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 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.93K+ 28.96% |
$1.62M - $1.8M
|
13K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
42+ 2.07% |
$23.3K - $25.9K
|
2.07K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8.76K+ 185.22% |
$4.85M - $5.39M
|
13.5K
$7.9M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15K- 16.03% |
$8.33M - $9.26M
|
78.8K
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-106- 1.46% |
$58.7K - $65.3K
|
7.17K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-126- 8.87% |
$69.8K - $77.6K
|
1.29K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-441- 1.16% |
$244K - $272K
|
37.7K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.06% |
$3.88K - $4.31K
|
11.7K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.8K- 11.83% |
$15.9M - $17.7M
|
214K
$126M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 303.08% |
$764K - $849K
|
1.83K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-343- 1.59% |
$190K - $211K
|
21.3K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16K- 4.4% |
$8.84M - $9.83M
|
347K
$203M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.6K+ 2.4% |
$884K - $983K
|
68.1K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.61K- 0.8% |
$3.66M - $4.07M
|
816K
$478M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12+ 0.84% |
$6.65K - $7.39K
|
1.45K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6- 0.55% |
$3.32K - $3.7K
|
1.08K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.15K- 1.05% |
$2.85M - $3.17M
|
483K
$283M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-85- 1.12% |
$47.1K - $52.3K
|
7.49K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
824New |
$457K - $507K
|
824
$483K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-84- 6.49% |
$46.5K - $51.7K
|
1.21K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-302- 30.44% |
$167K - $186K
|
690
$404K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
80.6K+ 203.55% |
$44.7M - $49.7M
|
120K
$70.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.63K+ 3.38% |
$1.46M - $1.62M
|
80.5K
$47.2M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
27.7K+ 13.24% |
$15.3M - $17.1M
|
237K
$139M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.7KNew |
$1.49M - $1.66M
|
2.7K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-15- 0.32% |
$8.31K - $9.24K
|
4.64K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.19% |
$554 - $616
|
528
$309K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
108K+ 11.72% |
$59.6M - $66.3M
|
1.03M
$601M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.82M+ 34.4% |
$1.01B - $1.12B
|
7.11M
$4.17B
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-11.2K- 46.67% |
$6.21M - $6.9M
|
12.8K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
43.4K+ 207.26% |
$24.1M - $26.7M
|
64.4K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.9K- 5.57% |
$6.03M - $6.7M
|
184K
$108M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
379+ 10.91% |
$210K - $233K
|
3.85K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-78- 0.88% |
$43.2K - $48K
|
8.81K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.45K+ 3.2% |
$1.36M - $1.51M
|
78.9K
$46.2M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-25.3K- 50.57% |
$14M - $15.6M
|
24.7K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
642New |
$356K - $395K
|
642
$376K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125+ 0.21% |
$69.3K - $77K
|
59.1K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-3.39K- 80.62% |
$1.88M - $2.09M
|
814
$477K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.5K+ 5.01% |
$2.5M - $2.77M
|
94.5K
$55.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.55M+ 42.53% |
$4.19B - $4.65B
|
25.3M
$14.8B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-12.3K- 64.4% |
$6.81M - $7.57M
|
6.8K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.52M- 5.44% |
$840M - $934M
|
26.4M
$15.4B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.2K- 79.28% |
$3.99M - $4.43M
|
1.88K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-199- 1.12% |
$110K - $123K
|
17.5K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-149- 0.64% |
$82.6K - $91.8K
|
23.3K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.96K- 2.94% |
$3.86M - $4.29M
|
230K
$135M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
26.4K+ 1.63% |
$14.6M - $16.2M
|
1.64M
$962M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-70- 7.25% |
$38.8K - $43.1K
|
895
$524K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
459+ 27.37% |
$254K - $283K
|
2.14K
$1.25M
|