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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-78- 4.25% |
$14.8K - $16.1K
|
1.76K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-76- 4.87% |
$14.4K - $15.7K
|
1.48K
$293K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-74- 2.55% |
$14K - $15.3K
|
2.83K
$559K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-74- 3.57% |
$14K - $15.3K
|
2K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-73- 2.83% |
$13.8K - $15.1K
|
2.51K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-57- 5.89% |
$10.8K - $11.8K
|
910
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-50- 3.12% |
$9.48K - $10.3K
|
1.55K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-50- 1.11% |
$9.48K - $10.3K
|
4.45K
$878K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-50- 2.89% |
$9.48K - $10.3K
|
1.68K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-45- 2.4% |
$8.53K - $9.28K
|
1.83K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-43- 27.74% |
$8.15K - $8.87K
|
112
$22.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 16.67% |
$7.58K - $8.25K
|
200
$39.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 25.44% |
$5.5K - $5.98K
|
85
$16.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-27- 4.7% |
$5.12K - $5.57K
|
547
$108K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 3.54% |
$4.74K - $5.15K
|
682
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22- 5.77% |
$4.17K - $4.54K
|
359
$70.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18- 1.55% |
$3.41K - $3.71K
|
1.14K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-16- 0.59% |
$3.03K - $3.3K
|
2.7K
$533K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-15- 1.04% |
$2.84K - $3.09K
|
1.43K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14- 2.52% |
$2.65K - $2.89K
|
542
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14- 0.41% |
$2.65K - $2.89K
|
3.39K
$670K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-14- 0.42% |
$2.65K - $2.89K
|
3.34K
$659K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-14- 0.95% |
$2.65K - $2.89K
|
1.45K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11- 0.42% |
$2.08K - $2.27K
|
2.63K
$519K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-9- 0.42% |
$1.71K - $1.86K
|
2.16K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5- 1.87% |
$948 - $1.03K
|
263
$51.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-4- 0.34% |
$758 - $825
|
1.19K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2- 0.13% |
$379 - $412
|
1.52K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.02% |
$190 - $206
|
4.47K
$882K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-24.7K- 90.33% |
$4.47M - $4.87M
|
2.64K
$521K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.5K- 1.34% |
$2.08M - $2.27M
|
848K
$167M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.99K- 99.83% |
$1.63M - $1.77M
|
15
$2.96K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6.94K- 2.66% |
$1.26M - $1.37M
|
254K
$50.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-4.01K- 72.27% |
$726K - $790K
|
1.54K
$303K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.37K- 4.3% |
$430K - $468K
|
52.8K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.47K- 58.76% |
$267K - $290K
|
1.03K
$204K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.43K- 20.5% |
$259K - $282K
|
5.54K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-686- 95.94% |
$124K - $135K
|
29
$5.72K
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-666- 33.33% |
$121K - $131K
|
1.33K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-583- 96.05% |
$106K - $115K
|
24
$4.74K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-565- 48.21% |
$102K - $111K
|
607
$120K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-465- 3.82% |
$84.2K - $91.7K
|
11.7K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-427- 13.6% |
$77.3K - $84.2K
|
2.71K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-337- 1.79% |
$61K - $66.4K
|
18.5K
$3.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-333- 0.88% |
$60.3K - $65.7K
|
37.6K
$7.42M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-262- 5.79% |
$47.4K - $51.7K
|
4.26K
$841K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-238- 1.16% |
$43.1K - $46.9K
|
20.4K
$4.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-226- 8.8% |
$40.9K - $44.6K
|
2.34K
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-201- 7.32% |
$36.4K - $39.6K
|
2.54K
$502K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-193- 6.5% |
$34.9K - $38.1K
|
2.78K
$548K
|
|