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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.8K- 3.73% |
$5.08M - $5.68M
|
279K
$148M
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10.6K- 13.99% |
$4.98M - $5.58M
|
65.3K
$34.6M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-10.6K- 8.96% |
$4.97M - $5.56M
|
107K
$56.9M
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10.6K- 79.08% |
$4.96M - $5.55M
|
2.79K
$1.48M
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.4K- 4.34% |
$4.91M - $5.49M
|
230K
$122M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-10.4K- 0.82% |
$4.9M - $5.49M
|
1.26M
$668M
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-10.4K- 52.24% |
$4.89M - $5.47M
|
9.52K
$5.05M
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-10.3K- 8.24% |
$4.85M - $5.43M
|
115K
$61M
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.2K- 1.07% |
$4.8M - $5.37M
|
943K
$500M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.2K- 1.4% |
$4.79M - $5.36M
|
718K
$380M
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-10K- 16.75% |
$4.69M - $5.25M
|
49.7K
$26.3M
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-9.99K- 16.03% |
$4.69M - $5.25M
|
52.3K
$27.7M
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-9.92K- 8.8% |
$4.66M - $5.21M
|
103K
$54.5M
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-9.91K- 8.29% |
$4.65M - $5.21M
|
110K
$58.1M
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.5K- 90.26% |
$4.46M - $5M
|
1.03K
$544K
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9.39K- 45.83% |
$4.41M - $4.94M
|
11.1K
$5.88M
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.21K- 21.88% |
$4.33M - $4.84M
|
32.9K
$17.4M
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.2K- 2.01% |
$4.32M - $4.84M
|
450K
$238M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.08K- 1.87% |
$4.26M - $4.77M
|
477K
$253M
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-9.03K- 14.49% |
$4.24M - $4.74M
|
53.3K
$28.2M
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-8.9K- 14.11% |
$4.18M - $4.68M
|
54.2K
$28.7M
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.73K- 9.53% |
$4.1M - $4.59M
|
82.8K
$43.9M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.55K- 8.16% |
$4.02M - $4.5M
|
96.3K
$51M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.53K- 10.73% |
$4M - $4.48M
|
70.9K
$37.6M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.44K- 21.2% |
$3.96M - $4.44M
|
31.4K
$16.6M
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.43K- 27.36% |
$3.96M - $4.43M
|
22.4K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.37K- 4.53% |
$3.93M - $4.4M
|
176K
$93.4M
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-8.17K- 18.87% |
$3.83M - $4.29M
|
35.1K
$18.6M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.14K- 2.27% |
$3.82M - $4.28M
|
350K
$186M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8.06K- 48.95% |
$3.78M - $4.24M
|
8.4K
$4.45M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.92K- 6.9% |
$3.72M - $4.17M
|
107K
$56.7M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.85K- 7.63% |
$3.69M - $4.13M
|
95.1K
$50.4M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.84K- 23.4% |
$3.68M - $4.12M
|
25.7K
$13.6M
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-7.76K- 11.1% |
$3.64M - $4.08M
|
62.2K
$32.9M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.65K- 9.87% |
$3.59M - $4.02M
|
69.8K
$37M
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 12.91% |
$3.58M - $4.01M
|
51.4K
$27.3M
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.6K- 6.83% |
$3.57M - $4M
|
104K
$54.9M
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-7.6K- 30.77% |
$3.57M - $4M
|
17.1K
$9.06M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.58K- 5.61% |
$3.56M - $3.99M
|
128K
$67.6M
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-7.35K- 29.46% |
$3.45M - $3.86M
|
17.6K
$9.32M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.34K- 46.52% |
$3.44M - $3.86M
|
8.43K
$4.47M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.25K- 6.86% |
$3.41M - $3.81M
|
98.5K
$52.2M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-7.2K- 65.45% |
$3.38M - $3.79M
|
3.8K
$2.01M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-7.2K- 22.45% |
$3.38M - $3.78M
|
24.9K
$13.2M
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-7.19K- 71.06% |
$3.38M - $3.78M
|
2.93K
$1.55M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.15K- 8.87% |
$3.36M - $3.76M
|
73.4K
$38.9M
|
|
May 09, 2024
Q1 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-7.06K- 7.37% |
$3.32M - $3.71M
|
88.7K
$47M
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-7.04K- 12.69% |
$3.31M - $3.7M
|
48.5K
$25.7M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.91K- 3.36% |
$3.24M - $3.63M
|
198K
$105M
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-6.72K- 50.79% |
$3.16M - $3.53M
|
6.51K
$3.45M
|