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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-42- 0.98% |
$7.42K - $7.84K
|
4.26K
$840K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-33- 23.08% |
$5.83K - $6.16K
|
110
$21.7K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 1.57% |
$5.3K - $5.6K
|
1.88K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-20- 2.57% |
$3.53K - $3.73K
|
757
$149K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 0.4% |
$1.77K - $1.87K
|
2.46K
$486K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-31.4K- 24.85% |
$5.37M - $5.86M
|
94.9K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.61K- 6.44% |
$1.64M - $1.8M
|
140K
$27.5M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.02K- 82.36% |
$1.37M - $1.5M
|
1.72K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.57K- 57.3% |
$611K - $667K
|
2.66K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-2.77K- 10.31% |
$474K - $517K
|
24.1K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-2K- 31.73% |
$342K - $374K
|
4.3K
$849K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.72K- 56.29% |
$294K - $321K
|
1.34K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.5K- 48.39% |
$257K - $280K
|
1.6K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.28K- 32.95% |
$219K - $239K
|
2.6K
$513K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.26K- 47.71% |
$216K - $236K
|
1.38K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 11.41% |
$173K - $189K
|
7.88K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-297- 6.08% |
$50.8K - $55.5K
|
4.59K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-215- 36.2% |
$36.8K - $40.2K
|
379
$74.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-159- 64.63% |
$27.2K - $29.7K
|
87
$17.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-131- 9.91% |
$22.4K - $24.5K
|
1.19K
$235K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-110- 4.6% |
$18.8K - $20.5K
|
2.28K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-100- 50.0% |
$17.1K - $18.7K
|
100
$19.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-35- 6.62% |
$5.99K - $6.54K
|
494
$97.5K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-25- 0.37% |
$4.28K - $4.67K
|
6.73K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-10- 0.32% |
$1.71K - $1.87K
|
3.15K
$622K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10- 0.56% |
$1.71K - $1.87K
|
1.79K
$352K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9- 12.33% |
$1.54K - $1.68K
|
64
$12.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 13.04% |
$513 - $560
|
20
$3.95K
|
|
|
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
$22.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-34.9K- 96.16% |
$5.15M - $6.07M
|
1.39K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-29.6K- 98.41% |
$4.37M - $5.15M
|
477
$94.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-16.3K- 31.73% |
$2.41M - $2.85M
|
35.2K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-15.5K- 34.64% |
$2.29M - $2.7M
|
29.3K
$5.78M
|
|
|
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
$74K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.52K- 29.37% |
$224K - $264K
|
3.65K
$720K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 11.78% |
$202K - $239K
|
10.3K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-587- 6.6% |
$86.7K - $102K
|
8.31K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-478- 17.57% |
$70.6K - $83.3K
|
2.24K
$443K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-445- 3.53% |
$65.7K - $77.5K
|
12.2K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-356- 17.23% |
$52.6K - $62K
|
1.71K
$337K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-252- 99.21% |
$37.2K - $43.9K
|
2
$395
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-203- 13.35% |
$30K - $35.4K
|
1.32K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 86.21% |
$22.1K - $26.1K
|
24
$4.74K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-125- 16.91% |
$18.5K - $21.8K
|
614
$121K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-84- 0.96% |
$12.4K - $14.6K
|
8.64K
$1.7M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-39- 1.49% |
$5.76K - $6.79K
|
2.58K
$509K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2- 0.13% |
$295 - $348
|
1.54K
$303K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-665KClosed |
$102M - $111M
|
0
$0
|
|