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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-487- 6.3% |
$198K - $217K
|
7.24K
$4.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-418- 5.44% |
$170K - $186K
|
7.26K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-363- 13.72% |
$147K - $162K
|
2.28K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-292- 11.51% |
$119K - $130K
|
2.25K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-228- 31.19% |
$92.6K - $102K
|
503
$298K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-227- 1.22% |
$92.2K - $101K
|
18.3K
$10.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-181- 4.91% |
$73.5K - $80.7K
|
3.5K
$2.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-180- 14.96% |
$73.1K - $80.2K
|
1.02K
$607K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-113- 2.05% |
$45.9K - $50.4K
|
5.39K
$3.2M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-88- 0.84% |
$35.7K - $39.2K
|
10.4K
$6.16M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-58- 9.6% |
$23.6K - $25.9K
|
546
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 3.44% |
$20.3K - $22.3K
|
1.4K
$832K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 1.87% |
$20.3K - $22.3K
|
2.63K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-41- 0.38% |
$16.7K - $18.3K
|
10.8K
$6.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-26- 4.14% |
$10.6K - $11.6K
|
602
$357K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-25- 1.44% |
$10.2K - $11.1K
|
1.71K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-22- 1.9% |
$8.94K - $9.81K
|
1.14K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-19- 3.69% |
$7.72K - $8.47K
|
496
$294K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-6- 1.74% |
$2.44K - $2.67K
|
338
$201K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-5- 17.86% |
$2.03K - $2.23K
|
23
$13.6K
|
|
| Q1 2023 | |||||||
|
May 16, 2024
Q1 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-285KClosed |
$109M - $119M
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-102K- 98.72% |
$38.8M - $42.6M
|
1.32K
$782K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-17.6K- 16.57% |
$6.71M - $7.37M
|
88.7K
$52.6M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-7.4K- 72.59% |
$2.82M - $3.1M
|
2.79K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.18K- 51.45% |
$2.36M - $2.59M
|
5.83K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-5.05K- 82.45% |
$1.92M - $2.11M
|
1.08K
$638K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 4.42% |
$953K - $1.05M
|
54.1K
$32.1M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-2.49K- 34.73% |
$949K - $1.04M
|
4.68K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.82K- 18.52% |
$695K - $763K
|
8.02K
$4.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-1.47K- 34.79% |
$559K - $614K
|
2.75K
$1.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-772- 51.85% |
$294K - $323K
|
717
$425K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-497- 32.09% |
$189K - $208K
|
1.05K
$624K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-399- 44.63% |
$152K - $167K
|
495
$294K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-332- 5.73% |
$127K - $139K
|
5.46K
$3.24M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-262- 0.11% |
$99.9K - $110K
|
241K
$143M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-248- 21.09% |
$94.5K - $104K
|
928
$551K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-140- 35.9% |
$53.4K - $58.6K
|
250
$148K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-135- 5.33% |
$51.5K - $56.5K
|
2.4K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-116- 3.33% |
$44.2K - $48.6K
|
3.36K
$2M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-53- 4.09% |
$20.2K - $22.2K
|
1.24K
$738K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-50- 9.16% |
$19.1K - $20.9K
|
496
$294K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-28- 1.7% |
$10.7K - $11.7K
|
1.62K
$961K
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-26- 2.21% |
$9.91K - $10.9K
|
1.15K
$682K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-24- 2.5% |
$9.15K - $10K
|
937
$556K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$1.14K - $1.26K
|
5.78K
$3.43M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.4M- 99.74% |
$2.65B - $3.03B
|
19.3K
$11.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-14K- 11.86% |
$5.03M - $5.75M
|
104K
$61.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-11.7K- 48.77% |
$4.2M - $4.81M
|
12.3K
$7.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.49K- 65.8% |
$3.4M - $3.89M
|
4.93K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.55K- 50.0% |
$2.34M - $2.68M
|
6.55K
$3.88M
|
|