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 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-54- 1.09% |
$29.9K - $33.3K
|
4.88K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
10K+ 12.09% |
$5.56M - $6.18M
|
93.1K
$54.2M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-194- 19.5% |
$107K - $119K
|
801
$466K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
542New |
$300K - $334K
|
542
$315K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.07M+ 12.07% |
$593M - $660M
|
9.94M
$5.79B
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.01K- 2.25% |
$1.11M - $1.24M
|
87.5K
$50.9M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
100+ 0.36% |
$55.4K - $61.6K
|
27.8K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
56New |
$31K - $34.5K
|
56
$32.6K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
14+ 0.32% |
$7.76K - $8.62K
|
4.39K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
461New |
$255K - $284K
|
461
$268K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.59K- 19.75% |
$882K - $980K
|
6.47K
$3.76M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
643+ 4.43% |
$356K - $396K
|
15.1K
$8.81M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
600New |
$332K - $370K
|
600
$349K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-16- 1.63% |
$8.86K - $9.85K
|
966
$562K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-288- 24.1% |
$160K - $177K
|
907
$528K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.17% |
$9.42K - $10.5K
|
9.76K
$5.68M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.14K- 4.01% |
$1.74M - $1.94M
|
75.3K
$43.8M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.35KNew |
$749K - $832K
|
1.35K
$786K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.11% |
$554 - $616
|
927
$540K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-360- 0.51% |
$199K - $222K
|
69.6K
$40.5M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
502+ 22.99% |
$278K - $309K
|
2.69K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.5K+ 44.29% |
$1.39M - $1.54M
|
8.15K
$4.74M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
15+ 0.58% |
$8.31K - $9.24K
|
2.58K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-85- 2.68% |
$47.1K - $52.3K
|
3.08K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.98K+ 21.72% |
$1.1M - $1.22M
|
11.1K
$6.45M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-830- 19.77% |
$460K - $511K
|
3.37K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.05K+ 3.72% |
$2.24M - $2.49M
|
113K
$65.7M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
16.6K+ 16.19% |
$9.2M - $10.2M
|
119K
$69.4M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
58+ 10.84% |
$32.1K - $35.7K
|
593
$345K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
677+ 41.56% |
$375K - $417K
|
2.31K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
113+ 4.99% |
$62.6K - $69.6K
|
2.38K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-33- 3.43% |
$18.3K - $20.3K
|
929
$541K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
93.6K+ 150.64% |
$51.8M - $57.6M
|
156K
$90.6M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-509- 3.59% |
$282K - $313K
|
13.7K
$7.95M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
77+ 100.0% |
$42.7K - $47.4K
|
154
$89.6K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-119- 25.0% |
$65.9K - $73.3K
|
357
$208K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.31K+ 27.52% |
$1.83M - $2.04M
|
15.3K
$8.93M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 2.67% |
$1.62M - $1.8M
|
113K
$65.6M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.88K+ 22.07% |
$1.04M - $1.15M
|
10.4K
$6.03M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-10- 0.34% |
$5.54K - $6.16K
|
2.94K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.35KNew |
$1.85M - $2.06M
|
3.35K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-325- 9.72% |
$180K - $200K
|
3.02K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-6.45K- 16.51% |
$3.58M - $3.97M
|
32.6K
$19M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3.27K- 7.39% |
$1.81M - $2.01M
|
41K
$23.9M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.55K- 5.13% |
$1.97M - $2.19M
|
65.7K
$38.2M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 18.29% |
$895K - $995K
|
7.21K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
179+ 2.69% |
$99.2K - $110K
|
6.84K
$3.98M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 17.38% |
$6.78M - $7.53M
|
58.1K
$33.8M
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-43- 8.22% |
$23.8K - $26.5K
|
480
$279K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-126- 3.31% |
$69.8K - $77.6K
|
3.69K
$2.15M
|