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 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.19K- 23.17% |
$221K - $236K
|
3.94K
$778K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.18K- 99.24% |
$219K - $234K
|
9
$1.78K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.12K- 4.16% |
$208K - $222K
|
25.8K
$5.09M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.1K- 29.02% |
$204K - $218K
|
2.69K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 35.01% |
$203K - $217K
|
2.03K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.04K- 4.51% |
$193K - $206K
|
22K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.02K- 10.97% |
$189K - $202K
|
8.26K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-972- 24.93% |
$181K - $193K
|
2.93K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-946- 5.06% |
$176K - $188K
|
17.8K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-891- 8.02% |
$166K - $177K
|
10.2K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-864- 1.11% |
$161K - $172K
|
77K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-850- 29.91% |
$158K - $169K
|
1.99K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-840- 6.47% |
$156K - $167K
|
12.1K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-809- 29.85% |
$150K - $161K
|
1.9K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-800- 29.63% |
$149K - $159K
|
1.9K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-788- 1.74% |
$146K - $156K
|
44.6K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-777- 12.69% |
$144K - $154K
|
5.35K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-771- 5.57% |
$143K - $153K
|
13.1K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-766- 85.02% |
$142K - $152K
|
135
$26.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-764- 2.54% |
$142K - $152K
|
29.3K
$5.78M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-760- 8.28% |
$141K - $151K
|
8.42K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-743- 4.97% |
$138K - $148K
|
14.2K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-735- 6.11% |
$137K - $146K
|
11.3K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-722- 0.92% |
$134K - $143K
|
77.9K
$15.4M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-698- 19.35% |
$130K - $139K
|
2.91K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-695- 12.87% |
$129K - $138K
|
4.71K
$928K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-685- 22.03% |
$127K - $136K
|
2.42K
$478K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-685- 65.49% |
$127K - $136K
|
361
$71.2K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-674- 3.94% |
$125K - $134K
|
16.4K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-669- 0.32% |
$124K - $133K
|
208K
$41M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-666- 4.68% |
$124K - $132K
|
13.6K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-652- 20.64% |
$121K - $129K
|
2.51K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-620- 13.62% |
$115K - $123K
|
3.93K
$776K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-604- 36.52% |
$112K - $120K
|
1.05K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-576- 6.38% |
$107K - $114K
|
8.46K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-575- 27.15% |
$107K - $114K
|
1.54K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-575- 3.53% |
$107K - $114K
|
15.7K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-549- 6.12% |
$102K - $109K
|
8.42K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-547- 4.43% |
$102K - $109K
|
11.8K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-539- 5.14% |
$100K - $107K
|
9.96K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-531- 16.65% |
$98.6K - $105K
|
2.66K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-529- 16.89% |
$98.3K - $105K
|
2.6K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-526- 2.32% |
$97.7K - $104K
|
22.1K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-525- 3.02% |
$97.5K - $104K
|
16.8K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-525- 0.35% |
$97.5K - $104K
|
148K
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-523- 26.37% |
$97.2K - $104K
|
1.46K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-517- 0.8% |
$96K - $103K
|
63.8K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-515- 1.47% |
$95.7K - $102K
|
34.6K
$6.82M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-509- 2.16% |
$94.6K - $101K
|
23K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-503- 9.27% |
$93.4K - $99.9K
|
4.92K
$971K
|