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 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.83K- 2.56% |
$1.02M - $1.13M
|
69.8K
$41.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10- 0.42% |
$5.54K - $6.16K
|
2.39K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-558- 2.8% |
$309K - $344K
|
19.4K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15+ 4.4% |
$8.31K - $9.24K
|
356
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
332+ 5.34% |
$184K - $204K
|
6.55K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
494+ 16.91% |
$274K - $304K
|
3.42K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
43+ 4.39% |
$23.8K - $26.5K
|
1.02K
$605K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
40+ 38.83% |
$22.2K - $24.6K
|
143
$84.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-18- 2.35% |
$9.97K - $11.1K
|
747
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
566+ 3.55% |
$314K - $349K
|
16.5K
$9.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-79- 0.24% |
$43.8K - $48.7K
|
32.5K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
466+ 1.04% |
$258K - $287K
|
45.1K
$26.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.93K+ 18.4% |
$1.07M - $1.19M
|
12.4K
$7.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-196- 90.74% |
$109K - $121K
|
20
$11.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10+ 0.39% |
$5.54K - $6.16K
|
2.61K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-9- 0.32% |
$4.99K - $5.54K
|
2.79K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-4- 0.23% |
$2.22K - $2.46K
|
1.75K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
731+ 6.62% |
$405K - $450K
|
11.8K
$6.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-154- 9.49% |
$85.3K - $94.8K
|
1.47K
$869K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.16M+ 6.44% |
$1.2B - $1.33B
|
35.7M
$21.1B
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
234+ 12.24% |
$130K - $144K
|
2.15K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
148K+ 9.46% |
$82M - $91.1M
|
1.71M
$1.01B
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-106- 2.31% |
$58.7K - $65.3K
|
4.48K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
188+ 8.79% |
$104K - $116K
|
2.33K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-44- 2.72% |
$24.4K - $27.1K
|
1.57K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-179- 3.47% |
$99.2K - $110K
|
4.98K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.25K+ 5.17% |
$1.25M - $1.39M
|
45.8K
$27.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-109- 7.13% |
$60.4K - $67.1K
|
1.42K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-154- 7.11% |
$85.3K - $94.8K
|
2.01K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.38K+ 1.51% |
$764K - $849K
|
92.4K
$54.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.9K+ 30.55% |
$7.12M - $7.92M
|
54.9K
$32.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-39- 1.84% |
$21.6K - $24K
|
2.08K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.43K- 17.3% |
$791K - $879K
|
6.83K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.86K+ 9.58% |
$1.59M - $1.76M
|
32.7K
$19.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.11% |
$6.09K - $6.77K
|
10.1K
$5.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.16KNew |
$644K - $716K
|
1.16K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
37+ 2.27% |
$20.5K - $22.8K
|
1.67K
$986K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-15- 0.43% |
$8.31K - $9.24K
|
3.44K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.93K+ 38.75% |
$2.18M - $2.42M
|
14.1K
$8.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.27K+ 7.14% |
$2.36M - $2.63M
|
64.1K
$37.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-37- 4.07% |
$20.5K - $22.8K
|
873
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-17- 0.51% |
$9.42K - $10.5K
|
3.29K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-1.21K- 9.82% |
$668K - $743K
|
11.1K
$6.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-17.3K- 2.63% |
$9.6M - $10.7M
|
641K
$380M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-28- 1.15% |
$15.5K - $17.2K
|
2.42K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-108- 2.81% |
$59.8K - $66.5K
|
3.74K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-146- 6.8% |
$80.9K - $89.9K
|
2K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-52- 3.74% |
$28.8K - $32K
|
1.34K
$793K
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
628+ 1.34% |
$348K - $387K
|
47.6K
$28.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
229+ 32.9% |
$127K - $141K
|
925
$548K
|