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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.84K- 66.03% |
$426K - $458K
|
1.46K
$285K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.76K- 3.14% |
$414K - $446K
|
85.1K
$16.6M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.95K- 57.48% |
$292K - $314K
|
1.44K
$280K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 20.16% |
$169K - $181K
|
4.46K
$868K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.07K- 4.43% |
$160K - $173K
|
23.1K
$4.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-547- 37.85% |
$81.9K - $88.2K
|
898
$175K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-528- 13.89% |
$79.1K - $85.1K
|
3.27K
$637K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 3.62% |
$74.9K - $80.6K
|
13.3K
$2.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-456- 90.12% |
$68.3K - $73.5K
|
50
$9.74K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-392- 29.63% |
$58.7K - $63.2K
|
931
$181K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-343- 2.17% |
$51.4K - $55.3K
|
15.5K
$3.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-328- 10.83% |
$49.1K - $52.9K
|
2.7K
$526K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-267- 10.21% |
$40K - $43K
|
2.35K
$458K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-237- 28.18% |
$35.5K - $38.2K
|
604
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-228- 12.45% |
$34.1K - $36.8K
|
1.6K
$312K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-215- 13.76% |
$32.2K - $34.7K
|
1.35K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-211- 23.58% |
$31.6K - $34K
|
684
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-193- 10.09% |
$28.9K - $31.1K
|
1.72K
$335K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-152- 6.26% |
$22.8K - $24.5K
|
2.28K
$443K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-113- 1.15% |
$16.9K - $18.2K
|
9.67K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-109- 41.13% |
$16.3K - $17.6K
|
156
$30.4K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-89- 4.39% |
$13.3K - $14.3K
|
1.94K
$378K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-42- 1.95% |
$6.29K - $6.77K
|
2.11K
$411K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-30- 3.24% |
$4.49K - $4.84K
|
895
$174K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-18- 0.3% |
$2.69K - $2.9K
|
5.98K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-16- 0.09% |
$2.4K - $2.58K
|
17.3K
$3.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$299 - $322
|
1.62K
$315K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-61.9K- 34.4% |
$8.92M - $9.87M
|
118K
$23M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-41.8K- 52.0% |
$6.03M - $6.67M
|
38.6K
$7.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-41.2K- 57.86% |
$5.94M - $6.57M
|
30K
$5.85M
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-41.2K- 44.24% |
$5.94M - $6.57M
|
51.9K
$10.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-17.5K- 74.01% |
$2.53M - $2.8M
|
6.16K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.71K- 75.97% |
$1.26M - $1.39M
|
2.76K
$537K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.62K- 32.62% |
$1.1M - $1.21M
|
15.7K
$3.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-2.95K- 60.59% |
$425K - $470K
|
1.92K
$373K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.07K- 37.08% |
$298K - $329K
|
3.51K
$683K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.54K- 44.56% |
$223K - $246K
|
1.92K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.52K- 36.12% |
$220K - $243K
|
2.69K
$525K
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-1.01K- 28.03% |
$146K - $161K
|
2.59K
$505K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-714- 9.39% |
$103K - $114K
|
6.89K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-659- 10.65% |
$95K - $105K
|
5.53K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-550- 12.43% |
$79.3K - $87.7K
|
3.87K
$754K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-503- 7.45% |
$72.5K - $80.2K
|
6.25K
$1.22M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-285- 21.97% |
$41.1K - $45.4K
|
1.01K
$197K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-141- 16.73% |
$20.3K - $22.5K
|
702
$137K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-70- 4.25% |
$10.1K - $11.2K
|
1.58K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-54- 13.85% |
$7.79K - $8.61K
|
336
$65.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-52- 2.57% |
$7.5K - $8.29K
|
1.97K
$384K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-46- 0.48% |
$6.63K - $7.34K
|
9.46K
$1.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-32- 2.26% |
$4.61K - $5.1K
|
1.38K
$269K
|
|