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 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-21KClosed |
$2.8M - $3.33M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-15KClosed |
$1.99M - $2.37M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-9.06KClosed |
$1.21M - $1.44M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.24K- 14.1% |
$832K - $989K
|
38K
$7.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.78KClosed |
$770K - $915K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-3.5KClosed |
$466K - $555K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.16K- 78.99% |
$421K - $501K
|
841
$163K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3K- 48.39% |
$400K - $476K
|
3.2K
$621K
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.27KClosed |
$302K - $359K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.91KClosed |
$254K - $302K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.84KClosed |
$245K - $291K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.61KClosed |
$214K - $255K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.56KClosed |
$208K - $248K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.4KClosed |
$186K - $221K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.39KClosed |
$186K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.34KClosed |
$179K - $213K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.34KClosed |
$179K - $212K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.32KClosed |
$176K - $209K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.19K- 92.08% |
$158K - $188K
|
102
$19.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-871- 16.27% |
$116K - $138K
|
4.48K
$869K
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-665- 23.24% |
$88.6K - $105K
|
2.2K
$426K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-457- 0.6% |
$60.9K - $72.4K
|
75.3K
$14.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-392- 31.51% |
$52.2K - $62.1K
|
852
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-380Closed |
$50.6K - $60.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-330- 14.57% |
$44K - $52.3K
|
1.94K
$375K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-288Closed |
$38.4K - $45.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 48.78% |
$26.7K - $31.7K
|
210
$40.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-117- 2.41% |
$15.6K - $18.5K
|
4.74K
$920K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$13.3K - $15.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-95- 2.71% |
$12.7K - $15.1K
|
3.41K
$661K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-85- 4.57% |
$11.3K - $13.5K
|
1.77K
$344K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-75- 4.7% |
$10K - $11.9K
|
1.52K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-68- 4.17% |
$9.06K - $10.8K
|
1.56K
$303K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60Closed |
$8K - $9.51K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-51- 38.06% |
$6.8K - $8.08K
|
83
$16.1K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 13.39% |
$2K - $2.38K
|
97
$18.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-9- 0.46% |
$1.2K - $1.43K
|
1.95K
$379K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-8- 2.87% |
$1.07K - $1.27K
|
271
$52.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 0.16% |
$666 - $793
|
3.16K
$613K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-3- 0.19% |
$400 - $476
|
1.58K
$306K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2- 1.94% |
$267 - $317
|
101
$19.6K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Arch Capital Group Ltd.
|
SELL
|
- |
-68.1KClosed |
$10M - $10.8M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-52.6KClosed |
$7.75M - $8.36M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-16KClosed |
$2.36M - $2.54M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.7KClosed |
$1.58M - $1.7M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-7.41KClosed |
$1.09M - $1.18M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
SELL
|
- |
-6.32KClosed |
$931K - $1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.29KClosed |
$780K - $841K
|
0
$0
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.96KClosed |
$437K - $471K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-2.53KClosed |
$374K - $403K
|
0
$0
|
|