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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.11K - $1.23K
|
1.49K
$881K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-60- 0.55% |
$33.2K - $37K
|
10.8K
$6.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-110- 0.64% |
$60.9K - $67.7K
|
17.2K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.74K+ 3.75% |
$962K - $1.07M
|
48K
$28.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
18.6K+ 11.4% |
$10.3M - $11.5M
|
182K
$107M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-106- 7.76% |
$58.7K - $65.3K
|
1.26K
$744K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 1.78% |
$27.7K - $30.8K
|
2.75K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-33.2K- 5.51% |
$18.4M - $20.5M
|
570K
$337M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
44+ 2.6% |
$24.4K - $27.1K
|
1.74K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
20.4KNew |
$11.3M - $12.5M
|
20.4K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-19- 0.54% |
$10.5K - $11.7K
|
3.49K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
264+ 22.56% |
$146K - $163K
|
1.43K
$847K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.72K+ 3.25% |
$1.5M - $1.67M
|
86.3K
$51M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
281+ 58.18% |
$156K - $173K
|
764
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-151- 3.3% |
$83.7K - $93K
|
4.42K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.5K+ 1.97% |
$2.49M - $2.77M
|
233K
$138M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 2.99% |
$707K - $786K
|
44K
$26M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.22K - $2.46K
|
4
$2.36K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-719- 0.6% |
$398K - $443K
|
119K
$70.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.48K+ 8.5% |
$1.37M - $1.53M
|
31.6K
$18.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13+ 0.49% |
$7.2K - $8.01K
|
2.66K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-604- 2.16% |
$335K - $372K
|
27.4K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.57K- 57.44% |
$4.19M - $4.66M
|
5.61K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
474+ 2.64% |
$263K - $292K
|
18.4K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.16K+ 3.67% |
$2.3M - $2.56M
|
118K
$69.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
365+ 0.28% |
$202K - $225K
|
132K
$77.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
620+ 24.56% |
$344K - $382K
|
3.14K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
16.2K+ 52.97% |
$8.99M - $9.99M
|
46.9K
$27.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-365- 9.9% |
$202K - $225K
|
3.32K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
4+ 0.15% |
$2.22K - $2.46K
|
2.6K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.2K+ 2.6% |
$3.44M - $3.82M
|
245K
$144M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-23.3K- 15.02% |
$12.9M - $14.3M
|
132K
$77.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80.9K+ 4.07% |
$44.8M - $49.8M
|
2.07M
$1.22B
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
58+ 6.14% |
$32.1K - $35.7K
|
1K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.39K- 4.17% |
$1.32M - $1.47M
|
54.9K
$32.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.93K+ 96.44% |
$2.18M - $2.42M
|
8.01K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-60- 5.39% |
$33.2K - $37K
|
1.05K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
115+ 0.38% |
$63.7K - $70.8K
|
30.5K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.75K- 43.36% |
$4.29M - $4.77M
|
10.1K
$5.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-22- 0.21% |
$12.2K - $13.5K
|
10.5K
$6.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
107+ 84.25% |
$59.3K - $65.9K
|
234
$138K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26+ 2.96% |
$14.4K - $16K
|
904
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-81.1K- 99.49% |
$44.9M - $49.9M
|
412
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.98% |
$17.2K - $19.1K
|
3.2K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
360+ 1.22% |
$199K - $222K
|
29.9K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.04K+ 2.49% |
$1.68M - $1.87M
|
125K
$73.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
6.41K+ 6.28% |
$3.55M - $3.95M
|
109K
$64.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.02% |
$554 - $616
|
4.67K
$2.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
572+ 8.1% |
$317K - $352K
|
7.64K
$4.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-22.2K- 15.94% |
$12.3M - $13.7M
|
117K
$69.1M
|