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 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-420- 15.21% |
$76K - $82.8K
|
2.34K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-417- 1.68% |
$75.5K - $82.2K
|
24.4K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-413- 12.98% |
$74.8K - $81.4K
|
2.77K
$521K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-405- 2.98% |
$73.3K - $79.9K
|
13.2K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-401- 5.64% |
$72.6K - $79.1K
|
6.71K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-395- 8.68% |
$71.5K - $77.9K
|
4.16K
$782K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-388- 0.44% |
$70.3K - $76.5K
|
87.7K
$16.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-382- 5.85% |
$69.2K - $75.3K
|
6.15K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-380- 17.95% |
$68.8K - $74.9K
|
1.74K
$327K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-376- 0.96% |
$68.1K - $74.1K
|
38.9K
$7.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-374- 9.63% |
$67.7K - $73.7K
|
3.51K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-370- 1.62% |
$67K - $73K
|
22.5K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-370- 3.42% |
$67K - $73K
|
10.5K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-363- 0.18% |
$65.7K - $71.6K
|
205K
$38.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-343- 20.86% |
$62.1K - $67.6K
|
1.3K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-340- 4.14% |
$61.6K - $67K
|
7.87K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-338- 0.64% |
$61.2K - $66.6K
|
52.7K
$9.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-337- 1.79% |
$61K - $66.4K
|
18.5K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-334- 25.67% |
$60.5K - $65.9K
|
967
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-333- 4.41% |
$60.3K - $65.7K
|
7.22K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-333- 0.88% |
$60.3K - $65.7K
|
37.6K
$7.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-331- 20.24% |
$59.9K - $65.3K
|
1.3K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-318- 0.86% |
$57.6K - $62.7K
|
36.8K
$6.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-318- 3.34% |
$57.6K - $62.7K
|
9.2K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-314- 0.58% |
$56.9K - $61.9K
|
53.4K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-311- 0.33% |
$56.3K - $61.3K
|
93.8K
$17.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-310- 5.06% |
$56.1K - $61.1K
|
5.82K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-301- 8.68% |
$54.5K - $59.3K
|
3.17K
$596K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-298- 8.5% |
$54K - $58.8K
|
3.21K
$604K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-297- 9.27% |
$53.8K - $58.6K
|
2.91K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-297- 2.25% |
$53.8K - $58.6K
|
12.9K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-296- 5.87% |
$53.6K - $58.4K
|
4.75K
$893K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-293- 1.52% |
$53.1K - $57.8K
|
19K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-283- 0.71% |
$51.2K - $55.8K
|
39.8K
$7.49M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-281- 1.69% |
$50.9K - $55.4K
|
16.4K
$3.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-275- 17.03% |
$49.8K - $54.2K
|
1.34K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-275- 1.73% |
$49.8K - $54.2K
|
15.6K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-272- 0.26% |
$49.2K - $53.6K
|
106K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-271- 0.13% |
$49.1K - $53.4K
|
203K
$38.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-270- 2.34% |
$48.9K - $53.2K
|
11.3K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-265- 65.11% |
$48K - $52.3K
|
142
$26.7K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-262- 5.79% |
$47.4K - $51.7K
|
4.26K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-256- 0.4% |
$46.4K - $50.5K
|
64.4K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-256- 0.29% |
$46.4K - $50.5K
|
88.2K
$16.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-246- 0.47% |
$44.5K - $48.5K
|
52.4K
$9.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-240- 10.24% |
$43.5K - $47.3K
|
2.1K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-239- 6.0% |
$43.3K - $47.1K
|
3.75K
$705K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-238- 1.16% |
$43.1K - $46.9K
|
20.4K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-234- 1.21% |
$42.4K - $46.1K
|
19.1K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-227- 7.05% |
$41.1K - $44.8K
|
2.99K
$563K
|