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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-560- 2.91% |
$291K - $323K
|
18.7K
$11.1M
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-558- 2.09% |
$290K - $322K
|
26.2K
$15.5M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-558- 3.57% |
$290K - $322K
|
15.1K
$8.94M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-554- 36.07% |
$288K - $320K
|
982
$583K
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-554- 1.58% |
$288K - $320K
|
34.6K
$20.5M
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-553- 0.33% |
$288K - $319K
|
169K
$100M
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-552- 0.52% |
$287K - $318K
|
105K
$62.4M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-551- 2.44% |
$287K - $318K
|
22K
$13.1M
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-551- 20.64% |
$287K - $318K
|
2.12K
$1.26M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-551- 8.81% |
$287K - $318K
|
5.7K
$3.38M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-549- 0.44% |
$286K - $317K
|
125K
$74.3M
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-546- 2.23% |
$284K - $315K
|
23.9K
$14.2M
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-545- 6.8% |
$283K - $314K
|
7.47K
$4.43M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-545- 5.32% |
$283K - $314K
|
9.69K
$5.75M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-541- 0.75% |
$281K - $312K
|
71.1K
$42.2M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-537- 16.81% |
$279K - $310K
|
2.66K
$1.58M
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-534- 3.82% |
$278K - $308K
|
13.4K
$7.97M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-534- 0.17% |
$278K - $308K
|
305K
$181M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-528- 5.97% |
$275K - $305K
|
8.32K
$4.94M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-525- 1.19% |
$273K - $303K
|
43.5K
$25.8M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-525- 5.45% |
$273K - $303K
|
9.11K
$5.4M
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-522- 0.21% |
$272K - $301K
|
247K
$146M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-520- 3.17% |
$270K - $300K
|
15.9K
$9.43M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-519- 0.86% |
$270K - $299K
|
59.5K
$35.3M
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-515- 24.44% |
$268K - $297K
|
1.59K
$945K
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-515- 5.27% |
$268K - $297K
|
9.26K
$5.49M
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-512- 3.32% |
$266K - $295K
|
14.9K
$8.84M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-510- 5.4% |
$265K - $294K
|
8.93K
$5.3M
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-502- 3.46% |
$261K - $290K
|
14K
$8.32M
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-500- 1.48% |
$260K - $288K
|
33.3K
$19.7M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-498- 2.48% |
$259K - $287K
|
19.5K
$11.6M
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-498- 4.92% |
$259K - $287K
|
9.63K
$5.71M
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-494- 19.44% |
$257K - $285K
|
2.05K
$1.21M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-491- 1.26% |
$255K - $283K
|
38.5K
$22.8M
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-488- 3.93% |
$254K - $281K
|
11.9K
$7.09M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-486- 47.28% |
$253K - $280K
|
542
$322K
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-480- 28.35% |
$250K - $277K
|
1.21K
$720K
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-478- 8.43% |
$249K - $276K
|
5.2K
$3.08M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-477- 2.5% |
$248K - $275K
|
18.6K
$11.1M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-473- 6.37% |
$246K - $273K
|
6.95K
$4.13M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-472- 9.33% |
$246K - $272K
|
4.59K
$2.72M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-471- 10.64% |
$245K - $272K
|
3.96K
$2.35M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-467- 2.64% |
$243K - $269K
|
17.2K
$10.2M
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-467- 1.64% |
$243K - $269K
|
27.9K
$16.6M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-465- 2.1% |
$242K - $268K
|
21.7K
$12.9M
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-465- 2.86% |
$242K - $268K
|
15.8K
$9.36M
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-460- 30.36% |
$239K - $265K
|
1.06K
$626K
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-459- 13.49% |
$239K - $265K
|
2.94K
$1.75M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-450- 5.25% |
$234K - $260K
|
8.12K
$4.82M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-447- 18.59% |
$233K - $258K
|
1.96K
$1.16M
|