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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-957- 0.42% |
$498K - $552K
|
227K
$135M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-950- 1.58% |
$494K - $548K
|
59K
$35M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-944- 51.93% |
$491K - $545K
|
874
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-926- 5.67% |
$482K - $534K
|
15.4K
$9.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-925- 2.04% |
$481K - $534K
|
44.4K
$26.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-918- 4.89% |
$478K - $530K
|
17.9K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-911- 37.8% |
$474K - $525K
|
1.5K
$889K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-903- 3.2% |
$470K - $521K
|
27.3K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-895- 11.46% |
$466K - $516K
|
6.92K
$4.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-891- 2.78% |
$463K - $514K
|
31.1K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-889- 0.56% |
$462K - $513K
|
158K
$93.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-887- 22.66% |
$461K - $512K
|
3.03K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-887- 7.51% |
$461K - $512K
|
10.9K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-885- 51.33% |
$460K - $510K
|
839
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-879- 15.26% |
$457K - $507K
|
4.88K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-877- 3.85% |
$456K - $506K
|
21.9K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-876- 29.5% |
$456K - $505K
|
2.09K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-874- 4.04% |
$455K - $504K
|
20.8K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-866- 6.1% |
$450K - $500K
|
13.3K
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-864- 0.88% |
$449K - $498K
|
97K
$57.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-860- 15.56% |
$447K - $496K
|
4.67K
$2.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-843- 2.89% |
$439K - $486K
|
28.3K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-841- 5.25% |
$437K - $485K
|
15.2K
$9M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-826- 4.54% |
$430K - $476K
|
17.4K
$10.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-825- 13.65% |
$429K - $476K
|
5.22K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-822- 7.4% |
$428K - $474K
|
10.3K
$6.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-818- 3.2% |
$426K - $472K
|
24.8K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-817- 3.7% |
$425K - $471K
|
21.2K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-817- 16.94% |
$425K - $471K
|
4.01K
$2.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-809- 0.42% |
$421K - $467K
|
194K
$115M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-806- 3.0% |
$419K - $465K
|
26.1K
$15.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-800- 58.57% |
$416K - $461K
|
566
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-799- 5.07% |
$416K - $461K
|
15K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-784- 5.71% |
$408K - $452K
|
12.9K
$7.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-782- 5.59% |
$407K - $451K
|
13.2K
$7.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-780- 14.92% |
$406K - $450K
|
4.45K
$2.64M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-778- 4.35% |
$405K - $449K
|
17.1K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-778- 4.37% |
$405K - $449K
|
17K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-774- 8.36% |
$403K - $446K
|
8.48K
$5.03M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-773- 1.5% |
$402K - $446K
|
50.9K
$30.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-771- 1.12% |
$401K - $445K
|
67.9K
$40.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-765- 9.41% |
$398K - $441K
|
7.36K
$4.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-750- 4.01% |
$390K - $433K
|
17.9K
$10.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-745- 35.16% |
$388K - $430K
|
1.37K
$815K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-743- 20.29% |
$386K - $429K
|
2.92K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-742- 10.83% |
$386K - $428K
|
6.11K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-741- 2.04% |
$385K - $427K
|
35.7K
$21.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-736- 3.65% |
$383K - $425K
|
19.4K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-734- 16.09% |
$382K - $423K
|
3.83K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-730- 0.44% |
$380K - $421K
|
167K
$98.8M
|