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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7- 0.12% |
$1.07K - $1.17K
|
5.64K
$1.18M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-725K- 75.84% |
$108M - $117M
|
231K
$48.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-122K- 98.84% |
$18.3M - $19.7M
|
1.44K
$302K
|
|
|
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-60.7KClosed |
$9.09M - $9.78M
|
0
$0
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-17.9K- 92.98% |
$2.69M - $2.89M
|
1.35K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7K- 52.59% |
$1.05M - $1.13M
|
6.31K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.07K- 2.47% |
$459K - $495K
|
121K
$25.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.84K- 66.03% |
$426K - $458K
|
1.46K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.76K- 3.14% |
$414K - $446K
|
85.1K
$17.8M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.95K- 57.48% |
$292K - $314K
|
1.44K
$302K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.07K- 4.43% |
$160K - $173K
|
23.1K
$4.84M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-528- 13.89% |
$79.1K - $85.1K
|
3.27K
$686K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 3.62% |
$74.9K - $80.6K
|
13.3K
$2.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-392- 29.63% |
$58.7K - $63.2K
|
931
$195K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-267- 10.21% |
$40K - $43K
|
2.35K
$492K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-237- 28.18% |
$35.5K - $38.2K
|
604
$127K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-215- 13.76% |
$32.2K - $34.7K
|
1.35K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-193- 10.09% |
$28.9K - $31.1K
|
1.72K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-109- 41.13% |
$16.3K - $17.6K
|
156
$32.7K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-89- 4.39% |
$13.3K - $14.3K
|
1.94K
$407K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-18- 0.3% |
$2.69K - $2.9K
|
5.98K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-16- 0.09% |
$2.4K - $2.58K
|
17.3K
$3.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$299 - $322
|
1.62K
$339K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-41.8K- 52.0% |
$6.03M - $6.67M
|
38.6K
$8.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-41.2K- 57.86% |
$5.94M - $6.57M
|
30K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-41.2K- 44.24% |
$5.94M - $6.57M
|
51.9K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.71K- 75.97% |
$1.26M - $1.39M
|
2.76K
$577K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.62K- 32.62% |
$1.1M - $1.21M
|
15.7K
$3.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-2.95K- 60.59% |
$425K - $470K
|
1.92K
$402K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.07K- 37.08% |
$298K - $329K
|
3.51K
$735K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.54K- 44.56% |
$223K - $246K
|
1.92K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.52K- 36.12% |
$220K - $243K
|
2.69K
$564K
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-1.01K- 28.03% |
$146K - $161K
|
2.59K
$544K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-659- 10.65% |
$95K - $105K
|
5.53K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-70- 4.25% |
$10.1K - $11.2K
|
1.58K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-54- 13.85% |
$7.79K - $8.61K
|
336
$70.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-52- 2.57% |
$7.5K - $8.29K
|
1.97K
$413K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-46- 0.48% |
$6.63K - $7.34K
|
9.46K
$1.98M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-32- 2.26% |
$4.61K - $5.1K
|
1.38K
$290K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-12- 70.59% |
$1.73K - $1.91K
|
5
$1.05K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106KClosed |
$13.8M - $16.1M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.1K- 81.11% |
$2.47M - $2.89M
|
4.44K
$931K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.68K- 30.7% |
$347K - $406K
|
6.04K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-505- 14.16% |
$65.5K - $76.7K
|
3.06K
$642K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-481- 13.93% |
$62.4K - $73K
|
2.97K
$623K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-385- 20.38% |
$49.9K - $58.4K
|
1.5K
$315K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-350- 12.97% |
$45.4K - $53.1K
|
2.35K
$492K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-147- 3.79% |
$19.1K - $22.3K
|
3.73K
$781K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-139- 14.24% |
$18K - $21.1K
|
837
$175K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-139- 2.28% |
$18K - $21.1K
|
5.96K
$1.25M
|
|