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 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-500- 1.44% |
$92.9K - $99.3K
|
34.1K
$6.74M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-496- 4.54% |
$92.1K - $98.5K
|
10.4K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-478- 10.7% |
$88.8K - $94.9K
|
3.99K
$787K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-477- 3.75% |
$88.6K - $94.7K
|
12.2K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-472- 3.5% |
$87.7K - $93.7K
|
13K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-457- 0.5% |
$84.9K - $90.8K
|
90.3K
$17.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-455- 5.84% |
$84.5K - $90.4K
|
7.34K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-439- 11.06% |
$81.6K - $87.2K
|
3.53K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-423- 0.84% |
$78.6K - $84K
|
50K
$9.86M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-404- 9.77% |
$75.1K - $80.2K
|
3.73K
$736K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-403- 20.12% |
$74.9K - $80K
|
1.6K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-400- 5.53% |
$74.3K - $79.4K
|
6.84K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-398- 27.19% |
$73.9K - $79K
|
1.07K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-388- 4.08% |
$72.1K - $77K
|
9.11K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-378- 3.62% |
$70.2K - $75.1K
|
10.1K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-373- 0.38% |
$69.3K - $74.1K
|
97.3K
$19.2M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-363- 7.07% |
$67.4K - $72.1K
|
4.77K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-361- 0.95% |
$67.1K - $71.7K
|
37.6K
$7.42M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-357- 0.92% |
$66.3K - $70.9K
|
38.6K
$7.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-350- 6.13% |
$65K - $69.5K
|
5.36K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-342- 2.37% |
$63.5K - $67.9K
|
14.1K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-340- 20.09% |
$63.2K - $67.5K
|
1.35K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-337- 1.66% |
$62.6K - $66.9K
|
20K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-337- 11.47% |
$62.6K - $66.9K
|
2.6K
$513K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-330- 4.3% |
$61.3K - $65.5K
|
7.35K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-328- 1.85% |
$60.9K - $65.1K
|
17.4K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-327- 19.24% |
$60.8K - $64.9K
|
1.37K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-326- 7.39% |
$60.6K - $64.7K
|
4.09K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-316- 10.83% |
$58.7K - $62.8K
|
2.6K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-316- 0.36% |
$58.7K - $62.8K
|
87.2K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-314- 3.99% |
$58.3K - $62.4K
|
7.56K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-307- 11.75% |
$57K - $61K
|
2.31K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-306- 1.39% |
$56.8K - $60.8K
|
21.8K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-299- 20.74% |
$55.5K - $59.4K
|
1.14K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-299- 42.84% |
$55.5K - $59.4K
|
399
$78.7K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-294- 72.59% |
$54.6K - $58.4K
|
111
$21.9K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-289- 0.44% |
$53.7K - $57.4K
|
65.6K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-284- 15.11% |
$52.8K - $56.4K
|
1.6K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-282- 17.49% |
$52.4K - $56K
|
1.33K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-280- 1.66% |
$52K - $55.6K
|
16.5K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-280- 7.82% |
$52K - $55.6K
|
3.3K
$651K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-276- 3.25% |
$51.3K - $54.8K
|
8.21K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-276- 3.59% |
$51.3K - $54.8K
|
7.4K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-275- 1.45% |
$51.1K - $54.6K
|
18.6K
$3.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-275- 13.58% |
$51.1K - $54.6K
|
1.75K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-267- 0.73% |
$49.6K - $53K
|
36.1K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-266- 5.08% |
$49.4K - $52.8K
|
4.97K
$980K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-265- 0.74% |
$49.2K - $52.6K
|
35.3K
$6.97M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-264- 8.84% |
$49K - $52.4K
|
2.72K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-263- 2.14% |
$48.9K - $52.2K
|
12K
$2.37M
|