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 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-128- 36.57% |
$70.9K - $78.8K
|
222
$140K
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-127- 0.73% |
$70.4K - $78.2K
|
17.2K
$10.9M
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-126- 8.87% |
$69.8K - $77.6K
|
1.29K
$817K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-126- 2.88% |
$69.8K - $77.6K
|
4.25K
$2.69M
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-126- 3.31% |
$69.8K - $77.6K
|
3.69K
$2.33M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-125- 5.71% |
$69.3K - $77K
|
2.07K
$1.31M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-125- 3.62% |
$69.3K - $77K
|
3.33K
$2.1M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-124- 1.09% |
$68.7K - $76.4K
|
11.3K
$7.11M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-124- 0.45% |
$68.7K - $76.4K
|
27.3K
$17.3M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-123- 3.77% |
$68.1K - $75.7K
|
3.14K
$1.99M
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-121- 0.81% |
$67K - $74.5K
|
14.8K
$9.32M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-120- 8.38% |
$66.5K - $73.9K
|
1.31K
$829K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-119- 2.47% |
$65.9K - $73.3K
|
4.71K
$2.97M
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-119- 1.95% |
$65.9K - $73.3K
|
5.98K
$3.78M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-119- 25.0% |
$65.9K - $73.3K
|
357
$226K
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-118- 1.49% |
$65.4K - $72.7K
|
7.82K
$4.94M
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-118- 10.88% |
$65.4K - $72.7K
|
967
$611K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-118- 7.99% |
$65.4K - $72.7K
|
1.36K
$859K
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-117- 1.92% |
$64.8K - $72.1K
|
5.97K
$3.77M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-114- 0.16% |
$63.2K - $70.2K
|
70.6K
$44.6M
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-111- 2.33% |
$61.5K - $68.4K
|
4.65K
$2.94M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-111- 2.38% |
$61.5K - $68.4K
|
4.56K
$2.88M
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-110- 16.72% |
$60.9K - $67.7K
|
548
$346K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-110- 0.64% |
$60.9K - $67.7K
|
17.2K
$10.9M
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-110- 1.95% |
$60.9K - $67.7K
|
5.53K
$3.49M
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-109- 7.13% |
$60.4K - $67.1K
|
1.42K
$897K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-108- 12.66% |
$59.8K - $66.5K
|
745
$471K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-108- 2.81% |
$59.8K - $66.5K
|
3.74K
$2.36M
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-108- 4.31% |
$59.8K - $66.5K
|
2.4K
$1.51M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-106- 1.46% |
$58.7K - $65.3K
|
7.17K
$4.53M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-106- 5.33% |
$58.7K - $65.3K
|
1.88K
$1.19M
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-106- 7.76% |
$58.7K - $65.3K
|
1.26K
$796K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-106- 2.31% |
$58.7K - $65.3K
|
4.48K
$2.83M
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-106- 1.49% |
$58.7K - $65.3K
|
7.03K
$4.44M
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-105- 0.06% |
$58.2K - $64.7K
|
183K
$116M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-105- 0.79% |
$58.2K - $64.7K
|
13.2K
$8.31M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-104- 4.08% |
$57.6K - $64K
|
2.45K
$1.55M
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-104- 19.89% |
$57.6K - $64K
|
419
$265K
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-104- 11.8% |
$57.6K - $64K
|
777
$491K
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-102- 3.46% |
$56.5K - $62.8K
|
2.84K
$1.8M
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-102- 7.33% |
$56.5K - $62.8K
|
1.29K
$814K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-102- 1.33% |
$56.5K - $62.8K
|
7.56K
$4.77M
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-101- 0.29% |
$56K - $62.2K
|
34.5K
$21.8M
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 15.38% |
$55.4K - $61.6K
|
550
$347K
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-100- 7.34% |
$55.4K - $61.6K
|
1.26K
$797K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-99- 1.44% |
$54.9K - $61K
|
6.79K
$4.29M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-99- 0.39% |
$54.9K - $61K
|
25.5K
$16.1M
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-98- 13.42% |
$54.3K - $60.4K
|
632
$399K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-97- 4.1% |
$53.7K - $59.7K
|
2.27K
$1.43M
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-96- 0.76% |
$53.2K - $59.1K
|
12.6K
$7.97M
|