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 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
225+ 6.09% |
$125K - $139K
|
3.92K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.6K- 13.15% |
$5.85M - $6.51M
|
69.8K
$40.6M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5.81K+ 116.28% |
$3.22M - $3.58M
|
10.8K
$6.29M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 12.92% |
$586K - $651K
|
7.12K
$4.14M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7.91K+ 17.6% |
$4.38M - $4.87M
|
52.8K
$30.7M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
24+ 0.19% |
$13.3K - $14.8K
|
12.9K
$7.48M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37K+ 5.04% |
$1.31M - $1.46M
|
49.3K
$28.7M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-199- 2.9% |
$110K - $123K
|
6.67K
$3.88M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11K+ 5.05% |
$6.07M - $6.75M
|
228K
$133M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
301+ 0.57% |
$167K - $185K
|
53.1K
$30.9M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.63KNew |
$2.01M - $2.23M
|
3.63K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
137+ 33.01% |
$75.9K - $84.4K
|
552
$321K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.66K- 54.31% |
$4.8M - $5.33M
|
7.28K
$4.24M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
771+ 1.6% |
$427K - $475K
|
48.8K
$28.4M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.09M- 93.72% |
$604M - $671M
|
73.1K
$42.5M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
32+ 0.7% |
$17.7K - $19.7K
|
4.61K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-62- 0.16% |
$34.4K - $38.2K
|
39.3K
$22.9M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
520+ 113.54% |
$288K - $320K
|
978
$569K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14+ 5.09% |
$7.76K - $8.62K
|
289
$168K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.75K+ 5.42% |
$3.18M - $3.54M
|
112K
$65M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
39+ 3.77% |
$21.6K - $24K
|
1.07K
$625K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.51K+ 18.13% |
$836K - $929K
|
9.82K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.9K- 8.18% |
$4.38M - $4.87M
|
88.7K
$51.6M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
43+ 1.35% |
$23.8K - $26.5K
|
3.22K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
651+ 132.32% |
$361K - $401K
|
1.14K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-72- 10.43% |
$39.9K - $44.3K
|
618
$360K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-20.5K- 25.29% |
$11.4M - $12.6M
|
60.6K
$35.3M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
309+ 2.27% |
$171K - $190K
|
13.9K
$8.11M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-56- 0.5% |
$31K - $34.5K
|
11.2K
$6.54M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
276+ 1.18% |
$153K - $170K
|
23.8K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-545- 30.11% |
$302K - $336K
|
1.27K
$736K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-111- 2.38% |
$61.5K - $68.4K
|
4.56K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-110- 16.72% |
$60.9K - $67.7K
|
548
$319K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
63+ 4.29% |
$34.9K - $38.8K
|
1.53K
$892K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-96- 0.76% |
$53.2K - $59.1K
|
12.6K
$7.34M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-16- 2.0% |
$8.86K - $9.85K
|
786
$457K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-52- 0.75% |
$28.8K - $32K
|
6.93K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
562+ 1.42% |
$311K - $346K
|
40.2K
$23.4M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-171- 2.69% |
$94.7K - $105K
|
6.18K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-391- 13.48% |
$217K - $241K
|
2.51K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
342+ 79.53% |
$189K - $211K
|
772
$449K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
466+ 32.68% |
$258K - $287K
|
1.89K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-295- 6.53% |
$163K - $182K
|
4.22K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 37.5% |
$1.66K - $1.85K
|
11
$6.4K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-740- 15.99% |
$410K - $456K
|
3.89K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
495+ 34.66% |
$274K - $305K
|
1.92K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
60.6KNew |
$33.6M - $37.3M
|
60.6K
$35.3M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
20.9K+ 5.27% |
$11.6M - $12.9M
|
418K
$243M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
494+ 0.31% |
$274K - $304K
|
159K
$92.6M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
88+ 6.07% |
$48.8K - $54.2K
|
1.54K
$895K
|