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 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-182- 2.83% |
$35.4K - $37.6K
|
6.25K
$1.31M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-182- 2.75% |
$35.4K - $37.6K
|
6.44K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
SELL
|
- |
-179- 7.45% |
$34.8K - $37K
|
2.23K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-177- 0.57% |
$34.4K - $36.6K
|
30.9K
$6.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-177- 0.17% |
$34.4K - $36.6K
|
105K
$22M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-176- 0.92% |
$34.2K - $36.3K
|
18.9K
$3.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-172- 1.2% |
$33.4K - $35.5K
|
14.2K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-172- 1.02% |
$33.4K - $35.5K
|
16.7K
$3.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-171- 0.56% |
$33.2K - $35.3K
|
30.3K
$6.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-171- 2.63% |
$33.2K - $35.3K
|
6.34K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-171- 1.09% |
$33.2K - $35.3K
|
15.5K
$3.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-170- 2.4% |
$33.1K - $35.1K
|
6.93K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-169- 4.06% |
$32.9K - $34.9K
|
3.99K
$837K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-168- 14.38% |
$32.7K - $34.7K
|
1K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-167- 2.42% |
$32.5K - $34.5K
|
6.73K
$1.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-166- 0.26% |
$32.3K - $34.3K
|
64.5K
$13.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-162- 11.02% |
$31.5K - $33.5K
|
1.31K
$274K
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
SELL
|
- |
-160- 2.31% |
$31.1K - $33K
|
6.78K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-159- 1.91% |
$30.9K - $32.8K
|
8.16K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-158- 7.14% |
$30.7K - $32.6K
|
2.05K
$431K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-154- 36.07% |
$29.9K - $31.8K
|
273
$57.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-153- 7.37% |
$29.7K - $31.6K
|
1.92K
$403K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-152- 11.52% |
$29.6K - $31.4K
|
1.17K
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-152- 1.52% |
$29.6K - $31.4K
|
9.87K
$2.07M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-149- 7.5% |
$29K - $30.8K
|
1.84K
$385K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-148- 7.19% |
$28.8K - $30.6K
|
1.91K
$400K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-147- 2.22% |
$28.6K - $30.4K
|
6.48K
$1.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-147- 6.97% |
$28.6K - $30.4K
|
1.96K
$411K
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-146- 2.7% |
$28.4K - $30.2K
|
5.26K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-144- 0.32% |
$28K - $29.7K
|
44.3K
$9.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-137- 0.28% |
$26.6K - $28.3K
|
49.2K
$10.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-136- 5.96% |
$26.4K - $28.1K
|
2.14K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-135- 1.62% |
$26.2K - $27.9K
|
8.19K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-135- 7.71% |
$26.2K - $27.9K
|
1.62K
$339K
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-132- 11.0% |
$25.7K - $27.3K
|
1.07K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-132- 0.57% |
$25.7K - $27.3K
|
23.1K
$4.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-130- 0.8% |
$25.3K - $26.8K
|
16.1K
$3.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-130- 1.65% |
$25.3K - $26.8K
|
7.77K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-130- 20.7% |
$25.3K - $26.8K
|
498
$104K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-129- 0.58% |
$25.1K - $26.6K
|
22.3K
$4.67M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-129- 1.59% |
$25.1K - $26.6K
|
7.97K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-127- 3.74% |
$24.7K - $26.2K
|
3.27K
$685K
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-126- 0.41% |
$24.5K - $26K
|
30.7K
$6.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-125- 0.96% |
$24.3K - $25.8K
|
12.9K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-124- 1.3% |
$24.1K - $25.6K
|
9.4K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-124- 4.8% |
$24.1K - $25.6K
|
2.46K
$516K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-124- 0.46% |
$24.1K - $25.6K
|
27.1K
$5.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-124- 1.23% |
$24.1K - $25.6K
|
9.95K
$2.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-121- 1.17% |
$23.5K - $25K
|
10.2K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-121- 1.64% |
$23.5K - $25K
|
7.27K
$1.52M
|
|