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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2019
Q2 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.2KClosed |
$239K - $259K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Xr Securities LLC
|
SELL
|
- |
-1.99KClosed |
$216K - $234K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Wealth Architects, LLC
|
SELL
|
- |
-1.82KClosed |
$197K - $214K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-960Closed |
$104K - $113K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-500Closed |
$54.3K - $58.7K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-474Closed |
$51.4K - $55.7K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-390Closed |
$42.3K - $45.8K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-319Closed |
$34.6K - $37.5K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-49Closed |
$5.32K - $5.76K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-25Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-20Closed |
$2.17K - $2.35K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1Closed |
$109 - $117
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 18, 2019
Q1 2019
|
Rnc Capital Management LLC
|
SELL
|
- |
-62KClosed |
$6.14M - $7.09M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Lyrical Asset Management LP
New York, NY |
SELL
|
- |
-42.5KClosed |
$4.21M - $4.86M
|
0
$0
|
|
|
Oct 18, 2024
Q1 2019
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-24.2KClosed |
$2.4M - $2.77M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-17.3KClosed |
$1.71M - $1.98M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.78KClosed |
$276K - $318K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Meritage Portfolio Management
|
SELL
|
- |
-2.74KClosed |
$272K - $313K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.53KClosed |
$250K - $289K
|
0
$0
|
|
|
May 09, 2023
Q1 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-585Closed |
$58K - $66.9K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-389Closed |
$38.6K - $44.5K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-389Closed |
$38.6K - $44.5K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-185Closed |
$18.3K - $21.2K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-182Closed |
$18K - $20.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-156Closed |
$15.5K - $17.8K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-148Closed |
$14.7K - $16.9K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-43Closed |
$4.26K - $4.92K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-230KClosed |
$21.9M - $26.8M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-19.7KClosed |
$1.88M - $2.3M
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-6.95KClosed |
$663K - $812K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-6.59KClosed |
$629K - $770K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gam Holding Ag
|
SELL
|
- |
-6.44KClosed |
$614K - $753K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.28KClosed |
$218K - $267K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-861Closed |
$82.1K - $101K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-781Closed |
$74.5K - $91.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-430Closed |
$41K - $50.2K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-166Closed |
$15.8K - $19.4K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-111Closed |
$10.6K - $13K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Adirondack Trust CO
|
SELL
|
- |
-98Closed |
$9.35K - $11.4K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-8KClosed |
$880K - $948K
|
0
$0
|
|
|
Oct 04, 2018
Q3 2018
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1.45KClosed |
$160K - $172K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-80Closed |
$8.8K - $9.48K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-55Closed |
$6.05K - $6.52K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Godsey & Gibb Associates
|
SELL
|
- |
-39Closed |
$4.29K - $4.62K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-3.94KClosed |
$422K - $446K
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.04KClosed |
$218K - $231K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.95KClosed |
$208K - $220K
|
0
$0
|
|
|
Jul 05, 2018
Q2 2018
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.94KClosed |
$208K - $220K
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.9K- 30.4% |
$203K - $215K
|
4.35K
$844K
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$136K - $144K
|
0
$0
|
|