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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-723- 0.55% |
$376K - $417K
|
130K
$77.2M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-723- 20.11% |
$376K - $417K
|
2.87K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-716- 17.92% |
$372K - $413K
|
3.28K
$1.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-711- 2.67% |
$370K - $410K
|
25.9K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-705- 4.46% |
$367K - $407K
|
15.1K
$8.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-701- 15.97% |
$365K - $404K
|
3.69K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-694- 2.82% |
$361K - $400K
|
23.9K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-688- 45.81% |
$358K - $397K
|
814
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-685- 45.24% |
$356K - $395K
|
829
$492K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-684- 2.48% |
$356K - $395K
|
26.9K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-680- 4.9% |
$354K - $392K
|
13.2K
$7.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-670- 23.79% |
$349K - $386K
|
2.15K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-668- 53.06% |
$347K - $385K
|
591
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-667- 6.39% |
$347K - $385K
|
9.77K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-666- 2.81% |
$346K - $384K
|
23K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-664- 0.54% |
$345K - $383K
|
123K
$73M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-657- 10.45% |
$342K - $379K
|
5.63K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-654- 29.49% |
$340K - $377K
|
1.56K
$928K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-653- 0.43% |
$340K - $377K
|
151K
$89.7M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-652- 41.88% |
$339K - $376K
|
905
$537K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-652- 53.93% |
$339K - $376K
|
557
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-649- 1.59% |
$338K - $374K
|
40.2K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-648- 8.42% |
$337K - $374K
|
7.05K
$4.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-647- 17.95% |
$337K - $373K
|
2.96K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-642- 2.07% |
$334K - $370K
|
30.3K
$18M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-639- 3.19% |
$332K - $369K
|
19.4K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-638- 24.41% |
$332K - $368K
|
1.98K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-635- 4.9% |
$330K - $366K
|
12.3K
$7.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-635- 76.32% |
$330K - $366K
|
197
$117K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-631- 0.49% |
$328K - $364K
|
129K
$76.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-622- 31.67% |
$324K - $359K
|
1.34K
$796K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-622- 43.68% |
$324K - $359K
|
802
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-619- 6.29% |
$322K - $357K
|
9.23K
$5.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-619- 9.84% |
$322K - $357K
|
5.67K
$3.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-613- 5.92% |
$319K - $354K
|
9.75K
$5.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-612- 4.78% |
$318K - $353K
|
12.2K
$7.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-602- 47.29% |
$313K - $347K
|
671
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-600- 4.73% |
$312K - $346K
|
12.1K
$7.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-599- 24.85% |
$312K - $346K
|
1.81K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-598- 0.74% |
$311K - $345K
|
80.3K
$47.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-597- 5.06% |
$311K - $344K
|
11.2K
$6.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-594- 22.4% |
$309K - $343K
|
2.06K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-592- 5.06% |
$308K - $341K
|
11.1K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-589- 13.0% |
$306K - $340K
|
3.94K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-584- 13.02% |
$304K - $337K
|
3.9K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-583- 0.38% |
$303K - $336K
|
152K
$90.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-575- 13.14% |
$299K - $332K
|
3.8K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-575- 1.61% |
$299K - $332K
|
35.1K
$20.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-571- 9.96% |
$297K - $329K
|
5.16K
$3.06M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-563- 2.99% |
$293K - $325K
|
18.3K
$10.8M
|