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 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1- 0.02% |
$621 - $670
|
5.59K
$3.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$621 - $670
|
12.1K
$8.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1- 0.08% |
$621 - $670
|
1.22K
$824K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$621 - $670
|
4.15K
$2.8M
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-231K- 54.07% |
$115M - $144M
|
196K
$133M
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-57.5K- 40.54% |
$28.7M - $35.7M
|
84.3K
$57M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52.1K- 67.39% |
$26M - $32.4M
|
25.2K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-26.1K- 47.52% |
$13M - $16.2M
|
28.9K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.4K- 1.31% |
$12.2M - $15.1M
|
1.84M
$1.24B
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.3K- 8.57% |
$8.62M - $10.7M
|
185K
$125M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 59.02% |
$8.33M - $10.4M
|
11.6K
$7.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.8K- 25.96% |
$6.37M - $7.93M
|
36.4K
$24.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-12.7K- 5.66% |
$6.34M - $7.9M
|
212K
$143M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-12.2K- 55.23% |
$6.09M - $7.58M
|
9.9K
$6.69M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-9.2K- 71.88% |
$4.59M - $5.71M
|
3.6K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.02K- 37.95% |
$3.5M - $4.36M
|
11.5K
$7.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.79K- 5.8% |
$3.39M - $4.22M
|
110K
$74.5M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.05K- 24.66% |
$3.02M - $3.76M
|
18.5K
$12.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4.61K- 62.5% |
$2.3M - $2.86M
|
2.77K
$1.87M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-4.17K- 35.82% |
$2.08M - $2.59M
|
7.46K
$5.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.11K- 32.85% |
$2.05M - $2.55M
|
8.4K
$5.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.09K- 5.87% |
$2.04M - $2.54M
|
65.6K
$44.3M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-3.15K- 49.65% |
$1.57M - $1.96M
|
3.2K
$2.16M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.55K- 9.75% |
$775K - $964K
|
14.4K
$9.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.47K- 5.54% |
$733K - $913K
|
25.1K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 41.31% |
$627K - $780K
|
1.79K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.17K- 20.4% |
$582K - $725K
|
4.55K
$3.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.06K- 67.69% |
$528K - $657K
|
505
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-988- 10.12% |
$493K - $613K
|
8.77K
$5.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-977- 60.76% |
$487K - $607K
|
631
$426K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-783Closed |
$391K - $486K
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-669- 19.15% |
$334K - $415K
|
2.82K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-613- 3.27% |
$306K - $381K
|
18.2K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-552- 8.36% |
$275K - $343K
|
6.05K
$4.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-549- 1.5% |
$274K - $341K
|
36K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-516- 18.87% |
$257K - $320K
|
2.22K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-503- 33.4% |
$251K - $312K
|
1K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-500- 4.45% |
$249K - $310K
|
10.7K
$7.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-488- 26.57% |
$243K - $303K
|
1.35K
$911K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-406- 9.95% |
$203K - $252K
|
3.68K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-401- 4.48% |
$200K - $249K
|
8.54K
$5.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-400- 20.79% |
$200K - $248K
|
1.52K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-395- 36.31% |
$197K - $245K
|
693
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-388- 27.17% |
$194K - $241K
|
1.04K
$702K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-372- 28.75% |
$186K - $231K
|
922
$623K
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-335- 9.49% |
$167K - $208K
|
3.19K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-326- 4.17% |
$163K - $202K
|
7.49K
$5.06M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-323- 3.25% |
$161K - $201K
|
9.6K
$6.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-300- 4.33% |
$150K - $186K
|
6.63K
$4.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-299- 9.99% |
$149K - $186K
|
2.69K
$1.82M
|
|