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 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-306- 1.42% |
$170K - $188K
|
21.2K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-92- 4.71% |
$51K - $56.7K
|
1.86K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
241+ 8.16% |
$134K - $148K
|
3.19K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
460+ 2.99% |
$255K - $283K
|
15.9K
$9.23M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
36+ 4.69% |
$19.9K - $22.2K
|
804
$468K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
184+ 4.36% |
$102K - $113K
|
4.4K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-6- 0.86% |
$3.32K - $3.7K
|
693
$403K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
82+ 0.34% |
$45.4K - $50.5K
|
24.5K
$14.2M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
49+ 1.0% |
$27.1K - $30.2K
|
4.93K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-81- 3.75% |
$44.9K - $49.9K
|
2.08K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-385- 0.1% |
$213K - $237K
|
372K
$216M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5- 0.71% |
$2.77K - $3.08K
|
696
$405K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
8.01K+ 9.33% |
$4.44M - $4.93M
|
93.9K
$54.6M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-24- 1.22% |
$13.3K - $14.8K
|
1.94K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1+ 0.2% |
$554 - $616
|
489
$285K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
3+ 0.14% |
$1.66K - $1.85K
|
2.1K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
5+ 0.57% |
$2.77K - $3.08K
|
886
$516K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 3.52% |
$863K - $959K
|
42.7K
$24.9M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 5.61% |
$76.5K - $85K
|
2.32K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
8.02K+ 7.92% |
$4.44M - $4.94M
|
109K
$63.6M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-39- 6.32% |
$21.6K - $24K
|
578
$336K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.03K- 2.96% |
$2.79M - $3.1M
|
165K
$95.9M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-282- 7.42% |
$156K - $174K
|
3.52K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
116+ 11.71% |
$64.3K - $71.4K
|
1.11K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-272- 5.43% |
$151K - $168K
|
4.74K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-52.6K- 14.65% |
$29.1M - $32.4M
|
306K
$178M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.04K+ 104.0% |
$1.69M - $1.87M
|
5.97K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-192- 20.56% |
$106K - $118K
|
742
$432K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-872- 5.05% |
$483K - $537K
|
16.4K
$9.55M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-133- 1.06% |
$73.7K - $81.9K
|
12.5K
$7.25M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.62K+ 1.25% |
$898K - $998K
|
131K
$76.2M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
46K+ 34.57% |
$25.5M - $28.3M
|
179K
$104M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-313- 2.06% |
$173K - $193K
|
14.9K
$8.66M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-17.7K- 13.79% |
$9.81M - $10.9M
|
111K
$64.4M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.42% |
$619K - $689K
|
80K
$46.6M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11+ 1.11% |
$6.09K - $6.77K
|
1K
$583K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
53+ 15.14% |
$29.4K - $32.6K
|
403
$235K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
398+ 3.43% |
$221K - $245K
|
12K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.8K+ 0.93% |
$3.21M - $3.57M
|
627K
$365M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
17.7K+ 14.61% |
$9.79M - $10.9M
|
139K
$80.7M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.6K+ 5.39% |
$1.99M - $2.21M
|
70.3K
$40.9M
|
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
400+ 6.25% |
$222K - $246K
|
6.8K
$3.96M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.26% |
$1.66K - $1.85K
|
1.15K
$669K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
488+ 36.17% |
$270K - $301K
|
1.84K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-296- 6.5% |
$164K - $182K
|
4.26K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
229+ 1.99% |
$127K - $141K
|
11.7K
$6.83M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
275+ 2.57% |
$152K - $169K
|
11K
$6.4M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
53+ 13.35% |
$29.4K - $32.6K
|
450
$262K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-125K- 6.5% |
$69.4M - $77.2M
|
1.8M
$1.05B
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-22- 4.87% |
$12.2K - $13.5K
|
430
$250K
|