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 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-51- 2.54% |
$28.3K - $31.4K
|
1.96K
$1.24M
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-51- 4.4% |
$28.3K - $31.4K
|
1.11K
$705K
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 3.04% |
$27.7K - $30.8K
|
1.6K
$1.02M
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 1.49% |
$27.7K - $30.8K
|
3.31K
$2.11M
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-48- 0.61% |
$26.6K - $29.6K
|
7.76K
$4.94M
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-48- 1.53% |
$26.6K - $29.6K
|
3.08K
$1.96M
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-48- 10.79% |
$26.6K - $29.6K
|
397
$253K
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-47- 6.84% |
$26K - $28.9K
|
640
$407K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-46- 3.17% |
$25.5K - $28.3K
|
1.4K
$894K
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-46- 7.86% |
$25.5K - $28.3K
|
539
$343K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-46- 2.37% |
$25.5K - $28.3K
|
1.9K
$1.21M
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-45- 10.23% |
$24.9K - $27.7K
|
395
$251K
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44- 0.62% |
$24.4K - $27.1K
|
7.02K
$4.47M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-44- 2.72% |
$24.4K - $27.1K
|
1.57K
$1M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-44- 6.25% |
$24.4K - $27.1K
|
660
$420K
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-43- 5.37% |
$23.8K - $26.5K
|
758
$482K
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-43- 6.1% |
$23.8K - $26.5K
|
662
$421K
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-43- 8.22% |
$23.8K - $26.5K
|
480
$305K
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-43- 0.34% |
$23.8K - $26.5K
|
12.6K
$8.01M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-43- 6.16% |
$23.8K - $26.5K
|
655
$417K
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-42- 1.02% |
$23.3K - $25.9K
|
4.08K
$2.6M
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-42- 1.91% |
$23.3K - $25.9K
|
2.15K
$1.37M
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-42- 7.66% |
$23.3K - $25.9K
|
506
$322K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-42- 0.23% |
$23.3K - $25.9K
|
18.1K
$11.5M
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-42- 7.42% |
$23.3K - $25.9K
|
524
$333K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-42- 1.28% |
$23.3K - $25.9K
|
3.23K
$2.05M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-41- 0.71% |
$22.7K - $25.2K
|
5.76K
$3.66M
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-40- 5.18% |
$22.2K - $24.6K
|
732
$466K
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-40- 5.84% |
$22.2K - $24.6K
|
645
$410K
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-40- 0.35% |
$22.2K - $24.6K
|
11.3K
$7.2M
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-40- 0.08% |
$22.2K - $24.6K
|
51.3K
$32.7M
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-40- 1.69% |
$22.2K - $24.6K
|
2.33K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-39- 5.41% |
$21.6K - $24K
|
682
$434K
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-39- 2.05% |
$21.6K - $24K
|
1.87K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-39- 3.11% |
$21.6K - $24K
|
1.22K
$775K
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-39- 0.08% |
$21.6K - $24K
|
48.5K
$30.9M
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-39- 6.32% |
$21.6K - $24K
|
578
$368K
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-39- 1.84% |
$21.6K - $24K
|
2.08K
$1.32M
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-39- 1.47% |
$21.6K - $24K
|
2.62K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-38- 6.2% |
$21.1K - $23.4K
|
575
$366K
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-38- 0.59% |
$21.1K - $23.4K
|
6.41K
$4.08M
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-37- 0.65% |
$20.5K - $22.8K
|
5.67K
$3.61M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-37- 1.63% |
$20.5K - $22.8K
|
2.24K
$1.42M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-37- 0.5% |
$20.5K - $22.8K
|
7.43K
$4.73M
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-37- 4.07% |
$20.5K - $22.8K
|
873
$556K
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-37- 4.07% |
$20.5K - $22.8K
|
873
$556K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-37- 1.44% |
$20.5K - $22.8K
|
2.53K
$1.61M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-37- 1.81% |
$20.5K - $22.8K
|
2.01K
$1.28M
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-36- 0.3% |
$19.9K - $22.2K
|
12.1K
$7.71M
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-36- 4.09% |
$19.9K - $22.2K
|
845
$538K
|