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 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-15- 0.24% |
$7.8K - $8.65K
|
6.35K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$5.72K - $6.35K
|
14.4K
$7.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-10- 0.15% |
$5.2K - $5.77K
|
6.62K
$3.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 0.2% |
$5.2K - $5.77K
|
4.96K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-9- 1.67% |
$4.68K - $5.19K
|
531
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$4.68K - $5.19K
|
2.66K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-8- 1.39% |
$4.16K - $4.61K
|
569
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-7- 1.56% |
$3.64K - $4.04K
|
441
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-7- 0.8% |
$3.64K - $4.04K
|
871
$471K
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-6- 0.43% |
$3.12K - $3.46K
|
1.39K
$748K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5- 0.04% |
$2.6K - $2.88K
|
12.5K
$6.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.29% |
$2.6K - $2.88K
|
1.74K
$941K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-4- 0.03% |
$2.08K - $2.31K
|
11.6K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4- 0.04% |
$2.08K - $2.31K
|
11K
$5.93M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.37% |
$1.56K - $1.73K
|
803
$434K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.75% |
$1.56K - $1.73K
|
77
$41.6K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-113K- 89.94% |
$56.1M - $62M
|
12.6K
$6.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-85.2K- 96.05% |
$42.4M - $46.8M
|
3.5K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.9K- 2.66% |
$7.93M - $8.76M
|
583K
$315M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-15.8K- 69.28% |
$7.85M - $8.67M
|
7K
$3.78M
|
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-12.5K- 0.35% |
$6.22M - $6.87M
|
3.58M
$1.93B
|
|
|
Aug 07, 2024
Q2 2024
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-12.5K- 22.84% |
$6.19M - $6.84M
|
42.1K
$22.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.94K- 13.35% |
$4.95M - $5.47M
|
64.5K
$34.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-9.27K- 47.9% |
$4.61M - $5.09M
|
10.1K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-8K- 21.0% |
$3.98M - $4.4M
|
30.1K
$16.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-7.09K- 16.26% |
$3.53M - $3.9M
|
36.5K
$19.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.09K- 4.96% |
$3.03M - $3.35M
|
117K
$63.1M
|
|
|
Aug 07, 2024
Q2 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-5.82K- 6.56% |
$2.89M - $3.2M
|
82.9K
$44.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 31.3% |
$1.64M - $1.81M
|
7.23K
$3.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.28K- 1.54% |
$1.63M - $1.8M
|
210K
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-3K- 16.68% |
$1.49M - $1.65M
|
15K
$8.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.88K- 11.76% |
$933K - $1.03M
|
14.1K
$7.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.82K- 12.16% |
$907K - $1M
|
13.2K
$7.12M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.21K- 40.95% |
$600K - $663K
|
1.74K
$939K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.1K- 31.62% |
$547K - $604K
|
2.38K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-706- 49.75% |
$351K - $388K
|
713
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-685- 1.16% |
$341K - $377K
|
58.1K
$31.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-676- 69.26% |
$336K - $372K
|
300
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-591- 58.0% |
$294K - $325K
|
428
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-588- 42.58% |
$293K - $323K
|
793
$428K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-519- 4.78% |
$258K - $285K
|
10.3K
$5.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-407- 7.97% |
$202K - $224K
|
4.7K
$2.54M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-401Closed |
$200K - $220K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-376- 37.9% |
$187K - $207K
|
616
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-359- 46.44% |
$179K - $197K
|
414
$224K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-340- 1.64% |
$169K - $187K
|
20.4K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-328- 34.86% |
$163K - $180K
|
613
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-306- 12.68% |
$152K - $168K
|
2.11K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-259- 4.97% |
$129K - $142K
|
4.95K
$2.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-248- 9.54% |
$123K - $136K
|
2.35K
$1.27M
|
|