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 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-493- 6.47% |
$281K - $301K
|
7.13K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-506- 37.21% |
$289K - $309K
|
854
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
8.34KNew |
$4.76M - $5.09M
|
8.34K
$5.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.68K+ 233.29% |
$960K - $1.03M
|
2.4K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-623- 0.1% |
$355K - $380K
|
609K
$373M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-57- 11.56% |
$32.5K - $34.8K
|
436
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-22- 0.37% |
$12.6K - $13.4K
|
5.96K
$3.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.15K- 5.94% |
$657K - $703K
|
18.2K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.45K- 3.56% |
$1.97M - $2.11M
|
93.5K
$57.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.41K- 2.3% |
$805K - $862K
|
59.8K
$36.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.8K+ 1059.35% |
$5.59M - $5.98M
|
10.7K
$6.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
695New |
$397K - $424K
|
695
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
592New |
$338K - $361K
|
592
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
2.49K+ 1.0% |
$1.42M - $1.52M
|
250K
$153M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-606- 0.85% |
$346K - $370K
|
70.6K
$43.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-668- 1.53% |
$381K - $408K
|
43K
$26.4M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
218K+ 429.76% |
$124M - $133M
|
269K
$165M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
76+ 1.04% |
$43.4K - $46.4K
|
7.39K
$4.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.99K+ 4.06% |
$1.7M - $1.82M
|
76.5K
$46.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.06KNew |
$4.6M - $4.92M
|
8.06K
$4.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4New |
$2.28K - $2.44K
|
4
$2.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
609New |
$347K - $372K
|
609
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-27- 0.22% |
$15.4K - $16.5K
|
12.2K
$7.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
6+ 0.01% |
$3.42K - $3.66K
|
63.6K
$38.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-95- 1.92% |
$54.2K - $58K
|
4.84K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-28- 1.09% |
$16K - $17.1K
|
2.53K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 73.84% |
$1.21M - $1.29M
|
749
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3.33K+ 43.57% |
$1.9M - $2.03M
|
11K
$6.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.51K+ 12.31% |
$1.43M - $1.53M
|
22.9K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
275New |
$157K - $168K
|
275
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
21.4KNew |
$12.2M - $13.1M
|
21.4K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
18.8K+ 15.62% |
$10.7M - $11.5M
|
139K
$85.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
68+ 17.57% |
$38.8K - $41.5K
|
455
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-104- 2.26% |
$59.3K - $63.5K
|
4.5K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11K+ 46.75% |
$6.29M - $6.73M
|
34.6K
$21.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
2.1K+ 0.3% |
$1.2M - $1.28M
|
712K
$436M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
243K+ 32.63% |
$139M - $148M
|
987K
$605M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 6.38% |
$1.7M - $1.82M
|
49.8K
$30.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.93K+ 1.92% |
$5.09M - $5.45M
|
475K
$291M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
483New |
$276K - $295K
|
483
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.35K+ 6.04% |
$768K - $822K
|
23.6K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.11M- 17.8% |
$1.21B - $1.29B
|
9.77M
$5.99B
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.81K- 6.21% |
$1.03M - $1.11M
|
27.4K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 4.76% |
$903K - $966K
|
34.8K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-31- 0.03% |
$17.7K - $18.9K
|
97.6K
$59.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6.16K+ 6.17% |
$3.52M - $3.76M
|
106K
$64.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.96% |
$43.4K - $46.4K
|
7.98K
$4.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-194K- 26.37% |
$111M - $119M
|
543K
$332M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24M+ 4.22% |
$706M - $756M
|
30.5M
$18.7B
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-44- 8.13% |
$25.1K - $26.9K
|
497
$305K
|