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 02, 2022
Q1 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-4.79KClosed |
$2M - $2.3M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.83KClosed |
$1.6M - $1.84M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-3.72KClosed |
$1.56M - $1.79M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-3.3KClosed |
$1.38M - $1.58M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-3.05KClosed |
$1.27M - $1.46M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.66KClosed |
$1.11M - $1.27M
|
0
$0
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.9KClosed |
$794K - $912K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.14KClosed |
$478K - $548K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.1KClosed |
$460K - $528K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.01KClosed |
$422K - $484K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-771Closed |
$322K - $370K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-759Closed |
$317K - $364K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-750- 26.33% |
$314K - $360K
|
2.1K
$1.24M
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-740Closed |
$309K - $355K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-595Closed |
$249K - $286K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-537Closed |
$224K - $258K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-480Closed |
$201K - $230K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-477Closed |
$199K - $229K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-464Closed |
$194K - $223K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-439Closed |
$184K - $211K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-430Closed |
$180K - $206K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-285Closed |
$119K - $137K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-274- 44.84% |
$115K - $131K
|
337
$200K
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-189- 20.68% |
$79K - $90.7K
|
725
$430K
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-179Closed |
$74.8K - $85.9K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-140Closed |
$58.5K - $67.2K
|
0
$0
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-110- 7.32% |
$46K - $52.8K
|
1.39K
$826K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-108Closed |
$45.2K - $51.8K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Nat West Group PLC
|
SELL
|
- |
-72- 0.51% |
$30.1K - $34.5K
|
14K
$8.3M
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-63Closed |
$26.3K - $30.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$20.9K - $24K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-47Closed |
$19.6K - $22.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-35- 15.91% |
$14.6K - $16.8K
|
185
$110K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-27Closed |
$11.3K - $13K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$7.94K - $9.12K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-17Closed |
$7.11K - $8.16K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-15- 5.79% |
$6.27K - $7.2K
|
244
$145K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-637KClosed |
$274M - $306M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-112KClosed |
$48.2M - $53.8M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-78.3KClosed |
$33.7M - $37.5M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-65.3KClosed |
$28.1M - $31.3M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-18.3KClosed |
$7.87M - $8.77M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.33KClosed |
$2.3M - $2.56M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.89KClosed |
$1.24M - $1.39M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.02K- 70.27% |
$870K - $969K
|
855
$507K
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-2.02K- 74.14% |
$867K - $966K
|
703
$417K
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.01KClosed |
$435K - $484K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-864Closed |
$372K - $414K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-568Closed |
$244K - $272K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-508Closed |
$219K - $244K
|
0
$0
|