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 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-5.86K- 63.33% |
$3.24M - $3.61M
|
3.39K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.77K- 27.44% |
$3.19M - $3.55M
|
15.2K
$9.46M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.7K- 0.83% |
$3.16M - $3.51M
|
681K
$423M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.65K- 7.4% |
$3.13M - $3.48M
|
70.7K
$43.9M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.53K- 14.61% |
$3.06M - $3.41M
|
32.3K
$20.1M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.41K- 11.21% |
$3M - $3.33M
|
42.9K
$26.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.24K- 8.74% |
$2.9M - $3.23M
|
54.7K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.15K- 1.05% |
$2.85M - $3.17M
|
483K
$300M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-5.11K- 32.59% |
$2.83M - $3.15M
|
10.6K
$6.56M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.08K- 2.46% |
$2.81M - $3.13M
|
202K
$125M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.07K- 62.93% |
$2.81M - $3.12M
|
2.99K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.05K- 6.5% |
$2.8M - $3.11M
|
72.6K
$45.1M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.03K- 2.96% |
$2.79M - $3.1M
|
165K
$102M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.86K- 1.29% |
$2.69M - $2.99M
|
371K
$230M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.85K- 25.44% |
$2.68M - $2.98M
|
14.2K
$8.81M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.84K- 13.72% |
$2.68M - $2.98M
|
30.4K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.83K- 12.53% |
$2.68M - $2.97M
|
33.7K
$20.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.78K- 38.88% |
$2.65M - $2.94M
|
7.51K
$4.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.66K- 2.1% |
$2.58M - $2.87M
|
217K
$135M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.66K- 1.76% |
$2.58M - $2.87M
|
259K
$161M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.65K- 7.12% |
$2.58M - $2.86M
|
60.7K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 2.89% |
$2.54M - $2.83M
|
154K
$95.8M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-4.43K- 12.64% |
$2.45M - $2.73M
|
30.6K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.42K- 53.97% |
$2.45M - $2.72M
|
3.77K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.35K- 8.71% |
$2.41M - $2.68M
|
45.6K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.24K- 11.22% |
$2.35M - $2.61M
|
33.6K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.22K- 2.4% |
$2.34M - $2.6M
|
172K
$106M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.21K- 2.92% |
$2.33M - $2.59M
|
140K
$87M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4.2K- 29.77% |
$2.33M - $2.59M
|
9.91K
$6.15M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.17K- 26.84% |
$2.31M - $2.57M
|
11.4K
$7.06M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.12K- 31.92% |
$2.28M - $2.54M
|
8.79K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-4.11K- 67.68% |
$2.27M - $2.53M
|
1.96K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-4.1K- 4.44% |
$2.27M - $2.52M
|
88.3K
$54.8M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.06K- 57.16% |
$2.25M - $2.5M
|
3.04K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 2.52% |
$2.19M - $2.44M
|
153K
$94.9M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.93K- 0.91% |
$2.18M - $2.42M
|
427K
$265M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.92K- 2.79% |
$2.17M - $2.42M
|
137K
$84.8M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.92K- 14.62% |
$2.17M - $2.42M
|
22.9K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.85K- 14.08% |
$2.13M - $2.37M
|
23.5K
$14.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.71K- 25.82% |
$2.06M - $2.28M
|
10.7K
$6.61M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.7K- 2.32% |
$2.05M - $2.28M
|
156K
$96.6M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-3.65K- 9.47% |
$2.02M - $2.25M
|
34.9K
$21.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.65K- 6.44% |
$2.02M - $2.25M
|
53K
$32.9M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.63K- 7.52% |
$2.01M - $2.24M
|
44.7K
$27.7M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-3.58K- 6.11% |
$1.98M - $2.2M
|
55K
$34.1M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.55K- 5.13% |
$1.97M - $2.19M
|
65.7K
$40.8M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.53K- 62.07% |
$1.95M - $2.17M
|
2.16K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.52K- 54.47% |
$1.95M - $2.17M
|
2.94K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.52K- 4.29% |
$1.95M - $2.17M
|
78.5K
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.51K- 18.52% |
$1.94M - $2.16M
|
15.4K
$9.58M
|