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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.02K- 2.77% |
$198K - $211K
|
35.8K
$7.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1K- 9.57% |
$195K - $207K
|
9.48K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-999- 50.53% |
$194K - $206K
|
978
$205K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-996- 1.03% |
$194K - $206K
|
95.9K
$20.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-991- 1.69% |
$193K - $205K
|
57.7K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-951- 16.72% |
$185K - $196K
|
4.74K
$993K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-950- 0.88% |
$185K - $196K
|
107K
$22.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-939- 1.76% |
$183K - $194K
|
52.5K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-920- 1.5% |
$179K - $190K
|
60.5K
$12.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-911- 4.18% |
$177K - $188K
|
20.9K
$4.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-889- 42.39% |
$173K - $184K
|
1.21K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-882- 21.44% |
$171K - $182K
|
3.23K
$677K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-880- 9.84% |
$171K - $182K
|
8.06K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-862- 0.98% |
$168K - $178K
|
87.1K
$18.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-848- 8.52% |
$165K - $175K
|
9.1K
$1.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-837- 0.53% |
$163K - $173K
|
157K
$32.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-834- 2.25% |
$162K - $172K
|
36.2K
$7.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-830- 13.13% |
$161K - $171K
|
5.49K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-827- 2.14% |
$161K - $171K
|
37.9K
$7.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-826- 4.56% |
$161K - $171K
|
17.3K
$3.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-821- 30.36% |
$160K - $170K
|
1.88K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-800- 20.13% |
$156K - $165K
|
3.17K
$665K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-800- 0.9% |
$156K - $165K
|
87.7K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-796- 16.09% |
$155K - $164K
|
4.15K
$870K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-783- 0.71% |
$152K - $162K
|
110K
$23M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-772- 3.98% |
$150K - $159K
|
18.6K
$3.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-766- 16.57% |
$149K - $158K
|
3.86K
$808K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-757- 15.88% |
$147K - $156K
|
4.01K
$841K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-756- 4.47% |
$147K - $156K
|
16.2K
$3.39M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-749- 3.82% |
$146K - $155K
|
18.9K
$3.95M
|
|