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 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
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-389Closed |
$38.6K - $44.5K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-185Closed |
$18.3K - $21.2K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-182Closed |
$18K - $20.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-156Closed |
$15.5K - $17.8K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-148Closed |
$14.7K - $16.9K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-43Closed |
$4.26K - $4.92K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-230KClosed |
$21.9M - $26.8M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-19.7KClosed |
$1.88M - $2.3M
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-6.95KClosed |
$663K - $812K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-6.59KClosed |
$629K - $770K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gam Holding Ag
|
SELL
|
- |
-6.44KClosed |
$614K - $753K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.28KClosed |
$218K - $267K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-861Closed |
$82.1K - $101K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-781Closed |
$74.5K - $91.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-430Closed |
$41K - $50.2K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-166Closed |
$15.8K - $19.4K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-111Closed |
$10.6K - $13K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Adirondack Trust CO
|
SELL
|
- |
-98Closed |
$9.35K - $11.4K
|
0
$0
|
|