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 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-1.53K- 80.26% |
$225K - $266K
|
375
$73.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.52K- 29.37% |
$224K - $264K
|
3.65K
$716K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 11.78% |
$202K - $239K
|
10.3K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-900- 10.83% |
$133K - $157K
|
7.41K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-587- 6.6% |
$86.7K - $102K
|
8.31K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-478- 17.57% |
$70.6K - $83.3K
|
2.24K
$440K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-458- 4.13% |
$67.6K - $79.8K
|
10.6K
$2.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-445- 3.53% |
$65.7K - $77.5K
|
12.2K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-356- 17.23% |
$52.6K - $62K
|
1.71K
$335K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-305- 42.24% |
$45K - $53.1K
|
417
$81.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-252- 99.21% |
$37.2K - $43.9K
|
2
$392
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-203- 13.35% |
$30K - $35.4K
|
1.32K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 86.21% |
$22.1K - $26.1K
|
24
$4.71K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-125- 16.91% |
$18.5K - $21.8K
|
614
$120K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-84- 0.96% |
$12.4K - $14.6K
|
8.64K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-15- 5.54% |
$2.21K - $2.61K
|
256
$50.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2- 0.13% |
$295 - $348
|
1.54K
$302K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-665KClosed |
$102M - $111M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-66.4K- 72.58% |
$10.2M - $11.1M
|
25.1K
$4.92M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.4K- 7.43% |
$4.66M - $5.07M
|
378K
$74.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-16.2K- 6.03% |
$2.48M - $2.7M
|
252K
$49.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13.6K- 57.14% |
$2.08M - $2.27M
|
10.2K
$2M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9.14K- 84.25% |
$1.4M - $1.52M
|
1.71K
$335K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-6.76K- 5.31% |
$1.04M - $1.13M
|
121K
$23.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.3K- 9.26% |
$966K - $1.05M
|
61.7K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.27K- 36.81% |
$194K - $211K
|
2.18K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.27K- 14.53% |
$194K - $211K
|
7.45K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 16.13% |
$76.7K - $83.4K
|
2.6K
$510K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-311- 9.04% |
$47.7K - $51.9K
|
3.13K
$614K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-225- 12.98% |
$34.5K - $37.5K
|
1.51K
$296K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-223- 4.56% |
$34.2K - $37.2K
|
4.67K
$916K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 9.22% |
$30.7K - $33.4K
|
1.97K
$386K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 47.17% |
$23K - $25K
|
168
$33K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-115- 17.69% |
$17.6K - $19.2K
|
535
$105K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-50- 2.92% |
$7.67K - $8.34K
|
1.67K
$327K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-42- 1.31% |
$6.44K - $7K
|
3.18K
$623K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 42.86% |
$2.3K - $2.5K
|
20
$3.92K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 0.47% |
$1.23K - $1.33K
|
1.69K
$332K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7- 0.12% |
$1.07K - $1.17K
|
5.64K
$1.11M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-725K- 75.84% |
$108M - $117M
|
231K
$45.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-122K- 98.84% |
$18.3M - $19.7M
|
1.44K
$282K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-17.9K- 92.98% |
$2.69M - $2.89M
|
1.35K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7K- 52.59% |
$1.05M - $1.13M
|
6.31K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.07K- 2.47% |
$459K - $495K
|
121K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.84K- 66.03% |
$426K - $458K
|
1.46K
$287K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.76K- 3.14% |
$414K - $446K
|
85.1K
$16.7M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.95K- 57.48% |
$292K - $314K
|
1.44K
$282K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 20.16% |
$169K - $181K
|
4.46K
$874K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.07K- 4.43% |
$160K - $173K
|
23.1K
$4.53M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-528- 13.89% |
$79.1K - $85.1K
|
3.27K
$642K
|
|