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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-212K- 60.71% |
$35.6M - $41.3M
|
137K
$27M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-53.1K- 9.52% |
$8.93M - $10.4M
|
504K
$99.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34.1K- 26.78% |
$5.73M - $6.66M
|
93.1K
$18.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10.9K- 7.99% |
$1.83M - $2.12M
|
125K
$24.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.72K- 5.06% |
$1.47M - $1.7M
|
164K
$32.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.25K- 35.94% |
$1.22M - $1.42M
|
12.9K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-6.83K- 57.92% |
$1.15M - $1.33M
|
4.96K
$979K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-6.54K- 18.51% |
$1.1M - $1.28M
|
28.8K
$5.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.68K- 4.71% |
$787K - $914K
|
94.6K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.95K- 4.44% |
$665K - $772K
|
85K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.81K- 45.17% |
$641K - $745K
|
4.62K
$912K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.65K- 37.85% |
$614K - $713K
|
5.99K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.61K- 5.46% |
$608K - $706K
|
62.6K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.52K- 7.35% |
$593K - $688K
|
44.4K
$8.76M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.41K- 2.74% |
$574K - $666K
|
121K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.3K- 60.34% |
$556K - $645K
|
2.17K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.17K- 6.04% |
$533K - $619K
|
49.3K
$9.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.36K- 30.01% |
$398K - $462K
|
5.51K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.23K- 34.99% |
$376K - $437K
|
4.15K
$819K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.66K- 9.19% |
$280K - $325K
|
16.4K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.62K- 14.07% |
$273K - $317K
|
9.9K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.56K- 8.36% |
$262K - $305K
|
17.1K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.55K- 23.41% |
$260K - $302K
|
5.06K
$999K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.35K- 2.25% |
$227K - $264K
|
58.6K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-1.35K- 0.5% |
$226K - $263K
|
268K
$53M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 0.51% |
$215K - $249K
|
251K
$49.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.18K- 63.61% |
$198K - $230K
|
674
$133K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 34.63% |
$190K - $220K
|
2.13K
$420K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-997- 4.77% |
$168K - $195K
|
19.9K
$3.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-961- 13.3% |
$162K - $188K
|
6.27K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-957- 4.35% |
$161K - $187K
|
21K
$4.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-900- 16.96% |
$152K - $176K
|
4.41K
$869K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-861- 21.25% |
$145K - $168K
|
3.19K
$630K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-759- 3.84% |
$128K - $148K
|
19K
$3.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-736- 29.35% |
$124K - $144K
|
1.77K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-720- 5.21% |
$121K - $141K
|
13.1K
$2.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-712- 1.69% |
$120K - $139K
|
41.5K
$8.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-677- 2.44% |
$114K - $132K
|
27.1K
$5.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-630- 0.84% |
$106K - $123K
|
74K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-582- 0.65% |
$98K - $114K
|
88.5K
$17.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-524- 2.34% |
$88.2K - $102K
|
21.9K
$4.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-503- 3.41% |
$84.7K - $98.3K
|
14.3K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-493- 8.13% |
$83K - $96.3K
|
5.57K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-421- 15.63% |
$70.9K - $82.3K
|
2.27K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-418- 7.88% |
$70.4K - $81.7K
|
4.89K
$965K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-382- 0.73% |
$64.3K - $74.7K
|
52K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-327- 14.19% |
$55K - $63.9K
|
1.98K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-316- 3.93% |
$53.2K - $61.8K
|
7.73K
$1.52M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-295- 6.14% |
$49.7K - $57.6K
|
4.51K
$889K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-283- 1.28% |
$47.6K - $55.3K
|
21.7K
$4.29M
|