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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.04KClosed |
$436K - $461K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.58KClosed |
$226K - $239K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.13K- 24.13% |
$162K - $172K
|
3.55K
$689K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-979Closed |
$141K - $149K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-881Closed |
$127K - $134K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-858Closed |
$123K - $130K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-586Closed |
$84.2K - $89.1K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-500Closed |
$71.9K - $76K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-230Closed |
$33.1K - $35K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-49- 0.57% |
$7.04K - $7.45K
|
8.52K
$1.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-26Closed |
$3.74K - $3.95K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 4.73% |
$1.87K - $1.98K
|
262
$50.8K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-31.3KClosed |
$4.44M - $4.73M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-15KClosed |
$2.13M - $2.27M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13.5KClosed |
$1.92M - $2.05M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.71KClosed |
$669K - $712K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.2KClosed |
$313K - $333K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-1KClosed |
$142K - $151K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-765Closed |
$109K - $116K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-391Closed |
$55.6K - $59.1K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-290Closed |
$41.2K - $43.9K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-100Closed |
$14.2K - $15.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-89Closed |
$12.7K - $13.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-47.2KClosed |
$5.95M - $6.73M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-33.9KClosed |
$4.27M - $4.83M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-16.6KClosed |
$2.09M - $2.36M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-14.8KClosed |
$1.86M - $2.11M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.94K- 36.63% |
$1M - $1.13M
|
13.7K
$2.67M
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.04KClosed |
$760K - $860K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-3.37KClosed |
$424K - $479K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.8KClosed |
$353K - $399K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.42KClosed |
$305K - $345K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.38KClosed |
$299K - $338K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.83KClosed |
$231K - $261K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-677Closed |
$85.3K - $96.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-263Closed |
$33.1K - $37.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-184Closed |
$23.2K - $26.2K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$12.6K - $14.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-98Closed |
$12.3K - $14K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-80Closed |
$10.1K - $11.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
SELL
|
- |
-50Closed |
$6.3K - $7.12K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-37Closed |
$4.66K - $5.27K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-32- 31.07% |
$4.03K - $4.56K
|
71
$13.8K
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-20Closed |
$2.52K - $2.85K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-8Closed |
$1.01K - $1.14K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-25KClosed |
$2.75M - $3.2M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-5.21KClosed |
$573K - $668K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-4.92KClosed |
$541K - $631K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.79KClosed |
$306K - $357K
|
0
$0
|
|
|
Feb 19, 2021
Q4 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.33KClosed |
$256K - $298K
|
0
$0
|
|