Latest Institutional Sells of Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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
Aug 15, 2022 Q2 2022
Wittenberg Investment Management, Inc.

Carlisle, MA
SELL
 -
-380
Closed
$50.6K - $60.2K
0 $0
Aug 12, 2022 Q2 2022
Milestone Wealth, LLC

Buffalo, NY
SELL
 -
-330
- 14.57%
$44K - $52.3K
1.94K $406K
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
SELL
 -
-288
Closed
$38.4K - $45.7K
0 $0
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-200
- 48.78%
$26.7K - $31.7K
210 $44K
Aug 15, 2022 Q2 2022
Source Financial Advisors LLC

New York, NY
SELL
 -
-117
- 2.41%
$15.6K - $18.5K
4.74K $994K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-100
Closed
$13.3K - $15.9K
0 $0
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
SELL
 -
-75
- 4.7%
$10K - $11.9K
1.52K $319K
Aug 15, 2022 Q2 2022
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-68
- 4.17%
$9.06K - $10.8K
1.56K $328K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-60
Closed
$8K - $9.51K
0 $0
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-51
- 38.06%
$6.8K - $8.08K
83 $17.4K
Jul 25, 2022 Q2 2022
Oak Harbor Wealth Partners, LLC

SELL
 -
-8
- 2.87%
$1.07K - $1.27K
271 $56.8K
Aug 11, 2022 Q2 2022
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-5
- 0.16%
$666 - $793
3.16K $662K
Jul 20, 2022 Q2 2022
Cadence Bank Na

SELL
 -
-3
- 0.19%
$400 - $476
1.58K $330K
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-2
- 1.94%
$267 - $317
101 $21.2K
Q1 2022
May 04, 2022 Q1 2022
Arch Capital Group Ltd.

SELL
 -
-68.1K
Closed
$10M - $10.8M
0 $0
Apr 22, 2022 Q1 2022
Exane Derivatives

SELL
 -
-52.6K
Closed
$7.75M - $8.36M
0 $0
May 16, 2022 Q1 2022
Mkp Capital Management, L.L.C.

New York, NY
SELL
 -
-16K
Closed
$2.36M - $2.54M
0 $0
May 13, 2022 Q1 2022
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-10.7K
Closed
$1.58M - $1.7M
0 $0
May 13, 2022 Q1 2022
Goldstream Capital Management LTD

SELL
 -
-7.41K
Closed
$1.09M - $1.18M
0 $0
May 13, 2022 Q1 2022
Allie Family Office LLC

SELL
 -
-6.32K
Closed
$931K - $1M
0 $0
Jul 13, 2022 Q1 2022
Crown Wealth Group, LLC

SELL
 -
-2.96K
Closed
$437K - $471K
0 $0
Apr 29, 2022 Q1 2022
Gratus Capital LLC

SELL
 -
-2.53K
Closed
$374K - $403K
0 $0
May 12, 2022 Q1 2022
Antonetti Capital Management LLC

SELL
 -
-1.73K
Closed
$255K - $275K
0 $0
Apr 26, 2022 Q1 2022
First National Corp

SELL
 -
-1.63K
Closed
$241K - $260K
0 $0
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-1.5K
Closed
$221K - $238K
0 $0
May 04, 2022 Q1 2022
Banque Pictet & Cie Sa

SELL
 -
-1.49K
Closed
$219K - $236K
0 $0
May 16, 2022 Q1 2022
Intellectus Partners, LLC

San Francisco, CA
SELL
 -
-1.39K
Closed
$205K - $221K
0 $0
Apr 13, 2022 Q1 2022
Transparent Wealth Partners LLC

Little Rock, AR
SELL
 -
-1.38K
Closed
$203K - $220K
0 $0
May 12, 2022 Q1 2022
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-1.35K
Closed
$199K - $215K
0 $0
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

SELL
 -
-760
Closed
$112K - $121K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-658
Closed
$97K - $105K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-615
Closed
$90.7K - $97.8K
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-397
Closed
$58.5K - $63.1K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-305
Closed
$45K - $48.5K
0 $0
May 11, 2022 Q1 2022
Andrew Hill Investment Advisors, Inc.

Naples, FL
SELL
 -
-250
Closed
$36.9K - $39.8K
0 $0
Apr 19, 2022 Q1 2022
Paragon Capital Management LTD

SELL
 -
-159
Closed
$23.4K - $25.3K
0 $0
Apr 14, 2022 Q1 2022
Edge Wealth Management LLC

SELL
 -
-100
Closed
$14.7K - $15.9K
0 $0
Apr 14, 2022 Q1 2022
Sabal Trust CO

SELL
 -
-94
- 4.3%
$13.9K - $15K
2.09K $439K
Apr 13, 2022 Q1 2022
Cnb Bank

Clearfield, PA
SELL
 -
-31
Closed
$4.57K - $4.93K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-28
Closed
$4.13K - $4.45K
0 $0
Q4 2021
Feb 11, 2022 Q4 2021
Rothschild Capital Partners, LLC

New York, NY
SELL
 -
-51K
Closed
$7.44M - $8M
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-3.6K
Closed
$525K - $564K
0 $0
Feb 09, 2022 Q4 2021
Axs Investments LLC

Port Chester, NY
SELL
 -
-2.78K
Closed
$405K - $436K
0 $0
Jan 18, 2022 Q4 2021
Addison Capital CO

SELL
 -
-2.11K
Closed
$308K - $331K
0 $0
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-1.95K
Closed
$284K - $305K
0 $0
Feb 14, 2022 Q4 2021
Prelude Capital Management, LLC

New York, NY
SELL
 -
-1.9K
Closed
$277K - $298K
0 $0
Jan 24, 2022 Q4 2021
Brand Asset Management Group, Inc.

SELL
 -
-1.49K
Closed
$217K - $234K
0 $0
Feb 20, 2025 Q4 2021
Clare Market Investments LLC

Dallas, TX
SELL
 -
-1.42K
Closed
$207K - $223K
0 $0
Feb 11, 2022 Q4 2021
Firestone Capital Management

SELL
 -
-385
Closed
$56.1K - $60.4K
0 $0

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