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
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-142- 2.64% |
$78.7K - $87.5K
|
5.24K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.98K+ 4.41% |
$1.65M - $1.84M
|
70.7K
$41.1M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50+ 0.1% |
$27.7K - $30.8K
|
48.3K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.45K- 0.47% |
$1.91M - $2.13M
|
737K
$429M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.2K+ 5.08% |
$664K - $738K
|
24.8K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.94K- 15.76% |
$1.07M - $1.19M
|
10.4K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.1% |
$1.66K - $1.85K
|
3.04K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.49K+ 65.86% |
$827K - $919K
|
3.76K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
52.1KNew |
$28.9M - $32.1M
|
52.1K
$30.3M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
267+ 21.41% |
$148K - $164K
|
1.51K
$881K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.48K+ 0.27% |
$1.93M - $2.14M
|
1.3M
$757M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.86K- 47.69% |
$1.03M - $1.15M
|
2.04K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Bank Of Finland
|
BUY
|
- |
1.59K+ 0.31% |
$882K - $980K
|
517K
$301M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
34.6K+ 36.63% |
$19.2M - $21.3M
|
129K
$75M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-33.8K- 8.1% |
$18.7M - $20.8M
|
383K
$223M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.42K+ 33.43% |
$1.34M - $1.49M
|
9.65K
$5.62M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.24K+ 2.78% |
$2.35M - $2.61M
|
157K
$91.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.78K+ 160.39% |
$3.76M - $4.18M
|
11K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.5K+ 3.9% |
$1.94M - $2.16M
|
93.2K
$54.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
15.1K+ 25.2% |
$8.35M - $9.28M
|
74.8K
$43.6M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-108- 12.66% |
$59.8K - $66.5K
|
745
$434K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-4- 1.04% |
$2.22K - $2.46K
|
380
$221K
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-11.1K- 5.27% |
$6.14M - $6.82M
|
199K
$116M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-88.9K- 6.39% |
$49.3M - $54.8M
|
1.3M
$758M
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-200- 8.85% |
$111K - $123K
|
2.06K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-143- 7.62% |
$79.2K - $88.1K
|
1.73K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
391+ 0.42% |
$217K - $241K
|
93.4K
$54.3M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.81K+ 100.34% |
$3.77M - $4.19M
|
13.6K
$7.91M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
41+ 0.93% |
$22.7K - $25.2K
|
4.47K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 1.15% |
$16.6K - $18.5K
|
2.58K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24- 0.3% |
$13.3K - $14.8K
|
7.92K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.01K+ 1.55% |
$1.12M - $1.24M
|
132K
$76.9M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
125+ 1.56% |
$69.3K - $77K
|
8.15K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-91- 1.85% |
$50.4K - $56K
|
4.83K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4+ 0.83% |
$2.22K - $2.46K
|
486
$283K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
18.2K+ 2.99% |
$10.1M - $11.2M
|
627K
$365M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-417- 8.81% |
$231K - $257K
|
4.31K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
245+ 18.89% |
$136K - $151K
|
1.54K
$897K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.89K+ 12.26% |
$1.05M - $1.16M
|
17.3K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17- 0.31% |
$9.42K - $10.5K
|
5.55K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.41K- 11.21% |
$3M - $3.33M
|
42.9K
$25M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1+ 0.02% |
$554 - $616
|
4.19K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.26K+ 48.89% |
$698K - $775K
|
3.83K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.71M+ 31.39% |
$3.16B - $3.52B
|
23.9M
$13.9B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48.5K+ 23.43% |
$26.9M - $29.9M
|
256K
$149M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.77K- 27.44% |
$3.19M - $3.55M
|
15.2K
$8.87M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
247+ 0.96% |
$137K - $152K
|
25.9K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
534+ 57.36% |
$296K - $329K
|
1.47K
$853K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-323- 23.61% |
$179K - $199K
|
1.05K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-232- 1.71% |
$129K - $143K
|
13.3K
$7.76M
|