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 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.73KClosed |
$255K - $275K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-1.63KClosed |
$241K - $260K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.61KClosed |
$237K - $256K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.5KClosed |
$221K - $238K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.49KClosed |
$219K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.39KClosed |
$205K - $221K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-1.38KClosed |
$203K - $220K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.35KClosed |
$199K - $215K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-760Closed |
$112K - $121K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-658Closed |
$97K - $105K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-615Closed |
$90.7K - $97.8K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-397Closed |
$58.5K - $63.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-349Closed |
$51.5K - $55.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-305Closed |
$45K - $48.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-265Closed |
$39.1K - $42.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-250Closed |
$36.9K - $39.8K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-159Closed |
$23.4K - $25.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-125- 6.07% |
$18.4K - $19.9K
|
1.94K
$377K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-100Closed |
$14.7K - $15.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-94- 4.3% |
$13.9K - $15K
|
2.09K
$407K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-31Closed |
$4.57K - $4.93K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-28Closed |
$4.13K - $4.45K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25Closed |
$3.69K - $3.98K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-51KClosed |
$7.44M - $8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-9.31KClosed |
$1.36M - $1.46M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.6KClosed |
$525K - $564K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.78KClosed |
$405K - $436K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-2.11KClosed |
$308K - $331K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.95KClosed |
$284K - $305K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.9KClosed |
$277K - $298K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.63K- 39.1% |
$238K - $256K
|
2.55K
$496K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.49KClosed |
$217K - $234K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.38KClosed |
$202K - $217K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-385Closed |
$56.1K - $60.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-339Closed |
$49.4K - $53.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-281Closed |
$41K - $44.1K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-258Closed |
$37.6K - $40.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-107Closed |
$15.6K - $16.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-97Closed |
$14.1K - $15.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-84Closed |
$12.2K - $13.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-72Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-50Closed |
$7.29K - $7.84K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-35Closed |
$5.1K - $5.49K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-15- 6.25% |
$2.19K - $2.35K
|
225
$43.8K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-344KClosed |
$49.5M - $52.3M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-15.3KClosed |
$2.2M - $2.33M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-10.8KClosed |
$1.55M - $1.64M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-9.28KClosed |
$1.33M - $1.41M
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-5.26KClosed |
$756K - $799K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.04KClosed |
$436K - $461K
|
0
$0
|
|