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 |
---|---|---|---|---|---|---|---|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-57.8K- 14.18% |
$27.1M - $30.4M
|
350K
$185M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-55.5K- 22.25% |
$26.1M - $29.2M
|
194K
$103M
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-50.4K- 50.19% |
$23.7M - $26.5M
|
50K
$26.5M
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-48K- 38.32% |
$22.5M - $25.2M
|
77.3K
$40.9M
|
|
May 06, 2024
Q1 2024
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-47.6K- 37.28% |
$22.3M - $25M
|
80.1K
$42.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-46.2K- 5.56% |
$21.7M - $24.3M
|
785K
$416M
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-46.2K- 31.71% |
$21.7M - $24.3M
|
99.6K
$52.8M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-45.6K- 22.75% |
$21.4M - $24M
|
155K
$82.1M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-44.9K- 23.52% |
$21.1M - $23.6M
|
146K
$77.3M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-43.2K- 15.42% |
$20.3M - $22.7M
|
237K
$126M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-40.2K- 6.67% |
$18.9M - $21.1M
|
562K
$298M
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-38.2K- 27.85% |
$18M - $20.1M
|
99.1K
$52.5M
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-36.4K- 27.85% |
$17.1M - $19.1M
|
94.3K
$50M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-36.3K- 10.37% |
$17M - $19.1M
|
313K
$166M
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-35.9K- 15.73% |
$16.9M - $18.9M
|
193K
$102M
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-35.5K- 16.21% |
$16.7M - $18.7M
|
184K
$97.3M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-34.7K- 3.21% |
$16.3M - $18.2M
|
1.05M
$554M
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-33.3K- 43.0% |
$15.6M - $17.5M
|
44.2K
$23.4M
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-33.1K- 31.26% |
$15.5M - $17.4M
|
72.7K
$38.5M
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-31.2K- 4.05% |
$14.6M - $16.4M
|
738K
$391M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-31.1K- 79.39% |
$14.6M - $16.3M
|
8.08K
$4.28M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-30.9K- 0.35% |
$14.5M - $16.3M
|
8.89M
$4.71B
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-30.5K- 97.48% |
$14.3M - $16M
|
788
$418K
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-30K- 76.34% |
$14.1M - $15.8M
|
9.3K
$4.93M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29.6K- 3.43% |
$13.9M - $15.6M
|
835K
$442M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.4K- 25.23% |
$13.8M - $15.5M
|
87.1K
$46.2M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-27.7K- 15.75% |
$13M - $14.6M
|
148K
$78.5M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.6K- 5.2% |
$13M - $14.5M
|
503K
$267M
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-27.6K- 23.08% |
$13M - $14.5M
|
92K
$48.7M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.2K- 8.23% |
$12.8M - $14.3M
|
304K
$161M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27K- 15.9% |
$12.7M - $14.2M
|
143K
$75.8M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26.9K- 7.46% |
$12.6M - $14.1M
|
334K
$177M
|
|
May 15, 2024
Q1 2024
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-26.8K- 10.9% |
$12.6M - $14.1M
|
219K
$116M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-26.2K- 96.86% |
$12.3M - $13.8M
|
850
$450K
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-25.2K- 1.19% |
$11.9M - $13.3M
|
2.1M
$1.11B
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-25K- 28.04% |
$11.7M - $13.1M
|
64.1K
$34M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.7K- 0.88% |
$11.6M - $13M
|
2.8M
$1.48B
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-24.6K- 95.95% |
$11.6M - $13M
|
1.04K
$551K
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-24.5K- 28.78% |
$11.5M - $12.9M
|
60.7K
$32.2M
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-24.1K- 17.23% |
$11.3M - $12.6M
|
116K
$61.3M
|
|
May 15, 2024
Q1 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-24K- 21.93% |
$11.3M - $12.6M
|
85.4K
$45.3M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24K- 57.11% |
$11.3M - $12.6M
|
18K
$9.55M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-23.6K- 12.33% |
$11.1M - $12.4M
|
168K
$89M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-23.6K- 1.98% |
$11.1M - $12.4M
|
1.17M
$620M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-23K- 51.48% |
$10.8M - $12.1M
|
21.7K
$11.5M
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22.5K- 28.37% |
$10.6M - $11.8M
|
56.7K
$30.1M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-22.4K- 35.5% |
$10.5M - $11.8M
|
40.7K
$21.6M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.1K- 6.9% |
$10.4M - $11.6M
|
298K
$158M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-21.5K- 88.97% |
$10.1M - $11.3M
|
2.66K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-21K- 16.5% |
$9.85M - $11M
|
106K
$56.3M
|