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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-626- 1.6% |
$389K - $419K
|
38.6K
$26.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Members Trust CO
|
SELL
|
- |
-619- 32.17% |
$384K - $415K
|
1.31K
$881K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-618- 5.61% |
$384K - $414K
|
10.4K
$7.02M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-617- 8.07% |
$383K - $413K
|
7.03K
$4.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-613- 0.76% |
$380K - $411K
|
79.6K
$53.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-609- 30.19% |
$378K - $408K
|
1.41K
$951K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-608- 8.24% |
$377K - $407K
|
6.77K
$4.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-605- 3.11% |
$376K - $405K
|
18.9K
$12.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-597- 0.43% |
$371K - $400K
|
139K
$93.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-594- 12.42% |
$369K - $398K
|
4.19K
$2.83M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-593- 10.37% |
$368K - $397K
|
5.13K
$3.46M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-590- 6.85% |
$366K - $395K
|
8.02K
$5.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-587- 1.36% |
$364K - $393K
|
42.5K
$28.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-582- 3.15% |
$361K - $390K
|
17.9K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-578- 2.55% |
$359K - $387K
|
22K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-577- 2.8% |
$358K - $387K
|
20K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-574- 3.38% |
$356K - $385K
|
16.4K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-570- 13.52% |
$354K - $382K
|
3.65K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-567- 3.08% |
$352K - $380K
|
17.9K
$12.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-566- 0.66% |
$351K - $379K
|
84.7K
$57.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-562- 5.04% |
$349K - $377K
|
10.6K
$7.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-551- 1.88% |
$342K - $369K
|
28.7K
$19.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-550- 14.24% |
$341K - $369K
|
3.31K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-550- 2.91% |
$341K - $369K
|
18.4K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-530- 9.5% |
$329K - $355K
|
5.05K
$3.41M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-530- 5.06% |
$329K - $355K
|
9.95K
$6.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-530- 33.95% |
$329K - $355K
|
1.03K
$696K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-529- 5.46% |
$328K - $354K
|
9.16K
$6.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-526- 1.45% |
$326K - $352K
|
35.9K
$24.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-525- 26.41% |
$326K - $352K
|
1.46K
$988K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-524- 13.37% |
$325K - $351K
|
3.4K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-517- 4.61% |
$321K - $346K
|
10.7K
$7.22M
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-510- 0.99% |
$317K - $342K
|
50.8K
$34.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-504- 6.67% |
$313K - $338K
|
7.05K
$4.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-504- 0.51% |
$313K - $338K
|
98K
$66.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-502- 3.96% |
$312K - $336K
|
12.2K
$8.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-498- 17.41% |
$309K - $334K
|
2.36K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-496- 2.45% |
$308K - $332K
|
19.7K
$13.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-493- 24.67% |
$306K - $330K
|
1.51K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-493- 7.33% |
$306K - $330K
|
6.23K
$4.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-486- 0.97% |
$302K - $326K
|
49.4K
$33.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-481- 27.5% |
$299K - $322K
|
1.27K
$856K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-481- 3.17% |
$299K - $322K
|
14.7K
$9.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-481- 1.64% |
$299K - $322K
|
28.9K
$19.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-480- 25.89% |
$298K - $322K
|
1.37K
$928K
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-479- 2.99% |
$297K - $321K
|
15.6K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-479- 7.34% |
$297K - $321K
|
6.05K
$4.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-477- 6.36% |
$296K - $320K
|
7.03K
$4.74M
|
|
|
Dec 01, 2025
Q3 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-475- 0.8% |
$295K - $318K
|
58.8K
$39.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-475- 8.64% |
$295K - $318K
|
5.03K
$3.39M
|
|