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 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-35- 0.43% |
$19.4K - $21.6K
|
8.11K
$5.12M
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-35- 5.45% |
$19.4K - $21.6K
|
607
$383K
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 3.11% |
$19.4K - $21.6K
|
1.09K
$688K
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-34- 6.6% |
$18.8K - $20.9K
|
481
$304K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-34- 0.87% |
$18.8K - $20.9K
|
3.87K
$2.45M
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-34- 6.36% |
$18.8K - $20.9K
|
501
$317K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-33- 8.25% |
$18.3K - $20.3K
|
367
$232K
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-33- 61.11% |
$18.3K - $20.3K
|
21
$13.3K
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-33- 3.43% |
$18.3K - $20.3K
|
929
$587K
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-33- 3.06% |
$18.3K - $20.3K
|
1.05K
$660K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-32- 5.1% |
$17.7K - $19.7K
|
596
$377K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-32- 1.47% |
$17.7K - $19.7K
|
2.15K
$1.36M
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-32- 1.88% |
$17.7K - $19.7K
|
1.67K
$1.06M
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-32- 0.36% |
$17.7K - $19.7K
|
8.91K
$5.63M
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-31- 0.89% |
$17.2K - $19.1K
|
3.43K
$2.17M
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-31- 5.45% |
$17.2K - $19.1K
|
538
$340K
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-30- 0.08% |
$16.6K - $18.5K
|
36K
$22.7M
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-30- 0.65% |
$16.6K - $18.5K
|
4.58K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 1.15% |
$16.6K - $18.5K
|
2.58K
$1.63M
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-30- 5.57% |
$16.6K - $18.5K
|
509
$322K
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-30- 7.73% |
$16.6K - $18.5K
|
358
$226K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.85% |
$16.6K - $18.5K
|
1.59K
$1.01M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-29- 0.68% |
$16.1K - $17.9K
|
4.24K
$2.68M
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.26% |
$16.1K - $17.9K
|
11K
$6.92M
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-28- 0.18% |
$15.5K - $17.2K
|
15.4K
$9.74M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-28- 2.51% |
$15.5K - $17.2K
|
1.09K
$686K
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-28- 1.15% |
$15.5K - $17.2K
|
2.42K
$1.53M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-28- 1.18% |
$15.5K - $17.2K
|
2.34K
$1.48M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27- 0.06% |
$15K - $16.6K
|
44.7K
$28.2M
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-27- 2.24% |
$15K - $16.6K
|
1.18K
$745K
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-27- 1.16% |
$15K - $16.6K
|
2.3K
$1.45M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-27- 96.43% |
$15K - $16.6K
|
1
$632
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-26- 1.09% |
$14.4K - $16K
|
2.36K
$1.49M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-26- 2.39% |
$14.4K - $16K
|
1.06K
$670K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.63% |
$14.4K - $16K
|
4.1K
$2.59M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-26- 1.38% |
$14.4K - $16K
|
1.86K
$1.18M
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-26- 2.29% |
$14.4K - $16K
|
1.11K
$701K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-26- 41.27% |
$14.4K - $16K
|
37
$23.4K
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-26- 2.27% |
$14.4K - $16K
|
1.12K
$706K
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-25- 4.09% |
$13.9K - $15.4K
|
586
$370K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 10.46% |
$13.9K - $15.4K
|
214
$135K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-25- 0.24% |
$13.9K - $15.4K
|
10.4K
$6.55M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-25- 1.79% |
$13.9K - $15.4K
|
1.37K
$865K
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24- 0.3% |
$13.3K - $14.8K
|
7.92K
$5M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-24- 1.84% |
$13.3K - $14.8K
|
1.28K
$808K
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-24- 1.22% |
$13.3K - $14.8K
|
1.94K
$1.23M
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-23- 2.7% |
$12.7K - $14.2K
|
828
$523K
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-23- 1.24% |
$12.7K - $14.2K
|
1.83K
$1.15M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23- 0.55% |
$12.7K - $14.2K
|
4.14K
$2.61M
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-23- 4.05% |
$12.7K - $14.2K
|
545
$344K
|