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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-12.1K- 4.92% |
$2.24M - $2.39M
|
233K
$46M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.5K- 3.49% |
$2.14M - $2.29M
|
319K
$63M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 79.97% |
$2.12M - $2.27M
|
2.86K
$564K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10.6K- 16.67% |
$1.98M - $2.11M
|
53.2K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.6K- 24.84% |
$1.96M - $2.1M
|
32K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 0.92% |
$1.89M - $2.02M
|
1.1M
$216M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10K- 12.1% |
$1.87M - $1.99M
|
73K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.98K- 5.16% |
$1.85M - $1.98M
|
183K
$36.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.63K- 39.75% |
$1.79M - $1.91M
|
14.6K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.1K- 1.27% |
$1.69M - $1.81M
|
708K
$140M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9.06K- 81.24% |
$1.68M - $1.8M
|
2.09K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-8.6K- 33.2% |
$1.6M - $1.71M
|
17.3K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-8.45K- 87.99% |
$1.57M - $1.68M
|
1.15K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.48K- 5.54% |
$1.39M - $1.48M
|
127K
$25.1M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.39K- 6.49% |
$1.37M - $1.47M
|
107K
$21M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.14K- 18.8% |
$1.33M - $1.42M
|
30.8K
$6.09M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-6.73K- 22.76% |
$1.25M - $1.34M
|
22.8K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-6.73K- 56.67% |
$1.25M - $1.34M
|
5.14K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.69K- 85.64% |
$1.24M - $1.33M
|
1.12K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.54K- 25.23% |
$1.21M - $1.3M
|
19.4K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.5K- 4.98% |
$1.21M - $1.29M
|
124K
$24.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.44K- 3.14% |
$1.2M - $1.28M
|
199K
$39.2M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.41K- 7.16% |
$1.19M - $1.27M
|
83.1K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.95K- 76.44% |
$1.1M - $1.18M
|
1.83K
$361K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.93K- 44.87% |
$1.1M - $1.18M
|
7.28K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.48K- 21.4% |
$1.02M - $1.09M
|
20.1K
$3.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 35.41% |
$995K - $1.06M
|
9.77K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.34K- 20.43% |
$992K - $1.06M
|
20.8K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.26K- 33.02% |
$976K - $1.04M
|
10.7K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-5.15K- 25.2% |
$957K - $1.02M
|
15.3K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.09K- 4.81% |
$946K - $1.01M
|
101K
$19.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.67K- 48.28% |
$868K - $927K
|
5K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.56K- 61.77% |
$846K - $905K
|
2.82K
$556K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.22K- 8.83% |
$783K - $837K
|
43.5K
$8.59M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-4.1K- 21.49% |
$762K - $814K
|
15K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-4.08K- 3.41% |
$757K - $810K
|
115K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.05K- 53.15% |
$752K - $804K
|
3.57K
$704K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.04K- 51.39% |
$750K - $802K
|
3.82K
$754K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4K- 34.97% |
$743K - $794K
|
7.44K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-3.89K- 86.15% |
$722K - $772K
|
625
$123K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.88K- 2.09% |
$720K - $769K
|
182K
$35.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-3.87K- 14.29% |
$718K - $768K
|
23.2K
$4.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.85K- 17.29% |
$715K - $765K
|
18.4K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.71K- 11.77% |
$689K - $736K
|
27.8K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.61K- 1.31% |
$671K - $717K
|
271K
$53.5M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.61K- 8.77% |
$670K - $716K
|
37.6K
$7.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.6K- 3.12% |
$669K - $715K
|
112K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.59K- 1.56% |
$667K - $713K
|
227K
$44.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.59K- 66.17% |
$666K - $712K
|
1.83K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-3.5K- 21.04% |
$650K - $694K
|
13.1K
$2.59M
|