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 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-297- 33.22% |
$107K - $128K
|
597
$403K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-277- 26.26% |
$99.3K - $120K
|
778
$525K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-203- 18.44% |
$72.8K - $87.7K
|
898
$606K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-145- 4.76% |
$52K - $62.6K
|
2.9K
$1.96M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-116- 7.81% |
$41.6K - $50.1K
|
1.37K
$925K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-111- 8.22% |
$39.8K - $48K
|
1.24K
$837K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-97- 1.58% |
$34.8K - $41.9K
|
6.02K
$4.07M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-55- 65.48% |
$19.7K - $23.8K
|
29
$19.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-51- 20.4% |
$18.3K - $22K
|
199
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-49- 5.3% |
$17.6K - $21.2K
|
876
$592K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-46- 4.23% |
$16.5K - $19.9K
|
1.04K
$703K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-39- 4.07% |
$14K - $16.8K
|
919
$621K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-31- 58.49% |
$11.1K - $13.4K
|
22
$14.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-27- 3.44% |
$9.68K - $11.7K
|
757
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 2.31% |
$5.38K - $6.48K
|
635
$429K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-13- 30.23% |
$4.66K - $5.62K
|
30
$20.3K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-11- 11.34% |
$3.95K - $4.75K
|
86
$58.1K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-2- 0.1% |
$717 - $864
|
2.03K
$1.37M
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
PUT |
-80KClosed |
$29.4M - $36.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-71.5KClosed |
$26.2M - $32.8M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-44.2K- 92.18% |
$16.2M - $20.3M
|
3.75K
$2.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-22.6KClosed |
$8.28M - $10.3M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-22.1KClosed |
$8.1M - $10.1M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-20K- 80.13% |
$7.34M - $9.17M
|
4.96K
$3.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Mercer Investments LLC
|
SELL
|
- |
-19.9K- 99.78% |
$7.29M - $9.12M
|
43
$29K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-18.1K- 94.13% |
$6.64M - $8.31M
|
1.13K
$762K
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-17.8K- 17.91% |
$6.52M - $8.15M
|
81.4K
$55M
|
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-17.7KClosed |
$6.48M - $8.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-17.2KClosed |
$6.32M - $7.9M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-15.8KClosed |
$5.8M - $7.25M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.3KClosed |
$5.26M - $6.58M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-5.98KClosed |
$2.19M - $2.74M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5.61K- 20.07% |
$2.06M - $2.58M
|
22.4K
$15.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.87KClosed |
$1.79M - $2.24M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-4.46KClosed |
$1.64M - $2.04M
|
0
$0
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.26K- 74.72% |
$1.56M - $1.95M
|
1.44K
$973K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-4.24KClosed |
$1.56M - $1.95M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.1KClosed |
$1.14M - $1.42M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-2.3KClosed |
$844K - $1.06M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-1.89KClosed |
$693K - $866K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.81KClosed |
$662K - $828K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.37KClosed |
$504K - $630K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.35KClosed |
$495K - $618K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-1.26K- 0.93% |
$462K - $578K
|
134K
$90.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.14K- 22.74% |
$418K - $523K
|
3.87K
$2.61M
|
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.08KClosed |
$395K - $494K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.03KClosed |
$378K - $472K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1KClosed |
$367K - $459K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-922Closed |
$338K - $423K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-804- 8.76% |
$295K - $369K
|
8.37K
$5.66M
|
|