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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-182- 10.71% |
$33K - $35.9K
|
1.52K
$299K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-145- 10.15% |
$26.3K - $28.6K
|
1.28K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-140- 8.35% |
$25.3K - $27.6K
|
1.54K
$303K
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-117- 8.23% |
$21.2K - $23.1K
|
1.31K
$257K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-108- 2.86% |
$19.6K - $21.3K
|
3.66K
$723K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-108- 8.34% |
$19.6K - $21.3K
|
1.19K
$234K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-94- 8.43% |
$17K - $18.5K
|
1.02K
$201K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-93- 33.33% |
$16.8K - $18.3K
|
186
$36.7K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87- 83.65% |
$15.8K - $17.2K
|
17
$3.35K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-69- 4.65% |
$12.5K - $13.6K
|
1.42K
$279K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-62- 1.51% |
$11.2K - $12.2K
|
4.04K
$797K
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-61- 3.53% |
$11K - $12K
|
1.67K
$329K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-55- 3.94% |
$9.96K - $10.8K
|
1.34K
$264K
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-50- 1.22% |
$9.05K - $9.86K
|
4.06K
$802K
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-37- 0.62% |
$6.7K - $7.3K
|
5.92K
$1.17M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-30- 32.26% |
$5.43K - $5.92K
|
63
$12.4K
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-30- 2.39% |
$5.43K - $5.92K
|
1.23K
$242K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-26- 0.36% |
$4.71K - $5.13K
|
7.23K
$1.43M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-26- 1.71% |
$4.71K - $5.13K
|
1.49K
$295K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 44.44% |
$3.62K - $3.94K
|
25
$4.93K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-9- 0.3% |
$1.63K - $1.77K
|
2.97K
$586K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.44% |
$905 - $986
|
1.14K
$224K
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3- 0.2% |
$543 - $592
|
1.47K
$289K
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$181 - $197
|
1.87K
$368K
|
|
Q2 2024 | |||||||
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-54.3K- 95.22% |
$9.59M - $10.1M
|
2.73K
$538K
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-30.9KClosed |
$5.46M - $5.77M
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-22.2K- 79.07% |
$3.91M - $4.14M
|
5.87K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.26K- 81.74% |
$929K - $982K
|
1.18K
$232K
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.73KClosed |
$836K - $884K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.62K- 0.21% |
$463K - $490K
|
1.26M
$248M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.45K- 2.46% |
$255K - $270K
|
57.4K
$11.3M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-854- 77.36% |
$151K - $159K
|
250
$49.3K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-812- 28.53% |
$143K - $152K
|
2.03K
$401K
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-592- 12.04% |
$105K - $111K
|
4.33K
$853K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-490- 6.01% |
$86.5K - $91.5K
|
7.66K
$1.51M
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-432- 1.32% |
$76.3K - $80.7K
|
32.3K
$6.37M
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-354- 84.29% |
$62.5K - $66.1K
|
66
$13K
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-313- 3.15% |
$55.3K - $58.4K
|
9.61K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-300- 12.46% |
$53K - $56K
|
2.11K
$416K
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-240- 9.32% |
$42.4K - $44.8K
|
2.34K
$461K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-156- 76.1% |
$27.5K - $29.1K
|
49
$9.67K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-151- 1.29% |
$26.7K - $28.2K
|
11.6K
$2.28M
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-81- 12.46% |
$14.3K - $15.1K
|
569
$112K
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-73- 5.54% |
$12.9K - $13.6K
|
1.24K
$245K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-65- 4.08% |
$11.5K - $12.1K
|
1.53K
$302K
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-63- 3.34% |
$11.1K - $11.8K
|
1.83K
$360K
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-55- 51.4% |
$9.71K - $10.3K
|
52
$10.3K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-50- 9.14% |
$8.83K - $9.34K
|
497
$98.1K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 42.02% |
$8.83K - $9.34K
|
69
$13.6K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-48- 3.87% |
$8.48K - $8.96K
|
1.19K
$235K
|