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 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-181- 9.89% |
$100K - $111K
|
1.65K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-179- 3.47% |
$99.2K - $110K
|
4.98K
$3.14M
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-178- 7.32% |
$98.6K - $110K
|
2.25K
$1.42M
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-176- 5.23% |
$97.5K - $108K
|
3.19K
$2.01M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-175- 0.98% |
$97K - $108K
|
17.6K
$11.1M
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-175- 1.9% |
$97K - $108K
|
9.06K
$5.72M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-173- 3.4% |
$95.9K - $107K
|
4.92K
$3.11M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-171- 0.5% |
$94.7K - $105K
|
34.2K
$21.6M
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-171- 2.69% |
$94.7K - $105K
|
6.18K
$3.9M
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-168- 8.36% |
$93.1K - $103K
|
1.84K
$1.16M
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-165- 7.14% |
$91.4K - $102K
|
2.15K
$1.36M
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-163- 23.42% |
$90.3K - $100K
|
533
$337K
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-160- 1.75% |
$88.6K - $98.5K
|
8.97K
$5.67M
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-159- 28.09% |
$88.1K - $97.9K
|
407
$257K
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-159- 0.43% |
$88.1K - $97.9K
|
36.5K
$23M
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-157- 14.21% |
$87K - $96.7K
|
948
$599K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-156- 0.86% |
$86.4K - $96.1K
|
17.9K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-155- 4.11% |
$85.9K - $95.5K
|
3.62K
$2.28M
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-154- 1.6% |
$85.3K - $94.8K
|
9.44K
$5.96M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-154- 9.49% |
$85.3K - $94.8K
|
1.47K
$927K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-154- 28.15% |
$85.3K - $94.8K
|
393
$248K
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-151- 1.35% |
$83.7K - $93K
|
11.1K
$7M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-151- 3.3% |
$83.7K - $93K
|
4.42K
$2.79M
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-151- 1.33% |
$83.7K - $93K
|
11.2K
$7.09M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-150- 2.18% |
$83.1K - $92.4K
|
6.73K
$4.25M
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-150- 6.4% |
$83.1K - $92.4K
|
2.19K
$1.38M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-150- 6.53% |
$83.1K - $92.4K
|
2.15K
$1.36M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-150- 3.95% |
$83.1K - $92.4K
|
3.65K
$2.3M
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-149- 0.64% |
$82.6K - $91.8K
|
23.3K
$14.7M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-146- 6.8% |
$80.9K - $89.9K
|
2K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-145- 8.68% |
$80.3K - $89.3K
|
1.53K
$963K
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-143- 8.79% |
$79.2K - $88.1K
|
1.48K
$938K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-143- 7.62% |
$79.2K - $88.1K
|
1.73K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-142- 0.18% |
$78.7K - $87.5K
|
77.8K
$49.1M
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-142- 2.64% |
$78.7K - $87.5K
|
5.24K
$3.31M
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-140- 2.85% |
$77.6K - $86.2K
|
4.77K
$3.01M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-140- 6.51% |
$77.6K - $86.2K
|
2.01K
$1.27M
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-140- 2.04% |
$77.6K - $86.2K
|
6.72K
$4.24M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 5.61% |
$76.5K - $85K
|
2.32K
$1.47M
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-137- 1.02% |
$75.9K - $84.4K
|
13.3K
$8.42M
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-137- 0.97% |
$75.9K - $84.4K
|
13.9K
$8.8M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-136- 18.94% |
$75.4K - $83.8K
|
582
$368K
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-135- 8.31% |
$74.8K - $83.1K
|
1.49K
$941K
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-135- 4.49% |
$74.8K - $83.1K
|
2.87K
$1.81M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-133- 1.64% |
$73.7K - $81.9K
|
7.99K
$5.05M
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-133- 1.06% |
$73.7K - $81.9K
|
12.5K
$7.87M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-133- 1.93% |
$73.7K - $81.9K
|
6.76K
$4.27M
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-131- 0.24% |
$72.6K - $80.7K
|
55.5K
$35.1M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-129- 6.04% |
$71.5K - $79.4K
|
2.01K
$1.27M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-129- 20.48% |
$71.5K - $79.4K
|
501
$317K
|