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 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.5K- 0.6% |
$702K - $786K
|
247K
$131M
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.5K- 2.28% |
$702K - $786K
|
64.1K
$34M
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.48K- 2.06% |
$696K - $779K
|
70.3K
$37.3M
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.48K- 3.79% |
$694K - $777K
|
37.6K
$19.9M
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.47K- 20.01% |
$691K - $774K
|
5.89K
$3.12M
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.47K- 5.15% |
$690K - $772K
|
27K
$14.3M
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.47K- 7.25% |
$690K - $772K
|
18.8K
$9.96M
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-1.45K- 2.9% |
$681K - $762K
|
48.6K
$25.8M
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.44K- 4.09% |
$675K - $756K
|
33.7K
$17.9M
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.44K- 0.96% |
$675K - $755K
|
148K
$78.2M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.44K- 5.4% |
$674K - $755K
|
25.2K
$13.3M
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.41K- 5.01% |
$662K - $741K
|
26.8K
$14.2M
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-1.4K- 2.53% |
$656K - $734K
|
53.7K
$28.5M
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 14.22% |
$651K - $729K
|
8.37K
$4.44M
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 56.06% |
$649K - $727K
|
1.08K
$574K
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.37K- 17.08% |
$644K - $721K
|
6.66K
$3.53M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.34K- 1.66% |
$627K - $702K
|
79.3K
$42.1M
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 3.79% |
$621K - $695K
|
33.6K
$17.8M
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.32K- 48.69% |
$619K - $693K
|
1.39K
$736K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.31K- 70.12% |
$617K - $691K
|
560
$297K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.3K- 1.88% |
$610K - $683K
|
67.9K
$36M
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.27K- 30.23% |
$596K - $668K
|
2.93K
$1.55M
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.27K- 1.85% |
$596K - $668K
|
67.5K
$35.8M
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.27K- 11.68% |
$595K - $667K
|
9.59K
$5.08M
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.26K- 17.23% |
$593K - $664K
|
6.07K
$3.22M
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.26K- 25.0% |
$591K - $661K
|
3.78K
$2M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.26K- 2.86% |
$590K - $660K
|
42.6K
$22.6M
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 4.82% |
$589K - $660K
|
24.8K
$13.1M
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.24K- 2.6% |
$584K - $654K
|
46.7K
$24.7M
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.24K- 1.16% |
$583K - $653K
|
106K
$56M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.24K- 26.64% |
$583K - $653K
|
3.42K
$1.81M
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 5.04% |
$583K - $652K
|
23.4K
$12.4M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.24K- 4.78% |
$581K - $650K
|
24.7K
$13.1M
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.24K- 3.97% |
$580K - $649K
|
29.9K
$15.9M
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.23K- 3.54% |
$578K - $647K
|
33.6K
$17.8M
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.23K- 35.46% |
$577K - $646K
|
2.24K
$1.18M
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1.22K- 57.77% |
$573K - $641K
|
892
$473K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.22K- 16.65% |
$571K - $640K
|
6.09K
$3.23M
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.22K- 2.95% |
$571K - $639K
|
40K
$21.2M
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-1.22K- 3.18% |
$571K - $639K
|
37K
$19.6M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.22K- 3.93% |
$571K - $639K
|
29.7K
$15.8M
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.21K- 0.95% |
$566K - $634K
|
126K
$66.8M
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.2K- 19.69% |
$563K - $631K
|
4.89K
$2.59M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.2K- 52.13% |
$563K - $630K
|
1.1K
$583K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.2K- 2.65% |
$561K - $628K
|
43.9K
$23.2M
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.19K- 20.53% |
$557K - $624K
|
4.59K
$2.43M
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 25.31% |
$553K - $619K
|
3.48K
$1.84M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.18K- 1.61% |
$553K - $619K
|
71.7K
$38M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.17K- 5.68% |
$550K - $616K
|
19.5K
$10.3M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.16K- 1.04% |
$546K - $611K
|
111K
$58.9M
|