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
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-652- 8.68% |
$361K - $402K
|
6.86K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-651- 9.16% |
$361K - $401K
|
6.46K
$4.08M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-619- 30.61% |
$343K - $381K
|
1.4K
$886K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-601- 5.47% |
$333K - $370K
|
10.4K
$6.57M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-598- 7.43% |
$331K - $368K
|
7.45K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-592- 16.86% |
$328K - $365K
|
2.92K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-589- 23.44% |
$326K - $363K
|
1.92K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-571- 2.32% |
$316K - $352K
|
24.1K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-569- 0.43% |
$315K - $350K
|
133K
$84.2M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-566- 13.59% |
$314K - $349K
|
3.6K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-558- 2.8% |
$309K - $344K
|
19.4K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-554- 6.84% |
$307K - $341K
|
7.54K
$4.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-551- 7.77% |
$305K - $339K
|
6.54K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-550- 4.67% |
$305K - $339K
|
11.2K
$7.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-548- 35.84% |
$304K - $337K
|
981
$620K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-545- 6.25% |
$302K - $336K
|
8.18K
$5.17M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-545- 30.11% |
$302K - $336K
|
1.27K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-535- 2.36% |
$296K - $329K
|
22.2K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-531- 2.08% |
$294K - $327K
|
25K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-530- 18.94% |
$294K - $326K
|
2.27K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-509- 3.59% |
$282K - $313K
|
13.7K
$8.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-507- 7.97% |
$281K - $312K
|
5.85K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-504- 18.04% |
$279K - $310K
|
2.29K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-500- 43.67% |
$277K - $308K
|
645
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-492- 9.12% |
$273K - $303K
|
4.9K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-488- 2.94% |
$270K - $301K
|
16.1K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-484- 2.09% |
$268K - $298K
|
22.7K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-483- 3.3% |
$268K - $297K
|
14.2K
$8.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-474- 17.16% |
$263K - $292K
|
2.29K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-473- 23.24% |
$262K - $291K
|
1.56K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-470- 2.71% |
$260K - $289K
|
16.8K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-469- 39.75% |
$260K - $289K
|
711
$449K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-469- 4.58% |
$260K - $289K
|
9.77K
$6.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-465- 15.06% |
$258K - $286K
|
2.62K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-463- 30.62% |
$257K - $285K
|
1.05K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-456- 2.33% |
$253K - $281K
|
19.1K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-452- 1.6% |
$250K - $278K
|
27.8K
$17.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 6.06% |
$249K - $277K
|
6.98K
$4.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-447- 23.23% |
$248K - $275K
|
1.48K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-443- 0.31% |
$245K - $273K
|
141K
$88.9M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-441- 1.16% |
$244K - $272K
|
37.7K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-434- 1.76% |
$240K - $267K
|
24.3K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-426- 32.13% |
$236K - $262K
|
900
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-423- 41.8% |
$234K - $261K
|
589
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-418- 2.75% |
$232K - $257K
|
14.8K
$9.33M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-416- 0.71% |
$230K - $256K
|
57.9K
$36.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-412- 0.65% |
$228K - $254K
|
63.1K
$39.9M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-409- 7.72% |
$227K - $252K
|
4.89K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-403- 3.52% |
$223K - $248K
|
11K
$6.97M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-400- 35.71% |
$222K - $246K
|
720
$455K
|