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
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-706- 2.83% |
$134K - $146K
|
24.3K
$4.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-705- 0.63% |
$134K - $145K
|
111K
$21.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-687- 1.43% |
$130K - $142K
|
47.3K
$9.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-679- 2.59% |
$129K - $140K
|
25.5K
$5M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-617- 0.68% |
$117K - $127K
|
89.8K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-602- 19.89% |
$114K - $124K
|
2.43K
$476K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-518- 7.92% |
$98.2K - $107K
|
6.02K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-485- 2.45% |
$91.9K - $100K
|
19.3K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-447- 5.21% |
$84.7K - $92.2K
|
8.14K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-425- 13.95% |
$80.5K - $87.6K
|
2.62K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-424- 13.76% |
$80.3K - $87.4K
|
2.66K
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-407- 5.88% |
$77.1K - $83.9K
|
6.52K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-399- 1.75% |
$75.6K - $82.3K
|
22.3K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-379- 2.13% |
$71.8K - $78.1K
|
17.4K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-355- 11.6% |
$67.3K - $73.2K
|
2.71K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-335- 4.43% |
$63.5K - $69.1K
|
7.23K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-306- 0.36% |
$58K - $63.1K
|
84K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-302- 12.38% |
$57.2K - $62.3K
|
2.14K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-300- 12.55% |
$56.9K - $61.9K
|
2.09K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-292- 1.28% |
$55.3K - $60.2K
|
22.6K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-287- 2.58% |
$54.4K - $59.2K
|
10.8K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-285- 4.54% |
$54K - $58.8K
|
6K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-274- 4.56% |
$51.9K - $56.5K
|
5.74K
$1.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-254- 15.41% |
$48.1K - $52.4K
|
1.39K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-243- 1.65% |
$46K - $50.1K
|
14.5K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-238- 12.26% |
$45.1K - $49.1K
|
1.7K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-226- 1.61% |
$42.8K - $46.6K
|
13.8K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-224- 7.51% |
$42.4K - $46.2K
|
2.76K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-220- 5.3% |
$41.7K - $45.4K
|
3.93K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-214- 2.73% |
$40.6K - $44.1K
|
7.61K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-209- 1.71% |
$39.6K - $43.1K
|
12K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-206- 2.24% |
$39K - $42.5K
|
8.99K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-206- 2.4% |
$39K - $42.5K
|
8.38K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 4.64% |
$38.7K - $42.1K
|
4.19K
$822K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-200- 7.38% |
$37.9K - $41.2K
|
2.51K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-184- 2.54% |
$34.9K - $37.9K
|
7.07K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-180- 5.05% |
$34.1K - $37.1K
|
3.38K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-165- 5.3% |
$31.3K - $34K
|
2.95K
$579K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-163- 5.55% |
$30.9K - $33.6K
|
2.77K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-158- 0.71% |
$29.9K - $32.6K
|
22K
$4.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-154- 2.46% |
$29.2K - $31.8K
|
6.1K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-153- 0.22% |
$29K - $31.5K
|
70.6K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-149- 0.66% |
$28.2K - $30.7K
|
22.4K
$4.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-145- 81.01% |
$27.5K - $29.9K
|
34
$6.67K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140- 10.49% |
$26.5K - $28.9K
|
1.19K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-139- 10.98% |
$26.3K - $28.7K
|
1.13K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-134- 1.1% |
$25.4K - $27.6K
|
12K
$2.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-130- 5.98% |
$24.6K - $26.8K
|
2.05K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-122- 1.62% |
$23.1K - $25.2K
|
7.42K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-118- 0.24% |
$22.4K - $24.3K
|
48.7K
$9.56M
|