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 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 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
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-381- 0.89% |
$74.1K - $78.7K
|
42.2K
$8.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-362- 3.2% |
$70.4K - $74.8K
|
10.9K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-360- 2.14% |
$70K - $74.3K
|
16.4K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-344- 0.83% |
$66.9K - $71K
|
41.3K
$8.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-343- 17.86% |
$66.7K - $70.8K
|
1.58K
$331K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-335- 2.75% |
$65.1K - $69.2K
|
11.9K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-334- 7.93% |
$64.9K - $69K
|
3.88K
$813K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-328- 0.17% |
$63.8K - $67.7K
|
198K
$41.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-326- 6.3% |
$63.4K - $67.3K
|
4.85K
$1.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-325- 6.91% |
$63.2K - $67.1K
|
4.38K
$918K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-318- 0.81% |
$61.8K - $65.7K
|
38.8K
$8.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-314- 3.6% |
$61.1K - $64.8K
|
8.42K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-311- 1.12% |
$60.5K - $64.2K
|
27.4K
$5.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-307- 41.6% |
$59.7K - $63.4K
|
431
$90.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-305- 3.7% |
$59.3K - $63K
|
7.94K
$1.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-305- 9.23% |
$59.3K - $63K
|
3K
$628K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-302- 0.39% |
$58.7K - $62.4K
|
76.7K
$16.1M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-292- 22.15% |
$56.8K - $60.3K
|
1.03K
$215K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-291- 3.48% |
$56.6K - $60.1K
|
8.08K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-291- 0.37% |
$56.6K - $60.1K
|
79.3K
$16.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-288- 2.85% |
$56K - $59.5K
|
9.81K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-288- 2.93% |
$56K - $59.5K
|
9.53K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-286- 7.07% |
$55.6K - $59.1K
|
3.76K
$788K
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-263- 1.59% |
$51.1K - $54.3K
|
16.3K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-261- 0.88% |
$50.7K - $53.9K
|
29.5K
$6.18M
|
|