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
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-120- 1.76% |
$23.3K - $24.8K
|
6.71K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-119- 4.6% |
$23.1K - $24.6K
|
2.47K
$517K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-116- 1.97% |
$22.6K - $24K
|
5.76K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-115- 9.65% |
$22.4K - $23.7K
|
1.08K
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-114- 0.91% |
$22.2K - $23.5K
|
12.5K
$2.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-113- 1.2% |
$22K - $23.3K
|
9.32K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-110- 0.55% |
$21.4K - $22.7K
|
19.8K
$4.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-109- 2.35% |
$21.2K - $22.5K
|
4.54K
$951K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-108- 1.91% |
$21K - $22.3K
|
5.54K
$1.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-107- 6.98% |
$20.8K - $22.1K
|
1.43K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-107- 8.33% |
$20.8K - $22.1K
|
1.18K
$247K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-107- 62.94% |
$20.8K - $22.1K
|
63
$13.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-100- 2.27% |
$19.4K - $20.7K
|
4.31K
$903K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-100- 5.95% |
$19.4K - $20.7K
|
1.58K
$331K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-97- 12.61% |
$18.9K - $20K
|
672
$141K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-96- 0.55% |
$18.7K - $19.8K
|
17.4K
$3.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-96- 0.58% |
$18.7K - $19.8K
|
16.5K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-95- 1.71% |
$18.5K - $19.6K
|
5.47K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-95- 1.86% |
$18.5K - $19.6K
|
5.02K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-94- 3.66% |
$18.3K - $19.4K
|
2.48K
$519K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-92- 1.67% |
$17.9K - $19K
|
5.42K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-90- 0.09% |
$17.5K - $18.6K
|
100K
$21.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-90- 8.11% |
$17.5K - $18.6K
|
1.02K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-89- 6.86% |
$17.3K - $18.4K
|
1.21K
$253K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-88- 1.09% |
$17.1K - $18.2K
|
7.99K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-87- 3.16% |
$16.9K - $18K
|
2.66K
$558K
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-84- 7.52% |
$16.3K - $17.3K
|
1.03K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-83- 4.62% |
$16.1K - $17.1K
|
1.72K
$359K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-83- 0.37% |
$16.1K - $17.1K
|
22.3K
$4.68M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
SELL
|
- |
-82- 1.6% |
$15.9K - $16.9K
|
5.04K
$1.06M
|
|