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 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.92K- 1.62% |
$1.06M - $1.18M
|
117K
$72.4M
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.87K- 6.0% |
$1.04M - $1.15M
|
29.3K
$18.2M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.86K- 1.99% |
$1.03M - $1.15M
|
91.7K
$56.9M
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.86K- 47.69% |
$1.03M - $1.15M
|
2.04K
$1.27M
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.84K- 5.69% |
$1.02M - $1.13M
|
30.5K
$18.9M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.82K- 19.93% |
$1.01M - $1.12M
|
7.3K
$4.53M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.8K- 1.85% |
$996K - $1.11M
|
95.4K
$59.2M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 7.05% |
$995K - $1.11M
|
23.7K
$14.7M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.78K- 4.69% |
$985K - $1.09M
|
36.1K
$22.4M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 18.13% |
$964K - $1.07M
|
7.86K
$4.88M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.73K- 8.1% |
$960K - $1.07M
|
19.7K
$12.2M
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.73K- 55.13% |
$956K - $1.06M
|
1.41K
$872K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.72K- 1.71% |
$952K - $1.06M
|
98.5K
$61.2M
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.71K- 62.4% |
$948K - $1.05M
|
1.03K
$640K
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.7K- 35.5% |
$944K - $1.05M
|
3.09K
$1.92M
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-1.64K- 1.58% |
$907K - $1.01M
|
102K
$63.2M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.62K- 1.15% |
$900K - $1M
|
140K
$86.6M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 18.29% |
$895K - $995K
|
7.21K
$4.48M
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.6K- 0.57% |
$888K - $987K
|
279K
$173M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.59K- 19.75% |
$882K - $980K
|
6.47K
$4.01M
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.59K- 56.97% |
$878K - $976K
|
1.2K
$743K
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.58K- 55.33% |
$877K - $974K
|
1.28K
$793K
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.56K- 1.57% |
$864K - $961K
|
97.5K
$60.5M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.52K- 1.7% |
$841K - $935K
|
88K
$54.6M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.5K- 3.2% |
$833K - $926K
|
45.5K
$28.3M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.49K- 1.35% |
$824K - $916K
|
109K
$67.4M
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.49K- 6.11% |
$823K - $915K
|
22.8K
$14.2M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 2.64% |
$822K - $913K
|
54.7K
$33.9M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.47K- 1.84% |
$814K - $905K
|
78.4K
$48.7M
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.46K- 8.29% |
$807K - $897K
|
16.1K
$10M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 2.82% |
$806K - $896K
|
50.2K
$31.2M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.45K- 0.41% |
$805K - $895K
|
355K
$221M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 2.63% |
$803K - $892K
|
53.6K
$33.3M
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.44K- 7.25% |
$800K - $889K
|
18.5K
$11.5M
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1.41K- 7.88% |
$780K - $867K
|
16.5K
$10.2M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.4K- 7.07% |
$775K - $861K
|
18.4K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 2.72% |
$751K - $834K
|
48.4K
$30.1M
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-1.32K- 4.44% |
$729K - $810K
|
28.3K
$17.6M
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-1.3K- 16.25% |
$720K - $801K
|
6.7K
$4.16M
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-1.3K- 2.55% |
$719K - $799K
|
49.6K
$30.8M
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.3K- 49.65% |
$718K - $798K
|
1.31K
$815K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.29K- 2.78% |
$716K - $796K
|
45.3K
$28.1M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.29K- 5.18% |
$713K - $793K
|
23.5K
$14.6M
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.28K- 1.18% |
$709K - $788K
|
107K
$66.3M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.27K- 6.87% |
$706K - $785K
|
17.3K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 23.67% |
$705K - $784K
|
4.11K
$2.55M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 7.64% |
$704K - $782K
|
15.4K
$9.53M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.59% |
$701K - $779K
|
78K
$48.4M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.26K- 3.99% |
$696K - $774K
|
30.2K
$18.8M
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.26K- 0.84% |
$696K - $774K
|
148K
$91.8M
|