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
|
Planning Directions Inc
|
SELL
|
- |
-96- 11.62% |
$53.2K - $59.1K
|
730
$461K
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-94- 3.2% |
$52.1K - $57.9K
|
2.84K
$1.79M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-94- 5.6% |
$52.1K - $57.9K
|
1.58K
$1M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.78% |
$52.1K - $57.9K
|
5.2K
$3.28M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-94- 2.13% |
$52.1K - $57.9K
|
4.32K
$2.73M
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-92- 4.71% |
$51K - $56.7K
|
1.86K
$1.18M
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-92- 7.98% |
$51K - $56.7K
|
1.06K
$670K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-91- 1.85% |
$50.4K - $56K
|
4.83K
$3.05M
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-90- 0.17% |
$49.9K - $55.4K
|
52.4K
$33.1M
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-90- 8.94% |
$49.9K - $55.4K
|
917
$579K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-90- 1.71% |
$49.9K - $55.4K
|
5.18K
$3.27M
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-90- 3.87% |
$49.9K - $55.4K
|
2.24K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-89- 13.71% |
$49.3K - $54.8K
|
560
$354K
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 1.86% |
$49.3K - $54.8K
|
4.7K
$2.97M
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-89- 14.78% |
$49.3K - $54.8K
|
513
$324K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-88- 69.84% |
$48.8K - $54.2K
|
38
$24K
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-87- 5.31% |
$48.2K - $53.6K
|
1.55K
$980K
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-86- 12.93% |
$47.6K - $53K
|
579
$366K
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-85- 1.12% |
$47.1K - $52.3K
|
7.49K
$4.73M
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-85- 2.68% |
$47.1K - $52.3K
|
3.08K
$1.95M
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-84- 6.49% |
$46.5K - $51.7K
|
1.21K
$765K
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-83- 1.72% |
$46K - $51.1K
|
4.73K
$2.99M
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-83- 0.6% |
$46K - $51.1K
|
13.7K
$8.68M
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-82- 0.84% |
$45.4K - $50.5K
|
9.72K
$6.14M
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-81- 12.29% |
$44.9K - $49.9K
|
578
$365K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-81- 1.36% |
$44.9K - $49.9K
|
5.87K
$3.71M
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-80- 0.87% |
$44.3K - $49.3K
|
9.1K
$5.75M
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-80- 0.84% |
$44.3K - $49.3K
|
9.49K
$6M
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-80- 6.25% |
$44.3K - $49.3K
|
1.2K
$758K
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-79- 0.66% |
$43.8K - $48.7K
|
11.9K
$7.51M
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-79- 0.36% |
$43.8K - $48.7K
|
21.6K
$13.7M
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-78- 0.88% |
$43.2K - $48K
|
8.81K
$5.56M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-78- 0.82% |
$43.2K - $48K
|
9.38K
$5.93M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 1.68% |
$43.2K - $48K
|
4.57K
$2.88M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 6.94% |
$42.7K - $47.4K
|
1.03K
$652K
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-76- 2.33% |
$42.1K - $46.8K
|
3.18K
$2.01M
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-76- 3.81% |
$42.1K - $46.8K
|
1.92K
$1.21M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-75- 14.12% |
$41.6K - $46.2K
|
456
$288K
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-73- 0.34% |
$40.4K - $45K
|
21.6K
$13.6M
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-72- 10.43% |
$39.9K - $44.3K
|
618
$390K
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-71- 8.02% |
$39.3K - $43.7K
|
814
$514K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-70- 7.25% |
$38.8K - $43.1K
|
895
$565K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-69- 0.83% |
$38.2K - $42.5K
|
8.24K
$5.21M
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-69- 4.23% |
$38.2K - $42.5K
|
1.56K
$987K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-68- 5.36% |
$37.7K - $41.9K
|
1.2K
$759K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-68- 0.38% |
$37.7K - $41.9K
|
18.1K
$11.4M
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-67- 1.61% |
$37.1K - $41.3K
|
4.11K
$2.59M
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-67- 5.84% |
$37.1K - $41.3K
|
1.08K
$682K
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-67- 10.91% |
$37.1K - $41.3K
|
547
$346K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-67- 6.07% |
$37.1K - $41.3K
|
1.04K
$654K
|