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 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.05% |
$1.66K - $1.85K
|
6.54K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3- 0.17% |
$1.66K - $1.85K
|
1.76K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3- 0.7% |
$1.66K - $1.85K
|
427
$270K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3- 0.11% |
$1.66K - $1.85K
|
2.79K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3- 0.24% |
$1.66K - $1.85K
|
1.27K
$802K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2- 0.19% |
$1.11K - $1.23K
|
1.05K
$661K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2- 0.3% |
$1.11K - $1.23K
|
674
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$1.11K - $1.23K
|
4.34K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2- 0.43% |
$1.11K - $1.23K
|
466
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-2- 0.12% |
$1.11K - $1.23K
|
1.68K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.19% |
$554 - $616
|
528
$334K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1- 0.01% |
$554 - $616
|
9.7K
$6.13M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1- -0.0% |
$554 - $616
|
20.4K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1- 0.12% |
$554 - $616
|
816
$515K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- 0.03% |
$554 - $616
|
3.97K
$2.51M
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-449K- 68.7% |
$256M - $274M
|
205K
$129M
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-213K- 56.06% |
$122M - $130M
|
167K
$105M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-205K- 99.71% |
$117M - $125M
|
592
$374K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-85.7K- 41.71% |
$48.9M - $52.3M
|
120K
$75.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-46.6K- 77.39% |
$26.6M - $28.5M
|
13.6K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.7K- 33.25% |
$12.4M - $13.2M
|
43.6K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14.5K- 96.07% |
$8.29M - $8.87M
|
594
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.8K- 48.86% |
$6.75M - $7.23M
|
12.4K
$7.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-10.7KClosed |
$6.13M - $6.56M
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-9.21K- 90.34% |
$5.25M - $5.62M
|
985
$622K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.71K- 8.16% |
$4.97M - $5.32M
|
98K
$61.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8K- 7.9% |
$4.56M - $4.88M
|
93.3K
$58.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-4.93K- 5.77% |
$2.81M - $3.01M
|
80.5K
$50.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.51K- 61.87% |
$2.57M - $2.75M
|
2.78K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.37K- 0.62% |
$1.92M - $2.06M
|
539K
$341M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.11K- 74.2% |
$1.77M - $1.9M
|
1.08K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.78K- 10.81% |
$1.59M - $1.7M
|
23K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.52K- 10.47% |
$1.44M - $1.54M
|
21.6K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-2K- 73.83% |
$1.14M - $1.22M
|
709
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-1.91K- 86.41% |
$1.09M - $1.16M
|
300
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.9K- 13.29% |
$1.08M - $1.16M
|
12.4K
$7.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 80.79% |
$1.05M - $1.12M
|
438
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.77K- 6.93% |
$1.01M - $1.08M
|
23.7K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.66K- 3.72% |
$946K - $1.01M
|
42.9K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.4K- 14.51% |
$800K - $856K
|
8.26K
$5.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.28K- 0.66% |
$732K - $783K
|
193K
$122M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.08K- 4.25% |
$616K - $659K
|
24.3K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.01K- 25.74% |
$573K - $614K
|
2.9K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-956- 4.75% |
$545K - $584K
|
19.2K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-908- 15.93% |
$518K - $554K
|
4.79K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-858- 10.47% |
$489K - $524K
|
7.34K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 3.56% |
$456K - $488K
|
21.7K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-788- 12.12% |
$450K - $481K
|
5.71K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-664- 50.88% |
$379K - $405K
|
641
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-642- 6.62% |
$366K - $392K
|
9.05K
$5.72M
|
|