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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-321K- 99.47% |
$54.1M - $62.8M
|
1.73K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-255K- 2.97% |
$42.9M - $49.8M
|
8.32M
$1.65B
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-237K- 9.16% |
$39.9M - $46.4M
|
2.35M
$468M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-212K- 60.71% |
$35.6M - $41.3M
|
137K
$27.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-197K- 92.83% |
$33.1M - $38.5M
|
15.2K
$3.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-164K- 74.79% |
$27.6M - $32.1M
|
55.3K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-123K- 75.03% |
$20.7M - $24M
|
40.9K
$8.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-119K- 62.66% |
$20M - $23.2M
|
70.9K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-115K- 50.84% |
$19.4M - $22.5M
|
112K
$22.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 46.76% |
$19.4M - $22.5M
|
131K
$26.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-104K- 94.01% |
$17.5M - $20.3M
|
6.61K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-91.6K- 12.94% |
$15.4M - $17.9M
|
617K
$123M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-89.8K- 89.83% |
$15.1M - $17.6M
|
10.2K
$2.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-82.9K- 99.52% |
$14M - $16.2M
|
400
$79.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-80.9K- 74.97% |
$13.6M - $15.8M
|
27K
$5.37M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-66.6K- 7.16% |
$11.2M - $13M
|
864K
$172M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-61.8K- 85.32% |
$10.4M - $12.1M
|
10.6K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.9K- 13.79% |
$9.41M - $10.9M
|
350K
$69.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-54.4K- 18.62% |
$9.15M - $10.6M
|
238K
$47.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-53.1K- 9.52% |
$8.93M - $10.4M
|
504K
$100M
|
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-47.4K- 88.6% |
$7.98M - $9.26M
|
6.1K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-45.8K- 29.8% |
$7.72M - $8.96M
|
108K
$21.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-44.9K- 6.84% |
$7.56M - $8.77M
|
612K
$122M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39K- 2.32% |
$6.56M - $7.62M
|
1.64M
$326M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35K- 2.79% |
$5.89M - $6.84M
|
1.22M
$242M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-34.1K- 67.24% |
$5.74M - $6.67M
|
16.6K
$3.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34.1K- 26.78% |
$5.73M - $6.66M
|
93.1K
$18.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-33.3K- 20.63% |
$5.6M - $6.5M
|
128K
$25.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-32K- 56.71% |
$5.39M - $6.26M
|
24.5K
$4.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.1K- 76.66% |
$5.23M - $6.07M
|
9.46K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-25.3K- 21.45% |
$4.27M - $4.95M
|
92.8K
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-23.8K- 19.22% |
$4.01M - $4.65M
|
100K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.5K- 3.07% |
$3.79M - $4.4M
|
711K
$141M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-19.2K- 13.34% |
$3.22M - $3.74M
|
124K
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-17.7K- 22.34% |
$2.99M - $3.47M
|
61.7K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-17.6K- 37.64% |
$2.96M - $3.43M
|
29.1K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.9K- 18.71% |
$2.51M - $2.91M
|
64.7K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-14.7K- 66.19% |
$2.48M - $2.88M
|
7.52K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-14.2K- 25.27% |
$2.39M - $2.78M
|
42K
$8.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 72.62% |
$2.28M - $2.65M
|
5.11K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-13.5K- 23.59% |
$2.27M - $2.64M
|
43.7K
$8.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.3K- 31.28% |
$2.23M - $2.59M
|
29.1K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.1K- 3.26% |
$2.2M - $2.56M
|
389K
$77.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-12.5K- 52.97% |
$2.1M - $2.44M
|
11.1K
$2.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-12.2K- 7.19% |
$2.06M - $2.39M
|
158K
$31.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.6K- 15.61% |
$1.95M - $2.27M
|
62.7K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10.9K- 7.99% |
$1.83M - $2.12M
|
125K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.6K- 3.54% |
$1.78M - $2.07M
|
288K
$57.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-10K- 26.43% |
$1.69M - $1.96M
|
27.9K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.97K- 3.22% |
$1.68M - $1.95M
|
300K
$59.6M
|