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
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
130+ 3.86% |
$72K - $80.1K
|
3.49K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-10- 0.11% |
$5.54K - $6.16K
|
8.96K
$5.22M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-233- 30.54% |
$129K - $143K
|
530
$308K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-16- 0.22% |
$8.86K - $9.85K
|
7.35K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-422K- 98.12% |
$234M - $260M
|
8.07K
$4.7M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.21K- 3.7% |
$1.23M - $1.36M
|
57.6K
$33.5M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-157- 14.21% |
$87K - $96.7K
|
948
$552K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
901+ 9.33% |
$499K - $555K
|
10.6K
$6.14M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.94K- 25.69% |
$1.07M - $1.19M
|
5.6K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.28K- 27.06% |
$1.26M - $1.4M
|
6.14K
$3.58M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
22+ 4.55% |
$12.2K - $13.5K
|
505
$294K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
406New |
$225K - $250K
|
406
$236K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.8K+ 7.48% |
$7.11M - $7.9M
|
184K
$107M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
197+ 0.81% |
$109K - $121K
|
24.7K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10- 0.29% |
$5.54K - $6.16K
|
3.46K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
272+ 2.26% |
$151K - $168K
|
12.3K
$7.17M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 2.82% |
$806K - $896K
|
50.2K
$29.2M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.11K- 4.46% |
$613K - $681K
|
23.7K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.92K- 2.79% |
$2.17M - $2.42M
|
137K
$79.6M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$554 - $616
|
13.5K
$7.88M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-67- 6.07% |
$37.1K - $41.3K
|
1.04K
$603K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
361+ 1.73% |
$200K - $222K
|
21.2K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
157+ 7.41% |
$87K - $96.7K
|
2.28K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
47+ 8.94% |
$26K - $28.9K
|
573
$333K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
64+ 12.1% |
$35.5K - $39.4K
|
593
$345K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.26K+ 9.12% |
$4.02M - $4.47M
|
86.8K
$50.5M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.32K+ 2.83% |
$732K - $814K
|
48K
$27.9M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.63% |
$14.4K - $16K
|
4.1K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
20+ 1.59% |
$11.1K - $12.3K
|
1.28K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.63K- 7.52% |
$2.01M - $2.24M
|
44.7K
$26M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$3.01M - $3.35M
|
5.44K
$3.17M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54.7K- 53.27% |
$30.3M - $33.7M
|
48K
$28M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.8K+ 5.12% |
$3.77M - $4.19M
|
140K
$81.2M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
120K+ 2335.26% |
$66.4M - $73.8M
|
125K
$72.7M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.84K+ 11.36% |
$1.57M - $1.75M
|
27.8K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-10- 0.97% |
$5.54K - $6.16K
|
1.02K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
18.5KNew |
$10.3M - $11.4M
|
18.5K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-10.5K- 6.68% |
$5.83M - $6.48M
|
147K
$85.6M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-356- 25.8% |
$197K - $219K
|
1.02K
$596K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
228+ 18.45% |
$126K - $140K
|
1.46K
$852K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
267+ 0.86% |
$148K - $164K
|
31.5K
$18.3M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-178- 7.32% |
$98.6K - $110K
|
2.25K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 20.46% |
$3.68M - $4.08M
|
25.8K
$15M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
21KNew |
$11.6M - $12.9M
|
21K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 1.24% |
$13.9K - $15.4K
|
2.04K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
187+ 3.5% |
$104K - $115K
|
5.53K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
26.3K+ 9.87% |
$14.6M - $16.2M
|
293K
$170M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.33KNew |
$2.95M - $3.28M
|
5.33K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1+ 0.22% |
$554 - $616
|
466
$271K
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-255- 5.44% |
$141K - $157K
|
4.44K
$2.58M
|