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
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-761K- 51.46% |
$144M - $157M
|
717K
$141M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-462K- 6.65% |
$87.6M - $95.3M
|
6.49M
$1.28B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-170K- 1.0% |
$32.2M - $35.1M
|
16.9M
$3.32B
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-104K- 92.53% |
$19.7M - $21.4M
|
8.39K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-83.6K- 36.68% |
$15.8M - $17.2M
|
144K
$28.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-82K- 16.94% |
$15.5M - $16.9M
|
402K
$79.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-66.5K- 68.79% |
$12.6M - $13.7M
|
30.2K
$5.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57.4K- 35.28% |
$10.9M - $11.8M
|
105K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-57.1K- 22.82% |
$10.8M - $11.8M
|
193K
$38M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.5K- 4.2% |
$10.1M - $11M
|
1.22M
$241M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.1K- 94.71% |
$9.11M - $9.91M
|
2.68K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-45.5K- 55.83% |
$8.62M - $9.38M
|
36K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-44.9K- 23.37% |
$8.51M - $9.26M
|
147K
$29M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-26.1K- 24.06% |
$4.95M - $5.38M
|
82.4K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 3.86% |
$4.84M - $5.26M
|
636K
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-25.2K- 58.82% |
$4.77M - $5.19M
|
17.6K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-24.8K- 24.33% |
$4.7M - $5.11M
|
77.1K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24.5K- 8.51% |
$4.64M - $5.05M
|
263K
$51.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-24K- 23.53% |
$4.54M - $4.94M
|
77.9K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-23.8K- 72.64% |
$4.51M - $4.91M
|
8.96K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.7K- 3.86% |
$4.49M - $4.89M
|
590K
$116M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-22.9K- 92.51% |
$4.34M - $4.72M
|
1.85K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.9K- 5.53% |
$3.77M - $4.11M
|
340K
$67M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.7K- 30.1% |
$3.74M - $4.06M
|
45.8K
$9.01M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.3K- 1.98% |
$3.66M - $3.99M
|
958K
$189M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 31.1% |
$3.54M - $3.86M
|
41.4K
$8.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-17.7K- 97.62% |
$3.35M - $3.65M
|
432
$85.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-17K- 48.39% |
$3.23M - $3.51M
|
18.2K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 3.16% |
$3.18M - $3.46M
|
513K
$101M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.6K- 5.7% |
$3.15M - $3.43M
|
275K
$54.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-15.5K- 26.73% |
$2.94M - $3.2M
|
42.5K
$8.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-15.4K- 55.28% |
$2.91M - $3.17M
|
12.4K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.3K- 38.29% |
$2.9M - $3.16M
|
24.7K
$4.86M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-13.6K- 9.42% |
$2.57M - $2.8M
|
130K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.5K- 49.72% |
$2.56M - $2.79M
|
13.7K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-13.5K- 25.67% |
$2.56M - $2.78M
|
39.1K
$7.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13K- 63.78% |
$2.46M - $2.68M
|
7.39K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13K- 49.05% |
$2.46M - $2.67M
|
13.5K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-12.5K- 7.89% |
$2.36M - $2.57M
|
145K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12.4K- 18.36% |
$2.34M - $2.55M
|
55K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.2K- 6.33% |
$2.31M - $2.51M
|
180K
$35.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11.7K- 5.39% |
$2.21M - $2.41M
|
205K
$40.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.4K- 4.01% |
$2.16M - $2.35M
|
273K
$53.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.4K- 2.67% |
$2.16M - $2.35M
|
416K
$81.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 21.81% |
$1.99M - $2.17M
|
37.7K
$7.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.5K- 14.47% |
$1.99M - $2.16M
|
62K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.89K- 15.91% |
$1.87M - $2.04M
|
52.3K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.87K- 3.06% |
$1.87M - $2.03M
|
312K
$61.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.2K- 40.53% |
$1.74M - $1.9M
|
13.5K
$2.66M
|