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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-5- 17.86% |
$2.03K - $2.23K
|
23
$15.5K
|
|
| Q1 2023 | |||||||
|
May 16, 2024
Q1 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-285KClosed |
$109M - $119M
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-102K- 98.72% |
$38.8M - $42.6M
|
1.32K
$890K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-17.6K- 16.57% |
$6.71M - $7.37M
|
88.7K
$59.9M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.18K- 51.45% |
$2.36M - $2.59M
|
5.83K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-5.05K- 82.45% |
$1.92M - $2.11M
|
1.08K
$726K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 4.42% |
$953K - $1.05M
|
54.1K
$36.5M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-2.49K- 34.73% |
$949K - $1.04M
|
4.68K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.82K- 18.52% |
$695K - $763K
|
8.02K
$5.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-1.47K- 34.79% |
$559K - $614K
|
2.75K
$1.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-772- 51.85% |
$294K - $323K
|
717
$484K
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-574Closed |
$219K - $240K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-497- 32.09% |
$189K - $208K
|
1.05K
$710K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-399- 44.63% |
$152K - $167K
|
495
$334K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-262- 0.11% |
$99.9K - $110K
|
241K
$163M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-248- 21.09% |
$94.5K - $104K
|
928
$627K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-140- 35.9% |
$53.4K - $58.6K
|
250
$169K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-135- 5.33% |
$51.5K - $56.5K
|
2.4K
$1.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-53- 4.09% |
$20.2K - $22.2K
|
1.24K
$840K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-50- 9.16% |
$19.1K - $20.9K
|
496
$335K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-28- 1.7% |
$10.7K - $11.7K
|
1.62K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-26- 2.21% |
$9.91K - $10.9K
|
1.15K
$777K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-24- 2.5% |
$9.15K - $10K
|
937
$633K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$1.14K - $1.26K
|
5.78K
$3.9M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.4M- 99.74% |
$2.65B - $3.03B
|
19.3K
$13M
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-29.8K- 17.02% |
$10.7M - $12.2M
|
145K
$98.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-14K- 11.86% |
$5.03M - $5.75M
|
104K
$70.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-11.7K- 48.77% |
$4.2M - $4.81M
|
12.3K
$8.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.49K- 65.8% |
$3.4M - $3.89M
|
4.93K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.55K- 50.0% |
$2.34M - $2.68M
|
6.55K
$4.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.34K- 7.64% |
$2.27M - $2.6M
|
76.7K
$51.8M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3.44K- 44.05% |
$1.23M - $1.41M
|
4.37K
$2.95M
|
|
|
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
$473K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.18K- 14.91% |
$421K - $482K
|
6.72K
$4.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-930- 1.49% |
$333K - $381K
|
61.4K
$41.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-852- 38.09% |
$305K - $349K
|
1.39K
$935K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-755- 88.82% |
$270K - $309K
|
95
$64.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-720- 5.71% |
$258K - $295K
|
11.9K
$8.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-669- 46.56% |
$239K - $274K
|
768
$519K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-667- 44.89% |
$239K - $273K
|
819
$553K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-471- 4.04% |
$169K - $193K
|
11.2K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-464- 10.89% |
$166K - $190K
|
3.8K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-431- 9.53% |
$154K - $176K
|
4.09K
$2.76M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-420- 1.57% |
$150K - $172K
|
26.3K
$17.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-291- 0.99% |
$104K - $119K
|
29K
$19.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-222- 14.65% |
$79.5K - $90.9K
|
1.29K
$873K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-193- 10.18% |
$69.1K - $79K
|
1.7K
$1.15M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-178- 2.77% |
$63.7K - $72.9K
|
6.25K
$4.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 1.6% |
$35.8K - $40.9K
|
6.14K
$4.15M
|
|