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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-856- 67.72% |
$427K - $531K
|
408
$260K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-849- 4.66% |
$423K - $527K
|
17.4K
$11M
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-823- 6.99% |
$411K - $511K
|
10.9K
$6.97M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-820- 7.01% |
$409K - $509K
|
10.9K
$6.92M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-814- 7.02% |
$406K - $505K
|
10.8K
$6.86M
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-810- 0.94% |
$404K - $503K
|
85.5K
$54.4M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-805- 4.39% |
$402K - $500K
|
17.5K
$11.2M
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-798- 3.8% |
$398K - $495K
|
20.2K
$12.9M
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-790- 89.67% |
$394K - $491K
|
91
$57.9K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-786- 22.15% |
$392K - $488K
|
2.76K
$1.76M
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-784- 8.79% |
$391K - $487K
|
8.13K
$5.17M
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-763- 14.49% |
$381K - $474K
|
4.5K
$2.87M
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-748- 33.63% |
$373K - $464K
|
1.48K
$939K
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-740- 13.2% |
$369K - $459K
|
4.87K
$3.1M
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-727- 1.17% |
$363K - $451K
|
61.3K
$39M
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-724- 2.65% |
$361K - $450K
|
26.6K
$16.9M
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-723- 9.98% |
$361K - $449K
|
6.52K
$4.15M
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-722- 1.48% |
$360K - $448K
|
48.1K
$30.6M
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-706- 3.51% |
$352K - $438K
|
19.4K
$12.3M
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-683- 15.17% |
$341K - $424K
|
3.82K
$2.43M
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-673- 0.82% |
$336K - $418K
|
81.4K
$51.8M
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-672- 2.16% |
$335K - $417K
|
30.4K
$19.3M
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-671- 0.84% |
$335K - $417K
|
79.3K
$50.5M
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-646- 1.47% |
$322K - $401K
|
43.4K
$27.6M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-645- 8.81% |
$322K - $400K
|
6.68K
$4.25M
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-622- 24.18% |
$310K - $386K
|
1.95K
$1.24M
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-605- 0.44% |
$302K - $376K
|
138K
$87.8M
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-597- 9.16% |
$298K - $371K
|
5.92K
$3.77M
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-595- 1.3% |
$297K - $369K
|
45.2K
$28.8M
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-590- 0.97% |
$294K - $366K
|
60.1K
$38.3M
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-589- 1.88% |
$294K - $366K
|
30.7K
$19.5M
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-582- 17.16% |
$290K - $361K
|
2.81K
$1.79M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-579- 10.8% |
$289K - $360K
|
4.78K
$3.04M
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-576- 10.82% |
$287K - $358K
|
4.75K
$3.02M
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-569- 32.22% |
$284K - $353K
|
1.2K
$762K
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-565- 0.94% |
$282K - $351K
|
59.6K
$37.9M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-552- 8.36% |
$275K - $343K
|
6.05K
$3.85M
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-546- 3.49% |
$272K - $339K
|
15.1K
$9.61M
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-533- 0.24% |
$266K - $331K
|
219K
$139M
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-523- 7.03% |
$261K - $325K
|
6.92K
$4.4M
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-523- 29.72% |
$261K - $325K
|
1.24K
$787K
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-522- 1.7% |
$260K - $324K
|
30.1K
$19.2M
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-521- 16.81% |
$260K - $323K
|
2.58K
$1.64M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-516- 18.87% |
$257K - $320K
|
2.22K
$1.41M
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-512- 34.83% |
$255K - $318K
|
958
$610K
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-503- 33.4% |
$251K - $312K
|
1K
$638K
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-494- 23.9% |
$246K - $307K
|
1.57K
$1M
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-493- 3.03% |
$246K - $306K
|
15.8K
$10M
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-493- 34.65% |
$246K - $306K
|
930
$592K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-490- 0.81% |
$244K - $304K
|
59.9K
$38.1M
|