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 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.4K- 11.46% |
$8.54M - $9.48M
|
127K
$75.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-16.2K- 15.03% |
$8.41M - $9.33M
|
91.4K
$54.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.9K- 6.61% |
$8.28M - $9.18M
|
225K
$133M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15.8K- 29.88% |
$8.24M - $9.14M
|
37.2K
$22.1M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-15.8K- 11.51% |
$8.21M - $9.11M
|
121K
$72M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-15.7K- 8.13% |
$8.14M - $9.03M
|
177K
$105M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14K- 4.16% |
$7.29M - $8.09M
|
323K
$192M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.9K- 0.78% |
$7.23M - $8.02M
|
1.78M
$1.06B
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13K- 11.02% |
$6.75M - $7.48M
|
105K
$62.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12.9K- 39.44% |
$6.73M - $7.46M
|
19.9K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-12.6K- 9.47% |
$6.57M - $7.29M
|
121K
$71.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-12.2K- 3.15% |
$6.35M - $7.04M
|
375K
$223M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-11.9K- 10.04% |
$6.18M - $6.86M
|
107K
$63.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.9K- 14.26% |
$6.18M - $6.85M
|
71.4K
$42.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 17.61% |
$6.13M - $6.79M
|
55.1K
$32.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 11.29% |
$6.11M - $6.77M
|
92.3K
$54.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 9.2% |
$6.09M - $6.75M
|
115K
$68.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-11.5K- 42.27% |
$5.96M - $6.61M
|
15.7K
$9.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.3K- 22.67% |
$5.87M - $6.51M
|
38.5K
$22.8M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-11.3K- 13.21% |
$5.85M - $6.49M
|
73.9K
$43.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11.2K- 57.78% |
$5.83M - $6.47M
|
8.19K
$4.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.8K- 10.25% |
$5.6M - $6.22M
|
94.4K
$56M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.8K- 2.88% |
$5.59M - $6.2M
|
362K
$215M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.7K- 2.92% |
$5.58M - $6.19M
|
357K
$212M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.6K- 5.66% |
$5.51M - $6.11M
|
176K
$105M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 2.18% |
$5.44M - $6.04M
|
470K
$279M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10K- 39.83% |
$5.21M - $5.78M
|
15.1K
$8.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10K- 5.8% |
$5.21M - $5.77M
|
163K
$96.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.91K- 20.72% |
$5.16M - $5.72M
|
37.9K
$22.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-9.91K- 8.0% |
$5.16M - $5.72M
|
114K
$67.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-9.88K- 2.66% |
$5.14M - $5.7M
|
362K
$215M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.82K- 8.53% |
$5.11M - $5.66M
|
105K
$62.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.75K- 5.8% |
$5.07M - $5.62M
|
158K
$94M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-9.6K- 10.37% |
$4.99M - $5.54M
|
82.9K
$49.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-9.59K- 17.03% |
$4.99M - $5.53M
|
46.7K
$27.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-9.51K- 18.1% |
$4.95M - $5.49M
|
43.1K
$25.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-9.23K- 15.49% |
$4.8M - $5.32M
|
50.3K
$29.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-9.17K- 72.82% |
$4.77M - $5.29M
|
3.42K
$2.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-9.08K- 8.54% |
$4.72M - $5.24M
|
97.2K
$57.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-8.97K- 67.4% |
$4.66M - $5.17M
|
4.34K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-8.95K- 74.99% |
$4.66M - $5.16M
|
2.99K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.9K- 62.67% |
$4.63M - $5.13M
|
5.3K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-8.6K- 2.76% |
$4.47M - $4.96M
|
303K
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.47K- 64.6% |
$4.41M - $4.89M
|
4.64K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.45K- 13.13% |
$4.39M - $4.87M
|
55.9K
$33.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-8.35K- 8.07% |
$4.35M - $4.82M
|
95.2K
$56.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.19K- 39.92% |
$4.26M - $4.72M
|
12.3K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-8.15K- 15.09% |
$4.24M - $4.7M
|
45.8K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.09K- 64.64% |
$4.21M - $4.66M
|
4.42K
$2.62M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-8.07K- 14.81% |
$4.2M - $4.65M
|
46.4K
$27.5M
|