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 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-259- 23.46% |
$48.1K - $51.4K
|
845
$167K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-259- 0.25% |
$48.1K - $51.4K
|
104K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-257- 5.99% |
$47.7K - $51K
|
4.04K
$797K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-254- 7.32% |
$47.2K - $50.4K
|
3.22K
$634K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-245- 1.04% |
$45.5K - $48.7K
|
23.3K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-238- 1.91% |
$44.2K - $47.3K
|
12.2K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-229- 2.22% |
$42.5K - $45.5K
|
10.1K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-228- 1.18% |
$42.4K - $45.3K
|
19K
$3.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-225- 10.27% |
$41.8K - $44.7K
|
1.97K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-223- 2.12% |
$41.4K - $44.3K
|
10.3K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-215- 3.99% |
$39.9K - $42.7K
|
5.17K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-211- 9.07% |
$39.2K - $41.9K
|
2.12K
$417K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-211- 0.88% |
$39.2K - $41.9K
|
23.7K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-205- 34.17% |
$38.1K - $40.7K
|
395
$77.9K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-203- 1.44% |
$37.7K - $40.3K
|
13.9K
$2.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-200- 10.29% |
$37.2K - $39.7K
|
1.74K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-196- 1.13% |
$36.4K - $38.9K
|
17.2K
$3.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-194- 9.08% |
$36K - $38.5K
|
1.94K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-192- 10.13% |
$35.7K - $38.1K
|
1.7K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-192- 9.72% |
$35.7K - $38.1K
|
1.78K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-191- 1.68% |
$35.5K - $37.9K
|
11.2K
$2.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-191- 6.52% |
$35.5K - $37.9K
|
2.74K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-182- 11.38% |
$33.8K - $36.1K
|
1.42K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-178- 3.1% |
$33.1K - $35.3K
|
5.56K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-176- 1.47% |
$32.7K - $35K
|
11.8K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-175- 2.82% |
$32.5K - $34.8K
|
6.03K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-171- 3.99% |
$31.8K - $34K
|
4.11K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-170- 1.84% |
$31.6K - $33.8K
|
9.09K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-168- 1.71% |
$31.2K - $33.4K
|
9.65K
$1.9M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-158- 3.5% |
$29.4K - $31.4K
|
4.36K
$859K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-157- 0.39% |
$29.2K - $31.2K
|
40.2K
$7.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-155- 1.53% |
$28.8K - $30.8K
|
9.98K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-153- 11.5% |
$28.4K - $30.4K
|
1.18K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-153- 2.35% |
$28.4K - $30.4K
|
6.37K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 1.77% |
$27.9K - $29.8K
|
8.31K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 6.6% |
$27.9K - $29.8K
|
2.12K
$419K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140- 11.73% |
$26K - $27.8K
|
1.05K
$208K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-139- 1.67% |
$25.8K - $27.6K
|
8.2K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-139- 10.93% |
$25.8K - $27.6K
|
1.13K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-137- 3.0% |
$25.5K - $27.2K
|
4.43K
$874K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-135- 5.94% |
$25.1K - $26.8K
|
2.14K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-134- 29.98% |
$24.9K - $26.6K
|
313
$61.8K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-132- 0.91% |
$24.5K - $26.2K
|
14.4K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-131- 3.0% |
$24.3K - $26K
|
4.24K
$837K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 2.17% |
$24.2K - $25.8K
|
5.87K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-130- 9.16% |
$24.2K - $25.8K
|
1.29K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-128- 0.55% |
$23.8K - $25.4K
|
23K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-126- 1.19% |
$23.4K - $25K
|
10.4K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-126- 8.65% |
$23.4K - $25K
|
1.33K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-125- 0.43% |
$23.2K - $24.8K
|
29.3K
$5.77M
|