.06K- 1.08% |
$206K - $218K
|
96.9K
$20.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.06K- 5.72% |
$205K - $218K
|
17.4K
$3.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.03K- 9.14% |
$200K - $212K
|
10.2K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 12.5% |
$199K - $211K
|
7.17K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-1.02K- 45.85% |
$199K - $211K
|
1.21K
$253K
|
|