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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-108- 8.34% |
$19.6K - $21.3K
|
1.19K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-107- 4.55% |
$19.4K - $21.1K
|
2.25K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-106- 1.06% |
$19.2K - $20.9K
|
9.89K
$1.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 3.74% |
$18.6K - $20.3K
|
2.65K
$516K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-103- 4.28% |
$18.6K - $20.3K
|
2.3K
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-102- 4.18% |
$18.5K - $20.1K
|
2.34K
$455K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-102- 0.64% |
$18.5K - $20.1K
|
15.8K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 1.56% |
$18.1K - $19.7K
|
6.3K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-100- 0.87% |
$18.1K - $19.7K
|
11.4K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 4.91% |
$18.1K - $19.7K
|
1.94K
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 3.56% |
$18.1K - $19.7K
|
2.71K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-100- 1.27% |
$18.1K - $19.7K
|
7.76K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-99- 1.18% |
$17.9K - $19.5K
|
8.31K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 4.91% |
$17.9K - $19.5K
|
1.92K
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-99- 3.8% |
$17.9K - $19.5K
|
2.5K
$488K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-97- 0.48% |
$17.6K - $19.1K
|
19.9K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-95- 4.37% |
$17.2K - $18.7K
|
2.08K
$405K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-94- 8.43% |
$17K - $18.5K
|
1.02K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-93- 33.33% |
$16.8K - $18.3K
|
186
$36.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-93- 4.91% |
$16.8K - $18.3K
|
1.8K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-92- 2.41% |
$16.7K - $18.1K
|
3.72K
$724K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87- 83.65% |
$15.8K - $17.2K
|
17
$3.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-86- 0.67% |
$15.6K - $17K
|
12.8K
$2.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-83- 1.31% |
$15K - $16.4K
|
6.25K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-81- 2.77% |
$14.7K - $16K
|
2.84K
$554K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-76- 3.9% |
$13.8K - $15K
|
1.88K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-73- 4.84% |
$13.2K - $14.4K
|
1.43K
$279K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-70- 0.09% |
$12.7K - $13.8K
|
75.4K
$14.7M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 4.81% |
$12.7K - $13.8K
|
1.39K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-69- 4.65% |
$12.5K - $13.6K
|
1.42K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-68- 1.16% |
$12.3K - $13.4K
|
5.77K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-67- 1.1% |
$12.1K - $13.2K
|
6.02K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-66- 0.6% |
$11.9K - $13K
|
11K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-66- 1.08% |
$11.9K - $13K
|
6.05K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-62- 1.51% |
$11.2K - $12.2K
|
4.04K
$786K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-61- 1.38% |
$11K - $12K
|
4.37K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-61- 3.53% |
$11K - $12K
|
1.67K
$325K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-61- 2.19% |
$11K - $12K
|
2.72K
$530K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-60- 0.16% |
$10.9K - $11.8K
|
36.3K
$7.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-58- 2.54% |
$10.5K - $11.4K
|
2.23K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-57- 0.17% |
$10.3K - $11.2K
|
34.2K
$6.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-57- 0.72% |
$10.3K - $11.2K
|
7.91K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-57- 1.89% |
$10.3K - $11.2K
|
2.96K
$577K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-57- 4.46% |
$10.3K - $11.2K
|
1.22K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-55- 3.94% |
$9.96K - $10.8K
|
1.34K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-54- 0.55% |
$9.78K - $10.6K
|
9.81K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-54- 1.7% |
$9.78K - $10.6K
|
3.12K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-53- 0.28% |
$9.6K - $10.5K
|
19.1K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-52- 0.86% |
$9.42K - $10.3K
|
6.01K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-51- 0.66% |
$9.23K - $10.1K
|
7.65K
$1.49M
|