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
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-761K- 51.46% |
$144M - $157M
|
717K
$140M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-83.6K- 36.68% |
$15.8M - $17.2M
|
144K
$28.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-82K- 16.94% |
$15.5M - $16.9M
|
402K
$78.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-66.5K- 68.79% |
$12.6M - $13.7M
|
30.2K
$5.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57.4K- 35.28% |
$10.9M - $11.8M
|
105K
$20.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-57.1K- 22.82% |
$10.8M - $11.8M
|
193K
$37.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-45.5K- 55.83% |
$8.62M - $9.38M
|
36K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-26.1K- 24.06% |
$4.95M - $5.38M
|
82.4K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 3.86% |
$4.84M - $5.26M
|
636K
$124M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-24.8K- 24.33% |
$4.7M - $5.11M
|
77.1K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24.5K- 8.51% |
$4.64M - $5.05M
|
263K
$51.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-23.8K- 72.64% |
$4.51M - $4.91M
|
8.96K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-22.9K- 92.51% |
$4.34M - $4.72M
|
1.85K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.9K- 5.53% |
$3.77M - $4.11M
|
340K
$66.2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.3K- 1.98% |
$3.66M - $3.99M
|
958K
$186M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 31.1% |
$3.54M - $3.86M
|
41.4K
$8.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-17.7K- 97.62% |
$3.35M - $3.65M
|
432
$84.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 3.16% |
$3.18M - $3.46M
|
513K
$99.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-15.5K- 26.73% |
$2.94M - $3.2M
|
42.5K
$8.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.3K- 38.29% |
$2.9M - $3.16M
|
24.7K
$4.81M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-13.6K- 9.42% |
$2.57M - $2.8M
|
130K
$25.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.5K- 49.72% |
$2.56M - $2.79M
|
13.7K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-13.5K- 25.67% |
$2.56M - $2.78M
|
39.1K
$7.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13K- 63.78% |
$2.46M - $2.68M
|
7.39K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13K- 49.05% |
$2.46M - $2.67M
|
13.5K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.2K- 6.33% |
$2.31M - $2.51M
|
180K
$35.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11.7K- 5.39% |
$2.21M - $2.41M
|
205K
$39.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.4K- 4.01% |
$2.16M - $2.35M
|
273K
$53.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.89K- 15.91% |
$1.87M - $2.04M
|
52.3K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.87K- 3.06% |
$1.87M - $2.03M
|
312K
$60.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-8.83K- 66.41% |
$1.67M - $1.82M
|
4.47K
$869K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.83K- 12.12% |
$1.67M - $1.82M
|
64K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-8.58K- 2.18% |
$1.63M - $1.77M
|
386K
$75.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-7.59K- 24.72% |
$1.44M - $1.57M
|
23.1K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.59K- 96.42% |
$1.44M - $1.56M
|
282
$54.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.05K- 36.91% |
$1.34M - $1.45M
|
12K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.48K- 45.99% |
$1.23M - $1.34M
|
7.61K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.28K- 6.04% |
$1.19M - $1.29M
|
97.7K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.17K- 12.15% |
$1.17M - $1.27M
|
44.6K
$8.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.63K- 71.2% |
$1.07M - $1.16M
|
2.28K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.47K- 51.86% |
$1.04M - $1.13M
|
5.08K
$988K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.17K- 10.81% |
$979K - $1.07M
|
42.6K
$8.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.64K- 4.11% |
$879K - $956K
|
108K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.6K- 2.59% |
$872K - $949K
|
173K
$33.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.51K- 8.32% |
$854K - $929K
|
49.6K
$9.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.4K- 8.8% |
$833K - $907K
|
45.6K
$8.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.28K- 25.79% |
$812K - $883K
|
12.3K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.06K- 16.92% |
$769K - $837K
|
19.9K
$3.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.04K- 1.72% |
$765K - $833K
|
230K
$44.8M
|