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 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-363- 0.18% |
$65.7K - $71.6K
|
205K
$39.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-343- 20.86% |
$62.1K - $67.6K
|
1.3K
$253K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-340- 4.14% |
$61.6K - $67K
|
7.87K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-338- 0.64% |
$61.2K - $66.6K
|
52.7K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-337- 1.79% |
$61K - $66.4K
|
18.5K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-334- 25.67% |
$60.5K - $65.9K
|
967
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-333- 4.41% |
$60.3K - $65.7K
|
7.22K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-333- 0.88% |
$60.3K - $65.7K
|
37.6K
$7.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-331- 20.24% |
$59.9K - $65.3K
|
1.3K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-326- 1.29% |
$59K - $64.3K
|
25K
$4.87M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-318- 0.86% |
$57.6K - $62.7K
|
36.8K
$7.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-318- 3.34% |
$57.6K - $62.7K
|
9.2K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-314- 0.58% |
$56.9K - $61.9K
|
53.4K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-311- 0.33% |
$56.3K - $61.3K
|
93.8K
$18.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-310- 5.06% |
$56.1K - $61.1K
|
5.82K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-301- 8.68% |
$54.5K - $59.3K
|
3.17K
$616K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-300- 0.35% |
$54.3K - $59.2K
|
84.4K
$16.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-298- 8.5% |
$54K - $58.8K
|
3.21K
$625K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-297- 9.27% |
$53.8K - $58.6K
|
2.91K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-297- 2.25% |
$53.8K - $58.6K
|
12.9K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-296- 5.87% |
$53.6K - $58.4K
|
4.75K
$924K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-293- 1.52% |
$53.1K - $57.8K
|
19K
$3.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-283- 0.71% |
$51.2K - $55.8K
|
39.8K
$7.75M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-281- 1.69% |
$50.9K - $55.4K
|
16.4K
$3.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-275- 17.03% |
$49.8K - $54.2K
|
1.34K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-275- 1.73% |
$49.8K - $54.2K
|
15.6K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-272- 0.26% |
$49.2K - $53.6K
|
106K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-271- 0.13% |
$49.1K - $53.4K
|
203K
$39.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-270- 2.34% |
$48.9K - $53.2K
|
11.3K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-265- 65.11% |
$48K - $52.3K
|
142
$27.7K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-262- 5.79% |
$47.4K - $51.7K
|
4.26K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-256- 0.4% |
$46.4K - $50.5K
|
64.4K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-256- 0.29% |
$46.4K - $50.5K
|
88.2K
$17.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-246- 0.47% |
$44.5K - $48.5K
|
52.4K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-240- 10.24% |
$43.5K - $47.3K
|
2.1K
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-239- 6.0% |
$43.3K - $47.1K
|
3.75K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-238- 1.16% |
$43.1K - $46.9K
|
20.4K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-234- 1.21% |
$42.4K - $46.1K
|
19.1K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-227- 7.05% |
$41.1K - $44.8K
|
2.99K
$583K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-226- 8.8% |
$40.9K - $44.6K
|
2.34K
$456K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-225- 2.38% |
$40.7K - $44.4K
|
9.24K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-217- 19.41% |
$39.3K - $42.8K
|
901
$175K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-217- 5.14% |
$39.3K - $42.8K
|
4K
$779K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-214- 1.71% |
$38.7K - $42.2K
|
12.3K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-211- 2.37% |
$38.2K - $41.6K
|
8.69K
$1.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-207- 1.74% |
$37.5K - $40.8K
|
11.7K
$2.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 2.48% |
$37.1K - $40.4K
|
8.07K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-201- 7.32% |
$36.4K - $39.6K
|
2.54K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-201- 0.51% |
$36.4K - $39.6K
|
39.5K
$7.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-197- 0.93% |
$35.7K - $38.8K
|
21K
$4.08M
|