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 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-81- 1.33% |
$15.7K - $16.7K
|
6.03K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-79- 3.06% |
$15.4K - $16.3K
|
2.5K
$524K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-77- 0.7% |
$15K - $15.9K
|
10.9K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-77- 6.26% |
$15K - $15.9K
|
1.15K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-77- 0.85% |
$15K - $15.9K
|
8.93K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-76- 4.89% |
$14.8K - $15.7K
|
1.48K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-75- 2.76% |
$14.6K - $15.5K
|
2.64K
$553K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-73- 0.08% |
$14.2K - $15.1K
|
91.6K
$19.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-70- 0.65% |
$13.6K - $14.5K
|
10.8K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-70- 4.14% |
$13.6K - $14.5K
|
1.62K
$340K
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-68- 1.36% |
$13.2K - $14K
|
4.93K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-68- 5.34% |
$13.2K - $14K
|
1.21K
$253K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-67- 81.71% |
$13K - $13.8K
|
15
$3.14K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-66- 0.61% |
$12.8K - $13.6K
|
10.8K
$2.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-65- 15.59% |
$12.6K - $13.4K
|
352
$73.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-62- 0.14% |
$12.1K - $12.8K
|
43.8K
$9.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-62- 2.43% |
$12.1K - $12.8K
|
2.49K
$522K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-61- 1.63% |
$11.9K - $12.6K
|
3.68K
$771K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-61- 0.6% |
$11.9K - $12.6K
|
10.1K
$2.12M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 3.35% |
$11.7K - $12.4K
|
1.73K
$363K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-58- 0.61% |
$11.3K - $12K
|
9.4K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-55- 0.78% |
$10.7K - $11.4K
|
6.99K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-54- 4.03% |
$10.5K - $11.2K
|
1.29K
$270K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-53- 1.23% |
$10.3K - $10.9K
|
4.25K
$891K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-53- 0.63% |
$10.3K - $10.9K
|
8.41K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-52- 0.72% |
$10.1K - $10.7K
|
7.13K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-52- 1.49% |
$10.1K - $10.7K
|
3.44K
$720K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-51- 2.84% |
$9.92K - $10.5K
|
1.74K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-50- 1.02% |
$9.72K - $10.3K
|
4.87K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-50- 1.34% |
$9.72K - $10.3K
|
3.67K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-49- 12.13% |
$9.53K - $10.1K
|
355
$74.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-46- 2.7% |
$8.94K - $9.5K
|
1.66K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-45- 0.43% |
$8.75K - $9.29K
|
10.3K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-45- 0.72% |
$8.75K - $9.29K
|
6.23K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-45- 0.32% |
$8.75K - $9.29K
|
14.2K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-42- 80.77% |
$8.17K - $8.67K
|
10
$2.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-42- 0.96% |
$8.17K - $8.67K
|
4.32K
$906K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-40- 0.44% |
$7.78K - $8.26K
|
9.04K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-39- 1.83% |
$7.58K - $8.05K
|
2.09K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-38- 0.52% |
$7.39K - $7.85K
|
7.27K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-38- 0.97% |
$7.39K - $7.85K
|
3.9K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-37- 0.78% |
$7.19K - $7.64K
|
4.73K
$991K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-36- 1.21% |
$7K - $7.43K
|
2.95K
$618K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-36- 1.85% |
$7K - $7.43K
|
1.91K
$401K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-35- 0.6% |
$6.81K - $7.23K
|
5.77K
$1.21M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-33- 2.73% |
$6.42K - $6.81K
|
1.18K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-32- 2.62% |
$6.22K - $6.61K
|
1.19K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-32- 0.42% |
$6.22K - $6.61K
|
7.6K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-30- 0.71% |
$5.83K - $6.2K
|
4.18K
$876K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-30- 1.36% |
$5.83K - $6.2K
|
2.18K
$458K
|
|