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 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 16.8% |
$1.19M - $1.33M
|
10.7K
$6.2M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.26K+ 352.51% |
$699K - $777K
|
1.62K
$943K
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
82.8KNew |
$45.9M - $51M
|
82.8K
$48.2M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.86K- 1.29% |
$2.69M - $2.99M
|
371K
$216M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 22.48% |
$1.88M - $2.1M
|
18.5K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
804+ 2.16% |
$445K - $495K
|
38K
$22.1M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23- 0.55% |
$12.7K - $14.2K
|
4.14K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.96K+ 1.25% |
$1.09M - $1.21M
|
159K
$92.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
413+ 0.52% |
$229K - $254K
|
80.3K
$46.7M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
961+ 2.28% |
$532K - $592K
|
43.2K
$25.1M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
101+ 2.67% |
$56K - $62.2K
|
3.88K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
124+ 4.28% |
$68.7K - $76.4K
|
3.02K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.4K- 7.07% |
$775K - $861K
|
18.4K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
442+ 7.48% |
$245K - $272K
|
6.35K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.13K- 24.02% |
$628K - $698K
|
3.58K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.39K- 14.84% |
$1.32M - $1.47M
|
13.7K
$7.99M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-35- 0.68% |
$19.4K - $21.6K
|
5.13K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
63+ 4.71% |
$34.9K - $38.8K
|
1.4K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-725- 1.99% |
$402K - $446K
|
35.8K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-131- 0.24% |
$72.6K - $80.7K
|
55.5K
$32.3M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.1K+ 106.37% |
$6.68M - $7.42M
|
23.4K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.14K+ 17.06% |
$629K - $699K
|
7.79K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
25+ 0.73% |
$13.9K - $15.4K
|
3.44K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
139K+ 2.34% |
$77.2M - $85.8M
|
6.1M
$3.55B
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-617K- 10.9% |
$342M - $380M
|
5.04M
$2.94B
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
130+ 1.77% |
$72K - $80.1K
|
7.47K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-111- 2.33% |
$61.5K - $68.4K
|
4.65K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.79K+ 7.4% |
$4.87M - $5.41M
|
128K
$74.2M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.6K+ 35.05% |
$1.44M - $1.6M
|
10K
$5.83M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
64.2K+ 10.68% |
$35.5M - $39.5M
|
665K
$387M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
240+ 1.21% |
$133K - $148K
|
20.1K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
40+ 7.08% |
$22.2K - $24.6K
|
605
$352K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.4K+ 5.47% |
$6.87M - $7.64M
|
239K
$139M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-62.5K- 11.87% |
$34.7M - $38.5M
|
464K
$270M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.4K- 1.97% |
$8.54M - $9.49M
|
767K
$446M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
14+ 0.29% |
$7.76K - $8.62K
|
4.81K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
91New |
$50.4K - $56K
|
91
$53K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-535- 2.36% |
$296K - $329K
|
22.2K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1+ 0.21% |
$554 - $616
|
478
$278K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-707- 12.52% |
$392K - $435K
|
4.94K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.12% |
$554 - $616
|
846
$492K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.95K- 23.61% |
$1.08M - $1.2M
|
6.3K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.41K+ 17.27% |
$1.89M - $2.1M
|
23.1K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-6.95K- 27.98% |
$3.85M - $4.28M
|
17.9K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.18% |
$2.77K - $3.08K
|
2.82K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
22+ 2.95% |
$12.2K - $13.5K
|
767
$446K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-94- 5.6% |
$52.1K - $57.9K
|
1.58K
$922K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$554 - $616
|
3.83K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.21% |
$3.32K - $3.7K
|
2.83K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-25- 4.09% |
$13.9K - $15.4K
|
586
$341K
|