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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.05% |
$1.66K - $1.85K
|
6.54K
$3.81M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-3.58K- 6.11% |
$1.98M - $2.2M
|
55K
$32M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-882- 10.14% |
$489K - $543K
|
7.82K
$4.55M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
220New |
$122K - $135K
|
220
$128K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.62K- 8.69% |
$2M - $2.23M
|
38K
$22.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.6K- 29.61% |
$35.8M - $39.8M
|
154K
$89.4M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-598- 7.43% |
$331K - $368K
|
7.45K
$4.33M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
195+ 10.09% |
$108K - $120K
|
2.13K
$1.24M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
223+ 6.89% |
$124K - $137K
|
3.46K
$2.01M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
110+ 1.94% |
$60.9K - $67.7K
|
5.79K
$3.37M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
53+ 0.02% |
$29.4K - $32.6K
|
304K
$177M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
91+ 0.15% |
$50.4K - $56K
|
62.4K
$36.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
106K+ 66.52% |
$58.9M - $65.5M
|
266K
$155M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-33- 8.25% |
$18.3K - $20.3K
|
367
$214K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$27.7K - $30.8K
|
50
$29.1K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.3K+ 476.25% |
$7.9M - $8.78M
|
17.3K
$10M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-23- 2.7% |
$12.7K - $14.2K
|
828
$482K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.1K+ 98.84% |
$8.36M - $9.3M
|
30.4K
$17.7M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
54.1KNew |
$30M - $33.3M
|
54.1K
$31.5M
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$554 - $616
|
53.7K
$31.2M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
6.97KNew |
$3.86M - $4.29M
|
6.97K
$4.05M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
191K+ 15.5% |
$106M - $117M
|
1.42M
$827M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.07K- 69.68% |
$1.7M - $1.89M
|
1.34K
$778K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
27+ 19.42% |
$15K - $16.6K
|
166
$96.6K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-275- 4.84% |
$152K - $169K
|
5.4K
$3.14M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27- 0.06% |
$15K - $16.6K
|
44.7K
$26M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.38K+ 84.03% |
$767K - $852K
|
3.03K
$1.76M
|
|
|
May 19, 2025
Q1 2025
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.17MNew |
$649M - $721M
|
1.17M
$681M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.22K+ 111.16% |
$5.11M - $5.68M
|
17.5K
$10.2M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5+ 41.67% |
$2.77K - $3.08K
|
17
$9.89K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
519+ 3.25% |
$288K - $320K
|
16.5K
$9.61M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.87K- 6.0% |
$1.04M - $1.15M
|
29.3K
$17.1M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-43- 5.37% |
$23.8K - $26.5K
|
758
$441K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-2.62K- 0.39% |
$1.45M - $1.61M
|
671K
$391M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.43K+ 694.66% |
$793K - $881K
|
1.64K
$953K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.59M+ 21.51% |
$1.44B - $1.6B
|
14.6M
$8.52B
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 0.28% |
$6.65K - $7.39K
|
4.28K
$2.49M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-125- 5.71% |
$69.3K - $77K
|
2.07K
$1.2M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
542+ 4169.23% |
$300K - $334K
|
555
$323K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-67- 1.61% |
$37.1K - $41.3K
|
4.11K
$2.39M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-18- 0.3% |
$9.97K - $11.1K
|
5.89K
$3.43M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-9.19K- 93.48% |
$5.09M - $5.66M
|
641
$373K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
86+ 1.22% |
$47.6K - $53K
|
7.14K
$4.16M
|
|
|
May 16, 2025
Q1 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
255K+ 233.07% |
$141M - $157M
|
364K
$212M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.14M- 9.16% |
$633M - $703M
|
11.3M
$6.59B
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
571KNew |
$316M - $352M
|
571K
$332M
|
|
|
May 15, 2025
Q1 2025
|
Ironclad Investments LLC
Maitland, FL |
BUY
|
- |
16.9K+ 11.9% |
$9.37M - $10.4M
|
159K
$92.6M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
87.3K+ 8169.76% |
$48.3M - $53.7M
|
88.3K
$51.4M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-651- 9.16% |
$361K - $401K
|
6.46K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
198+ 26.47% |
$110K - $122K
|
946
$551K
|