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 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-200- 2.65% |
$104K - $115K
|
7.33K
$4.35M
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-200- 9.97% |
$104K - $115K
|
1.81K
$1.07M
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-200- 22.2% |
$104K - $115K
|
701
$416K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-199- 5.78% |
$104K - $115K
|
3.24K
$1.92M
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-199- 18.36% |
$104K - $115K
|
885
$525K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-198- 0.63% |
$103K - $114K
|
31.3K
$18.6M
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-196- 1.24% |
$102K - $113K
|
15.6K
$9.24M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-195- 7.81% |
$101K - $112K
|
2.3K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-194- 1.51% |
$101K - $112K
|
12.7K
$7.51M
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-194- 13.77% |
$101K - $112K
|
1.22K
$721K
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-193- 14.88% |
$100K - $111K
|
1.1K
$655K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-193- 2.61% |
$100K - $111K
|
7.19K
$4.26M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-191- 0.69% |
$99.4K - $110K
|
27.5K
$16.3M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-189- 1.43% |
$98.3K - $109K
|
13K
$7.7M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-189- 0.65% |
$98.3K - $109K
|
28.7K
$17.1M
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-187- 25.37% |
$97.3K - $108K
|
550
$326K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-186- 0.32% |
$96.8K - $107K
|
57.3K
$34M
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-185- 23.57% |
$96.2K - $107K
|
600
$356K
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-185- 37.0% |
$96.2K - $107K
|
315
$187K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-184- 3.22% |
$95.7K - $106K
|
5.54K
$3.28M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-183- 0.96% |
$95.2K - $106K
|
18.8K
$11.2M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-181- 3.42% |
$94.2K - $104K
|
5.11K
$3.03M
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-180- 6.74% |
$93.6K - $104K
|
2.49K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-180- 3.61% |
$93.6K - $104K
|
4.81K
$2.85M
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-179- 8.61% |
$93.1K - $103K
|
1.9K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-177- 5.03% |
$92.1K - $102K
|
3.34K
$1.98M
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-177- 5.29% |
$92.1K - $102K
|
3.17K
$1.88M
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-177- 22.21% |
$92.1K - $102K
|
620
$368K
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-177- 0.19% |
$92.1K - $102K
|
92.1K
$54.7M
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-174- 15.8% |
$90.5K - $100K
|
927
$550K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-174- 7.43% |
$90.5K - $100K
|
2.17K
$1.29M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-174- 0.43% |
$90.5K - $100K
|
39.8K
$23.6M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-174- 3.68% |
$90.5K - $100K
|
4.55K
$2.7M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-174- 10.62% |
$90.5K - $100K
|
1.46K
$869K
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-173- 20.55% |
$90K - $99.8K
|
669
$397K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-173- 1.82% |
$90K - $99.8K
|
9.33K
$5.53M
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-172- 3.89% |
$89.5K - $99.2K
|
4.24K
$2.52M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-172- 5.09% |
$89.5K - $99.2K
|
3.21K
$1.9M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-170- 1.65% |
$88.4K - $98.1K
|
10.2K
$6.03M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-170- 13.22% |
$88.4K - $98.1K
|
1.12K
$662K
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-170- 13.17% |
$88.4K - $98.1K
|
1.12K
$665K
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-170- 12.59% |
$88.4K - $98.1K
|
1.18K
$700K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-170- 6.84% |
$88.4K - $98.1K
|
2.32K
$1.37M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-169- 1.39% |
$87.9K - $97.5K
|
12K
$7.11M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 0.86% |
$87.9K - $97.5K
|
19.5K
$11.6M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 20.34% |
$87.4K - $96.9K
|
658
$390K
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-167- 18.41% |
$86.9K - $96.3K
|
740
$439K
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-165- 24.02% |
$85.8K - $95.2K
|
522
$310K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-164- 4.32% |
$85.3K - $94.6K
|
3.63K
$2.15M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-164- 10.93% |
$85.3K - $94.6K
|
1.34K
$793K
|