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
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-230- 4.52% |
$127K - $142K
|
4.85K
$3.07M
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-230- 0.93% |
$127K - $142K
|
24.4K
$15.4M
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-230- 0.96% |
$127K - $142K
|
23.7K
$15M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-230- 9.11% |
$127K - $142K
|
2.3K
$1.45M
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-229- 20.14% |
$127K - $141K
|
908
$574K
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-229- 26.35% |
$127K - $141K
|
640
$404K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-226- 19.33% |
$125K - $139K
|
943
$596K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-225- 4.92% |
$125K - $139K
|
4.35K
$2.75M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-225- 4.24% |
$125K - $139K
|
5.09K
$3.21M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-224- 13.87% |
$124K - $138K
|
1.39K
$879K
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-224- 10.4% |
$124K - $138K
|
1.93K
$1.22M
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-221- 99.55% |
$122K - $136K
|
1
$632
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-220- 7.04% |
$122K - $135K
|
2.91K
$1.84M
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-219- 25.86% |
$121K - $135K
|
628
$397K
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-216- 0.57% |
$120K - $133K
|
37.7K
$23.8M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-216- 55.96% |
$120K - $133K
|
170
$107K
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-216- 10.39% |
$120K - $133K
|
1.86K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-215- 2.95% |
$119K - $132K
|
7.08K
$4.47M
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-215- 35.25% |
$119K - $132K
|
395
$250K
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-214- 2.14% |
$119K - $132K
|
9.79K
$6.18M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-212- 2.63% |
$117K - $131K
|
7.86K
$4.96M
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-210- 10.26% |
$116K - $129K
|
1.84K
$1.16M
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-208- 3.75% |
$115K - $128K
|
5.34K
$3.37M
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-208- 3.13% |
$115K - $128K
|
6.43K
$4.06M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-208- 0.74% |
$115K - $128K
|
27.7K
$17.5M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 8.67% |
$115K - $127K
|
2.18K
$1.38M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-206- 7.99% |
$114K - $127K
|
2.37K
$1.5M
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-204- 0.16% |
$113K - $126K
|
124K
$78.4M
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-202- 4.21% |
$112K - $124K
|
4.6K
$2.91M
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-201- 3.16% |
$111K - $124K
|
6.15K
$3.89M
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.85% |
$111K - $123K
|
4.99K
$3.15M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-200- 22.88% |
$111K - $123K
|
674
$426K
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-199- 1.12% |
$110K - $123K
|
17.5K
$11.1M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-199- 2.9% |
$110K - $123K
|
6.67K
$4.21M
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-196- 90.74% |
$109K - $121K
|
20
$12.6K
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-196- 15.74% |
$109K - $121K
|
1.05K
$663K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-195- 3.76% |
$108K - $120K
|
4.99K
$3.15M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-195- 5.29% |
$108K - $120K
|
3.49K
$2.21M
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-194- 19.5% |
$107K - $119K
|
801
$506K
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-194- 2.38% |
$107K - $119K
|
7.94K
$5.02M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-193- 14.22% |
$107K - $119K
|
1.16K
$735K
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-192- 20.56% |
$106K - $118K
|
742
$469K
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-190- 11.74% |
$105K - $117K
|
1.43K
$902K
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-188- 5.09% |
$104K - $116K
|
3.5K
$2.21M
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-188- 4.95% |
$104K - $116K
|
3.61K
$2.28M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-187- 13.54% |
$104K - $115K
|
1.19K
$754K
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-187- 7.19% |
$104K - $115K
|
2.42K
$1.53M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-187- 11.33% |
$104K - $115K
|
1.46K
$924K
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-183- 21.33% |
$101K - $113K
|
675
$426K
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-182- 19.55% |
$101K - $112K
|
749
$473K
|