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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-85.9K- 49.75% |
$47.6M - $52.9M
|
86.8K
$53.8M
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-81.1K- 99.49% |
$44.9M - $49.9M
|
412
$256K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-73K- 56.67% |
$40.4M - $45M
|
55.8K
$34.6M
|
|
Apr 11, 2025
Q1 2025
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-70K- 53.85% |
$38.8M - $43.1M
|
60K
$37.2M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69.4KClosed |
$38.5M - $42.7M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-67.8K- 14.44% |
$37.5M - $41.7M
|
401K
$249M
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-66.9K- 60.97% |
$37.1M - $41.2M
|
42.8K
$26.6M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-66.8K- 99.4% |
$37M - $41.1M
|
405
$251K
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-66.3K- 41.02% |
$36.7M - $40.8M
|
95.3K
$59.1M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.6K- 29.61% |
$35.8M - $39.8M
|
154K
$95.4M
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-63.4K- 19.56% |
$35.1M - $39.1M
|
261K
$162M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62.7K- 1.62% |
$34.7M - $38.6M
|
3.81M
$2.37B
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-62.5K- 11.87% |
$34.7M - $38.5M
|
464K
$288M
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-56.1K- 1.99% |
$31.1M - $34.6M
|
2.76M
$1.71B
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54.7K- 53.27% |
$30.3M - $33.7M
|
48K
$29.8M
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-52.6K- 14.65% |
$29.1M - $32.4M
|
306K
$190M
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
SELL
|
- |
-52K- 4.94% |
$28.8M - $32M
|
1M
$621M
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-50.5K- 51.71% |
$28M - $31.1M
|
47.1K
$29.3M
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-49.4K- 92.3% |
$27.4M - $30.4M
|
4.12K
$2.56M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49K- 7.23% |
$27.1M - $30.2M
|
628K
$390M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-48K- 10.06% |
$26.6M - $29.6M
|
429K
$266M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-47K- 17.53% |
$26M - $28.9M
|
221K
$137M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-46.7K- 76.93% |
$25.9M - $28.8M
|
14K
$8.7M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40.7K- 1.81% |
$22.5M - $25M
|
2.21M
$1.37B
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-36.8K- 52.29% |
$20.4M - $22.6M
|
33.5K
$20.8M
|
|
May 14, 2025
Q1 2025
|
University Of Wisconsin Foundation
Madison, WI |
SELL
|
- |
-36.2K- 74.25% |
$20.1M - $22.3M
|
12.6K
$7.79M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-35.8K- 24.57% |
$19.8M - $22.1M
|
110K
$68.2M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-34K- 6.86% |
$18.8M - $20.9M
|
461K
$286M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-33.8K- 8.1% |
$18.7M - $20.8M
|
383K
$238M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.3K- 55.28% |
$18.4M - $20.5M
|
26.9K
$16.7M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-33.2K- 5.51% |
$18.4M - $20.5M
|
570K
$354M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-32.9K- 89.94% |
$18.2M - $20.3M
|
3.68K
$2.29M
|
|
May 15, 2025
Q1 2025
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-30.5K- 2.23% |
$16.9M - $18.8M
|
1.33M
$828M
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-30.2K- 8.27% |
$16.7M - $18.6M
|
335K
$208M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-29.9K- 68.31% |
$16.6M - $18.4M
|
13.9K
$8.61M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-29.3K- 2.24% |
$16.2M - $18M
|
1.28M
$793M
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-29.1K- 25.72% |
$16.1M - $17.9M
|
84.1K
$52.2M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-28.9K- 13.84% |
$16M - $17.8M
|
180K
$112M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.8K- 11.83% |
$15.9M - $17.7M
|
214K
$133M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.4K- 4.21% |
$15.8M - $17.5M
|
648K
$402M
|
|
May 14, 2025
Q1 2025
|
Granby Capital Management, LLC
|
SELL
|
- |
-28K- 62.22% |
$15.5M - $17.2M
|
17K
$10.6M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-27.9K- 95.68% |
$15.5M - $17.2M
|
1.26K
$783K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-27.6K- 81.81% |
$15.3M - $17M
|
6.14K
$3.81M
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-27.3K- 23.81% |
$15.2M - $16.8M
|
87.5K
$54.3M
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-27K- 1.76% |
$14.9M - $16.6M
|
1.5M
$934M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-25.6K- 20.85% |
$14.2M - $15.8M
|
97.1K
$60.3M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-25.3K- 50.57% |
$14M - $15.6M
|
24.7K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24K- 46.44% |
$13.3M - $14.8M
|
27.6K
$17.2M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.9K- 7.22% |
$13.2M - $14.7M
|
307K
$190M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.6K- 45.2% |
$13.1M - $14.6M
|
28.7K
$17.8M
|