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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-475Closed |
$204K - $228K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-470Closed |
$202K - $225K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-161Closed |
$69.3K - $77.2K
|
0
$0
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-90- 1.18% |
$38.7K - $43.2K
|
7.56K
$4.48M
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-50- 1.66% |
$21.5K - $24K
|
2.97K
$1.76M
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-47Closed |
$20.2K - $22.5K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-30Closed |
$12.9K - $14.4K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7Closed |
$3.01K - $3.36K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-42.8KClosed |
$18.3M - $19.5M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-42.8KClosed |
$18.3M - $19.5M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-35KClosed |
$14.9M - $15.9M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.63KClosed |
$1.55M - $1.65M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.62KClosed |
$1.55M - $1.65M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.17KClosed |
$1.35M - $1.44M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-2.99KClosed |
$1.27M - $1.36M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.1KClosed |
$896K - $956K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.03KClosed |
$865K - $922K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-118Closed |
$50.4K - $53.7K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-117Closed |
$49.9K - $53.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-98Closed |
$41.8K - $44.6K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-76Closed |
$32.4K - $34.6K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-40- 3.37% |
$17.1K - $18.2K
|
1.15K
$681K
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-17Closed |
$7.26K - $7.74K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-100KClosed |
$40.2M - $43M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-6.65KClosed |
$2.67M - $2.86M
|
0
$0
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3.13KClosed |
$1.26M - $1.35M
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.96KClosed |
$788K - $842K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-839Closed |
$337K - $361K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-620Closed |
$249K - $267K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-609Closed |
$245K - $262K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-337Closed |
$136K - $145K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-111Closed |
$44.6K - $47.7K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-84Closed |
$33.8K - $36.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-58Closed |
$23.3K - $24.9K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-40- 6.0% |
$16.1K - $17.2K
|
627
$372K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-25- 13.81% |
$10.1K - $10.7K
|
156
$92.6K
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Nippon Life Insurance CO
|
SELL
|
- |
-1.3MClosed |
$480M - $517M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bank Of Italy
|
SELL
|
- |
-549KClosed |
$203M - $219M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-131KClosed |
$48.4M - $52.1M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-8.78KClosed |
$3.25M - $3.5M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-5.62KClosed |
$2.08M - $2.24M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5.28KClosed |
$1.95M - $2.1M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.74KClosed |
$646K - $695K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.14K- 13.17% |
$421K - $453K
|
7.49K
$4.45M
|
|
Apr 14, 2021
Q1 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-944Closed |
$349K - $376K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pictet North America Advisors Sa
|
SELL
|
- |
-700Closed |
$259K - $279K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Iron Financial, LLC
|
SELL
|
- |
-677Closed |
$251K - $270K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-672Closed |
$249K - $268K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Lafayette Investments, Inc.
|
SELL
|
- |
-656Closed |
$243K - $262K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
SELL
|
PUT |
-576Closed |
$213K - $230K
|
0
$0
|