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 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-1.21K- 9.82% |
$668K - $743K
|
11.1K
$6.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.21K- 5.88% |
$668K - $743K
|
19.3K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 1.74% |
$658K - $731K
|
67.1K
$41.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.17K- 0.7% |
$648K - $720K
|
165K
$103M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 2.61% |
$645K - $717K
|
43.5K
$27M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.15K- 6.18% |
$639K - $711K
|
17.5K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.15K- 0.87% |
$636K - $706K
|
131K
$81.2M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.15K- 10.92% |
$634K - $705K
|
9.34K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.14K- 2.13% |
$633K - $703K
|
52.4K
$32.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.13K- 1.85% |
$628K - $698K
|
60.1K
$37.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.13K- 24.02% |
$628K - $698K
|
3.58K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.13K- 9.58% |
$626K - $696K
|
10.7K
$6.62M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.12K- 11.33% |
$622K - $692K
|
8.79K
$5.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.12K- 7.59% |
$619K - $689K
|
13.6K
$8.44M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.11K- 4.46% |
$613K - $681K
|
23.7K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.1K- 2.2% |
$611K - $679K
|
48.9K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.1K- 0.2% |
$609K - $677K
|
559K
$347M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.1KClosed |
$608K - $676K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.09K- 14.21% |
$603K - $670K
|
6.57K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.09K- 9.37% |
$601K - $668K
|
10.5K
$6.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.06K- 3.4% |
$586K - $652K
|
30.1K
$18.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.06K- 83.31% |
$586K - $652K
|
212
$132K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1.05K- 20.4% |
$584K - $649K
|
4.11K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 2.52% |
$578K - $643K
|
40.3K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 5.1% |
$578K - $642K
|
19.4K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.04K- 3.26% |
$575K - $639K
|
30.8K
$19.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.03K- 23.8% |
$570K - $634K
|
3.3K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.03K- 7.37% |
$570K - $633K
|
12.9K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.01K- 14.56% |
$560K - $622K
|
5.93K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1K- 46.2% |
$556K - $618K
|
1.17K
$726K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-980- 14.35% |
$543K - $604K
|
5.85K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-976- 9.02% |
$541K - $601K
|
9.84K
$6.11M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-953- 7.03% |
$528K - $587K
|
12.6K
$7.82M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-940- 0.81% |
$521K - $579K
|
116K
$71.7M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-920- 4.89% |
$510K - $567K
|
17.9K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-920- 33.22% |
$510K - $567K
|
1.85K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-912- 65.99% |
$505K - $562K
|
470
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-905- 15.69% |
$501K - $557K
|
4.86K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-901- 13.21% |
$499K - $555K
|
5.92K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
PUT |
-900- 1.22% |
$499K - $554K
|
73K
$45.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 16.78% |
$499K - $554K
|
4.46K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-899- 0.89% |
$498K - $554K
|
100K
$62.2M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-893- 13.3% |
$495K - $550K
|
5.82K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-884- 0.59% |
$490K - $544K
|
149K
$92.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-880- 37.02% |
$488K - $542K
|
1.5K
$929K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-872- 5.05% |
$483K - $537K
|
16.4K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-870- 2.87% |
$482K - $536K
|
29.5K
$18.3M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-863- 7.17% |
$478K - $531K
|
11.2K
$6.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-860- 1.13% |
$476K - $530K
|
75.3K
$46.7M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-857- 40.65% |
$475K - $528K
|
1.25K
$776K
|