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 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-168- 20.29% |
$78.9K - $88.3K
|
660
$446K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-113- 4.05% |
$53.1K - $59.4K
|
2.68K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-94- 18.61% |
$44.1K - $49.4K
|
411
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-54- 9.69% |
$25.4K - $28.4K
|
503
$340K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-40- 9.48% |
$18.8K - $21K
|
382
$258K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-22- 3.63% |
$10.3K - $11.6K
|
584
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8- 0.13% |
$3.76K - $4.21K
|
6.34K
$4.28M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3- 0.68% |
$1.41K - $1.58K
|
436
$294K
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-14.9K- 34.16% |
$6.13M - $7.11M
|
28.6K
$19.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.48K- 10.82% |
$1.43M - $1.67M
|
28.7K
$19.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.66K- 48.33% |
$1.1M - $1.27M
|
2.84K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.43K- 18.69% |
$1M - $1.16M
|
10.6K
$7.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-2.3K- 57.5% |
$949K - $1.1M
|
1.7K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.72K- 1.88% |
$710K - $824K
|
89.9K
$60.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.32K- 11.21% |
$543K - $630K
|
10.4K
$7.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.02K- 10.45% |
$419K - $486K
|
8.7K
$5.88M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-945Closed |
$390K - $453K
|
0
$0
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-761Closed |
$314K - $365K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-690- 42.65% |
$285K - $331K
|
928
$627K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-579- 2.65% |
$239K - $277K
|
21.3K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-483- 7.6% |
$199K - $231K
|
5.87K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-427- 28.81% |
$176K - $205K
|
1.06K
$712K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-376- 1.18% |
$155K - $180K
|
31.6K
$21.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-194- 31.39% |
$80K - $92.9K
|
424
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-120- 9.45% |
$49.5K - $57.5K
|
1.15K
$777K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 2.8% |
$45.8K - $53.2K
|
3.86K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-95- 17.99% |
$39.2K - $45.5K
|
433
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.86% |
$26.4K - $30.7K
|
3.39K
$2.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-23- 0.37% |
$9.49K - $11K
|
6.27K
$4.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-9- 2.93% |
$3.71K - $4.31K
|
298
$201K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-152K- 10.52% |
$64.9M - $69.8M
|
1.29M
$872M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-42.7K- 93.58% |
$18.3M - $19.7M
|
2.93K
$1.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.73K- 5.99% |
$4.16M - $4.48M
|
153K
$103M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-7.26K- 35.91% |
$3.1M - $3.34M
|
12.9K
$8.74M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.48K- 13.49% |
$1.92M - $2.06M
|
28.7K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.32K- 25.06% |
$1.85M - $1.99M
|
12.9K
$8.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.11K- 3.95% |
$903K - $971K
|
51.3K
$34.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.66K- 53.82% |
$709K - $763K
|
1.42K
$960K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.03K- 48.98% |
$440K - $474K
|
1.07K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-902- 0.92% |
$386K - $415K
|
96.8K
$65.4M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-838- 31.39% |
$358K - $386K
|
1.83K
$1.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-782- 31.06% |
$335K - $360K
|
1.74K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-654- 34.03% |
$280K - $301K
|
1.27K
$856K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-381- 98.7% |
$163K - $175K
|
5
$3.38K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-288- 0.38% |
$123K - $133K
|
74.9K
$50.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-150- 7.71% |
$64.2K - $69K
|
1.8K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-132- 1.69% |
$56.5K - $60.7K
|
7.66K
$5.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-110- 1.1% |
$47.1K - $50.6K
|
9.9K
$6.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-105- 0.94% |
$44.9K - $48.3K
|
11.1K
$7.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-101- 6.42% |
$43.2K - $46.5K
|
1.47K
$993K
|
|