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 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-595- 3.18% |
$102K - $111K
|
18.1K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-297- 6.08% |
$50.8K - $55.5K
|
4.59K
$890K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-215- 36.2% |
$36.8K - $40.2K
|
379
$73.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-159- 64.63% |
$27.2K - $29.7K
|
87
$16.9K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-156- 10.32% |
$26.7K - $29.1K
|
1.36K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-140- 4.04% |
$24K - $26.2K
|
3.33K
$645K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-131- 9.91% |
$22.4K - $24.5K
|
1.19K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-110- 4.6% |
$18.8K - $20.5K
|
2.28K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-100- 50.0% |
$17.1K - $18.7K
|
100
$19.4K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-59- 0.35% |
$10.1K - $11K
|
16.8K
$3.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-35- 6.62% |
$5.99K - $6.54K
|
494
$95.9K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-25- 0.37% |
$4.28K - $4.67K
|
6.73K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-10- 0.32% |
$1.71K - $1.87K
|
3.15K
$611K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10- 0.56% |
$1.71K - $1.87K
|
1.79K
$346K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9- 12.33% |
$1.54K - $1.68K
|
64
$12.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4- 0.04% |
$684 - $747
|
9.26K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 13.04% |
$513 - $560
|
20
$3.88K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.06% |
$171 - $187
|
1.6K
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1Closed |
$171 - $187
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-62.4K- 35.03% |
$9.22M - $10.9M
|
116K
$22.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-34.9K- 96.16% |
$5.15M - $6.07M
|
1.39K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.6K- 98.41% |
$4.37M - $5.15M
|
477
$92.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-16.3K- 31.73% |
$2.41M - $2.85M
|
35.2K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-15.5K- 34.64% |
$2.29M - $2.7M
|
29.3K
$5.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.56KClosed |
$230K - $271K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-1.53K- 80.26% |
$225K - $266K
|
375
$72.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.52K- 29.37% |
$224K - $264K
|
3.65K
$708K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 11.78% |
$202K - $239K
|
10.3K
$1.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-587- 6.6% |
$86.7K - $102K
|
8.31K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-478- 17.57% |
$70.6K - $83.3K
|
2.24K
$435K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-445- 3.53% |
$65.7K - $77.5K
|
12.2K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-356- 17.23% |
$52.6K - $62K
|
1.71K
$332K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-252- 99.21% |
$37.2K - $43.9K
|
2
$388
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-203- 13.35% |
$30K - $35.4K
|
1.32K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 86.21% |
$22.1K - $26.1K
|
24
$4.66K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-125- 16.91% |
$18.5K - $21.8K
|
614
$119K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-84- 0.96% |
$12.4K - $14.6K
|
8.64K
$1.68M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-39- 1.49% |
$5.76K - $6.79K
|
2.58K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-15- 5.54% |
$2.21K - $2.61K
|
256
$49.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2- 0.13% |
$295 - $348
|
1.54K
$298K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-665KClosed |
$102M - $111M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-66.4K- 72.58% |
$10.2M - $11.1M
|
25.1K
$4.87M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.4K- 7.43% |
$4.66M - $5.07M
|
378K
$73.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-16.2K- 6.03% |
$2.48M - $2.7M
|
252K
$49M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13.6K- 57.14% |
$2.08M - $2.27M
|
10.2K
$1.98M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9.14K- 84.25% |
$1.4M - $1.52M
|
1.71K
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-6.76K- 5.31% |
$1.04M - $1.13M
|
121K
$23.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.3K- 9.26% |
$966K - $1.05M
|
61.7K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.27K- 14.53% |
$194K - $211K
|
7.45K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-311- 9.04% |
$47.7K - $51.9K
|
3.13K
$607K
|
|