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 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-73- 0.34% |
$40.4K - $45K
|
21.6K
$13.7M
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-72- 10.43% |
$39.9K - $44.3K
|
618
$393K
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-71- 8.02% |
$39.3K - $43.7K
|
814
$518K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-70- 7.25% |
$38.8K - $43.1K
|
895
$570K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-69- 0.83% |
$38.2K - $42.5K
|
8.24K
$5.24M
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-69- 4.23% |
$38.2K - $42.5K
|
1.56K
$995K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-68- 5.36% |
$37.7K - $41.9K
|
1.2K
$764K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-68- 0.38% |
$37.7K - $41.9K
|
18.1K
$11.5M
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-67- 1.61% |
$37.1K - $41.3K
|
4.11K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-67- 5.84% |
$37.1K - $41.3K
|
1.08K
$687K
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-67- 10.91% |
$37.1K - $41.3K
|
547
$348K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-67- 6.07% |
$37.1K - $41.3K
|
1.04K
$659K
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-67- 14.57% |
$37.1K - $41.3K
|
393
$250K
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-67- 7.43% |
$37.1K - $41.3K
|
835
$531K
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-66- 3.91% |
$36.6K - $40.6K
|
1.62K
$1.03M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-66- 10.73% |
$36.6K - $40.6K
|
549
$349K
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-65- 4.1% |
$36K - $40K
|
1.52K
$967K
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-65- 12.57% |
$36K - $40K
|
452
$288K
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-65- 3.19% |
$36K - $40K
|
1.97K
$1.25M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-65- 2.82% |
$36K - $40K
|
2.24K
$1.43M
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-64- 9.18% |
$35.5K - $39.4K
|
633
$403K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 0.59% |
$35.5K - $39.4K
|
10.7K
$6.82M
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-64- 13.2% |
$35.5K - $39.4K
|
421
$268K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-64- 0.33% |
$35.5K - $39.4K
|
19.4K
$12.3M
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-63- 9.2% |
$34.9K - $38.8K
|
622
$396K
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-62- 3.01% |
$34.4K - $38.2K
|
2K
$1.27M
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-62- 0.16% |
$34.4K - $38.2K
|
39.3K
$25M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-61- 1.55% |
$33.8K - $37.6K
|
3.89K
$2.47M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-60- 5.15% |
$33.2K - $37K
|
1.11K
$704K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-60- 1.81% |
$33.2K - $37K
|
3.26K
$2.07M
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-60- 0.55% |
$33.2K - $37K
|
10.8K
$6.87M
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-60- 5.39% |
$33.2K - $37K
|
1.05K
$671K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-59- 0.32% |
$32.7K - $36.3K
|
18.6K
$11.8M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-59- 2.4% |
$32.7K - $36.3K
|
2.4K
$1.53M
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-58- 0.61% |
$32.1K - $35.7K
|
9.42K
$5.99M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-58- 0.51% |
$32.1K - $35.7K
|
11.3K
$7.18M
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-57- 4.73% |
$31.6K - $35.1K
|
1.15K
$731K
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-57- 0.58% |
$31.6K - $35.1K
|
9.76K
$6.21M
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-56- 0.5% |
$31K - $34.5K
|
11.2K
$7.15M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-56- 1.31% |
$31K - $34.5K
|
4.23K
$2.69M
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-55- 11.75% |
$30.5K - $33.9K
|
413
$263K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-55- 1.97% |
$30.5K - $33.9K
|
2.74K
$1.74M
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-55- 10.17% |
$30.5K - $33.9K
|
486
$309K
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-54- 0.34% |
$29.9K - $33.3K
|
16K
$10.2M
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-53Closed |
$29.4K - $32.6K
|
0
$0
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-52- 34.21% |
$28.8K - $32K
|
100
$63.6K
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-52- 0.75% |
$28.8K - $32K
|
6.93K
$4.41M
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-52- 3.74% |
$28.8K - $32K
|
1.34K
$852K
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-52- 0.93% |
$28.8K - $32K
|
5.54K
$3.53M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-52- 4.87% |
$28.8K - $32K
|
1.02K
$646K
|