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 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-268- 2.09% |
$45.1K - $52.4K
|
12.5K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-265- 13.55% |
$44.6K - $51.8K
|
1.69K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-256- 11.05% |
$43.1K - $50K
|
2.06K
$406K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-242- 10.19% |
$40.7K - $47.3K
|
2.13K
$421K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-204- 0.86% |
$34.3K - $39.9K
|
23.5K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-200- 15.94% |
$33.7K - $39.1K
|
1.06K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-193- 5.74% |
$32.5K - $37.7K
|
3.17K
$625K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-188- 62.46% |
$31.6K - $36.7K
|
113
$22.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-161- 0.59% |
$27.1K - $31.5K
|
27.2K
$5.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-159- 5.25% |
$26.8K - $31.1K
|
2.87K
$567K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-154- 0.45% |
$25.9K - $30.1K
|
33.8K
$6.66M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-144- 28.35% |
$24.2K - $28.1K
|
364
$71.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-136- 1.67% |
$22.9K - $26.6K
|
8K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-128- 2.26% |
$21.5K - $25K
|
5.54K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 38.14% |
$21.4K - $24.8K
|
206
$40.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-118- 0.86% |
$19.9K - $23.1K
|
13.6K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-113- 3.54% |
$19K - $22.1K
|
3.08K
$607K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-109- 1.39% |
$18.3K - $21.3K
|
7.71K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-99- 2.54% |
$16.7K - $19.3K
|
3.8K
$749K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-97- 0.14% |
$16.3K - $19K
|
70K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-88- 5.79% |
$14.8K - $17.2K
|
1.43K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-74- 2.18% |
$12.5K - $14.5K
|
3.33K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-71- 0.49% |
$12K - $13.9K
|
14.4K
$2.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 5.8% |
$11.8K - $13.7K
|
1.14K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-60- 4.14% |
$10.1K - $11.7K
|
1.39K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-59- 4.08% |
$9.93K - $11.5K
|
1.39K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 0.74% |
$9.43K - $10.9K
|
7.5K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-53- 0.94% |
$8.92K - $10.4K
|
5.6K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-50- 2.96% |
$8.42K - $9.77K
|
1.64K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-49- 2.27% |
$8.25K - $9.58K
|
2.11K
$417K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-49- 1.85% |
$8.25K - $9.58K
|
2.6K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-45- 0.84% |
$7.58K - $8.79K
|
5.33K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-40- 0.07% |
$6.73K - $7.82K
|
53.5K
$10.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-32- 2.12% |
$5.39K - $6.25K
|
1.48K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-29- 2.37% |
$4.88K - $5.67K
|
1.2K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-29- 0.04% |
$4.88K - $5.67K
|
66.8K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-28- 2.1% |
$4.71K - $5.47K
|
1.3K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-26- 1.6% |
$4.38K - $5.08K
|
1.6K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-22- 0.21% |
$3.7K - $4.3K
|
10.4K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-22- 1.93% |
$3.7K - $4.3K
|
1.12K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-20- 0.1% |
$3.37K - $3.91K
|
20.3K
$4.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 1.32% |
$3.03K - $3.52K
|
1.35K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-12- 12.77% |
$2.02K - $2.35K
|
82
$16.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-11- 0.08% |
$1.85K - $2.15K
|
13.3K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11- 0.12% |
$1.85K - $2.15K
|
9.08K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-11- 0.03% |
$1.85K - $2.15K
|
32.8K
$6.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-9- 0.37% |
$1.52K - $1.76K
|
2.42K
$477K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-8- 0.68% |
$1.35K - $1.56K
|
1.17K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.16% |
$1.18K - $1.37K
|
4.47K
$883K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-5- 0.2% |
$842 - $977
|
2.55K
$504K
|