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 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-123- 2.29% |
$22.9K - $24.4K
|
5.25K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-110- 6.55% |
$20.4K - $21.8K
|
1.57K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-110- 46.41% |
$20.4K - $21.8K
|
127
$25.1K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-109- 0.29% |
$20.3K - $21.6K
|
38K
$7.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-105- 5.43% |
$19.5K - $20.9K
|
1.83K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-103- 6.79% |
$19.1K - $20.5K
|
1.41K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-102- 0.26% |
$18.9K - $20.3K
|
38.8K
$7.66M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-100- 2.47% |
$18.6K - $19.9K
|
3.96K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-100- 3.57% |
$18.6K - $19.9K
|
2.7K
$533K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 4.25% |
$18.6K - $19.9K
|
2.26K
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-94- 1.07% |
$17.5K - $18.7K
|
8.71K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-87- 1.38% |
$16.2K - $17.3K
|
6.22K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-82- 1.15% |
$15.2K - $16.3K
|
7.04K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-80- 2.83% |
$14.9K - $15.9K
|
2.74K
$541K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-80- 3.6% |
$14.9K - $15.9K
|
2.14K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-80- 2.53% |
$14.9K - $15.9K
|
3.09K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-77- 0.24% |
$14.3K - $15.3K
|
31.6K
$6.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-75- 15.24% |
$13.9K - $14.9K
|
417
$82.3K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-74- 5.37% |
$13.7K - $14.7K
|
1.31K
$257K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-74- 13.55% |
$13.7K - $14.7K
|
472
$93.1K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-69- 0.89% |
$12.8K - $13.7K
|
7.69K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-68- 2.99% |
$12.6K - $13.5K
|
2.21K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-68- 0.54% |
$12.6K - $13.5K
|
12.4K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-63- 12.43% |
$11.7K - $12.5K
|
444
$87.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-63- 0.05% |
$11.7K - $12.5K
|
133K
$26.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-63- 2.9% |
$11.7K - $12.5K
|
2.11K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-61- 0.78% |
$11.3K - $12.1K
|
7.78K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-61- 21.63% |
$11.3K - $12.1K
|
221
$43.6K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-60- 1.32% |
$11.1K - $11.9K
|
4.5K
$887K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-60- 2.7% |
$11.1K - $11.9K
|
2.16K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-58- 4.73% |
$10.8K - $11.5K
|
1.17K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-56- 21.88% |
$10.4K - $11.1K
|
200
$39.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-56- 0.35% |
$10.4K - $11.1K
|
15.8K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-54- 0.81% |
$10K - $10.7K
|
6.61K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52- 3.48% |
$9.66K - $10.3K
|
1.44K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-51- 0.92% |
$9.47K - $10.1K
|
5.49K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-51- 2.45% |
$9.47K - $10.1K
|
2.03K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-50- 3.66% |
$9.29K - $9.93K
|
1.32K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-50- 2.12% |
$9.29K - $9.93K
|
2.31K
$456K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.15% |
$9.29K - $9.93K
|
4.3K
$848K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-49- 0.16% |
$9.1K - $9.73K
|
30.9K
$6.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-47- 0.12% |
$8.73K - $9.33K
|
40.1K
$7.91M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 2.85% |
$8.36K - $8.94K
|
1.54K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-45- 1.58% |
$8.36K - $8.94K
|
2.8K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-44- 0.58% |
$8.17K - $8.74K
|
7.49K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-44- 0.83% |
$8.17K - $8.74K
|
5.27K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-43- 0.59% |
$7.99K - $8.54K
|
7.3K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-43- 3.12% |
$7.99K - $8.54K
|
1.33K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-41- 2.7% |
$7.62K - $8.14K
|
1.48K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-40- 1.4% |
$7.43K - $7.94K
|
2.81K
$555K
|