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 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
455+ 2.38% |
$260K - $278K
|
19.6K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-434- 0.1% |
$248K - $265K
|
444K
$252M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
61.9K+ 2.25% |
$35.3M - $37.8M
|
2.82M
$1.6B
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3- 0.3% |
$1.71K - $1.83K
|
1.01K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.05K+ 110.44% |
$597K - $639K
|
2K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12- 0.91% |
$6.85K - $7.33K
|
1.3K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.11KNew |
$634K - $678K
|
1.11K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-172K- 87.57% |
$98M - $105M
|
24.4K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.29K+ 6.87% |
$738K - $790K
|
20.1K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
46+ 4.57% |
$26.2K - $28.1K
|
1.05K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.63K+ 33.66% |
$2.07M - $2.21M
|
14.4K
$8.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-389- 7.93% |
$222K - $238K
|
4.52K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.34K+ 2.67% |
$1.33M - $1.43M
|
90K
$51M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
11.1KNew |
$6.3M - $6.75M
|
11.1K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
663+ 13.71% |
$378K - $405K
|
5.5K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
3+ 0.07% |
$1.71K - $1.83K
|
4.12K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-878- 13.01% |
$501K - $536K
|
5.87K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.65K+ 8.15% |
$1.51M - $1.62M
|
35.2K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.74K+ 0.57% |
$991K - $1.06M
|
304K
$172M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-15.5K- 5.11% |
$8.84M - $9.46M
|
288K
$163M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
31+ 2.5% |
$17.7K - $18.9K
|
1.27K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-100- 0.32% |
$57.1K - $61.1K
|
31.2K
$17.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-170- 3.58% |
$97K - $104K
|
4.58K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$1.14K - $1.22K
|
7.35K
$4.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.52K+ 7.68% |
$3.15M - $3.37M
|
77.5K
$43.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
755+ 2.45% |
$431K - $461K
|
31.5K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
41+ 1.21% |
$23.4K - $25K
|
3.44K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.26% |
$1.14K - $1.22K
|
768
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.17K- 1.94% |
$670K - $717K
|
59.2K
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
501New |
$286K - $306K
|
501
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-598- 0.74% |
$341K - $365K
|
79.9K
$45.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.27K- 2.66% |
$725K - $775K
|
46.6K
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-456- 1.54% |
$260K - $278K
|
29.1K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-140K- 5.66% |
$80.1M - $85.8M
|
2.34M
$1.33B
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.4K+ 0.44% |
$11.6M - $12.5M
|
4.66M
$2.64B
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
46.2KNew |
$26.4M - $28.2M
|
46.2K
$26.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.3KNew |
$5.88M - $6.29M
|
10.3K
$5.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
242+ 5.98% |
$138K - $148K
|
4.29K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-280- 1.65% |
$160K - $171K
|
16.7K
$9.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-310- 15.59% |
$177K - $189K
|
1.68K
$951K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
91+ 9.68% |
$51.9K - $55.6K
|
1.03K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-27.7K- 26.69% |
$15.8M - $16.9M
|
76K
$43.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
904+ 189.12% |
$516K - $552K
|
1.38K
$783K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
152+ 18.31% |
$86.7K - $92.8K
|
982
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-9.47K- 1.5% |
$5.4M - $5.78M
|
623K
$353M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-874- 4.99% |
$499K - $534K
|
16.6K
$9.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.34K- 0.1% |
$767K - $821K
|
1.3M
$734M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
437New |
$249K - $267K
|
437
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
14.4K+ 30.64% |
$8.21M - $8.78M
|
61.3K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-10.7KClosed |
$6.13M - $6.56M
|
0
$0
|