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
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
829+ 4.02% |
$459K - $511K
|
21.5K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-29.3K- 2.24% |
$16.2M - $18M
|
1.28M
$756M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-96- 11.62% |
$53.2K - $59.1K
|
730
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.36K+ 30.92% |
$1.86M - $2.07M
|
14.2K
$8.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
9.44K+ 8.13% |
$5.23M - $5.81M
|
126K
$74.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-357- 6.4% |
$198K - $220K
|
5.22K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-75- 14.12% |
$41.6K - $46.2K
|
456
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-652- 8.68% |
$361K - $402K
|
6.86K
$4.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
639+ 110.75% |
$354K - $394K
|
1.22K
$720K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
412New |
$228K - $254K
|
412
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
127+ 2.71% |
$70.4K - $78.2K
|
4.81K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-81- 1.36% |
$44.9K - $49.9K
|
5.87K
$3.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-748- 2.52% |
$414K - $461K
|
29K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.3KNew |
$721K - $801K
|
1.3K
$770K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
578+ 3.16% |
$320K - $356K
|
18.9K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
333+ 0.99% |
$185K - $205K
|
33.9K
$20.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.78% |
$52.1K - $57.9K
|
5.2K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
22.7K+ 0.85% |
$12.6M - $14M
|
2.68M
$1.59B
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
51+ 0.27% |
$28.3K - $31.4K
|
18.8K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.78K+ 10.84% |
$986K - $1.1M
|
18.2K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.63K+ 2.27% |
$1.46M - $1.62M
|
118K
$70.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
598+ 18.8% |
$331K - $368K
|
3.78K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-18- 3.91% |
$9.97K - $11.1K
|
442
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
34.6KNew |
$19.2M - $21.3M
|
34.6K
$20.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.05K+ 18.93% |
$582K - $647K
|
6.6K
$3.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-34- 6.36% |
$18.8K - $20.9K
|
501
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.88K- 45.63% |
$1.04M - $1.16M
|
2.24K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
515+ 1.0% |
$285K - $317K
|
51.9K
$30.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
560+ 2.83% |
$310K - $345K
|
20.4K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
364+ 17.41% |
$202K - $224K
|
2.46K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18- 4.09% |
$9.97K - $11.1K
|
422
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-905- 15.69% |
$501K - $557K
|
4.86K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.13K+ 2.2% |
$624K - $694K
|
52.4K
$31M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 1.68% |
$43.2K - $48K
|
4.57K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-6.05K- 50.36% |
$3.35M - $3.72M
|
5.96K
$3.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
9.64K+ 1.92% |
$5.34M - $5.94M
|
512K
$303M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.83K- 25.04% |
$1.01M - $1.13M
|
5.48K
$3.24M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
1.7K+ 49.74% |
$941K - $1.05M
|
5.11K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-749- 1.36% |
$415K - $461K
|
54.3K
$32.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-282- 27.57% |
$156K - $174K
|
741
$439K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-13- 2.71% |
$7.2K - $8.01K
|
466
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 7.05% |
$995K - $1.11M
|
23.7K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.48K- 6.81% |
$3.59M - $3.99M
|
88.6K
$52.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-257- 1.84% |
$142K - $158K
|
13.7K
$8.12M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-35- 5.33% |
$19.4K - $21.6K
|
622
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.87K+ 11.34% |
$1.59M - $1.77M
|
28.2K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.66KNew |
$922K - $1.02M
|
1.66K
$985K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
918+ 4.7% |
$509K - $565K
|
20.4K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
439+ 10.04% |
$243K - $270K
|
4.81K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.51K+ 5.66% |
$1.94M - $2.16M
|
65.5K
$38.8M
|