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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.4K- 12.59% |
$632K - $675K
|
23.6K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-3.36K- 35.06% |
$625K - $668K
|
6.23K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-3.3K- 38.37% |
$613K - $655K
|
5.3K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-3.21K- 4.16% |
$596K - $637K
|
73.8K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.16K- 2.78% |
$587K - $627K
|
110K
$21.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.11K- 1.32% |
$578K - $617K
|
232K
$45.8M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.94K- 70.78% |
$547K - $584K
|
1.22K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.9K- 2.81% |
$539K - $576K
|
100K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.88K- 4.46% |
$536K - $573K
|
61.7K
$12.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.87K- 54.73% |
$532K - $569K
|
2.37K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.86K- 1.65% |
$531K - $567K
|
170K
$33.6M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.8K- 39.23% |
$520K - $556K
|
4.34K
$856K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.75K- 16.69% |
$511K - $547K
|
13.7K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.63K- 5.7% |
$489K - $523K
|
43.6K
$8.6M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.62KClosed |
$487K - $521K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.62K- 0.84% |
$486K - $520K
|
310K
$61.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.54K- 5.62% |
$471K - $503K
|
42.6K
$8.4M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.49K- 5.44% |
$462K - $494K
|
43.3K
$8.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.44K- 15.62% |
$454K - $485K
|
13.2K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.44K- 17.71% |
$452K - $484K
|
11.3K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 1.76% |
$434K - $464K
|
130K
$25.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.32K- 67.02% |
$430K - $460K
|
1.14K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.3K- 0.81% |
$427K - $457K
|
282K
$55.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 19.07% |
$425K - $454K
|
9.7K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.15K- 0.76% |
$398K - $426K
|
282K
$55.6M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.13K- 51.49% |
$396K - $423K
|
2.01K
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-2.1K- 4.3% |
$391K - $418K
|
46.8K
$9.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-2.1K- 31.13% |
$390K - $417K
|
4.65K
$916K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.93K- 15.92% |
$359K - $384K
|
10.2K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.93K- 1.64% |
$359K - $384K
|
116K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.92K- 63.95% |
$356K - $380K
|
1.08K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.79K- 26.67% |
$332K - $355K
|
4.92K
$971K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.78K- 47.55% |
$330K - $352K
|
1.96K
$386K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.77K- 10.21% |
$330K - $352K
|
15.6K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.73K- 9.02% |
$321K - $343K
|
17.4K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 0.31% |
$320K - $342K
|
545K
$108M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.56K- 16.08% |
$289K - $309K
|
8.12K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.46K- 37.84% |
$272K - $291K
|
2.41K
$475K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.46K- 8.12% |
$270K - $289K
|
16.5K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.45K- 1.45% |
$268K - $287K
|
98.5K
$19.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.39K- 7.45% |
$258K - $276K
|
17.3K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.38K- 11.18% |
$256K - $274K
|
10.9K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 3.66% |
$256K - $273K
|
36.3K
$7.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.38K- 0.85% |
$256K - $273K
|
161K
$31.8M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.37K- 1.47% |
$254K - $271K
|
91.7K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.35K- 1.59% |
$252K - $269K
|
83.6K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.35K- 52.31% |
$250K - $267K
|
1.23K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.32K- 9.43% |
$246K - $263K
|
12.7K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.28K- 10.45% |
$239K - $255K
|
11K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.23K- 53.29% |
$229K - $245K
|
1.08K
$213K
|