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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-332- 3.44% |
$218K - $229K
|
9.32K
$6.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-294- 1.09% |
$193K - $203K
|
26.7K
$18.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-293- 7.46% |
$192K - $202K
|
3.64K
$2.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-287- 13.97% |
$188K - $198K
|
1.77K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-282- 1.1% |
$185K - $195K
|
25.4K
$17.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-279- 0.41% |
$183K - $193K
|
67.2K
$45.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-276- 2.64% |
$181K - $191K
|
10.2K
$6.86M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-272- 4.62% |
$178K - $188K
|
5.61K
$3.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-255- 17.06% |
$167K - $176K
|
1.24K
$837K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-250- 1.33% |
$164K - $173K
|
18.6K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-249- 5.78% |
$163K - $172K
|
4.06K
$2.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-249- 12.25% |
$163K - $172K
|
1.78K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-249- 3.89% |
$163K - $172K
|
6.15K
$4.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-247- 2.63% |
$162K - $171K
|
9.16K
$6.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-234- 0.7% |
$154K - $162K
|
33.3K
$22.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-232- 1.14% |
$152K - $160K
|
20.1K
$13.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-227- 20.21% |
$149K - $157K
|
896
$605K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-226- 14.28% |
$148K - $156K
|
1.36K
$916K
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-216- 1.42% |
$142K - $149K
|
15K
$10.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-215- 37.65% |
$141K - $149K
|
356
$240K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-208- 1.17% |
$136K - $144K
|
17.6K
$11.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-203- 16.48% |
$133K - $140K
|
1.03K
$695K
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-199- 1.95% |
$131K - $137K
|
10K
$6.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-196- 3.32% |
$129K - $135K
|
5.71K
$3.86M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-192- 0.79% |
$126K - $133K
|
24K
$16.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-188- 16.35% |
$123K - $130K
|
962
$650K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-187- 61.31% |
$123K - $129K
|
118
$79.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-186- 0.21% |
$122K - $128K
|
87.6K
$59.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-183- 36.67% |
$120K - $126K
|
316
$213K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-182- 5.46% |
$119K - $126K
|
3.15K
$2.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-172- 1.9% |
$113K - $119K
|
8.9K
$6.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-172- 2.34% |
$113K - $119K
|
7.17K
$4.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-172- 0.47% |
$113K - $119K
|
36.7K
$24.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-171- 0.19% |
$112K - $118K
|
90.8K
$61.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
SELL
|
- |
-169- 30.29% |
$111K - $117K
|
389
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-169- 0.62% |
$111K - $117K
|
27.2K
$18.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-168- 2.88% |
$110K - $116K
|
5.66K
$3.82M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-168- 0.78% |
$110K - $116K
|
21.5K
$14.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-162- 1.05% |
$106K - $112K
|
15.2K
$10.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-159- 10.47% |
$104K - $110K
|
1.36K
$918K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-154- 1.02% |
$101K - $106K
|
15K
$10.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-154- 5.25% |
$101K - $106K
|
2.78K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-153- 2.33% |
$100K - $106K
|
6.43K
$4.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-152- 20.68% |
$99.7K - $105K
|
583
$394K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-151- 16.72% |
$99.1K - $104K
|
752
$508K
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-150- 19.48% |
$98.4K - $104K
|
620
$419K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-149- 1.68% |
$97.8K - $103K
|
8.75K
$5.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-144- 80.0% |
$94.5K - $99.5K
|
36
$24.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-141- 59.24% |
$92.5K - $97.4K
|
97
$65.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-141- 15.18% |
$92.5K - $97.4K
|
788
$532K
|
|