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 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$842 - $977
|
7.36K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$842 - $977
|
8.92K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4- 0.12% |
$673 - $782
|
3.23K
$637K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3- 0.11% |
$505 - $586
|
2.61K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2- 0.08% |
$337 - $391
|
2.61K
$515K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1- 0.02% |
$168 - $195
|
4.53K
$893K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1- 0.08% |
$168 - $195
|
1.19K
$235K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-759K- 89.82% |
$141M - $151M
|
86.1K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-438K- 40.0% |
$81.3M - $86.9M
|
657K
$130M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-404K- 99.96% |
$75.1M - $80.3M
|
152
$30K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-283K- 99.21% |
$52.6M - $56.2M
|
2.26K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-216K- 3.34% |
$40.2M - $43M
|
6.27M
$1.24B
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-177K- 90.0% |
$33M - $35.2M
|
19.7K
$3.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-119K- 43.69% |
$22.2M - $23.7M
|
154K
$30.4M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-101K- 93.64% |
$18.8M - $20.1M
|
6.88K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-87K- 98.39% |
$16.2M - $17.3M
|
1.42K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-81.4K- 39.8% |
$15.1M - $16.2M
|
123K
$24.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-74.8K- 36.2% |
$13.9M - $14.8M
|
132K
$26M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-72.5K- 87.55% |
$13.5M - $14.4M
|
10.3K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-66.1K- 46.54% |
$12.3M - $13.1M
|
75.9K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51.9KClosed |
$9.65M - $10.3M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.1K- 73.18% |
$8.93M - $9.55M
|
17.6K
$3.48M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-46.2K- 56.04% |
$8.58M - $9.17M
|
36.2K
$7.15M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-44.4K- 29.09% |
$8.25M - $8.82M
|
108K
$21.4M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-42.8K- 96.67% |
$7.95M - $8.5M
|
1.48K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-41.9K- 1.16% |
$7.78M - $8.31M
|
3.56M
$702M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.1K- 11.58% |
$7.27M - $7.77M
|
299K
$58.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.5K- 72.11% |
$7.15M - $7.65M
|
14.9K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-36.8K- 3.6% |
$6.84M - $7.31M
|
986K
$194M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35.7K- 39.95% |
$6.64M - $7.09M
|
53.7K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32.4K- 47.17% |
$6.02M - $6.43M
|
36.3K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-32.2K- 1.97% |
$5.97M - $6.38M
|
1.6M
$315M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31.5K- 91.39% |
$5.85M - $6.25M
|
2.97K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-29.8K- 18.7% |
$5.53M - $5.91M
|
129K
$25.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-29.3K- 20.09% |
$5.45M - $5.82M
|
117K
$23M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-26.8K- 2.8% |
$4.98M - $5.32M
|
931K
$184M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-26K- 9.65% |
$4.84M - $5.17M
|
244K
$48.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-25.6K- 41.02% |
$4.75M - $5.08M
|
36.8K
$7.26M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-20.5K- 20.53% |
$3.81M - $4.07M
|
79.4K
$15.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-20.2K- 99.66% |
$3.75M - $4.01M
|
68
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19.6K- 58.4% |
$3.64M - $3.89M
|
14K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 50.55% |
$3.54M - $3.78M
|
18.6K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-18.5K- 83.26% |
$3.44M - $3.68M
|
3.72K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.9K- 5.77% |
$3.32M - $3.55M
|
292K
$57.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-17.3K- 31.36% |
$3.22M - $3.44M
|
37.9K
$7.48M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.2K- 5.06% |
$3.2M - $3.42M
|
323K
$63.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.9K- 21.95% |
$3.15M - $3.36M
|
60.3K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.1K- 3.39% |
$2.62M - $2.8M
|
402K
$79.3M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-13.3K- 37.07% |
$2.47M - $2.64M
|
22.5K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13K- 34.24% |
$2.42M - $2.59M
|
25K
$4.94M
|
|