Latest Institutional Sells of Ishares Core S&P 500 ETF (IVV)
This list provides information on the latest institutional transactions involving Ishares Core S&P 500 ETF (IVV) 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 |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-10.2M- 99.83% |
$5.84B - $6.25B
|
17.9K
$10.9M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-384K- 94.61% |
$219M - $234M
|
21.9K
$13.3M
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-213K- 56.06% |
$122M - $130M
|
167K
$102M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-205K- 99.71% |
$117M - $125M
|
592
$361K
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-100K- 29.43% |
$57.1M - $61.1M
|
240K
$146M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76.8K- 60.63% |
$43.8M - $46.9M
|
49.9K
$30.4M
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-53.2K- 55.88% |
$30.3M - $32.5M
|
42K
$25.6M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-44.7K- 21.2% |
$25.5M - $27.3M
|
166K
$101M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44K- 23.32% |
$25.1M - $26.8M
|
145K
$88.1M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-36.9K- 46.42% |
$21M - $22.5M
|
42.6K
$25.9M
|
|
Jan 22, 2025
Q4 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-30K- 18.75% |
$17.1M - $18.3M
|
130K
$79.2M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-25.8K- 17.54% |
$14.7M - $15.8M
|
121K
$74M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-20.2K- 5.24% |
$11.5M - $12.3M
|
365K
$222M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.7K- 1.58% |
$10.7M - $11.4M
|
1.17M
$713M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 8.13% |
$10.1M - $10.8M
|
200K
$122M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 99.92% |
$9.49M - $10.2M
|
14
$8.53K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.6K- 12.2% |
$8.87M - $9.5M
|
112K
$68.2M
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 30.61% |
$8.16M - $8.74M
|
32.4K
$19.8M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12.6K- 7.95% |
$7.19M - $7.69M
|
146K
$88.8M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-11.4K- 1.66% |
$6.49M - $6.95M
|
674K
$411M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.6K- 69.21% |
$6.06M - $6.49M
|
4.73K
$2.88M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9.63K- 16.49% |
$5.49M - $5.88M
|
48.8K
$29.7M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.16K- 4.56% |
$5.23M - $5.59M
|
192K
$117M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.97K- 75.55% |
$5.12M - $5.48M
|
2.9K
$1.77M
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-8.91K- 6.14% |
$5.08M - $5.44M
|
136K
$83.1M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.02K- 7.65% |
$4.58M - $4.9M
|
96.9K
$59M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.98K- 13.58% |
$4.55M - $4.87M
|
50.8K
$30.9M
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.11K- 2.48% |
$4.06M - $4.34M
|
280K
$171M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.65K- 8.36% |
$3.79M - $4.06M
|
72.9K
$44.4M
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.86K- 8.94% |
$3.34M - $3.58M
|
59.7K
$36.4M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.84K- 19.51% |
$3.33M - $3.56M
|
24.1K
$14.7M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-5.75K- 3.91% |
$3.28M - $3.51M
|
141K
$86M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.2K- 1.7% |
$2.97M - $3.17M
|
300K
$183M
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.62K- 4.68% |
$2.64M - $2.82M
|
94.1K
$57.4M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.46K- 8.27% |
$2.55M - $2.73M
|
49.5K
$30.2M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.32K- 29.34% |
$2.47M - $2.64M
|
10.4K
$6.35M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.3K- 0.83% |
$2.45M - $2.62M
|
514K
$313M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.13K- 0.92% |
$2.35M - $2.52M
|
443K
$270M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.08K- 33.07% |
$2.33M - $2.49M
|
8.25K
$5.03M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.85K- 19.78% |
$2.19M - $2.35M
|
15.6K
$9.5M
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.56K- 5.29% |
$2.03M - $2.17M
|
63.7K
$38.8M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.33K- 0.89% |
$1.9M - $2.03M
|
372K
$227M
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.21K- 3.27% |
$1.83M - $1.96M
|
95K
$57.9M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.11K- 74.2% |
$1.77M - $1.9M
|
1.08K
$659K
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.94K- 0.77% |
$1.68M - $1.79M
|
376K
$229M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.89K- 1.17% |
$1.65M - $1.76M
|
244K
$149M
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.78K- 3.44% |
$1.58M - $1.69M
|
78K
$47.5M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.74K- 2.5% |
$1.56M - $1.67M
|
107K
$65M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.74K- 6.6% |
$1.56M - $1.67M
|
38.7K
$23.6M
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.74K- 6.67% |
$1.56M - $1.67M
|
38.3K
$23.3M
|