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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.33M- 99.51% |
$251M - $274M
|
6.55K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-13.6K- 9.42% |
$2.57M - $2.8M
|
130K
$24.5M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.96K- 96.64% |
$1.13M - $1.23M
|
207
$39K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.13K- 4.35% |
$214K - $233K
|
24.8K
$4.67M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-762- 31.33% |
$144K - $157K
|
1.67K
$314K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-706- 2.83% |
$134K - $146K
|
24.3K
$4.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-518- 7.92% |
$98.2K - $107K
|
6.02K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-306- 0.36% |
$58K - $63.1K
|
84K
$15.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-254- 15.41% |
$48.1K - $52.4K
|
1.39K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-163- 5.55% |
$30.9K - $33.6K
|
2.77K
$522K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-130- 5.98% |
$24.6K - $26.8K
|
2.05K
$385K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-92- 13.49% |
$17.4K - $19K
|
590
$111K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-83- 1.14% |
$15.7K - $17.1K
|
7.19K
$1.35M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-17- 0.71% |
$3.22K - $3.5K
|
2.39K
$450K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-15- 1.04% |
$2.84K - $3.09K
|
1.43K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-14- 0.42% |
$2.65K - $2.89K
|
3.34K
$629K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-14- 0.95% |
$2.65K - $2.89K
|
1.45K
$273K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.21M- 48.27% |
$400M - $435M
|
2.37M
$445M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-728K- 9.49% |
$132M - $144M
|
6.95M
$1.31B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-634K- 3.59% |
$115M - $125M
|
17M
$3.2B
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-354K- 86.0% |
$64.1M - $69.9M
|
57.7K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-196K- 7.9% |
$35.5M - $38.6M
|
2.28M
$430M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-162K- 74.21% |
$29.3M - $31.9M
|
56.2K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-133K- 26.96% |
$24.1M - $26.2M
|
360K
$67.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-132K- 42.97% |
$23.9M - $26M
|
175K
$33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-130K- 12.31% |
$23.5M - $25.6M
|
925K
$174M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-96.6K- 16.64% |
$17.5M - $19.1M
|
484K
$91.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-82.1K- 5.26% |
$14.9M - $16.2M
|
1.48M
$278M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-78.8K- 88.48% |
$14.3M - $15.5M
|
10.3K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-47K- 98.31% |
$8.51M - $9.27M
|
810
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.4K- 3.51% |
$8.4M - $9.15M
|
1.28M
$240M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-36.8K- 3.63% |
$6.66M - $7.26M
|
977K
$184M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.6K- 9.99% |
$6.45M - $7.03M
|
321K
$60.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-33.2K- 49.86% |
$6.01M - $6.55M
|
33.4K
$6.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-28.8K- 9.56% |
$5.22M - $5.68M
|
272K
$51.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-26.2K- 84.4% |
$4.74M - $5.16M
|
4.84K
$910K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25.7K- 29.81% |
$4.65M - $5.06M
|
60.4K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-24.7K- 90.33% |
$4.47M - $4.87M
|
2.64K
$497K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-22.6K- 82.87% |
$4.1M - $4.46M
|
4.68K
$880K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-21.8K- 87.97% |
$3.95M - $4.3M
|
2.98K
$561K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.2K- 2.31% |
$3.84M - $4.18M
|
896K
$169M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21K- 40.52% |
$3.8M - $4.14M
|
30.8K
$5.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-19.2K- 6.31% |
$3.47M - $3.78M
|
285K
$53.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17.5K- 7.47% |
$3.17M - $3.45M
|
217K
$40.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.5K- 13.94% |
$3.16M - $3.44M
|
108K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-17K- 90.54% |
$3.07M - $3.34M
|
1.77K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-15.9K- 4.15% |
$2.89M - $3.14M
|
368K
$69.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15.9K- 82.04% |
$2.88M - $3.14M
|
3.48K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.2K- 6.85% |
$2.75M - $2.99M
|
206K
$38.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14.5K- 5.48% |
$2.63M - $2.86M
|
250K
$47.1M
|
|