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 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-100- 6.87% |
$13K - $15.2K
|
1.36K
$284K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-99- 1.8% |
$12.8K - $15K
|
5.4K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-51Closed |
$6.61K - $7.74K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-31- 2.15% |
$4.02K - $4.71K
|
1.41K
$295K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.1K- 99.59% |
$3.1M - $3.64M
|
100
$21K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.1K- 59.04% |
$2.71M - $3.19M
|
14.6K
$3.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.23K- 43.43% |
$1.06M - $1.24M
|
10.7K
$2.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-5.88K- 1.68% |
$755K - $887K
|
344K
$72.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.28KClosed |
$679K - $797K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.59K- 1.84% |
$332K - $391K
|
138K
$28.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.55K- 40.99% |
$200K - $235K
|
2.24K
$469K
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-762- 1.14% |
$97.9K - $115K
|
66K
$13.8M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-701Closed |
$90.1K - $106K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-410- 3.58% |
$52.7K - $61.9K
|
11K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-344- 5.87% |
$44.2K - $51.9K
|
5.52K
$1.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-176- 2.89% |
$22.6K - $26.6K
|
5.91K
$1.24M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-151- 7.7% |
$19.4K - $22.8K
|
1.81K
$379K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-135Closed |
$17.4K - $20.4K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-86- 1.65% |
$11.1K - $13K
|
5.14K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-79- 3.01% |
$10.2K - $11.9K
|
2.54K
$533K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-24- 1.18% |
$3.08K - $3.62K
|
2.02K
$423K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-23- 26.14% |
$2.96K - $3.47K
|
65
$13.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10- 0.34% |
$1.29K - $1.51K
|
2.89K
$606K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2- 0.06% |
$257 - $302
|
3.57K
$747K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-258K- 69.98% |
$34.4M - $40.9M
|
111K
$23.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-229KClosed |
$30.5M - $36.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cpmg Inc
Dallas, TX |
SELL
|
- |
-46.5KClosed |
$6.2M - $7.37M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-44.3KClosed |
$5.91M - $7.03M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-27.7K- 62.98% |
$3.69M - $4.39M
|
16.3K
$3.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-21.6KClosed |
$2.88M - $3.42M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-21KClosed |
$2.8M - $3.33M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-15KClosed |
$1.99M - $2.37M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-9.06KClosed |
$1.21M - $1.44M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.24K- 14.1% |
$832K - $989K
|
38K
$7.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.78KClosed |
$770K - $915K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-3.5KClosed |
$466K - $555K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.16K- 78.99% |
$421K - $501K
|
841
$176K
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.27KClosed |
$302K - $359K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.91KClosed |
$254K - $302K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.84KClosed |
$245K - $291K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.56KClosed |
$208K - $248K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.39KClosed |
$186K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.34KClosed |
$179K - $213K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.34KClosed |
$179K - $212K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.32KClosed |
$176K - $209K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.19K- 92.08% |
$158K - $188K
|
102
$21.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-871- 16.27% |
$116K - $138K
|
4.48K
$939K
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-665- 23.24% |
$88.6K - $105K
|
2.2K
$460K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-457- 0.6% |
$60.9K - $72.4K
|
75.3K
$15.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-392- 31.51% |
$52.2K - $62.1K
|
852
$179K
|
|