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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-35- 0.45% |
$6.5K - $6.95K
|
7.71K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-35- 2.58% |
$6.5K - $6.95K
|
1.32K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-34- 1.28% |
$6.32K - $6.75K
|
2.62K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-33- 1.47% |
$6.13K - $6.55K
|
2.22K
$437K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-33- 1.85% |
$6.13K - $6.55K
|
1.75K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-33- 1.22% |
$6.13K - $6.55K
|
2.67K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-32- 29.91% |
$5.94K - $6.35K
|
75
$14.8K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-30- 9.77% |
$5.57K - $5.96K
|
277
$54.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-28- 0.5% |
$5.2K - $5.56K
|
5.57K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-27- 10.71% |
$5.02K - $5.36K
|
225
$44.4K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-26- 0.64% |
$4.83K - $5.16K
|
4.07K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-26- 0.83% |
$4.83K - $5.16K
|
3.12K
$616K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-26- 1.39% |
$4.83K - $5.16K
|
1.84K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25- 0.21% |
$4.64K - $4.96K
|
12.1K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-25- 1.52% |
$4.64K - $4.96K
|
1.62K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-25- 11.31% |
$4.64K - $4.96K
|
196
$38.7K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$4.46K - $4.77K
|
17.1K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-24- 0.48% |
$4.46K - $4.77K
|
4.98K
$983K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-24- 1.36% |
$4.46K - $4.77K
|
1.75K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-22- 0.52% |
$4.09K - $4.37K
|
4.24K
$837K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21- 0.29% |
$3.9K - $4.17K
|
7.22K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 0.22% |
$3.9K - $4.17K
|
9.71K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-20- 0.81% |
$3.72K - $3.97K
|
2.44K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-19- 0.28% |
$3.53K - $3.77K
|
6.87K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 1.06% |
$3.53K - $3.77K
|
1.77K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18- 0.19% |
$3.34K - $3.57K
|
9.24K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17- 0.37% |
$3.16K - $3.38K
|
4.54K
$895K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-17- 0.38% |
$3.16K - $3.38K
|
4.48K
$884K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-17- 1.15% |
$3.16K - $3.38K
|
1.46K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-16- 0.48% |
$2.97K - $3.18K
|
3.29K
$649K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 21.43% |
$2.79K - $2.98K
|
55
$10.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15- 0.06% |
$2.79K - $2.98K
|
23.4K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-13- 0.9% |
$2.42K - $2.58K
|
1.43K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-13- 3.02% |
$2.42K - $2.58K
|
418
$82.5K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12- 0.42% |
$2.23K - $2.38K
|
2.84K
$561K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.2% |
$2.04K - $2.18K
|
5.57K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-11- 0.96% |
$2.04K - $2.18K
|
1.13K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-11- 0.09% |
$2.04K - $2.18K
|
12.4K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 0.74% |
$1.86K - $1.99K
|
1.34K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-10- 0.43% |
$1.86K - $1.99K
|
2.29K
$453K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9- 0.55% |
$1.67K - $1.79K
|
1.63K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.54% |
$1.67K - $1.79K
|
1.66K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-9- 0.73% |
$1.67K - $1.79K
|
1.22K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-8- 0.72% |
$1.49K - $1.59K
|
1.11K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-7- 0.01% |
$1.3K - $1.39K
|
56.6K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-7- 0.32% |
$1.3K - $1.39K
|
2.19K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-6- 0.12% |
$1.11K - $1.19K
|
5.08K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-5- 0.12% |
$929 - $993
|
4.15K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.23% |
$743 - $794
|
1.7K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4- 0.17% |
$743 - $794
|
2.39K
$471K
|