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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.17K- 26.84% |
$2.31M - $2.57M
|
11.4K
$6.62M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.2K+ 11.79% |
$11.8M - $13.1M
|
201K
$117M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
851+ 5.74% |
$472K - $524K
|
15.7K
$9.12M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 1.79% |
$798K - $887K
|
82.1K
$47.8M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-126- 2.88% |
$69.8K - $77.6K
|
4.25K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
4.72K+ 45.73% |
$2.62M - $2.91M
|
15.1K
$8.76M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-26- 2.39% |
$14.4K - $16K
|
1.06K
$618K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6K+ 15.68% |
$3.32M - $3.69M
|
44.3K
$25.8M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.81K+ 15.56% |
$1.55M - $1.73M
|
20.8K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-21.2K- 8.62% |
$11.8M - $13.1M
|
225K
$131M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
126+ 15.48% |
$69.8K - $77.6K
|
940
$547K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.09K+ 1.65% |
$602K - $669K
|
66.8K
$38.9M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
47+ 0.43% |
$26K - $28.9K
|
10.9K
$6.32M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
131+ 6.89% |
$72.6K - $80.7K
|
2.03K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 6.94% |
$42.7K - $47.4K
|
1.03K
$601K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.16K+ 2.27% |
$1.75M - $1.95M
|
143K
$83.1M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-121- 0.81% |
$67K - $74.5K
|
14.8K
$8.59M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
12.2K+ 0.85% |
$6.75M - $7.5M
|
1.45M
$844M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-232- 4.35% |
$129K - $143K
|
5.1K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
273+ 3.05% |
$151K - $168K
|
9.21K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
40.8K+ 39.24% |
$22.6M - $25.1M
|
145K
$84.3M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
186+ 4.01% |
$103K - $115K
|
4.82K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
14.8KNew |
$8.19M - $9.11M
|
14.8K
$8.61M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.3K+ 10.68% |
$14M - $15.6M
|
263K
$153M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
20.3K+ 26.22% |
$11.2M - $12.5M
|
97.7K
$56.8M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-140- 6.51% |
$77.6K - $86.2K
|
2.01K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
873+ 14.87% |
$484K - $538K
|
6.74K
$3.92M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
18+ 2.8% |
$9.97K - $11.1K
|
660
$384K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.58K- 55.33% |
$877K - $974K
|
1.28K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
397K+ 3.89% |
$220M - $244M
|
10.6M
$6.16B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
100+ 25.0% |
$55.4K - $61.6K
|
500
$291K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-80- 0.87% |
$44.3K - $49.3K
|
9.1K
$5.3M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
132+ 0.39% |
$73.1K - $81.3K
|
34.3K
$20M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.7K- 39.28% |
$2.05M - $2.28M
|
5.71K
$3.32M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
388+ 11.25% |
$215K - $239K
|
3.84K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-57- 0.58% |
$31.6K - $35.1K
|
9.76K
$5.68M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.26% |
$16.1K - $17.9K
|
11K
$6.37M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
2.05K+ 4.24% |
$1.14M - $1.26M
|
50.4K
$29.3M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
31+ 2.79% |
$17.2K - $19.1K
|
1.14K
$665K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2+ 0.13% |
$1.11K - $1.23K
|
1.49K
$867K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
9+ 0.2% |
$4.99K - $5.54K
|
4.48K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.02K+ 1.55% |
$1.12M - $1.25M
|
133K
$77.2M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
663+ 1.04% |
$367K - $408K
|
64.6K
$37.6M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
988+ 66.13% |
$547K - $608K
|
2.48K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-16.8K- 25.74% |
$9.33M - $10.4M
|
48.6K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
518+ 0.94% |
$287K - $319K
|
55.8K
$32.5M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
437+ 2.79% |
$242K - $269K
|
16.1K
$9.36M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.02KNew |
$565K - $628K
|
1.02K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 1.21% |
$3.32K - $3.7K
|
503
$293K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
130+ 3.86% |
$72K - $80.1K
|
3.49K
$2.03M
|