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
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-920- 4.89% |
$510K - $567K
|
17.9K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-920- 33.22% |
$510K - $567K
|
1.85K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-905- 15.69% |
$501K - $557K
|
4.86K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-901- 13.21% |
$499K - $555K
|
5.92K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
PUT |
-900- 1.22% |
$499K - $554K
|
73K
$46.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 16.78% |
$499K - $554K
|
4.46K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-899- 0.89% |
$498K - $554K
|
100K
$63.3M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-893- 13.3% |
$495K - $550K
|
5.82K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-884- 0.59% |
$490K - $544K
|
149K
$94.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-880- 37.02% |
$488K - $542K
|
1.5K
$946K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-872- 5.05% |
$483K - $537K
|
16.4K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-870- 2.87% |
$482K - $536K
|
29.5K
$18.6M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-863- 7.17% |
$478K - $531K
|
11.2K
$7.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-860- 1.13% |
$476K - $530K
|
75.3K
$47.5M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-857- 40.65% |
$475K - $528K
|
1.25K
$790K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-854- 0.84% |
$473K - $526K
|
101K
$63.9M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-830- 19.77% |
$460K - $511K
|
3.37K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-825- 62.69% |
$457K - $508K
|
491
$310K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-799- 12.3% |
$443K - $492K
|
5.7K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-797- 16.45% |
$442K - $491K
|
4.05K
$2.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-797- 34.4% |
$442K - $491K
|
1.52K
$960K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-794- 3.7% |
$440K - $489K
|
20.7K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-784- 18.12% |
$434K - $483K
|
3.54K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-771- 4.57% |
$427K - $475K
|
16.1K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-760- 1.84% |
$421K - $468K
|
40.5K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-757- 0.85% |
$419K - $466K
|
88.1K
$55.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-749- 1.36% |
$415K - $461K
|
54.3K
$34.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-748- 2.52% |
$414K - $461K
|
29K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-740- 6.78% |
$410K - $456K
|
10.2K
$6.43M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-740- 15.99% |
$410K - $456K
|
3.89K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-725- 1.99% |
$402K - $446K
|
35.8K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-724- 4.34% |
$401K - $446K
|
15.9K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-719- 0.6% |
$398K - $443K
|
119K
$75.1M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-717- 25.64% |
$397K - $442K
|
2.08K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-716- 2.13% |
$397K - $441K
|
32.9K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-712- 44.39% |
$394K - $438K
|
892
$564K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-710- 0.55% |
$393K - $437K
|
128K
$81.2M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-707- 12.52% |
$392K - $435K
|
4.94K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-702- 40.18% |
$389K - $432K
|
1.05K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-701- 35.14% |
$388K - $432K
|
1.29K
$817K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-693- 2.01% |
$384K - $427K
|
33.8K
$21.4M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-689- 43.89% |
$382K - $424K
|
881
$557K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-679- 2.15% |
$376K - $418K
|
30.9K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-679- 1.93% |
$376K - $418K
|
34.6K
$21.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-679- 14.96% |
$376K - $418K
|
3.86K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-670- 38.24% |
$371K - $413K
|
1.08K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-670- 10.67% |
$371K - $413K
|
5.61K
$3.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-668- 6.03% |
$370K - $411K
|
10.4K
$6.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-667- 17.4% |
$370K - $411K
|
3.17K
$2M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-660- 51.56% |
$366K - $406K
|
620
$392K
|