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 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.95K- 1.58% |
$1.01M - $1.12M
|
121K
$71.9M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 16.3% |
$1.01M - $1.12M
|
9.99K
$5.93M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.91K- 3.58% |
$996K - $1.1M
|
51.6K
$30.6M
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.89K- 0.57% |
$984K - $1.09M
|
332K
$197M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.88K- 7.76% |
$979K - $1.09M
|
22.4K
$13.3M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.87K- 13.68% |
$974K - $1.08M
|
11.8K
$7.01M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.87K- 58.29% |
$973K - $1.08M
|
1.34K
$794K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.86K- 9.02% |
$966K - $1.07M
|
18.7K
$11.1M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.84K- 36.91% |
$957K - $1.06M
|
3.14K
$1.87M
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.8K- 12.11% |
$935K - $1.04M
|
13.1K
$7.74M
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.76K- 48.82% |
$913K - $1.01M
|
1.84K
$1.09M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.75K- 2.9% |
$911K - $1.01M
|
58.7K
$34.8M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.73K- 1.9% |
$901K - $1M
|
89.2K
$53M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.72K- 0.34% |
$893K - $990K
|
504K
$299M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 1.36% |
$891K - $988K
|
124K
$73.9M
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.7K- 45.48% |
$884K - $980K
|
2.04K
$1.21M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.68K- 2.18% |
$872K - $967K
|
75.1K
$44.5M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.65K- 43.5% |
$860K - $953K
|
2.15K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.64K- 30.61% |
$853K - $946K
|
3.72K
$2.21M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 0.75% |
$852K - $944K
|
218K
$129M
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.63K- 6.72% |
$847K - $940K
|
22.6K
$13.4M
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.61K- 2.59% |
$835K - $926K
|
60.4K
$35.8M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.59K- 9.72% |
$825K - $915K
|
14.7K
$8.74M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.56K- 6.92% |
$811K - $899K
|
21K
$12.4M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.55K- 0.12% |
$804K - $892K
|
1.32M
$783M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 17.15% |
$796K - $883K
|
7.39K
$4.38M
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.52K- 38.41% |
$791K - $877K
|
2.44K
$1.45M
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.51K- 2.35% |
$783K - $868K
|
62.5K
$37.1M
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.48K- 5.39% |
$770K - $854K
|
26K
$15.4M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.47K- 11.66% |
$765K - $848K
|
11.1K
$6.6M
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.46K- 8.78% |
$758K - $840K
|
15.1K
$8.98M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.46K- 16.96% |
$758K - $840K
|
7.13K
$4.23M
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.45K- 5.37% |
$756K - $838K
|
25.6K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 10.49% |
$753K - $835K
|
12.3K
$7.33M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.41K- 2.88% |
$733K - $813K
|
47.5K
$28.2M
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.41K- 70.63% |
$732K - $812K
|
585
$347K
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.38K- 1.99% |
$717K - $795K
|
68K
$40.4M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.37K- 32.87% |
$712K - $789K
|
2.79K
$1.66M
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.35K- 0.59% |
$704K - $781K
|
227K
$135M
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 11.77% |
$702K - $779K
|
10.1K
$6.01M
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-1.35K- 3.83% |
$702K - $779K
|
33.9K
$20.1M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.35K- 5.82% |
$702K - $778K
|
21.8K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.35K- 54.95% |
$701K - $778K
|
1.11K
$656K
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.34K- 17.23% |
$699K - $775K
|
6.46K
$3.83M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.33K- 4.93% |
$694K - $769K
|
25.7K
$15.3M
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.33K- 9.16% |
$692K - $768K
|
13.2K
$7.83M
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.32K- 45.61% |
$689K - $764K
|
1.58K
$937K
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.31K- 7.17% |
$679K - $753K
|
16.9K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.3K- 39.17% |
$674K - $747K
|
2.01K
$1.19M
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.29K- 3.56% |
$670K - $743K
|
34.9K
$20.7M
|