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
|
Townsquare Capital LLC
|
SELL
|
- |
-25.6K- 41.02% |
$4.75M - $5.08M
|
36.8K
$7.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.69K- 85.64% |
$1.24M - $1.33M
|
1.12K
$235K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.93K- 44.87% |
$1.1M - $1.18M
|
7.28K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.67K- 48.28% |
$868K - $927K
|
5K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.04K- 51.39% |
$750K - $802K
|
3.82K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4K- 34.97% |
$743K - $794K
|
7.44K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.94K- 70.78% |
$547K - $584K
|
1.22K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 19.07% |
$425K - $454K
|
9.7K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.78K- 47.55% |
$330K - $352K
|
1.96K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.56K- 16.08% |
$289K - $309K
|
8.12K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.18K- 99.24% |
$219K - $234K
|
9
$1.89K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 35.01% |
$203K - $217K
|
2.03K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-800- 29.63% |
$149K - $159K
|
1.9K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-777- 12.69% |
$144K - $154K
|
5.35K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-685- 22.03% |
$127K - $136K
|
2.42K
$508K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-685- 65.49% |
$127K - $136K
|
361
$75.7K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-575- 27.15% |
$107K - $114K
|
1.54K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-523- 26.37% |
$97.2K - $104K
|
1.46K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-403- 20.12% |
$74.9K - $80K
|
1.6K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-400- 5.53% |
$74.3K - $79.4K
|
6.84K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-337- 11.47% |
$62.6K - $66.9K
|
2.6K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-327- 19.24% |
$60.8K - $64.9K
|
1.37K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-299- 20.74% |
$55.5K - $59.4K
|
1.14K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-299- 42.84% |
$55.5K - $59.4K
|
399
$83.6K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-294- 72.59% |
$54.6K - $58.4K
|
111
$23.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-282- 17.49% |
$52.4K - $56K
|
1.33K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-275- 13.58% |
$51.1K - $54.6K
|
1.75K
$367K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-228- 1.18% |
$42.4K - $45.3K
|
19K
$3.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-225- 10.27% |
$41.8K - $44.7K
|
1.97K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-205- 34.17% |
$38.1K - $40.7K
|
395
$82.8K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-203- 1.44% |
$37.7K - $40.3K
|
13.9K
$2.92M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-191- 6.52% |
$35.5K - $37.9K
|
2.74K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-170- 1.84% |
$31.6K - $33.8K
|
9.09K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140- 11.73% |
$26K - $27.8K
|
1.05K
$221K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-139- 1.67% |
$25.8K - $27.6K
|
8.2K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-125- 0.43% |
$23.2K - $24.8K
|
29.3K
$6.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-110- 46.41% |
$20.4K - $21.8K
|
127
$26.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 4.25% |
$18.6K - $19.9K
|
2.26K
$473K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-80- 2.83% |
$14.9K - $15.9K
|
2.74K
$575K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-80- 3.6% |
$14.9K - $15.9K
|
2.14K
$449K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-74- 13.55% |
$13.7K - $14.7K
|
472
$98.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-45- 1.58% |
$8.36K - $8.94K
|
2.8K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-44- 0.83% |
$8.17K - $8.74K
|
5.27K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-43- 0.59% |
$7.99K - $8.54K
|
7.3K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-43- 3.12% |
$7.99K - $8.54K
|
1.33K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-41- 2.7% |
$7.62K - $8.14K
|
1.48K
$309K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-33- 1.85% |
$6.13K - $6.55K
|
1.75K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-32- 29.91% |
$5.94K - $6.35K
|
75
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-30- 9.77% |
$5.57K - $5.96K
|
277
$58.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-25- 11.31% |
$4.64K - $4.96K
|
196
$41.1K
|
|