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 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-746- 3.62% |
$135K - $147K
|
19.9K
$3.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-728- 5.66% |
$132K - $144K
|
12.1K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-724- 1.36% |
$131K - $143K
|
52.5K
$9.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-722- 13.6% |
$131K - $142K
|
4.59K
$863K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-686- 95.94% |
$124K - $135K
|
29
$5.46K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-671- 1.59% |
$121K - $132K
|
41.5K
$7.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-666- 33.33% |
$121K - $131K
|
1.33K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-661- 1.67% |
$120K - $130K
|
38.9K
$7.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-649- 0.22% |
$118K - $128K
|
288K
$54.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-645- 0.91% |
$117K - $127K
|
69.9K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-644- 0.41% |
$117K - $127K
|
158K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-635- 6.14% |
$115K - $125K
|
9.72K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-624- 8.38% |
$113K - $123K
|
6.82K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-616- 3.48% |
$112K - $121K
|
17.1K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-590- 29.81% |
$107K - $116K
|
1.39K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-589- 0.94% |
$107K - $116K
|
62.2K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-583- 96.05% |
$106K - $115K
|
24
$4.52K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-565- 48.21% |
$102K - $111K
|
607
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-563- 0.67% |
$102K - $111K
|
83.7K
$15.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-562- 0.49% |
$102K - $111K
|
115K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-561- 17.88% |
$102K - $111K
|
2.58K
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-549- 24.73% |
$99.4K - $108K
|
1.67K
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-544- 2.35% |
$98.5K - $107K
|
22.6K
$4.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-538- 14.95% |
$97.4K - $106K
|
3.06K
$576K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-534- 1.49% |
$96.7K - $105K
|
35.3K
$6.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-528- 0.47% |
$95.6K - $104K
|
112K
$21.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-520- 26.79% |
$94.2K - $103K
|
1.42K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-517- 5.68% |
$93.6K - $102K
|
8.58K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-517- 13.5% |
$93.6K - $102K
|
3.31K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-514- 4.16% |
$93.1K - $101K
|
11.8K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-509- 2.45% |
$92.2K - $100K
|
20.3K
$3.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-507- 3.54% |
$91.8K - $100K
|
13.8K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-501- 4.35% |
$90.7K - $98.8K
|
11K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-493- 14.19% |
$89.3K - $97.2K
|
2.98K
$561K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-492- 22.5% |
$89.1K - $97K
|
1.7K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-477- 7.03% |
$86.4K - $94.1K
|
6.3K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-469- 6.01% |
$84.9K - $92.5K
|
7.33K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-465- 3.82% |
$84.2K - $91.7K
|
11.7K
$2.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-464- 4.21% |
$84K - $91.5K
|
10.6K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-461- 0.34% |
$83.5K - $90.9K
|
133K
$25.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-458- 3.2% |
$82.9K - $90.3K
|
13.8K
$2.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-457- 4.26% |
$82.7K - $90.1K
|
10.3K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-451- 11.55% |
$81.7K - $88.9K
|
3.46K
$650K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-444- 1.97% |
$80.4K - $87.5K
|
22.1K
$4.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-440- 6.13% |
$79.7K - $86.8K
|
6.74K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-435- 12.71% |
$78.8K - $85.8K
|
2.99K
$562K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-429- 1.91% |
$77.7K - $84.6K
|
22K
$4.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-427- 13.6% |
$77.3K - $84.2K
|
2.71K
$511K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-426- 0.4% |
$77.1K - $84K
|
106K
$19.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-423- 9.04% |
$76.6K - $83.4K
|
4.26K
$801K
|