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 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-22.7KClosed |
$1.89M - $3M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-12.8KClosed |
$1.07M - $1.69M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-9.88KClosed |
$819K - $1.3M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-7.86KClosed |
$652K - $1.04M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-4.66KClosed |
$387K - $614K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-3.32KClosed |
$275K - $438K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.45KClosed |
$204K - $323K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.37KClosed |
$197K - $312K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.77KClosed |
$147K - $233K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.72KClosed |
$142K - $226K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.66KClosed |
$138K - $219K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.65KClosed |
$137K - $218K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.1KClosed |
$91K - $145K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-773Closed |
$64.1K - $102K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-473Closed |
$39.2K - $62.3K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-250Closed |
$20.7K - $32.9K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
De Dora Capital, Inc.
|
SELL
|
- |
-68Closed |
$5.64K - $8.96K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-336KClosed |
$38.8M - $43.8M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-15.7KClosed |
$1.81M - $2.04M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-9.95KClosed |
$1.15M - $1.3M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.06KClosed |
$354K - $399K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.41KClosed |
$278K - $314K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-530Closed |
$61.2K - $69K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-497Closed |
$57.4K - $64.7K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-238Closed |
$27.5K - $31K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-120Closed |
$13.8K - $15.6K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-67Closed |
$7.73K - $8.73K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-107KClosed |
$12M - $12.9M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-8.19KClosed |
$918K - $990K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.77KClosed |
$534K - $576K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.37KClosed |
$489K - $528K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.85KClosed |
$319K - $345K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.89KClosed |
$212K - $229K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.78KClosed |
$199K - $215K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-700Closed |
$78.4K - $84.6K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-420Closed |
$47K - $50.8K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-335Closed |
$37.5K - $40.5K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-272Closed |
$30.5K - $32.9K
|
0
$0
|
|
|
Dec 03, 2019
Q3 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-207Closed |
$23.2K - $25K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-199Closed |
$22.3K - $24.1K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-148Closed |
$16.6K - $17.9K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-139Closed |
$15.6K - $16.8K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-85Closed |
$9.52K - $10.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-67Closed |
$7.5K - $8.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1Closed |
$112 - $121
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Connable Office Inc
|
SELL
|
- |
-119KClosed |
$13M - $14M
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-45KClosed |
$4.88M - $5.29M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Natixis
Paris, I0 |
SELL
|
- |
-11.5KClosed |
$1.25M - $1.35M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.13KClosed |
$773K - $837K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-4.32KClosed |
$469K - $508K
|
0
$0
|
|