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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.6K+ 1.5% |
$8.07M - $8.97M
|
985K
$573M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-173- 3.4% |
$95.9K - $107K
|
4.92K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.14K- 2.13% |
$633K - $703K
|
52.4K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-6- 9.52% |
$3.32K - $3.7K
|
57
$33.2K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
110+ 3.07% |
$60.9K - $67.7K
|
3.7K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.53K+ 11.78% |
$846K - $940K
|
14.5K
$8.43M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-29- 0.68% |
$16.1K - $17.9K
|
4.24K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.68% |
$554 - $616
|
148
$86.1K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
58.2K+ 2.82% |
$32.2M - $35.8M
|
2.12M
$1.23B
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5- 0.05% |
$2.77K - $3.08K
|
9.6K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.29K- 2.78% |
$716K - $796K
|
45.3K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
360KNew |
$200M - $222M
|
360K
$210M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
71K+ 69.63% |
$39.3M - $43.7M
|
173K
$101M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.5K+ 12.44% |
$830K - $923K
|
13.5K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
97+ 6.54% |
$53.7K - $59.7K
|
1.58K
$920K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.1K- 12.54% |
$1.16M - $1.29M
|
14.6K
$8.52M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-9- 2.18% |
$4.99K - $5.54K
|
404
$235K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-403- 4.3% |
$223K - $248K
|
8.96K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.28K+ 5.6% |
$711K - $791K
|
24.2K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.21% |
$2.22K - $2.46K
|
1.91K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68.3K+ 1.66% |
$37.8M - $42.1M
|
4.19M
$2.44B
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-37- 1.63% |
$20.5K - $22.8K
|
2.24K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
143+ 5.58% |
$79.2K - $88.1K
|
2.7K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
139+ 0.18% |
$77K - $85.6K
|
77.7K
$45.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
657+ 1.53% |
$364K - $405K
|
43.7K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62.7K- 1.62% |
$34.7M - $38.6M
|
3.81M
$2.22B
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30.4K+ 5.03% |
$16.8M - $18.7M
|
634K
$369M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
400+ 400.0% |
$222K - $246K
|
500
$291K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.78K+ 8.23% |
$1.54M - $1.71M
|
36.6K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.32M+ 19.69% |
$730M - $812M
|
8.01M
$4.66B
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-899- 0.89% |
$498K - $554K
|
100K
$58.3M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 1.2% |
$3.32K - $3.7K
|
505
$294K
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-163- 23.42% |
$90.3K - $100K
|
533
$310K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.44K- 9.07% |
$1.91M - $2.12M
|
34.5K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 5.1% |
$578K - $642K
|
19.4K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
787+ 1078.08% |
$436K - $485K
|
860
$501K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
502+ 1.01% |
$278K - $309K
|
50.4K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-426- 32.13% |
$236K - $262K
|
900
$524K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
529+ 22.1% |
$293K - $326K
|
2.92K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-14.3K- 23.98% |
$7.93M - $8.82M
|
45.4K
$26.4M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-87- 5.31% |
$48.2K - $53.6K
|
1.55K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-4.11K- 67.68% |
$2.27M - $2.53M
|
1.96K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
363+ 24.76% |
$201K - $224K
|
1.83K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
13.5KNew |
$7.47M - $8.31M
|
13.5K
$7.85M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-137- 1.02% |
$75.9K - $84.4K
|
13.3K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-67- 10.91% |
$37.1K - $41.3K
|
547
$318K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-188- 5.09% |
$104K - $116K
|
3.5K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
114+ 4.19% |
$63.2K - $70.2K
|
2.84K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
596+ 18.8% |
$330K - $367K
|
3.77K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.22K+ 22.1% |
$673K - $748K
|
6.71K
$3.91M
|