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 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-533- 0.24% |
$266K - $331K
|
219K
$136M
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-523- 29.72% |
$261K - $325K
|
1.24K
$768K
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-522- 1.7% |
$260K - $324K
|
30.1K
$18.7M
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-521- 16.81% |
$260K - $323K
|
2.58K
$1.6M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-516- 18.87% |
$257K - $320K
|
2.22K
$1.38M
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-512- 34.83% |
$255K - $318K
|
958
$595K
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-503- 33.4% |
$251K - $312K
|
1K
$623K
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-494- 23.9% |
$246K - $307K
|
1.57K
$976K
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-493- 3.03% |
$246K - $306K
|
15.8K
$9.79M
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-493- 34.65% |
$246K - $306K
|
930
$577K
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-488- 26.57% |
$243K - $303K
|
1.35K
$837K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-488- 13.16% |
$243K - $303K
|
3.22K
$2M
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-488- 11.2% |
$243K - $303K
|
3.87K
$2.4M
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-479- 1.01% |
$239K - $297K
|
46.8K
$29.1M
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-476- 3.53% |
$237K - $296K
|
13K
$8.07M
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-460- 1.82% |
$229K - $286K
|
24.8K
$15.4M
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-453- 18.72% |
$226K - $281K
|
1.97K
$1.22M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-450- 17.61% |
$224K - $279K
|
2.11K
$1.31M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-448- 17.88% |
$223K - $278K
|
2.06K
$1.28M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-447- 2.98% |
$223K - $278K
|
14.6K
$9.03M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-444- 31.11% |
$221K - $276K
|
983
$610K
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-434- 2.06% |
$216K - $269K
|
20.7K
$12.8M
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-431- 4.77% |
$215K - $268K
|
8.61K
$5.34M
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-431- 8.55% |
$215K - $268K
|
4.61K
$2.86M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-425- 26.25% |
$212K - $264K
|
1.19K
$741K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-424- 9.02% |
$211K - $263K
|
4.28K
$2.65M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-422- 47.15% |
$210K - $262K
|
473
$294K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-421- 6.81% |
$210K - $261K
|
5.76K
$3.58M
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-415- 14.57% |
$207K - $258K
|
2.43K
$1.51M
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-408- 21.53% |
$204K - $253K
|
1.49K
$923K
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-401- 4.48% |
$200K - $249K
|
8.54K
$5.3M
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-396- 1.58% |
$198K - $246K
|
24.7K
$15.3M
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-395- 36.31% |
$197K - $245K
|
693
$430K
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-387- 16.7% |
$193K - $240K
|
1.93K
$1.2M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-376- 3.13% |
$188K - $233K
|
11.6K
$7.23M
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-371- 29.78% |
$185K - $230K
|
875
$543K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-371- 1.97% |
$185K - $230K
|
18.5K
$11.5M
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-365- 11.6% |
$182K - $227K
|
2.78K
$1.73M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-363- 12.04% |
$181K - $225K
|
2.65K
$1.65M
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-357- 4.59% |
$178K - $222K
|
7.42K
$4.6M
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-346- 2.09% |
$173K - $215K
|
16.2K
$10M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-338- 3.54% |
$169K - $210K
|
9.22K
$5.72M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-336- 2.73% |
$168K - $209K
|
12K
$7.43M
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-335- 9.49% |
$167K - $208K
|
3.19K
$1.98M
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-335- 6.62% |
$167K - $208K
|
4.72K
$2.93M
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-326- 5.14% |
$163K - $202K
|
6.01K
$3.73M
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-316- 3.37% |
$158K - $196K
|
9.06K
$5.62M
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-314- 8.63% |
$157K - $195K
|
3.32K
$2.06M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-313- 1.12% |
$156K - $194K
|
27.7K
$17.2M
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-306- 16.72% |
$153K - $190K
|
1.52K
$946K
|