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 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-17- 1.39% |
$8.84K - $9.81K
|
1.21K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-17- 0.86% |
$8.84K - $9.81K
|
1.96K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 1.63% |
$8.84K - $9.81K
|
1.03K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-16- 0.04% |
$8.32K - $9.23K
|
42.5K
$25.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.41% |
$8.32K - $9.23K
|
3.87K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-16- 0.07% |
$8.32K - $9.23K
|
21.4K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-16- 3.31% |
$8.32K - $9.23K
|
468
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-15- 1.8% |
$7.8K - $8.65K
|
820
$487K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-15- 2.04% |
$7.8K - $8.65K
|
721
$428K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.66% |
$7.8K - $8.65K
|
887
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-15- 0.24% |
$7.8K - $8.65K
|
6.35K
$3.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-15- 0.67% |
$7.8K - $8.65K
|
2.22K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-15- 0.03% |
$7.8K - $8.65K
|
50.2K
$29.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-14- 0.04% |
$7.28K - $8.08K
|
32.7K
$19.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-14- 0.55% |
$7.28K - $8.08K
|
2.54K
$1.51M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-13- 1.72% |
$6.76K - $7.5K
|
741
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-13- 3.0% |
$6.76K - $7.5K
|
420
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-13- 0.16% |
$6.76K - $7.5K
|
8.24K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13- 0.35% |
$6.76K - $7.5K
|
3.75K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 0.4% |
$6.76K - $7.5K
|
3.28K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 26.0% |
$6.76K - $7.5K
|
37
$22K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12- 0.53% |
$6.24K - $6.92K
|
2.23K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11- 0.1% |
$5.72K - $6.35K
|
11.1K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$5.72K - $6.35K
|
14.4K
$8.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-11- 0.31% |
$5.72K - $6.35K
|
3.58K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-11- 1.17% |
$5.72K - $6.35K
|
926
$549K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-11- 1.3% |
$5.72K - $6.35K
|
833
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-11- 1.06% |
$5.72K - $6.35K
|
1.03K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-10- 0.03% |
$5.2K - $5.77K
|
32.5K
$19.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 0.39% |
$5.2K - $5.77K
|
2.56K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-10- 0.77% |
$5.2K - $5.77K
|
1.29K
$764K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.62K
$3.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
4.96K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
5.12K
$3.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-10- 0.67% |
$5.2K - $5.77K
|
1.48K
$877K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-10- 1.77% |
$5.2K - $5.77K
|
554
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.51K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-9- 0.89% |
$4.68K - $5.19K
|
1K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-9- 1.67% |
$4.68K - $5.19K
|
531
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-9- 1.02% |
$4.68K - $5.19K
|
870
$516K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9- 0.16% |
$4.68K - $5.19K
|
5.73K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$4.68K - $5.19K
|
2.66K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.46% |
$4.16K - $4.61K
|
1.75K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-8- 1.39% |
$4.16K - $4.61K
|
569
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-8- 1.1% |
$4.16K - $4.61K
|
722
$428K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8- 0.15% |
$4.16K - $4.61K
|
5.35K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-7- 1.56% |
$3.64K - $4.04K
|
441
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7- 0.09% |
$3.64K - $4.04K
|
7.7K
$4.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-7- 1.41% |
$3.64K - $4.04K
|
488
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7- 0.3% |
$3.64K - $4.04K
|
2.34K
$1.39M
|