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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-31- 4.05% |
$19.2K - $20.8K
|
735
$496K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-31- 0.96% |
$19.2K - $20.8K
|
3.2K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-30- 0.98% |
$18.6K - $20.1K
|
3.04K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
SELL
|
- |
-30- 0.37% |
$18.6K - $20.1K
|
8.05K
$5.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-30- 1.98% |
$18.6K - $20.1K
|
1.48K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-30- 0.44% |
$18.6K - $20.1K
|
6.72K
$4.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-30- 0.65% |
$18.6K - $20.1K
|
4.58K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-30- 2.68% |
$18.6K - $20.1K
|
1.09K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-29- 0.25% |
$18K - $19.4K
|
11.4K
$7.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.57% |
$18K - $19.4K
|
5.08K
$3.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-29- 1.22% |
$18K - $19.4K
|
2.35K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-29- 2.6% |
$18K - $19.4K
|
1.09K
$733K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-28- 10.45% |
$17.4K - $18.8K
|
240
$162K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-28- 0.58% |
$17.4K - $18.8K
|
4.76K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-27- 2.98% |
$16.8K - $18.1K
|
879
$594K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-27- 2.65% |
$16.8K - $18.1K
|
990
$669K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-27- 0.3% |
$16.8K - $18.1K
|
8.86K
$5.99M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-26- 3.3% |
$16.1K - $17.4K
|
763
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-26- 0.95% |
$16.1K - $17.4K
|
2.71K
$1.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-26- 2.84% |
$16.1K - $17.4K
|
891
$602K
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
SELL
|
- |
-25- 0.04% |
$15.5K - $16.8K
|
58.3K
$39.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25- 2.85% |
$15.5K - $16.8K
|
852
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-25- 0.52% |
$15.5K - $16.8K
|
4.77K
$3.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-25- 4.05% |
$15.5K - $16.8K
|
593
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-25- 3.42% |
$15.5K - $16.8K
|
705
$476K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 0.86% |
$15.5K - $16.8K
|
2.87K
$1.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-25- 0.16% |
$15.5K - $16.8K
|
15.9K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-25- 3.43% |
$15.5K - $16.8K
|
703
$475K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$14.9K - $16.1K
|
17.3K
$11.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24- 0.33% |
$14.9K - $16.1K
|
7.28K
$4.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-24- 1.37% |
$14.9K - $16.1K
|
1.73K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-24- 0.9% |
$14.9K - $16.1K
|
2.63K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-23- 0.19% |
$14.3K - $15.4K
|
12K
$8.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-22- 0.54% |
$13.7K - $14.7K
|
4.02K
$2.72M
|
|
|
Nov 17, 2025
Q3 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-21- 4.4% |
$13K - $14.1K
|
456
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-21- 1.58% |
$13K - $14.1K
|
1.31K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-21- 0.96% |
$13K - $14.1K
|
2.16K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-21- 0.97% |
$13K - $14.1K
|
2.15K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-21- 2.67% |
$13K - $14.1K
|
766
$517K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-21- 0.26% |
$13K - $14.1K
|
8.21K
$5.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-21- 3.64% |
$13K - $14.1K
|
556
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-21- 1.57% |
$13K - $14.1K
|
1.31K
$887K
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-21- 1.99% |
$13K - $14.1K
|
1.04K
$699K
|
|
|
Nov 13, 2025
Q3 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-20- 0.21% |
$12.4K - $13.4K
|
9.68K
$6.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-20- 3.13% |
$12.4K - $13.4K
|
620
$419K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-20- 0.35% |
$12.4K - $13.4K
|
5.65K
$3.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-20- 5.06% |
$12.4K - $13.4K
|
375
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-20- 0.21% |
$12.4K - $13.4K
|
9.57K
$6.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20- 5.06% |
$12.4K - $13.4K
|
375
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20- 0.16% |
$12.4K - $13.4K
|
12.7K
$8.55M
|
|