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 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.16K+ 8.51% |
$644K - $716K
|
14.8K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-13.9K- 77.9% |
$7.73M - $8.59M
|
3.96K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
149K+ 38.74% |
$82.8M - $92M
|
535K
$313M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-366K- 80.47% |
$203M - $225M
|
88.7K
$52M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-31- 0.89% |
$17.2K - $19.1K
|
3.43K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-389K- 60.16% |
$215M - $239M
|
257K
$151M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-43- 6.1% |
$23.8K - $26.5K
|
662
$388K
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-57- 4.73% |
$31.6K - $35.1K
|
1.15K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.28K+ 77.28% |
$1.82M - $2.02M
|
7.52K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-504- 18.04% |
$279K - $310K
|
2.29K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.42K- 57.48% |
$1.34M - $1.49M
|
1.79K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4+ 16.67% |
$2.22K - $2.46K
|
28
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 3.6% |
$2.03M - $2.25M
|
105K
$61.6M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
436+ 0.69% |
$242K - $269K
|
63.5K
$37.2M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
281+ 3.59% |
$156K - $173K
|
8.12K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
4.12K+ 0.88% |
$2.28M - $2.54M
|
473K
$277M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
57+ 0.25% |
$31.6K - $35.1K
|
22.5K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-40- 5.18% |
$22.2K - $24.6K
|
732
$429K
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-36.8K- 52.29% |
$20.4M - $22.6M
|
33.5K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
85.2K+ 0.36% |
$47.2M - $52.5M
|
23.7M
$13.9B
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-260- 20.59% |
$144K - $160K
|
1K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
9.75K+ 19502.0% |
$5.4M - $6.01M
|
9.8K
$5.74M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
400+ 1.05% |
$222K - $246K
|
38.3K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-42- 1.02% |
$23.3K - $25.9K
|
4.08K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
17+ 1.51% |
$9.42K - $10.5K
|
1.14K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.36K+ 4.45% |
$751K - $834K
|
31.8K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-46- 3.17% |
$25.5K - $28.3K
|
1.4K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-9- 0.11% |
$4.99K - $5.54K
|
8.21K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-29.9K- 68.31% |
$16.6M - $18.4M
|
13.9K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
PUT |
-900- 1.22% |
$499K - $554K
|
73K
$42.8M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-26- 1.23% |
$14.4K - $16K
|
2.09K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-155- 4.11% |
$85.9K - $95.5K
|
3.62K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.49K- 22.76% |
$3.6M - $4M
|
22K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-240- 1.0% |
$133K - $148K
|
23.7K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-252- 31.62% |
$140K - $155K
|
545
$319K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 1.74% |
$658K - $731K
|
67.1K
$39.3M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-34- 6.6% |
$18.8K - $20.9K
|
481
$282K
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
24.7M+ 53779.25% |
$13.7B - $15.2B
|
24.8M
$14.5B
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.69K+ 86.87% |
$4.26M - $4.74M
|
16.5K
$9.69M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-642K- 23.58% |
$356M - $395M
|
2.08M
$1.22B
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.13K+ 85.35% |
$2.84M - $3.16M
|
11.1K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 7.16% |
$5.93M - $6.59M
|
160K
$93.8M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 21.7% |
$5.67M - $6.3M
|
57.4K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.99K- 27.67% |
$1.65M - $1.84M
|
7.8K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40.7K- 1.81% |
$22.5M - $25M
|
2.21M
$1.29B
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19+ 1.07% |
$10.5K - $11.7K
|
1.79K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-2.86K- 83.76% |
$1.58M - $1.76M
|
554
$324K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
60.7KNew |
$33.6M - $37.4M
|
60.7K
$35.5M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-7- 0.13% |
$3.88K - $4.31K
|
5.22K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
284K+ 109.11% |
$157M - $175M
|
544K
$319M
|