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 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
209New |
$116K - $129K
|
209
$122K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.32K+ 30.95% |
$2.39M - $2.66M
|
18.3K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
435+ 0.94% |
$241K - $268K
|
46.8K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.47K+ 4.81% |
$1.37M - $1.52M
|
53.8K
$31.3M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-208- 3.75% |
$115K - $128K
|
5.34K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
384+ 2.59% |
$213K - $236K
|
15.2K
$8.87M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
4.42K+ 10.01% |
$2.45M - $2.72M
|
48.6K
$28.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
80+ 2.27% |
$44.3K - $49.3K
|
3.6K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-267- 0.2% |
$148K - $164K
|
135K
$78.3M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 15.38% |
$55.4K - $61.6K
|
550
$320K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-22K- 16.53% |
$12.2M - $13.6M
|
111K
$64.7M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-825- 62.69% |
$457K - $508K
|
491
$286K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7.01KNew |
$3.89M - $4.32M
|
7.01K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.27% |
$554 - $616
|
367
$214K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
8.01KNew |
$4.44M - $4.94M
|
8.01K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-7- 0.91% |
$3.88K - $4.31K
|
764
$445K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
326+ 32.12% |
$181K - $201K
|
1.34K
$780K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2K- 3.72% |
$1.11M - $1.23M
|
51.6K
$30M
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
BUY
|
- |
2.32K+ 12.9% |
$1.28M - $1.43M
|
20.3K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.8K+ 4.23% |
$42M - $46.7M
|
1.87M
$1.09B
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
5.92K+ 2.12% |
$3.28M - $3.65M
|
286K
$166M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.13K- 11.5% |
$626K - $695K
|
8.69K
$5.06M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.9K+ 3.58% |
$41.5M - $46.1M
|
2.17M
$1.26B
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33.9K+ 6.91% |
$18.8M - $20.9M
|
524K
$305M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-60- 5.15% |
$33.2K - $37K
|
1.11K
$644K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-39- 0.08% |
$21.6K - $24K
|
48.5K
$28.3M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-224- 10.4% |
$124K - $138K
|
1.93K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.97K+ 49.63% |
$2.2M - $2.45M
|
12K
$6.97M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-920- 33.22% |
$510K - $567K
|
1.85K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 6.82% |
$1.45M - $1.61M
|
35.8K
$20.8M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 5.51% |
$867K - $964K
|
30K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-52- 3.94% |
$28.8K - $32K
|
1.27K
$738K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
383+ 5.57% |
$212K - $236K
|
7.25K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
522+ 2.35% |
$289K - $321K
|
22.7K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-80- 0.84% |
$44.3K - $49.3K
|
9.49K
$5.52M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
46+ 1.01% |
$25.5K - $28.3K
|
4.61K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
272+ 11.12% |
$151K - $168K
|
2.72K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 4.47% |
$6.71M - $7.46M
|
259K
$151M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-102- 3.46% |
$56.5K - $62.8K
|
2.84K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.9KNew |
$6.05M - $6.72M
|
10.9K
$6.35M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.09M- 91.31% |
$604M - $671M
|
104K
$60.4M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
128+ 9.73% |
$70.9K - $78.8K
|
1.44K
$840K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
82+ 11.68% |
$45.4K - $50.5K
|
784
$456K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.03% |
$554 - $616
|
3.78K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
108K+ 230.99% |
$60.1M - $66.8M
|
155K
$90.4M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.38K- 6.65% |
$1.87M - $2.08M
|
47.4K
$27.6M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
40+ 0.94% |
$22.2K - $24.6K
|
4.29K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-99- 15.81% |
$54.9K - $61K
|
527
$307K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
132KNew |
$73.2M - $81.4M
|
132K
$76.9M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.15K- 6.18% |
$639K - $711K
|
17.5K
$10.2M
|