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 |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2021
Q4 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.33KClosed |
$256K - $298K
|
0
$0
|
|
|
Mar 08, 2021
Q4 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-2.01KClosed |
$221K - $258K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-955Closed |
$105K - $122K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-711- 78.05% |
$78.2K - $91.1K
|
200
$39K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-572Closed |
$62.9K - $73.3K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 30.77% |
$22K - $25.6K
|
450
$87.6K
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-187Closed |
$20.6K - $24K
|
0
$0
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-133Closed |
$14.6K - $17K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-130Closed |
$14.3K - $16.7K
|
0
$0
|
|
|
Sep 08, 2021
Q4 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-100Closed |
$11K - $12.8K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-89Closed |
$9.78K - $11.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Requisite Capital Management, LLC
|
SELL
|
- |
-77.5KClosed |
$8.28M - $9.17M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
SELL
|
- |
-6.36KClosed |
$679K - $752K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.93KClosed |
$313K - $347K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.8KClosed |
$299K - $331K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
SELL
|
- |
-2.64KClosed |
$282K - $313K
|
0
$0
|
|
|
Dec 01, 2020
Q3 2020
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.35KClosed |
$250K - $277K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.14KClosed |
$122K - $135K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-462Closed |
$49.3K - $54.6K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-371Closed |
$39.6K - $43.9K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-274Closed |
$29.3K - $32.4K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-139Closed |
$14.8K - $16.4K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-63Closed |
$6.73K - $7.45K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
SELL
|
- |
-59Closed |
$6.3K - $6.97K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-40Closed |
$4.27K - $4.73K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27Closed |
$2.88K - $3.19K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-15Closed |
$1.6K - $1.77K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-14.6KClosed |
$1.34M - $1.75M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-5.64KClosed |
$518K - $674K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.57KClosed |
$420K - $547K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.89KClosed |
$357K - $465K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.31KClosed |
$304K - $396K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.76KClosed |
$254K - $331K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Sfmg, LLC
|
SELL
|
- |
-2.69KClosed |
$247K - $322K
|
0
$0
|
|
|
Aug 19, 2020
Q2 2020
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.39KClosed |
$219K - $286K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Welch Group, LLC
|
SELL
|
- |
-1.87KClosed |
$172K - $224K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.15K- 50.0% |
$106K - $138K
|
1.15K
$224K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-608- 14.63% |
$55.9K - $72.8K
|
3.55K
$691K
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-349Closed |
$32.1K - $41.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-309- 5.93% |
$28.4K - $37K
|
4.9K
$954K
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-265Closed |
$24.4K - $31.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-199Closed |
$18.3K - $23.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-177- 22.52% |
$16.3K - $21.2K
|
609
$119K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-153Closed |
$14.1K - $18.3K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-145Closed |
$13.3K - $17.4K
|
0
$0
|
|
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-100Closed |
$9.19K - $12K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-81Closed |
$7.45K - $9.69K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-167KClosed |
$13.8M - $22M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-91.6KClosed |
$7.6M - $12.1M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-48.4KClosed |
$4.02M - $6.38M
|
0
$0
|
|