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 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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-236- 0.74% |
$45.9K - $48.7K
|
31.9K
$6.68M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-200- 5.89% |
$38.9K - $41.3K
|
3.19K
$669K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-191- 4.78% |
$37.1K - $39.4K
|
3.8K
$797K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-187- 3.36% |
$36.4K - $38.6K
|
5.38K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-184- 1.0% |
$35.8K - $38K
|
18.3K
$3.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-184- 2.86% |
$35.8K - $38K
|
6.24K
$1.31M
|
|
|
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
|
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 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
|
|
|
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
|
|
|
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
|
|