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 12, 2025
Q3 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.66K- 1.67% |
$1.03M - $1.11M
|
97.6K
$65.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.65K- 1.36% |
$1.02M - $1.11M
|
120K
$81M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.62K- 34.01% |
$1M - $1.08M
|
3.14K
$2.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.61K- 0.53% |
$1M - $1.08M
|
305K
$206M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.59K- 0.24% |
$984K - $1.06M
|
656K
$443M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-1.56K- 15.01% |
$970K - $1.05M
|
8.85K
$5.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.55K- 0.24% |
$965K - $1.04M
|
656K
$443M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-1.54K- 1.3% |
$958K - $1.03M
|
117K
$79.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.53K- 3.18% |
$951K - $1.03M
|
46.7K
$31.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.52K- 3.1% |
$945K - $1.02M
|
47.6K
$32.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 3.17% |
$935K - $1.01M
|
46K
$31.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.5K- 36.55% |
$931K - $1.01M
|
2.6K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.49K- 1.2% |
$924K - $998K
|
123K
$82.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.49K- 10.21% |
$922K - $996K
|
13.1K
$8.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 0.63% |
$915K - $988K
|
233K
$157M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.47K- 1.53% |
$914K - $987K
|
94.5K
$63.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.47K- 21.65% |
$913K - $986K
|
5.32K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.47K- 1.02% |
$909K - $982K
|
142K
$95.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-1.45K- 0.91% |
$900K - $972K
|
158K
$106M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.45K- 2.96% |
$898K - $970K
|
47.5K
$32.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.45K- 2.94% |
$897K - $968K
|
47.8K
$32.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.44K- 2.83% |
$896K - $967K
|
49.5K
$33.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.44K- 0.63% |
$895K - $966K
|
227K
$153M
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.43K- 32.63% |
$889K - $960K
|
2.96K
$2M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.43K- 7.72% |
$889K - $960K
|
17.1K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.42K- 3.34% |
$883K - $954K
|
41.2K
$27.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 24.04% |
$878K - $947K
|
4.47K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.4K- 1.18% |
$870K - $939K
|
118K
$79.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 7.2% |
$868K - $937K
|
18K
$12.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.4K- 45.78% |
$866K - $935K
|
1.65K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.39K- 5.52% |
$863K - $931K
|
23.8K
$16.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.38K- 3.07% |
$859K - $927K
|
43.7K
$29.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.38K- 41.12% |
$853K - $921K
|
1.97K
$1.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.37K- 12.44% |
$853K - $921K
|
9.67K
$6.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-1.37K- 1.81% |
$852K - $919K
|
74.3K
$50.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.37K- 1.58% |
$847K - $915K
|
84.8K
$57.2M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.36K- 1.69% |
$843K - $911K
|
79K
$53.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.35K- 2.33% |
$837K - $903K
|
56.4K
$38.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.34K- 1.83% |
$830K - $896K
|
71.6K
$48.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.33K- 0.71% |
$825K - $891K
|
187K
$126M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 6.65% |
$822K - $887K
|
18.6K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.32K- 2.32% |
$821K - $886K
|
55.7K
$37.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.31K- 26.82% |
$814K - $879K
|
3.58K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-1.31K- 6.54% |
$812K - $877K
|
18.7K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.3K- 6.1% |
$806K - $870K
|
20K
$13.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.3K- 11.61% |
$806K - $870K
|
9.89K
$6.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.3K- 31.82% |
$804K - $868K
|
2.78K
$1.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.3K- 80.69% |
$804K - $868K
|
310
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.28K- 1.15% |
$796K - $860K
|
111K
$74.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-1.28K- 1.26% |
$796K - $859K
|
101K
$67.9M
|
|