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 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-242- 0.26% |
$134K - $149K
|
94.6K
$55.1M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
269+ 8.96% |
$149K - $166K
|
3.27K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-9- 0.88% |
$4.99K - $5.54K
|
1.01K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.53K- 6.04% |
$4.17M - $4.64M
|
117K
$68.1M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-16- 0.36% |
$8.86K - $9.85K
|
4.46K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
981+ 8.88% |
$544K - $604K
|
12K
$7M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
5.41K+ 8195.45% |
$3M - $3.33M
|
5.48K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
45.6K+ 17.06% |
$25.2M - $28.1M
|
313K
$182M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-219- 25.86% |
$121K - $135K
|
628
$365K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9.75K+ 538.1% |
$5.4M - $6M
|
11.6K
$6.73M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-174- 1.69% |
$96.4K - $107K
|
10.1K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-83- 0.6% |
$46K - $51.1K
|
13.7K
$7.99M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.76K+ 6.61% |
$2.08M - $2.32M
|
60.7K
$35.3M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-73- 0.34% |
$40.4K - $45K
|
21.6K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-40- 0.08% |
$22.2K - $24.6K
|
51.3K
$29.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.78K- 4.69% |
$985K - $1.09M
|
36.1K
$21M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.39K+ 10.57% |
$1.88M - $2.08M
|
35.4K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.03K+ 5.9% |
$1.12M - $1.25M
|
36.4K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.72K- 1.71% |
$952K - $1.06M
|
98.5K
$57.3M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-63- 9.2% |
$34.9K - $38.8K
|
622
$362K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-124- 1.09% |
$68.7K - $76.4K
|
11.3K
$6.55M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.2KNew |
$7.85M - $8.72M
|
14.2K
$8.24M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.72K+ 67.79% |
$2.06M - $2.29M
|
9.22K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
208+ 1.0% |
$115K - $128K
|
21.1K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
462+ 1.7% |
$256K - $285K
|
27.6K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-27- 96.43% |
$15K - $16.6K
|
1
$582
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-145- 8.68% |
$80.3K - $89.3K
|
1.53K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-279- 2.32% |
$155K - $172K
|
11.8K
$6.84M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.61K- 44.43% |
$1.44M - $1.61M
|
3.26K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
155+ 30.39% |
$85.9K - $95.5K
|
665
$387K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
511+ 4.49% |
$283K - $315K
|
11.9K
$6.92M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
24.8K+ 2.35% |
$13.7M - $15.3M
|
1.08M
$629M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-9.61K- 28.59% |
$5.33M - $5.92M
|
24K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
417+ 13.56% |
$231K - $257K
|
3.49K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
876+ 0.68% |
$485K - $539K
|
130K
$75.6M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
547+ 2.6% |
$303K - $337K
|
21.6K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.73K+ 36.81% |
$1.51M - $1.68M
|
10.2K
$5.91M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.6K+ 56.65% |
$19.2M - $21.3M
|
95.6K
$55.7M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
6.85KNew |
$3.8M - $4.22M
|
6.85K
$3.99M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
5.95K+ 7.8% |
$3.29M - $3.66M
|
82.1K
$47.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.11K- 6.44% |
$1.17M - $1.3M
|
30.6K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
900+ 0.39% |
$499K - $554K
|
235K
$137M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.59K- 2.09% |
$1.43M - $1.59M
|
121K
$70.6M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
99+ 1.68% |
$54.9K - $61K
|
6K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-198- 2.17% |
$110K - $122K
|
8.94K
$5.2M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
1+ 0.04% |
$554 - $616
|
2.62K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-59- 0.32% |
$32.7K - $36.3K
|
18.6K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-195- 5.29% |
$108K - $120K
|
3.49K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-175- 1.9% |
$97K - $108K
|
9.06K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-469- 4.58% |
$260K - $289K
|
9.77K
$5.69M
|