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 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-141- 16.73% |
$20.3K - $22.5K
|
702
$136K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-70- 4.25% |
$10.1K - $11.2K
|
1.58K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-54- 13.85% |
$7.79K - $8.61K
|
336
$65.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-52- 2.57% |
$7.5K - $8.29K
|
1.97K
$382K
|
|
|
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
$268K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-22- 6.49% |
$3.17K - $3.51K
|
317
$61.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-12- 70.59% |
$1.73K - $1.91K
|
5
$970
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106KClosed |
$13.8M - $16.1M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.1K- 81.11% |
$2.47M - $2.89M
|
4.44K
$861K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.68K- 30.7% |
$347K - $406K
|
6.04K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-505- 14.16% |
$65.5K - $76.7K
|
3.06K
$594K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-481- 13.93% |
$62.4K - $73K
|
2.97K
$577K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-463- 19.83% |
$60K - $70.3K
|
1.87K
$363K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-385- 20.38% |
$49.9K - $58.4K
|
1.5K
$292K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-350- 12.97% |
$45.4K - $53.1K
|
2.35K
$456K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-147- 3.79% |
$19.1K - $22.3K
|
3.73K
$723K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-139- 14.24% |
$18K - $21.1K
|
837
$162K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-139- 2.28% |
$18K - $21.1K
|
5.96K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-100- 6.87% |
$13K - $15.2K
|
1.36K
$263K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-99- 1.8% |
$12.8K - $15K
|
5.4K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-51Closed |
$6.61K - $7.74K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-31- 2.15% |
$4.02K - $4.71K
|
1.41K
$273K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.1K- 99.59% |
$3.1M - $3.64M
|
100
$19.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.1K- 59.04% |
$2.71M - $3.19M
|
14.6K
$2.84M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.23K- 43.43% |
$1.06M - $1.24M
|
10.7K
$2.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-5.88K- 1.68% |
$755K - $887K
|
344K
$66.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.28KClosed |
$679K - $797K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.59K- 1.84% |
$332K - $391K
|
138K
$26.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.55K- 40.99% |
$200K - $235K
|
2.24K
$434K
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-762- 1.14% |
$97.9K - $115K
|
66K
$12.8M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-701Closed |
$90.1K - $106K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-410- 3.58% |
$52.7K - $61.9K
|
11K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-344- 5.87% |
$44.2K - $51.9K
|
5.52K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-176- 2.89% |
$22.6K - $26.6K
|
5.91K
$1.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-151- 7.7% |
$19.4K - $22.8K
|
1.81K
$351K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-135Closed |
$17.4K - $20.4K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-91- 4.09% |
$11.7K - $13.7K
|
2.13K
$414K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-86- 1.65% |
$11.1K - $13K
|
5.14K
$996K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-79- 3.01% |
$10.2K - $11.9K
|
2.54K
$494K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-24- 1.18% |
$3.08K - $3.62K
|
2.02K
$391K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-23- 26.14% |
$2.96K - $3.47K
|
65
$12.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10- 0.34% |
$1.29K - $1.51K
|
2.89K
$561K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2- 0.06% |
$257 - $302
|
3.57K
$692K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-258K- 69.98% |
$34.4M - $40.9M
|
111K
$21.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-229KClosed |
$30.5M - $36.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cpmg Inc
Dallas, TX |
SELL
|
- |
-46.5KClosed |
$6.2M - $7.37M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-44.3KClosed |
$5.91M - $7.03M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-27.7K- 62.98% |
$3.69M - $4.39M
|
16.3K
$3.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-21.6KClosed |
$2.88M - $3.42M
|
0
$0
|
|