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 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.16K+ 6.17% |
$643K - $715K
|
20K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.9% |
$3.32K - $3.7K
|
673
$392K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.4K- 4.06% |
$1.33M - $1.48M
|
56.8K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.72K+ 0.21% |
$1.51M - $1.67M
|
1.3M
$756M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
353+ 90.05% |
$196K - $217K
|
745
$434K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.8K+ 2.66% |
$1.55M - $1.72M
|
108K
$63M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-104K- 19.17% |
$57.6M - $64M
|
438K
$255M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55.2K+ 217.87% |
$30.6M - $34M
|
80.5K
$46.9M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.54K+ 3.97% |
$5.28M - $5.87M
|
249K
$145M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
5.71K+ 8.35% |
$3.16M - $3.52M
|
74.2K
$43.2M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
33.6K+ 4.71% |
$18.6M - $20.7M
|
746K
$434M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.76M+ 347.8% |
$3.19B - $3.55B
|
7.41M
$4.31B
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
2MNew |
$1.11B - $1.23B
|
2M
$1.16B
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.82K- 19.93% |
$1.01M - $1.12M
|
7.3K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
399New |
$221K - $246K
|
399
$232K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
83K+ 40.83% |
$46M - $51.1M
|
286K
$167M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-83- 1.72% |
$46K - $51.1K
|
4.73K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-30- 0.08% |
$16.6K - $18.5K
|
36K
$21M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-469- 39.75% |
$260K - $289K
|
711
$414K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-5- 0.96% |
$2.77K - $3.08K
|
514
$299K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-340- 10.95% |
$188K - $209K
|
2.77K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.4K+ 2.3% |
$11.8M - $13.2M
|
949K
$552M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-377- 17.82% |
$209K - $232K
|
1.74K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-176- 5.23% |
$97.5K - $108K
|
3.19K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-32- 5.1% |
$17.7K - $19.7K
|
596
$347K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.1K- 14.09% |
$609K - $677K
|
6.71K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
375New |
$208K - $231K
|
375
$218K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 14.01% |
$1.82M - $2.02M
|
26.7K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
395+ 2.11% |
$219K - $243K
|
19.2K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
129+ 9.0% |
$71.5K - $79.4K
|
1.56K
$910K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
411New |
$228K - $253K
|
411
$239K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 19.89% |
$139K - $154K
|
1.01K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-195- 3.76% |
$108K - $120K
|
4.99K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-571- 2.32% |
$316K - $352K
|
24.1K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-143- 8.79% |
$79.2K - $88.1K
|
1.48K
$864K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 2.63% |
$803K - $892K
|
53.6K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.54K+ 2.98% |
$4.73M - $5.26M
|
295K
$172M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
216K+ 21.89% |
$120M - $133M
|
1.2M
$700M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-992K- 12.0% |
$550M - $611M
|
7.28M
$4.24B
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20+ 0.84% |
$11.1K - $12.3K
|
2.39K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 7.64% |
$704K - $782K
|
15.4K
$8.94M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-716- 2.13% |
$397K - $441K
|
32.9K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-12.2K- 10.35% |
$6.73M - $7.49M
|
105K
$61.3M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-545- 6.25% |
$302K - $336K
|
8.18K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
508+ 4.76% |
$281K - $313K
|
11.2K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-1.3K- 2.55% |
$719K - $799K
|
49.6K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-43- 0.53% |
$23.8K - $26.5K
|
8K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
182+ 10.18% |
$101K - $112K
|
1.97K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
11+ 0.91% |
$6.09K - $6.77K
|
1.22K
$711K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-95.4K- 0.53% |
$52.9M - $58.7M
|
17.8M
$10.3B
|