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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-4- 1.04% |
$2.22K - $2.46K
|
380
$257K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2- 0.3% |
$1.11K - $1.23K
|
674
$455K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Adventist Health System
Roseville, CA |
SELL
|
- |
-449K- 68.7% |
$256M - $274M
|
205K
$138M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.7K- 33.25% |
$12.4M - $13.2M
|
43.6K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14.5K- 96.07% |
$8.29M - $8.87M
|
594
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8K- 7.9% |
$4.56M - $4.88M
|
93.3K
$63M
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-4.93K- 5.77% |
$2.81M - $3.01M
|
80.5K
$54.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.51K- 61.87% |
$2.57M - $2.75M
|
2.78K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.52K- 10.47% |
$1.44M - $1.54M
|
21.6K
$14.6M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-2.04K- 74.41% |
$1.16M - $1.24M
|
701
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-1.91K- 86.41% |
$1.09M - $1.16M
|
300
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.9K- 13.29% |
$1.08M - $1.16M
|
12.4K
$8.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 80.79% |
$1.05M - $1.12M
|
438
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.77K- 6.93% |
$1.01M - $1.08M
|
23.7K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.28K- 0.66% |
$732K - $783K
|
193K
$130M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.08K- 4.25% |
$616K - $659K
|
24.3K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-956- 4.75% |
$545K - $584K
|
19.2K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-858- 10.47% |
$489K - $524K
|
7.34K
$4.96M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-830- 40.63% |
$474K - $507K
|
1.21K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 3.56% |
$456K - $488K
|
21.7K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-642- 6.62% |
$366K - $392K
|
9.05K
$6.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-568- 30.62% |
$324K - $347K
|
1.29K
$869K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-506- 37.21% |
$289K - $309K
|
854
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-394- 7.11% |
$225K - $241K
|
5.15K
$3.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-383- 0.86% |
$219K - $234K
|
44.4K
$30M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-350- 10.0% |
$200K - $214K
|
3.15K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-267- 10.34% |
$152K - $163K
|
2.32K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-220- 3.37% |
$126K - $134K
|
6.31K
$4.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
CALL |
-200- 8.0% |
$114K - $122K
|
2.3K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-154- 29.5% |
$87.9K - $94K
|
368
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-120- 5.15% |
$68.5K - $73.3K
|
2.21K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-100- 0.32% |
$57.1K - $61.1K
|
31.2K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-97- 15.95% |
$55.3K - $59.2K
|
511
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-74- 0.78% |
$42.2K - $45.2K
|
9.4K
$6.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-58- 8.8% |
$33.1K - $35.4K
|
601
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-57- 11.56% |
$32.5K - $34.8K
|
436
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-53- 4.35% |
$30.2K - $32.4K
|
1.17K
$787K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-46- 4.93% |
$26.2K - $28.1K
|
887
$599K
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-43- 2.25% |
$24.5K - $26.3K
|
1.86K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-39- 0.23% |
$22.2K - $23.8K
|
17.2K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36- 1.17% |
$20.5K - $22K
|
3.03K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-33- 5.35% |
$18.8K - $20.1K
|
584
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-30- 25.64% |
$17.1K - $18.3K
|
87
$58.8K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-28- 3.78% |
$16K - $17.1K
|
713
$481K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 3.44% |
$9.13K - $9.77K
|
449
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-14- 2.55% |
$7.99K - $8.55K
|
536
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-14- 12.28% |
$7.99K - $8.55K
|
100
$67.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-13- 35.14% |
$7.42K - $7.94K
|
24
$16.2K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-12- 2.59% |
$6.85K - $7.33K
|
452
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-12- 0.69% |
$6.85K - $7.33K
|
1.74K
$1.17M
|
|