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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-345K- 34.95% |
$58.9M - $64.4M
|
641K
$118M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-330K- 36.95% |
$56.4M - $61.6M
|
562K
$104M
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-286K- 96.89% |
$48.9M - $53.4M
|
9.16K
$1.69M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-286K- 32.44% |
$48.9M - $53.4M
|
595K
$110M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-137K- 91.1% |
$23.5M - $25.6M
|
13.4K
$2.47M
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-135K- 35.96% |
$23.2M - $25.3M
|
241K
$44.4M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-100K- 39.87% |
$17.1M - $18.7M
|
151K
$27.8M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-80.5K- 11.36% |
$13.8M - $15M
|
628K
$116M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-80.3K- 25.61% |
$13.7M - $15M
|
233K
$43M
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-64.6K- 21.66% |
$11.1M - $12.1M
|
234K
$43M
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-61.1K- 18.72% |
$10.5M - $11.4M
|
266K
$48.9M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54K- 0.71% |
$9.23M - $10.1M
|
7.51M
$1.38B
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-52.1K- 9.2% |
$8.92M - $9.74M
|
515K
$94.8M
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-51.7K- 31.22% |
$8.84M - $9.65M
|
114K
$21M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-50.3K- 1.41% |
$8.6M - $9.39M
|
3.51M
$646M
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-44.7K- 71.22% |
$7.65M - $8.36M
|
18.1K
$3.33M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-41.4K- 21.32% |
$7.09M - $7.74M
|
153K
$28.2M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-37.7K- 16.59% |
$6.45M - $7.05M
|
190K
$34.9M
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-33.9K- 34.58% |
$5.8M - $6.33M
|
64.1K
$11.8M
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-32K- 82.04% |
$5.48M - $5.98M
|
7.01K
$1.29M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-31.9K- 5.79% |
$5.45M - $5.95M
|
518K
$95.5M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-31.4K- 24.85% |
$5.37M - $5.86M
|
94.9K
$17.5M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-31K- 10.73% |
$5.3M - $5.79M
|
258K
$47.5M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.6K- 0.65% |
$5.24M - $5.72M
|
4.65M
$857M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.2K- 17.92% |
$5M - $5.46M
|
134K
$24.6M
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-29.2K- 68.22% |
$4.99M - $5.45M
|
13.6K
$2.5M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-29.1K- 6.97% |
$4.97M - $5.43M
|
388K
$71.4M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-27K- 82.01% |
$4.61M - $5.04M
|
5.92K
$1.09M
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-25.3K- 95.61% |
$4.33M - $4.73M
|
1.16K
$214K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-24.5K- 45.86% |
$4.19M - $4.58M
|
28.9K
$5.33M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.3K- 25.57% |
$3.98M - $4.34M
|
67.7K
$12.5M
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-21.4K- 4.74% |
$3.66M - $3.99M
|
430K
$79.1M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.1K- 15.19% |
$3.45M - $3.76M
|
112K
$20.7M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20.1K- 13.09% |
$3.43M - $3.75M
|
133K
$24.5M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19.4K- 5.95% |
$3.33M - $3.63M
|
307K
$56.6M
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-16.6K- 7.36% |
$2.84M - $3.1M
|
209K
$38.5M
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-16.1K- 21.79% |
$2.76M - $3.01M
|
57.9K
$10.7M
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-15.6K- 38.54% |
$2.67M - $2.91M
|
24.9K
$4.58M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-15.6K- 88.59% |
$2.67M - $2.91M
|
2.01K
$369K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.7K- 3.19% |
$2.52M - $2.75M
|
447K
$82.2M
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-13.3K- 49.77% |
$2.28M - $2.49M
|
13.5K
$2.48M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13K- 50.3% |
$2.23M - $2.44M
|
12.9K
$2.37M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13K- 86.65% |
$2.22M - $2.42M
|
2K
$368K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.5K- 33.27% |
$1.97M - $2.15M
|
23.1K
$4.26M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11.3K- 7.62% |
$1.94M - $2.12M
|
137K
$25.3M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-10.9K- 26.05% |
$1.86M - $2.03M
|
30.9K
$5.69M
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-10.5K- 35.34% |
$1.79M - $1.96M
|
19.2K
$3.53M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 3.39% |
$1.74M - $1.9M
|
290K
$53.4M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.1K- 16.76% |
$1.73M - $1.89M
|
50.3K
$9.27M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-10K- 80.91% |
$1.72M - $1.88M
|
2.37K
$436K
|