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 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.1K- 4.58% |
$561K - $610K
|
64.5K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.03K- 5.96% |
$548K - $597K
|
47.8K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.99K- 50.49% |
$542K - $590K
|
2.93K
$571K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.96K- 26.96% |
$537K - $584K
|
8.03K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.93K- 4.01% |
$530K - $578K
|
70K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.92K- 26.71% |
$528K - $575K
|
8K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.84K- 0.78% |
$515K - $561K
|
360K
$70.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.81K- 35.13% |
$509K - $554K
|
5.19K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.8K- 4.61% |
$508K - $553K
|
58K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.7K- 0.82% |
$490K - $533K
|
329K
$64M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.66K- 23.0% |
$482K - $525K
|
8.91K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.61K- 4.81% |
$473K - $515K
|
51.7K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.57K- 7.36% |
$466K - $507K
|
32.4K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.57K- 9.23% |
$465K - $506K
|
25.2K
$4.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.56K- 5.3% |
$464K - $505K
|
45.7K
$8.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.56K- 3.21% |
$463K - $504K
|
77.1K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.49K- 6.43% |
$451K - $491K
|
36.2K
$7.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.44K- 63.54% |
$442K - $481K
|
1.4K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.4K- 2.96% |
$434K - $472K
|
78.5K
$15.3M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.37K- 4.3% |
$430K - $468K
|
52.8K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.25K- 37.31% |
$407K - $444K
|
3.78K
$736K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 15.45% |
$403K - $439K
|
12.2K
$2.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.2K- 9.91% |
$398K - $433K
|
20K
$3.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.17K- 24.91% |
$393K - $428K
|
6.55K
$1.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.13K- 2.08% |
$385K - $420K
|
100K
$19.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 9.45% |
$385K - $420K
|
20.4K
$3.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-2.01K- 15.71% |
$364K - $396K
|
10.8K
$2.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2K- 0.75% |
$362K - $394K
|
265K
$51.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.96K- 20.2% |
$355K - $386K
|
7.74K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 38.38% |
$336K - $366K
|
2.98K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 4.96% |
$336K - $366K
|
35.6K
$6.93M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.57K- 8.8% |
$283K - $309K
|
16.2K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.56K- 1.04% |
$282K - $307K
|
149K
$28.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.55K- 10.15% |
$281K - $306K
|
13.7K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.5K- 5.88% |
$272K - $296K
|
24K
$4.68M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.48K- 9.1% |
$267K - $291K
|
14.7K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.47K- 58.76% |
$267K - $290K
|
1.03K
$201K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.43K- 20.5% |
$259K - $282K
|
5.54K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.42K- 87.74% |
$258K - $281K
|
199
$38.8K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.39K- 2.08% |
$251K - $274K
|
65.5K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.38K- 15.11% |
$249K - $271K
|
7.73K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.35K- 12.34% |
$245K - $267K
|
9.62K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.35K- 8.62% |
$245K - $267K
|
14.4K
$2.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.35K- 2.05% |
$245K - $266K
|
64.6K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.35K- 2.86% |
$245K - $266K
|
45.9K
$8.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.32K- 4.13% |
$240K - $261K
|
30.7K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.32K- 52.31% |
$240K - $261K
|
1.21K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.3K- 7.17% |
$235K - $256K
|
16.8K
$3.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.29K- 14.59% |
$233K - $254K
|
7.54K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 28.6% |
$232K - $253K
|
3.2K
$623K
|