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 03, 2022
Q1 2022
|
Nat West Group PLC
|
SELL
|
- |
-72- 0.51% |
$30.1K - $34.5K
|
14K
$8.68M
|
|
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
|
|
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
|
|
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
|
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
$531K
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-2.02K- 74.14% |
$867K - $966K
|
703
$436K
|
|
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
|
|
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
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-50- 1.66% |
$21.5K - $24K
|
2.97K
$1.84M
|
|
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
$712K
|
|
Q2 2021 | |||||||
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
|
|
May 05, 2025
Q2 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-211- 14.9% |
$84.8K - $90.7K
|
1.21K
$748K
|
|
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 09, 2021
Q2 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-40- 6.0% |
$16.1K - $17.2K
|
627
$389K
|