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 14, 2020
Q4 2019
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.41KClosed |
$278K - $314K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-530Closed |
$61.2K - $69K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-497Closed |
$57.4K - $64.7K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-238Closed |
$27.5K - $31K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-120Closed |
$13.8K - $15.6K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-67Closed |
$7.73K - $8.73K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-107KClosed |
$12M - $12.9M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-8.19KClosed |
$918K - $990K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.77KClosed |
$534K - $576K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.37KClosed |
$489K - $528K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.85KClosed |
$319K - $345K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.89KClosed |
$212K - $229K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.78KClosed |
$199K - $215K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-700Closed |
$78.4K - $84.6K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-420Closed |
$47K - $50.8K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-335Closed |
$37.5K - $40.5K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-272Closed |
$30.5K - $32.9K
|
0
$0
|
|
|
Dec 03, 2019
Q3 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-207Closed |
$23.2K - $25K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-199Closed |
$22.3K - $24.1K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-148Closed |
$16.6K - $17.9K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-139Closed |
$15.6K - $16.8K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-85Closed |
$9.52K - $10.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-67Closed |
$7.5K - $8.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1Closed |
$112 - $121
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Connable Office Inc
|
SELL
|
- |
-119KClosed |
$13M - $14M
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-45KClosed |
$4.88M - $5.29M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Natixis
Paris, I0 |
SELL
|
- |
-11.5KClosed |
$1.25M - $1.35M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.13KClosed |
$773K - $837K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-4.32KClosed |
$469K - $508K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.2KClosed |
$239K - $259K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Xr Securities LLC
|
SELL
|
- |
-1.99KClosed |
$216K - $234K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Wealth Architects, LLC
|
SELL
|
- |
-1.82KClosed |
$197K - $214K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-960Closed |
$104K - $113K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-500Closed |
$54.3K - $58.7K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-474Closed |
$51.4K - $55.7K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-390Closed |
$42.3K - $45.8K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-319Closed |
$34.6K - $37.5K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-49Closed |
$5.32K - $5.76K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-25Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-20Closed |
$2.17K - $2.35K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1Closed |
$109 - $117
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 18, 2019
Q1 2019
|
Rnc Capital Management LLC
|
SELL
|
- |
-62KClosed |
$6.14M - $7.09M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Lyrical Asset Management LP
New York, NY |
SELL
|
- |
-42.5KClosed |
$4.21M - $4.86M
|
0
$0
|
|
|
Oct 18, 2024
Q1 2019
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-24.2KClosed |
$2.4M - $2.77M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-17.3KClosed |
$1.71M - $1.98M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.78KClosed |
$276K - $318K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Meritage Portfolio Management
|
SELL
|
- |
-2.74KClosed |
$272K - $313K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.53KClosed |
$250K - $289K
|
0
$0
|
|
|
May 09, 2023
Q1 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-585Closed |
$58K - $66.9K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-389Closed |
$38.6K - $44.5K
|
0
$0
|
|