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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.99K- 99.83% |
$1.63M - $1.77M
|
15
$2.92K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-8.96K- 40.26% |
$1.62M - $1.77M
|
13.3K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.55K- 10.5% |
$1.55M - $1.69M
|
72.9K
$14.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.51K- 9.19% |
$1.54M - $1.68M
|
84.1K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.43K- 1.93% |
$1.53M - $1.66M
|
427K
$83.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.3K- 27.44% |
$1.5M - $1.64M
|
21.9K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8.24K- 5.13% |
$1.49M - $1.62M
|
152K
$29.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-8.03K- 7.15% |
$1.45M - $1.58M
|
104K
$20.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.83K- 3.57% |
$1.42M - $1.54M
|
212K
$41.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.39K- 2.12% |
$1.34M - $1.46M
|
341K
$66.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.28K- 2.52% |
$1.32M - $1.43M
|
282K
$54.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.21K- 38.55% |
$1.3M - $1.42M
|
11.5K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.14K- 38.82% |
$1.29M - $1.41M
|
11.2K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.1K- 2.16% |
$1.28M - $1.4M
|
322K
$62.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6.94K- 2.66% |
$1.26M - $1.37M
|
254K
$49.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-6.75K- 5.18% |
$1.22M - $1.33M
|
124K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 11.94% |
$1.18M - $1.29M
|
48.2K
$9.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.22K- 0.56% |
$1.13M - $1.23M
|
1.11M
$215M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.17K- 14.15% |
$1.12M - $1.22M
|
37.5K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.9K- 5.19% |
$1.07M - $1.16M
|
108K
$21M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-5.86K- 33.41% |
$1.06M - $1.16M
|
11.7K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.69K- 7.44% |
$1.03M - $1.12M
|
70.8K
$13.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.64K- 26.42% |
$1.02M - $1.11M
|
15.7K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.53K- 13.93% |
$1M - $1.09M
|
34.2K
$6.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5.37K- 43.02% |
$973K - $1.06M
|
7.12K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.02K- 7.15% |
$909K - $990K
|
65.1K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-5K- 78.22% |
$906K - $987K
|
1.39K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.95K- 89.91% |
$897K - $977K
|
556
$108K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-4.83K- 4.53% |
$875K - $953K
|
102K
$19.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.67K- 8.42% |
$845K - $920K
|
50.8K
$9.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.66K- 1.62% |
$844K - $919K
|
284K
$55.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-4.55K- 1.05% |
$823K - $897K
|
430K
$83.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.5K- 4.02% |
$815K - $887K
|
107K
$20.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.5K- 54.68% |
$815K - $887K
|
3.73K
$726K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.43K- 11.43% |
$802K - $873K
|
34.3K
$6.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 14.41% |
$798K - $869K
|
26.2K
$5.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.33K- 0.65% |
$785K - $855K
|
661K
$129M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.25K- 7.28% |
$770K - $838K
|
54.2K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.18K- 48.46% |
$757K - $824K
|
4.45K
$866K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-4.01K- 72.27% |
$726K - $790K
|
1.54K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4K- 4.25% |
$725K - $789K
|
90.1K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 58.05% |
$703K - $766K
|
2.81K
$547K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.52K- 49.31% |
$637K - $694K
|
3.62K
$704K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.46K- 10.33% |
$627K - $683K
|
30K
$5.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.46K- 25.47% |
$627K - $683K
|
10.1K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-3.37K- 1.73% |
$609K - $663K
|
191K
$37.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.28K- 7.61% |
$594K - $647K
|
39.9K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.24K- 2.95% |
$587K - $639K
|
107K
$20.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3.17K- 14.62% |
$574K - $625K
|
18.5K
$3.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.11K- 54.92% |
$562K - $612K
|
2.55K
$496K
|