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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
129KNew |
$73.8M - $78.9M
|
129K
$79.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
16.7KNew |
$9.51M - $10.2M
|
16.7K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.68K- 5.27% |
$2.1M - $2.25M
|
66.1K
$40.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.39K- 4.94% |
$794K - $849K
|
26.8K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.0% |
$2.85K - $3.05K
|
104K
$63.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-51- 9.41% |
$29.1K - $31.1K
|
491
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-21- 0.44% |
$12K - $12.8K
|
4.76K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
51+ 8.04% |
$29.1K - $31.1K
|
685
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.08K+ 4.08% |
$618K - $662K
|
27.7K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.86K+ 70.97% |
$3.34M - $3.58M
|
14.1K
$8.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-27- 0.5% |
$15.4K - $16.5K
|
5.38K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10K+ 13.2% |
$5.71M - $6.11M
|
85.9K
$52.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.41K- 8.84% |
$803K - $860K
|
14.5K
$8.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-11- 2.76% |
$6.28K - $6.72K
|
388
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
67+ 14.79% |
$38.2K - $40.9K
|
520
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-341- 33.83% |
$195K - $208K
|
667
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
14.5KNew |
$8.27M - $8.85M
|
14.5K
$8.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-85- 14.6% |
$48.5K - $51.9K
|
497
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
706New |
$403K - $431K
|
706
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-69- 1.87% |
$39.4K - $42.1K
|
3.62K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.1K+ 6.23% |
$1.77M - $1.89M
|
52.8K
$32.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.66K+ 8.2% |
$945K - $1.01M
|
21.9K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
6.36KNew |
$3.63M - $3.88M
|
6.36K
$3.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.65K+ 3.58% |
$2.08M - $2.23M
|
106K
$64.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.56K- 3.77% |
$1.46M - $1.56M
|
65.3K
$40M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$571 - $611
|
405
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-465- 16.48% |
$265K - $284K
|
2.36K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-9.55K- 8.01% |
$5.45M - $5.83M
|
110K
$67.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
423+ 27.38% |
$241K - $258K
|
1.97K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-11- 2.01% |
$6.28K - $6.72K
|
537
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.77K- 6.93% |
$1.01M - $1.08M
|
23.7K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-38- 1.3% |
$21.7K - $23.2K
|
2.89K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
8.54KNew |
$4.87M - $5.22M
|
8.54K
$5.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-20- 0.35% |
$11.4K - $12.2K
|
5.7K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
182+ 15.42% |
$104K - $111K
|
1.36K
$834K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.7K+ 12.69% |
$1.54M - $1.65M
|
24K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-4- 0.76% |
$2.28K - $2.44K
|
523
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.64K- 4.88% |
$3.22M - $3.44M
|
110K
$67.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-8- 0.54% |
$4.56K - $4.88K
|
1.47K
$901K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
113+ 0.9% |
$64.5K - $69K
|
12.7K
$7.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-967- 0.91% |
$552K - $590K
|
105K
$64.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
10+ 0.18% |
$5.71K - $6.11K
|
5.52K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-70- 0.38% |
$39.9K - $42.7K
|
18.1K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
566+ 19.18% |
$323K - $346K
|
3.52K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-346- 0.87% |
$197K - $211K
|
39.6K
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.1K+ 10.94% |
$7.49M - $8.02M
|
133K
$81.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
147K+ 1201.81% |
$83.9M - $89.8M
|
159K
$97.6M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.93K+ 15.18% |
$1.1M - $1.18M
|
14.6K
$8.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
331+ 43.67% |
$189K - $202K
|
1.09K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.35K+ 1.27% |
$769K - $823K
|
107K
$65.7M
|