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
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
3K+ 64.25% |
$1.66M - $1.85M
|
7.67K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.64K- 6.72% |
$1.46M - $1.63M
|
36.6K
$21.6M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-281- 11.16% |
$156K - $173K
|
2.24K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-116K- 36.04% |
$64.2M - $71.4M
|
206K
$121M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.7K- 35.5% |
$944K - $1.05M
|
3.09K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-3.12K- 11.21% |
$1.73M - $1.92M
|
24.7K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
599+ 3.72% |
$332K - $369K
|
16.7K
$9.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
335+ 9.17% |
$186K - $206K
|
3.99K
$2.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-667- 17.4% |
$370K - $411K
|
3.17K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
11.1K+ 0.82% |
$6.18M - $6.86M
|
1.36M
$806M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.84K+ 32.5% |
$1.02M - $1.13M
|
7.49K
$4.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
646+ 49.46% |
$358K - $398K
|
1.95K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-45- 10.23% |
$24.9K - $27.7K
|
395
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 130.73% |
$7.65M - $8.5M
|
24.4K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.3K- 55.28% |
$18.4M - $20.5M
|
26.9K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.9K- 7.22% |
$13.2M - $14.7M
|
307K
$181M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.95K- 11.02% |
$1.64M - $1.82M
|
23.8K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.83K- 14.12% |
$3.79M - $4.21M
|
41.6K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 2.64% |
$822K - $913K
|
54.7K
$32.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
191+ 47.99% |
$106K - $118K
|
589
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-387- 20.01% |
$214K - $238K
|
1.55K
$913K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 0.72% |
$31.6K - $35.1K
|
7.99K
$4.72M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.4K+ 7.28% |
$1.89M - $2.1M
|
50.2K
$29.6M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.04K+ 2.37% |
$1.13M - $1.25M
|
87.9K
$51.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
60+ 1.47% |
$33.2K - $37K
|
4.15K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
2+ 0.04% |
$1.11K - $1.23K
|
4.97K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19K+ 10.15% |
$10.5M - $11.7M
|
206K
$122M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
3.25K+ 3.49% |
$1.8M - $2M
|
96.4K
$56.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
480+ 16.59% |
$266K - $296K
|
3.37K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.52K+ 1.1% |
$844K - $938K
|
141K
$83M
|
|
|
Apr 30, 2025
Q1 2025
|
Kedalion Capital Management LLP
London, X0 |
BUY
|
- |
2.56MNew |
$1.42B - $1.57B
|
2.56M
$1.51B
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
447+ 20.78% |
$248K - $275K
|
2.6K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
101K+ 5.35% |
$55.8M - $62M
|
1.98M
$1.17B
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-336- 2.74% |
$186K - $207K
|
11.9K
$7.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-532- 1.48% |
$295K - $328K
|
35.5K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
205+ 2.0% |
$114K - $126K
|
10.5K
$6.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.28M- 33.26% |
$1.82B - $2.02B
|
6.59M
$3.89B
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
250+ 10.47% |
$139K - $154K
|
2.64K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-322- 14.56% |
$178K - $198K
|
1.89K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.3K+ 6.51% |
$2.38M - $2.65M
|
70.5K
$41.6M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-4.43K- 12.64% |
$2.45M - $2.73M
|
30.6K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
10+ 6.1% |
$5.54K - $6.16K
|
174
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
62+ 5.64% |
$34.4K - $38.2K
|
1.16K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
567+ 8.56% |
$314K - $349K
|
7.19K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.28K- 12.13% |
$1.82M - $2.02M
|
23.8K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
414+ 56.79% |
$229K - $255K
|
1.14K
$675K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
760+ 2.46% |
$421K - $468K
|
31.7K
$18.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
149+ 14.42% |
$82.6K - $91.8K
|
1.18K
$698K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.7K- 21.67% |
$1.5M - $1.66M
|
9.76K
$5.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
221+ 20.73% |
$122K - $136K
|
1.29K
$760K
|