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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-134- 4.35% |
$66.7K - $73.7K
|
2.94K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-116- 1.16% |
$57.7K - $63.8K
|
9.85K
$5.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-115- 9.86% |
$57.2K - $63.2K
|
1.05K
$624K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-113- 13.97% |
$56.2K - $62.1K
|
696
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-110- 7.38% |
$54.7K - $60.5K
|
1.38K
$819K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-110- 16.01% |
$54.7K - $60.5K
|
577
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-109- 16.74% |
$54.2K - $59.9K
|
542
$322K
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-109- 21.41% |
$54.2K - $59.9K
|
400
$237K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-108- 14.9% |
$53.7K - $59.4K
|
617
$366K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-107- 1.07% |
$53.2K - $58.8K
|
9.9K
$5.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-106- 7.01% |
$52.7K - $58.3K
|
1.41K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-102- 1.53% |
$50.7K - $56.1K
|
6.56K
$3.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 13.33% |
$49.8K - $55K
|
650
$386K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-100- 3.71% |
$49.8K - $55K
|
2.6K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.04% |
$44.8K - $49.5K
|
4.31K
$2.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-90- 1.09% |
$44.8K - $49.5K
|
8.15K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-79- 1.39% |
$39.3K - $43.4K
|
5.61K
$3.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 11.36% |
$37.3K - $41.2K
|
585
$347K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-75- 1.67% |
$37.3K - $41.2K
|
4.42K
$2.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 4.45% |
$37.3K - $41.2K
|
1.61K
$955K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-61- 7.32% |
$30.3K - $33.5K
|
772
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-54- 11.76% |
$26.9K - $29.7K
|
405
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-53- 6.53% |
$26.4K - $29.1K
|
759
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-53- 5.33% |
$26.4K - $29.1K
|
941
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50- 2.45% |
$24.9K - $27.5K
|
1.99K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 1.73% |
$24.9K - $27.5K
|
2.83K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-47- 4.91% |
$23.4K - $25.8K
|
910
$540K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-46- 4.41% |
$22.9K - $25.3K
|
996
$591K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 4.75% |
$19.9K - $22K
|
802
$476K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-37- 0.55% |
$18.4K - $20.3K
|
6.71K
$3.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 4.61% |
$18.4K - $20.3K
|
766
$454K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-37- 10.91% |
$18.4K - $20.3K
|
302
$179K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-35- 3.22% |
$17.4K - $19.2K
|
1.05K
$625K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.62% |
$16.9K - $18.7K
|
5.49K
$3.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-33- 3.78% |
$16.4K - $18.1K
|
839
$498K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 4.04% |
$15.4K - $17K
|
736
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 1.29% |
$15.4K - $17K
|
2.36K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-30- 2.92% |
$14.9K - $16.5K
|
996
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-30- 3.52% |
$14.9K - $16.5K
|
823
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-26- 1.69% |
$12.9K - $14.3K
|
1.51K
$898K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-24- 5.06% |
$11.9K - $13.2K
|
450
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-24- 2.33% |
$11.9K - $13.2K
|
1K
$596K
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-22- 1.36% |
$10.9K - $12.1K
|
1.59K
$943K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-21- 3.03% |
$10.4K - $11.5K
|
671
$398K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-21- 0.23% |
$10.4K - $11.5K
|
9.04K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 4.42% |
$9.95K - $11K
|
433
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-20- 1.92% |
$9.95K - $11K
|
1.02K
$605K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-19- 4.62% |
$9.45K - $10.4K
|
392
$233K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-19- 0.37% |
$9.45K - $10.4K
|
5.11K
$3.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-17- 3.12% |
$8.46K - $9.34K
|
528
$313K
|