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 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-712- 44.39% |
$394K - $438K
|
892
$568K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-710- 0.55% |
$393K - $437K
|
128K
$81.8M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-707- 12.52% |
$392K - $435K
|
4.94K
$3.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-702- 40.18% |
$389K - $432K
|
1.05K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-701- 35.14% |
$388K - $432K
|
1.29K
$824K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-693- 2.01% |
$384K - $427K
|
33.8K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-679- 2.15% |
$376K - $418K
|
30.9K
$19.6M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-679- 1.93% |
$376K - $418K
|
34.6K
$22M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-679- 14.96% |
$376K - $418K
|
3.86K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-670- 38.24% |
$371K - $413K
|
1.08K
$689K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-668- 6.03% |
$370K - $411K
|
10.4K
$6.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-667- 17.4% |
$370K - $411K
|
3.17K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-660- 51.56% |
$366K - $406K
|
620
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-652- 8.68% |
$361K - $402K
|
6.86K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-651- 9.16% |
$361K - $401K
|
6.46K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-619- 30.61% |
$343K - $381K
|
1.4K
$893K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-601- 5.47% |
$333K - $370K
|
10.4K
$6.62M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-598- 7.43% |
$331K - $368K
|
7.45K
$4.74M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-592- 16.86% |
$328K - $365K
|
2.92K
$1.86M
|
|
|
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
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-569- 0.43% |
$315K - $350K
|
133K
$84.8M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-566- 13.59% |
$314K - $349K
|
3.6K
$2.29M
|
|
|
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
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-551- 7.77% |
$305K - $339K
|
6.54K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-550- 4.67% |
$305K - $339K
|
11.2K
$7.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-548- 35.84% |
$304K - $337K
|
981
$624K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-545- 6.25% |
$302K - $336K
|
8.18K
$5.21M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-535- 2.36% |
$296K - $329K
|
22.2K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-531- 2.08% |
$294K - $327K
|
25K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-530- 18.94% |
$294K - $326K
|
2.27K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-509- 3.59% |
$282K - $313K
|
13.7K
$8.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-507- 7.97% |
$281K - $312K
|
5.85K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-504- 18.04% |
$279K - $310K
|
2.29K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-500- 43.67% |
$277K - $308K
|
645
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-492- 9.12% |
$273K - $303K
|
4.9K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-488- 2.94% |
$270K - $301K
|
16.1K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-484- 2.09% |
$268K - $298K
|
22.7K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-483- 3.3% |
$268K - $297K
|
14.2K
$9.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-474- 17.16% |
$263K - $292K
|
2.29K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-473- 23.24% |
$262K - $291K
|
1.56K
$994K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-470- 2.71% |
$260K - $289K
|
16.8K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-469- 39.75% |
$260K - $289K
|
711
$452K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-469- 4.58% |
$260K - $289K
|
9.77K
$6.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-465- 15.06% |
$258K - $286K
|
2.62K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-463- 30.62% |
$257K - $285K
|
1.05K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-456- 2.33% |
$253K - $281K
|
19.1K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-452- 1.6% |
$250K - $278K
|
27.8K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 6.06% |
$249K - $277K
|
6.98K
$4.44M
|