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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.88K- 3.14% |
$2.54M - $2.82M
|
151K
$89.3M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.88K- 5.83% |
$2.54M - $2.82M
|
78.8K
$46.8M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.78K- 2.93% |
$2.49M - $2.76M
|
159K
$94.1M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.73K- 1.17% |
$2.46M - $2.73M
|
400K
$237M
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.73K- 10.74% |
$2.46M - $2.73M
|
39.3K
$23.3M
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
SELL
|
- |
-4.55K- 14.46% |
$2.36M - $2.62M
|
26.9K
$16M
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.54K- 16.15% |
$2.36M - $2.62M
|
23.6K
$14M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.38K- 7.78% |
$2.28M - $2.52M
|
51.9K
$30.8M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.32K- 8.22% |
$2.25M - $2.49M
|
48.2K
$28.6M
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.21K- 15.5% |
$2.19M - $2.43M
|
23K
$13.6M
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-4.18K- 4.1% |
$2.17M - $2.41M
|
97.6K
$57.9M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.11K- 6.29% |
$2.14M - $2.37M
|
61.2K
$36.3M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.09K- 2.94% |
$2.13M - $2.36M
|
135K
$80.3M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.09K- 5.58% |
$2.13M - $2.36M
|
69.2K
$41.1M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.06K- 15.65% |
$2.11M - $2.34M
|
21.9K
$13M
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-4K- 0.56% |
$2.08M - $2.31M
|
710K
$421M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.97K- 9.93% |
$2.07M - $2.29M
|
36K
$21.4M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.97K- 2.79% |
$2.07M - $2.29M
|
139K
$82.2M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.95K- 11.99% |
$2.06M - $2.28M
|
29K
$17.2M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 1.92% |
$2.05M - $2.27M
|
201K
$119M
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.92K- 87.55% |
$2.04M - $2.26M
|
558
$331K
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3.91K- 22.58% |
$2.03M - $2.26M
|
13.4K
$7.96M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.91K- 2.75% |
$2.03M - $2.26M
|
138K
$81.9M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.88K- 4.02% |
$2.02M - $2.24M
|
92.6K
$55M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.88K- 4.06% |
$2.02M - $2.24M
|
91.6K
$54.3M
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-3.88K- 23.43% |
$2.02M - $2.24M
|
12.7K
$7.51M
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.87K- 72.04% |
$2.01M - $2.23M
|
1.5K
$891K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.83K- 16.53% |
$1.99M - $2.21M
|
19.3K
$11.5M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.82K- 3.37% |
$1.99M - $2.2M
|
109K
$64.9M
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.7K- 5.21% |
$1.93M - $2.13M
|
67.3K
$39.9M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-3.7K- 34.26% |
$1.92M - $2.13M
|
7.1K
$4.21M
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.61K- 6.02% |
$1.88M - $2.08M
|
56.4K
$33.5M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 4.52% |
$1.88M - $2.08M
|
76.3K
$45.3M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.57K- 27.53% |
$1.86M - $2.06M
|
9.4K
$5.57M
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.55K- 3.13% |
$1.85M - $2.05M
|
110K
$65.2M
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-3.53K- 65.36% |
$1.84M - $2.04M
|
1.87K
$1.11M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.43K- 6.45% |
$1.78M - $1.98M
|
49.7K
$29.5M
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.4K- 2.48% |
$1.77M - $1.96M
|
134K
$79.3M
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.39K- 3.79% |
$1.76M - $1.95M
|
85.9K
$51M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.38K- 10.27% |
$1.76M - $1.95M
|
29.5K
$17.5M
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-3.37K- 0.41% |
$1.75M - $1.94M
|
827K
$491M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.31K- 4.25% |
$1.72M - $1.91M
|
74.6K
$44.2M
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.28K- 0.88% |
$1.7M - $1.89M
|
371K
$220M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 3.49% |
$1.7M - $1.88M
|
90.3K
$53.6M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 86.94% |
$1.69M - $1.87M
|
487
$289K
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.24K- 7.25% |
$1.69M - $1.87M
|
41.5K
$24.6M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.23K- 5.38% |
$1.68M - $1.86M
|
56.8K
$33.7M
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.21K- 9.03% |
$1.67M - $1.85M
|
32.3K
$19.2M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.2K- 9.26% |
$1.67M - $1.85M
|
31.4K
$18.6M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.18K- 5.42% |
$1.65M - $1.83M
|
55.5K
$32.9M
|