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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-75- 5.4% |
$39K - $43.3K
|
1.31K
$771K
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$39K - $43.3K
|
28.4K
$16.7M
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-75- 5.83% |
$39K - $43.3K
|
1.21K
$712K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 3.76% |
$38.5K - $42.7K
|
1.89K
$1.11M
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-73- 10.63% |
$38K - $42.1K
|
614
$361K
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-73- 13.2% |
$38K - $42.1K
|
480
$282K
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-73- 1.35% |
$38K - $42.1K
|
5.33K
$3.13M
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-72- 0.58% |
$37.5K - $41.5K
|
12.4K
$7.3M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-72- 14.01% |
$37.5K - $41.5K
|
442
$260K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-72- 0.81% |
$37.5K - $41.5K
|
8.77K
$5.15M
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-71- 0.46% |
$36.9K - $41K
|
15.5K
$9.09M
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-71- 0.31% |
$36.9K - $41K
|
22.8K
$13.4M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-71- 1.18% |
$36.9K - $41K
|
5.92K
$3.48M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-71- 1.81% |
$36.9K - $41K
|
3.85K
$2.26M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-71- 9.67% |
$36.9K - $41K
|
663
$389K
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-71- 2.68% |
$36.9K - $41K
|
2.58K
$1.51M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-70- 3.18% |
$36.4K - $40.4K
|
2.13K
$1.25M
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-69- 0.05% |
$35.9K - $39.8K
|
128K
$75.4M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-67- 0.86% |
$34.9K - $38.6K
|
7.7K
$4.53M
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-67- 7.3% |
$34.9K - $38.6K
|
851
$500K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-66- 2.22% |
$34.3K - $38.1K
|
2.9K
$1.71M
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 3.35% |
$33.8K - $37.5K
|
1.88K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-65- 3.8% |
$33.8K - $37.5K
|
1.65K
$966K
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-65- 9.82% |
$33.8K - $37.5K
|
597
$351K
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-65- 0.17% |
$33.8K - $37.5K
|
37.9K
$22.3M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-64- 0.64% |
$33.3K - $36.9K
|
9.93K
$5.83M
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-64- 12.93% |
$33.3K - $36.9K
|
431
$253K
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-64- 5.62% |
$33.3K - $36.9K
|
1.07K
$631K
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-64- 9.52% |
$33.3K - $36.9K
|
608
$357K
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-63- 0.48% |
$32.8K - $36.3K
|
13.1K
$7.69M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-62- 16.62% |
$32.3K - $35.8K
|
311
$183K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-61- 2.03% |
$31.7K - $35.2K
|
2.95K
$1.73M
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-61- 7.68% |
$31.7K - $35.2K
|
733
$431K
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-61- 4.81% |
$31.7K - $35.2K
|
1.21K
$709K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 1.04% |
$31.2K - $34.6K
|
5.7K
$3.35M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60- 1.49% |
$31.2K - $34.6K
|
3.98K
$2.34M
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-60- 31.75% |
$31.2K - $34.6K
|
129
$75.8K
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-60- 10.07% |
$31.2K - $34.6K
|
536
$315K
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-60- 13.82% |
$31.2K - $34.6K
|
374
$220K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-59- 0.33% |
$30.7K - $34K
|
17.8K
$10.4M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-59- 7.48% |
$30.7K - $34K
|
730
$429K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 1.15% |
$30.2K - $33.5K
|
4.96K
$2.92M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-58- 1.25% |
$30.2K - $33.5K
|
4.57K
$2.68M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-57- 3.54% |
$29.7K - $32.9K
|
1.55K
$911K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-57- 2.15% |
$29.7K - $32.9K
|
2.6K
$1.52M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-57- 3.71% |
$29.7K - $32.9K
|
1.48K
$869K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 1.67% |
$29.1K - $32.3K
|
3.29K
$1.94M
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-56- 4.0% |
$29.1K - $32.3K
|
1.34K
$789K
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-56- 2.04% |
$29.1K - $32.3K
|
2.69K
$1.58M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-55- 1.1% |
$28.6K - $31.7K
|
4.94K
$2.9M
|