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 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-376- 1.18% |
$155K - $180K
|
31.6K
$19.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-194- 31.39% |
$80K - $92.9K
|
424
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-120- 9.45% |
$49.5K - $57.5K
|
1.15K
$714K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 2.8% |
$45.8K - $53.2K
|
3.86K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-95- 17.99% |
$39.2K - $45.5K
|
433
$269K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-79- 2.34% |
$32.6K - $37.8K
|
3.3K
$2.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.86% |
$26.4K - $30.7K
|
3.39K
$2.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-23- 0.37% |
$9.49K - $11K
|
6.27K
$3.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-9- 2.93% |
$3.71K - $4.31K
|
298
$185K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-152K- 10.52% |
$64.9M - $69.8M
|
1.29M
$801M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-42.7K- 93.58% |
$18.3M - $19.7M
|
2.93K
$1.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.73K- 5.99% |
$4.16M - $4.48M
|
153K
$94.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-7.26K- 35.91% |
$3.1M - $3.34M
|
12.9K
$8.04M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.48K- 13.49% |
$1.92M - $2.06M
|
28.7K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.32K- 25.06% |
$1.85M - $1.99M
|
12.9K
$8.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.11K- 3.95% |
$903K - $971K
|
51.3K
$31.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.66K- 53.82% |
$709K - $763K
|
1.42K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.03K- 48.98% |
$440K - $474K
|
1.07K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-902- 0.92% |
$386K - $415K
|
96.8K
$60.1M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-838- 31.39% |
$358K - $386K
|
1.83K
$1.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-782- 31.06% |
$335K - $360K
|
1.74K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-654- 34.03% |
$280K - $301K
|
1.27K
$787K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-381- 98.7% |
$163K - $175K
|
5
$3.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-288- 0.38% |
$123K - $133K
|
74.9K
$46.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-150- 7.71% |
$64.2K - $69K
|
1.8K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-132- 1.69% |
$56.5K - $60.7K
|
7.66K
$4.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-110- 1.1% |
$47.1K - $50.6K
|
9.9K
$6.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-105- 0.94% |
$44.9K - $48.3K
|
11.1K
$6.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-101- 6.42% |
$43.2K - $46.5K
|
1.47K
$913K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-75- 5.66% |
$32.1K - $34.5K
|
1.25K
$776K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-57- 0.08% |
$24.4K - $26.2K
|
69.2K
$43M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-51- 0.07% |
$21.8K - $23.5K
|
76.6K
$47.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-43- 57.33% |
$18.4K - $19.8K
|
32
$19.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-27- 2.16% |
$11.5K - $12.4K
|
1.22K
$760K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-14- 1.56% |
$5.99K - $6.44K
|
884
$549K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5- 0.19% |
$2.14K - $2.3K
|
2.56K
$1.59M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.25M- 54.65% |
$506M - $556M
|
1.03M
$642M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-104K- 25.76% |
$42.3M - $46.4M
|
300K
$186M
|
|
|
Jul 28, 2023
Q2 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-47K- 10.87% |
$19.1M - $20.9M
|
385K
$239M
|
|
|
Jul 21, 2023
Q2 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-44.2K- 26.81% |
$17.9M - $19.7M
|
121K
$74.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32.8K- 47.09% |
$13.3M - $14.6M
|
36.8K
$22.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.46K- 1.6% |
$3.84M - $4.21M
|
580K
$360M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-4.16K- 2.52% |
$1.69M - $1.85M
|
161K
$99.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-4K- 2.95% |
$1.62M - $1.78M
|
132K
$81.8M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.95K- 22.09% |
$1.6M - $1.76M
|
13.9K
$8.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 5.45% |
$579K - $635K
|
24.7K
$15.3M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.29K- 16.39% |
$525K - $576K
|
6.6K
$4.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-838- 1.94% |
$340K - $374K
|
42.5K
$26.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-653- 66.77% |
$265K - $291K
|
325
$202K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-651- 0.26% |
$264K - $290K
|
252K
$157M
|
|