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 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-747- 8.33% |
$145K - $154K
|
8.22K
$1.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-735- 2.1% |
$143K - $152K
|
34.2K
$7.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-733- 3.6% |
$143K - $151K
|
19.6K
$4.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-675- 2.19% |
$131K - $139K
|
30.2K
$6.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-667- 2.89% |
$130K - $138K
|
22.4K
$4.69M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-645- 12.1% |
$125K - $133K
|
4.69K
$982K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-641- 0.8% |
$125K - $132K
|
79.8K
$16.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-641- 2.59% |
$125K - $132K
|
24.1K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-638- 0.25% |
$124K - $132K
|
254K
$53.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-628- 27.63% |
$122K - $130K
|
1.65K
$345K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-622- 10.49% |
$121K - $128K
|
5.31K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-617- 12.55% |
$120K - $127K
|
4.3K
$901K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-615- 28.9% |
$120K - $127K
|
1.51K
$317K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-602- 0.5% |
$117K - $124K
|
120K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-600- 41.84% |
$117K - $124K
|
834
$175K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-596- 12.01% |
$116K - $123K
|
4.37K
$915K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-594- 2.71% |
$115K - $123K
|
21.3K
$4.47M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-568- 1.19% |
$110K - $117K
|
47.2K
$9.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-558- 21.83% |
$108K - $115K
|
2K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-554- 23.44% |
$108K - $114K
|
1.81K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-532- 7.57% |
$103K - $110K
|
6.5K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-526- 1.44% |
$102K - $109K
|
36.1K
$7.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-502- 1.53% |
$97.6K - $104K
|
32.3K
$6.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-501- 1.3% |
$97.4K - $103K
|
38.1K
$7.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-500- 0.54% |
$97.2K - $103K
|
92.8K
$19.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-496- 18.28% |
$96.4K - $102K
|
2.22K
$465K
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-491- 6.55% |
$95.5K - $101K
|
7K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-490- 6.6% |
$95.3K - $101K
|
6.93K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-487- 3.23% |
$94.7K - $101K
|
14.6K
$3.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-482- 3.29% |
$93.7K - $99.5K
|
14.2K
$2.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-480- 2.21% |
$93.3K - $99.1K
|
21.3K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
SELL
|
- |
-475- 11.39% |
$92.4K - $98.1K
|
3.69K
$774K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-467- 1.17% |
$90.8K - $96.4K
|
39.3K
$8.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-463- 7.19% |
$90K - $95.6K
|
5.97K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-451- 2.4% |
$87.7K - $93.1K
|
18.3K
$3.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-446- 4.91% |
$86.7K - $92.1K
|
8.65K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-443- 6.98% |
$86.1K - $91.5K
|
5.91K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-442- 3.29% |
$85.9K - $91.3K
|
13K
$2.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-434- 26.33% |
$84.4K - $89.6K
|
1.21K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-432- 2.29% |
$84K - $89.2K
|
18.4K
$3.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-427- 1.9% |
$83K - $88.2K
|
22K
$4.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-422- 24.25% |
$82.1K - $87.1K
|
1.32K
$276K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-419- 6.58% |
$81.5K - $86.5K
|
5.95K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-417- 11.65% |
$81.1K - $86.1K
|
3.16K
$663K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-409- 1.01% |
$79.5K - $84.5K
|
39.9K
$8.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-407- 0.82% |
$79.1K - $84K
|
49.4K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-404- 0.78% |
$78.6K - $83.4K
|
51.4K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-396- 0.31% |
$77K - $81.8K
|
128K
$26.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-394- 4.76% |
$76.6K - $81.4K
|
7.89K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-388- 5.71% |
$75.4K - $80.1K
|
6.41K
$1.34M
|
|