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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.33M- 99.51% |
$251M - $274M
|
6.55K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-26.1K- 24.06% |
$4.95M - $5.38M
|
82.4K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 3.86% |
$4.84M - $5.26M
|
636K
$124M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24.5K- 8.51% |
$4.64M - $5.05M
|
263K
$51.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-22.9K- 92.51% |
$4.34M - $4.72M
|
1.85K
$362K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-13.6K- 9.42% |
$2.57M - $2.8M
|
130K
$25.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13K- 63.78% |
$2.46M - $2.68M
|
7.39K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.2K- 6.33% |
$2.31M - $2.51M
|
180K
$35.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.4K- 4.01% |
$2.16M - $2.35M
|
273K
$53.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.89K- 15.91% |
$1.87M - $2.04M
|
52.3K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.83K- 12.12% |
$1.67M - $1.82M
|
64K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.05K- 36.91% |
$1.34M - $1.45M
|
12K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.48K- 45.99% |
$1.23M - $1.34M
|
7.61K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.28K- 6.04% |
$1.19M - $1.29M
|
97.7K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.17K- 12.15% |
$1.17M - $1.27M
|
44.6K
$8.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.47K- 51.86% |
$1.04M - $1.13M
|
5.08K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.14K- 5.75% |
$785K - $854K
|
67.8K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.06K- 16.92% |
$769K - $837K
|
19.9K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.87K- 30.0% |
$734K - $799K
|
9.04K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.7K- 5.08% |
$702K - $764K
|
69.2K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.18K- 50.25% |
$603K - $656K
|
3.15K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.17K- 20.25% |
$600K - $653K
|
12.5K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.1K- 22.54% |
$587K - $638K
|
10.6K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.91K- 42.6% |
$551K - $599K
|
3.92K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.15K- 99.91% |
$407K - $442K
|
2
$391
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.95K- 7.45% |
$369K - $402K
|
24.2K
$4.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.95K- 6.52% |
$369K - $401K
|
27.9K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 10.2% |
$323K - $351K
|
15K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.67K- 6.4% |
$317K - $345K
|
24.4K
$4.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.53K- 7.83% |
$289K - $314K
|
17.9K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.49K- 5.19% |
$282K - $307K
|
27.2K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.34K- 1.73% |
$253K - $275K
|
75.8K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 5.18% |
$249K - $271K
|
24.1K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 3.62% |
$244K - $265K
|
34.3K
$6.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.18K- 2.24% |
$224K - $243K
|
51.6K
$10.1M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.13K- 4.35% |
$214K - $233K
|
24.8K
$4.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.12K- 24.5% |
$213K - $232K
|
3.46K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.04K- 1.47% |
$197K - $215K
|
69.8K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.03K- 45.86% |
$195K - $212K
|
1.22K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-902- 7.42% |
$171K - $186K
|
11.3K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-861- 1.27% |
$163K - $178K
|
67K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-811- 2.17% |
$154K - $167K
|
36.6K
$7.16M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-762- 31.33% |
$144K - $157K
|
1.67K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-754- 10.86% |
$143K - $155K
|
6.19K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-706- 4.53% |
$134K - $146K
|
14.9K
$2.91M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-706- 2.83% |
$134K - $146K
|
24.3K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-705- 0.63% |
$134K - $145K
|
111K
$21.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-687- 1.43% |
$130K - $142K
|
47.3K
$9.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-679- 2.59% |
$129K - $140K
|
25.5K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-617- 0.68% |
$117K - $127K
|
89.8K
$17.5M
|