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 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 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-318- 2.69% |
$61.8K - $65.7K
|
11.5K
$2.41M
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-274- 0.32% |
$53.3K - $56.6K
|
84.7K
$17.8M
|
|
|
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
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-259- 0.24% |
$50.4K - $53.5K
|
108K
$22.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-256- 6.24% |
$49.8K - $52.9K
|
3.85K
$807K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-252- 1.27% |
$49K - $52K
|
19.7K
$4.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-251- 0.78% |
$48.8K - $51.8K
|
32.1K
$6.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-251- 0.16% |
$48.8K - $51.8K
|
152K
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 11.93% |
$48.6K - $51.6K
|
1.85K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-250- 2.53% |
$48.6K - $51.6K
|
9.65K
$2.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-250- 2.98% |
$48.6K - $51.6K
|
8.15K
$1.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-248- 0.85% |
$48.2K - $51.2K
|
29.1K
$6.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-245- 2.97% |
$47.6K - $50.6K
|
8.01K
$1.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-241- 3.84% |
$46.9K - $49.8K
|
6.04K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-236- 0.74% |
$45.9K - $48.7K
|
31.9K
$6.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-229- 3.07% |
$44.5K - $47.3K
|
7.23K
$1.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-229- 0.58% |
$44.5K - $47.3K
|
39.1K
$8.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-227- 0.6% |
$44.1K - $46.9K
|
37.3K
$7.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-227- 0.34% |
$44.1K - $46.9K
|
67.5K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-225- 2.22% |
$43.7K - $46.5K
|
9.92K
$2.08M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-222- 0.93% |
$43.2K - $45.8K
|
23.8K
$4.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-221- 6.27% |
$43K - $45.6K
|
3.3K
$693K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-215- 3.88% |
$41.8K - $44.4K
|
5.33K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-212- 1.04% |
$41.2K - $43.8K
|
20.1K
$4.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-212- 0.64% |
$41.2K - $43.8K
|
32.9K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-211- 2.08% |
$41K - $43.6K
|
9.93K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-211- 1.17% |
$41K - $43.6K
|
17.8K
$3.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-205- 3.68% |
$39.9K - $42.3K
|
5.36K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-204- 3.01% |
$39.7K - $42.1K
|
6.58K
$1.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-203- 1.3% |
$39.5K - $41.9K
|
15.4K
$3.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-203- 93.98% |
$39.5K - $41.9K
|
13
$2.72K
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-200- 3.62% |
$38.9K - $41.3K
|
5.33K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-200- 0.86% |
$38.9K - $41.3K
|
23.2K
$4.86M
|
|