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
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.29K- 5.6% |
$668K - $741K
|
21.7K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1.29K- 9.35% |
$668K - $741K
|
12.5K
$7.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.29K- 5.72% |
$668K - $741K
|
21.2K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.25K- 4.7% |
$651K - $722K
|
25.4K
$14.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.24K- 47.3% |
$642K - $712K
|
1.38K
$807K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.23K- 1.47% |
$641K - $711K
|
82.9K
$48.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.22K- 0.42% |
$637K - $706K
|
291K
$171M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.22K- 24.43% |
$633K - $702K
|
3.76K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.21K- 3.64% |
$631K - $700K
|
32.1K
$18.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.21K- 2.34% |
$630K - $699K
|
50.5K
$29.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2K- 2.02% |
$622K - $689K
|
57.8K
$33.9M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.19K- 9.25% |
$618K - $685K
|
11.7K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 0.85% |
$616K - $683K
|
139K
$81.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 3.76% |
$611K - $678K
|
30K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-1.17K- 3.01% |
$610K - $676K
|
37.8K
$22.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-1.14K- 22.46% |
$595K - $660K
|
3.95K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.13K- 3.46% |
$586K - $650K
|
31.4K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.12K- 0.29% |
$585K - $648K
|
382K
$224M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.12K- 22.24% |
$581K - $644K
|
3.91K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.12K- 4.77% |
$581K - $644K
|
22.3K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.11K- 1.86% |
$578K - $641K
|
58.7K
$34.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.11K- 4.54% |
$576K - $639K
|
23.3K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.1K- 0.63% |
$570K - $632K
|
172K
$101M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.08K- 9.27% |
$562K - $623K
|
10.6K
$6.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.08K- 7.64% |
$559K - $620K
|
13K
$7.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.07K- 15.39% |
$555K - $615K
|
5.87K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.06K- 1.13% |
$551K - $611K
|
92.3K
$54.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.06K- 0.28% |
$549K - $609K
|
379K
$222M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 0.19% |
$549K - $609K
|
555K
$326M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 4.23% |
$539K - $598K
|
23.5K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.04K- 2.14% |
$539K - $598K
|
47.4K
$27.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.03K- 12.78% |
$537K - $595K
|
7.04K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 11.85% |
$535K - $593K
|
7.65K
$4.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.03K- 16.86% |
$534K - $592K
|
5.06K
$2.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.03K- 5.98% |
$534K - $592K
|
16.1K
$9.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.02K- 9.74% |
$532K - $590K
|
9.47K
$5.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.02K- 2.34% |
$531K - $588K
|
42.6K
$25M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.02K- 25.23% |
$530K - $587K
|
3.02K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1K- 1.77% |
$521K - $577K
|
55.5K
$32.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-996- 0.59% |
$518K - $575K
|
168K
$98.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-983- 2.49% |
$511K - $567K
|
38.4K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-979- 27.47% |
$509K - $565K
|
2.59K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-977- 5.38% |
$508K - $564K
|
17.2K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-972- 2.83% |
$506K - $561K
|
33.4K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-968- 4.36% |
$504K - $558K
|
21.3K
$12.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-966- 0.71% |
$502K - $557K
|
135K
$79.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-966- 13.62% |
$502K - $557K
|
6.13K
$3.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-960- 3.36% |
$499K - $554K
|
27.6K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-958- 12.75% |
$498K - $553K
|
6.55K
$3.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-958- 29.58% |
$498K - $553K
|
2.28K
$1.34M
|