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 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-101- 7.47% |
$52.5K - $58.3K
|
1.25K
$748K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-101- 3.78% |
$52.5K - $58.3K
|
2.57K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 0.64% |
$52K - $57.7K
|
15.6K
$9.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 17.15% |
$52K - $57.7K
|
483
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 9.27% |
$52K - $57.7K
|
979
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-100- 14.01% |
$52K - $57.7K
|
614
$367K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-99- 2.51% |
$51.5K - $57.1K
|
3.85K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-99- 2.15% |
$51.5K - $57.1K
|
4.51K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-98- 6.38% |
$51K - $56.5K
|
1.44K
$859K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-98- 4.06% |
$51K - $56.5K
|
2.32K
$1.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-97- 1.31% |
$50.5K - $56K
|
7.33K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-96- 19.88% |
$49.9K - $55.4K
|
387
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-95- 6.0% |
$49.4K - $54.8K
|
1.49K
$890K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-95- 3.62% |
$49.4K - $54.8K
|
2.53K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-93- 10.31% |
$48.4K - $53.6K
|
809
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 1.12% |
$48.4K - $53.6K
|
8.21K
$4.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 8.97% |
$48.4K - $53.6K
|
944
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-93- 3.92% |
$48.4K - $53.6K
|
2.28K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-93- 3.92% |
$48.4K - $53.6K
|
2.28K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-91- 0.36% |
$47.3K - $52.5K
|
25.5K
$15.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-91- 6.32% |
$47.3K - $52.5K
|
1.35K
$805K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-90- 5.18% |
$46.8K - $51.9K
|
1.65K
$984K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-89- 1.0% |
$46.3K - $51.3K
|
8.83K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 0.75% |
$46.3K - $51.3K
|
11.8K
$7.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-89- 1.09% |
$46.3K - $51.3K
|
8.06K
$4.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-88- 1.91% |
$45.8K - $50.8K
|
4.53K
$2.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-88- 2.65% |
$45.8K - $50.8K
|
3.23K
$1.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-88- 2.75% |
$45.8K - $50.8K
|
3.11K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-87- 1.43% |
$45.3K - $50.2K
|
5.99K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-87- 12.24% |
$45.3K - $50.2K
|
624
$373K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-87- 0.84% |
$45.3K - $50.2K
|
10.3K
$6.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-87- 3.28% |
$45.3K - $50.2K
|
2.57K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-86- 1.87% |
$44.7K - $49.6K
|
4.52K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-86- 6.4% |
$44.7K - $49.6K
|
1.26K
$752K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-85- 0.17% |
$44.2K - $49K
|
49K
$29.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-85- 0.94% |
$44.2K - $49K
|
8.96K
$5.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-85- 2.29% |
$44.2K - $49K
|
3.63K
$2.17M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-84- 1.08% |
$43.7K - $48.5K
|
7.7K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-83- 0.04% |
$43.2K - $47.9K
|
185K
$110M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-83- 3.39% |
$43.2K - $47.9K
|
2.37K
$1.41M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-83- 0.49% |
$43.2K - $47.9K
|
16.8K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-81- 2.79% |
$42.1K - $46.7K
|
2.83K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-81- 3.48% |
$42.1K - $46.7K
|
2.25K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-80- 11.32% |
$41.6K - $46.1K
|
627
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-78- 6.01% |
$40.6K - $45K
|
1.22K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-78- 0.65% |
$40.6K - $45K
|
12K
$7.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-78- 1.51% |
$40.6K - $45K
|
5.08K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-77- 3.65% |
$40.1K - $44.4K
|
2.03K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-76- 9.43% |
$39.5K - $43.8K
|
730
$436K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-76- 6.53% |
$39.5K - $43.8K
|
1.09K
$650K
|