Latest Institutional Transactions on Ishares Core S&P 500 ETF (IVV)
This table provides information on the latest institutional transactions involving Ishares Core S&P 500 ETF (IVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.8K+ 51.17% |
$10.2M - $10.9M
|
52.6K
$31.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
92+ 108.24% |
$52.5K - $56.2K
|
177
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.25K- 1.19% |
$714K - $764K
|
103K
$62.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-13- 0.76% |
$7.42K - $7.94K
|
1.69K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.2K- 2.82% |
$684K - $732K
|
41.4K
$25M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
677+ 8.39% |
$386K - $413K
|
8.74K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-350- 10.0% |
$200K - $214K
|
3.15K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
483+ 4.08% |
$276K - $295K
|
12.3K
$7.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
165+ 12.77% |
$94.1K - $101K
|
1.46K
$880K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.3K- 1.28% |
$20.7M - $22.2M
|
2.8M
$1.69B
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
772+ 2.6% |
$440K - $471K
|
30.5K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.1K+ 4.44% |
$5.78M - $6.19M
|
238K
$144M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3+ 0.35% |
$1.71K - $1.83K
|
859
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
881New |
$503K - $538K
|
881
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-22- 1.07% |
$12.6K - $13.4K
|
2.04K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-11- 1.42% |
$6.28K - $6.72K
|
761
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.47KNew |
$1.98M - $2.12M
|
3.47K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
16KNew |
$9.13M - $9.77M
|
16K
$9.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
7.1KNew |
$4.05M - $4.34M
|
7.1K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
318+ 1.41% |
$181K - $194K
|
22.9K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
280+ 3.12% |
$160K - $171K
|
9.25K
$5.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-24K- 8.79% |
$13.7M - $14.6M
|
249K
$150M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-857- 3.92% |
$489K - $523K
|
21K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-38- 0.55% |
$21.7K - $23.2K
|
6.83K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-154- 2.12% |
$87.9K - $94K
|
7.1K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
62.1K+ 1531.99% |
$35.4M - $37.9M
|
66.2K
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.8KNew |
$9.03M - $9.67M
|
15.8K
$9.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.46KNew |
$3.11M - $3.33M
|
5.46K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
2.06KNew |
$1.18M - $1.26M
|
2.06K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-14- 0.53% |
$7.99K - $8.55K
|
2.62K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.34K- 33.97% |
$766K - $819K
|
2.61K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-107- 30.92% |
$61K - $65.3K
|
239
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8.15K+ 5.47% |
$4.65M - $4.98M
|
157K
$94.9M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
2.8KNew |
$1.6M - $1.71M
|
2.8K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
110New |
$62.8K - $67.2K
|
110
$66.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.5K+ 11.07% |
$38.5M - $41.2M
|
677K
$409M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-7.98K- 24.69% |
$4.55M - $4.87M
|
24.3K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-877- 2.54% |
$500K - $535K
|
33.6K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
89+ 0.79% |
$50.8K - $54.3K
|
11.4K
$6.87M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-393- 7.56% |
$224K - $240K
|
4.8K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-491- 2.03% |
$280K - $300K
|
23.7K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.84K+ 45.2% |
$3.33M - $3.57M
|
18.8K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
542+ 104.63% |
$309K - $331K
|
1.06K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
109+ 16.29% |
$62.2K - $66.6K
|
778
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
43+ 12.18% |
$24.5K - $26.3K
|
396
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-858- 10.47% |
$489K - $524K
|
7.34K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
408New |
$233K - $249K
|
408
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
800New |
$456K - $488K
|
800
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-48- 0.15% |
$27.4K - $29.3K
|
32.1K
$19.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-3- 0.16% |
$1.71K - $1.83K
|
1.91K
$1.15M
|