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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-5K- 45.45% |
$1.79M - $2.05M
|
6K
$3.5M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3.44K- 44.05% |
$1.23M - $1.41M
|
4.37K
$2.55M
|
|
|
Mar 21, 2023
Q4 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-3.12KClosed |
$1.12M - $1.28M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.68K- 79.26% |
$958K - $1.09M
|
700
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.45K- 1.33% |
$877K - $1M
|
182K
$106M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.73K- 19.88% |
$620K - $709K
|
6.98K
$4.07M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.18K- 14.91% |
$421K - $482K
|
6.72K
$3.92M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.08KClosed |
$385K - $440K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-930- 1.49% |
$333K - $381K
|
61.4K
$35.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-852- 38.09% |
$305K - $349K
|
1.39K
$808K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-755- 88.82% |
$270K - $309K
|
95
$55.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-723- 74.15% |
$259K - $296K
|
252
$147K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-720- 5.71% |
$258K - $295K
|
11.9K
$6.94M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-678- 1.52% |
$243K - $278K
|
43.9K
$25.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-669- 46.56% |
$239K - $274K
|
768
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-667- 44.89% |
$239K - $273K
|
819
$478K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-471- 4.04% |
$169K - $193K
|
11.2K
$6.53M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-464- 10.89% |
$166K - $190K
|
3.8K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-431- 9.53% |
$154K - $176K
|
4.09K
$2.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-420- 1.57% |
$150K - $172K
|
26.3K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-291- 0.99% |
$104K - $119K
|
29K
$16.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-222- 14.65% |
$79.5K - $90.9K
|
1.29K
$754K
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-205- 18.3% |
$73.4K - $83.9K
|
915
$534K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-193- 10.18% |
$69.1K - $79K
|
1.7K
$993K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-178- 2.77% |
$63.7K - $72.9K
|
6.25K
$3.65M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-109- 17.33% |
$39K - $44.6K
|
520
$303K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 1.6% |
$35.8K - $40.9K
|
6.14K
$3.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-70- 63.64% |
$25.1K - $28.7K
|
40
$23.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-13- 0.52% |
$4.65K - $5.32K
|
2.49K
$1.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-5- 0.2% |
$1.79K - $2.05K
|
2.51K
$1.46M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-417KClosed |
$149M - $180M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-63K- 99.06% |
$22.6M - $27.2M
|
598
$349K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 20.67% |
$10.7M - $12.9M
|
115K
$66.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-18.6K- 11.28% |
$6.67M - $8.03M
|
146K
$85.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-8.59K- 91.96% |
$3.08M - $3.71M
|
751
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.78K- 72.91% |
$1.71M - $2.06M
|
1.78K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-4.75K- 2.87% |
$1.7M - $2.05M
|
161K
$93.8M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.03K- 0.95% |
$729K - $878K
|
211K
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.05K- 34.51% |
$377K - $454K
|
1.99K
$1.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-935- 16.66% |
$335K - $404K
|
4.68K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-923- 10.92% |
$331K - $399K
|
7.53K
$4.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-693Closed |
$249K - $299K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-689- 91.38% |
$247K - $298K
|
65
$37.9K
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-631Closed |
$226K - $273K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-621- 0.46% |
$223K - $268K
|
134K
$78.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-616- 31.24% |
$221K - $266K
|
1.36K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-531- 4.33% |
$190K - $229K
|
11.7K
$6.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-379- 4.0% |
$136K - $164K
|
9.1K
$5.31M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-297- 33.22% |
$107K - $128K
|
597
$348K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-277- 26.26% |
$99.3K - $120K
|
778
$454K
|
|