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 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-51- 0.7% |
$9.23K - $10.1K
|
7.26K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-51- 1.05% |
$9.23K - $10.1K
|
4.81K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-51- 0.53% |
$9.23K - $10.1K
|
9.59K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-51- 0.94% |
$9.23K - $10.1K
|
5.36K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-50- 3.79% |
$9.05K - $9.86K
|
1.27K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-50- 2.6% |
$9.05K - $9.86K
|
1.88K
$365K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-50- 0.65% |
$9.05K - $9.86K
|
7.69K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-50- 1.22% |
$9.05K - $9.86K
|
4.06K
$791K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 0.58% |
$8.69K - $9.46K
|
8.26K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-47- 0.07% |
$8.51K - $9.27K
|
67.3K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-45- 9.62% |
$8.15K - $8.87K
|
423
$82.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-45- 0.56% |
$8.15K - $8.87K
|
8K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-42- 1.41% |
$7.6K - $8.28K
|
2.93K
$571K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-40- 3.02% |
$7.24K - $7.89K
|
1.28K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-39- 2.61% |
$7.06K - $7.69K
|
1.45K
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 0.46% |
$7.06K - $7.69K
|
8.4K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-37- 0.62% |
$6.7K - $7.3K
|
5.92K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-36- 0.18% |
$6.52K - $7.1K
|
19.8K
$3.85M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-35- 0.9% |
$6.34K - $6.9K
|
3.87K
$754K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-35- 0.07% |
$6.34K - $6.9K
|
50.6K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-34- 0.19% |
$6.16K - $6.7K
|
17.9K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-33- 0.13% |
$5.97K - $6.51K
|
25.9K
$5.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 4.37% |
$5.97K - $6.51K
|
723
$141K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-31- 0.03% |
$5.61K - $6.11K
|
96.2K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-30- 0.6% |
$5.43K - $5.92K
|
4.99K
$972K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-30- 32.26% |
$5.43K - $5.92K
|
63
$12.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-30- 2.39% |
$5.43K - $5.92K
|
1.23K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-29- 0.22% |
$5.25K - $5.72K
|
12.9K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-29- 1.98% |
$5.25K - $5.72K
|
1.44K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-26- 0.36% |
$4.71K - $5.13K
|
7.23K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 7.58% |
$4.71K - $5.13K
|
317
$61.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-26- 1.71% |
$4.71K - $5.13K
|
1.49K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-25- 1.04% |
$4.53K - $4.93K
|
2.37K
$461K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-25- 0.43% |
$4.53K - $4.93K
|
5.74K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 2.77% |
$4.35K - $4.73K
|
843
$164K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-23- 0.86% |
$4.16K - $4.53K
|
2.66K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-22- 4.39% |
$3.98K - $4.34K
|
479
$93.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-22- 0.36% |
$3.98K - $4.34K
|
6.09K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-21- 0.99% |
$3.8K - $4.14K
|
2.1K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-20- 0.47% |
$3.62K - $3.94K
|
4.27K
$831K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 44.44% |
$3.62K - $3.94K
|
25
$4.87K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 1.14% |
$3.44K - $3.75K
|
1.65K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-17- 1.15% |
$3.08K - $3.35K
|
1.47K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16- 0.75% |
$2.9K - $3.15K
|
2.13K
$414K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16- 0.23% |
$2.9K - $3.15K
|
6.88K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 17.65% |
$2.72K - $2.96K
|
70
$13.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-13- 0.83% |
$2.35K - $2.56K
|
1.56K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-13- 0.48% |
$2.35K - $2.56K
|
2.72K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12- 0.07% |
$2.17K - $2.37K
|
17.2K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12- 0.6% |
$2.17K - $2.37K
|
1.99K
$388K
|