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 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-19- 0.23% |
$10.5K - $11.7K
|
8.42K
$4.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
571+ 4.19% |
$316K - $352K
|
14.2K
$8.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
761+ 3.42% |
$422K - $469K
|
23K
$13.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-102- 1.33% |
$56.5K - $62.8K
|
7.56K
$4.47M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5- 0.41% |
$2.77K - $3.08K
|
1.22K
$719K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.54K- 1.14% |
$852K - $947K
|
133K
$79M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-30- 5.57% |
$16.6K - $18.5K
|
509
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.08K- 2.46% |
$2.81M - $3.13M
|
202K
$120M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-135- 4.49% |
$74.8K - $83.1K
|
2.87K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-104- 11.24% |
$57.6K - $64K
|
821
$486K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-35- 1.62% |
$19.4K - $21.6K
|
2.13K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
922+ 4.79% |
$511K - $568K
|
20.2K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 17.8% |
$1.06M - $1.18M
|
12.7K
$7.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
395+ 69.91% |
$219K - $243K
|
960
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.73K- 0.34% |
$4.84M - $5.38M
|
2.59M
$1.53B
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8+ 0.15% |
$4.43K - $4.93K
|
5.25K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.94K+ 4.15% |
$3.29M - $3.66M
|
149K
$88.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.52K+ 6.75% |
$1.95M - $2.17M
|
55.6K
$33M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-208- 3.13% |
$115K - $128K
|
6.43K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.85K- 14.08% |
$2.13M - $2.37M
|
23.5K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
53+ 0.82% |
$29.4K - $32.6K
|
6.52K
$3.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
252+ 1.3% |
$140K - $155K
|
19.7K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
59+ 0.52% |
$32.7K - $36.3K
|
11.4K
$6.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-32- 1.62% |
$17.7K - $19.7K
|
1.94K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17+ 4.38% |
$9.42K - $10.5K
|
405
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
879+ 25.22% |
$487K - $541K
|
4.37K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.68% |
$1.66K - $1.85K
|
445
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5- 1.0% |
$2.77K - $3.08K
|
496
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.22K- 2.4% |
$2.34M - $2.6M
|
172K
$102M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
66.6K+ 3.06% |
$36.9M - $41M
|
2.24M
$1.33B
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.09% |
$2.22K - $2.46K
|
4.58K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-37- 4.07% |
$20.5K - $22.8K
|
873
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
5.28K+ 18.24% |
$2.93M - $3.25M
|
34.2K
$20.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 1.86% |
$49.3K - $54.8K
|
4.7K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-18- 0.8% |
$9.97K - $11.1K
|
2.22K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.2K- 3.67% |
$3.99M - $4.44M
|
189K
$112M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
880+ 1.88% |
$488K - $542K
|
47.8K
$28.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
553+ 51.68% |
$306K - $341K
|
1.62K
$961K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
635+ 107.26% |
$352K - $391K
|
1.23K
$727K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
196New |
$109K - $121K
|
196
$116K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-679- 14.96% |
$376K - $418K
|
3.86K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-15- 0.33% |
$8.31K - $9.24K
|
4.52K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-1.64K- 1.58% |
$907K - $1.01M
|
102K
$60.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-11.4K- 8.05% |
$6.29M - $6.99M
|
130K
$76.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
567+ 8.05% |
$314K - $349K
|
7.61K
$4.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-43- 0.34% |
$23.8K - $26.5K
|
12.6K
$7.45M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
2.93K+ 8.64% |
$1.62M - $1.8M
|
36.8K
$21.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
77+ 0.52% |
$42.7K - $47.4K
|
15K
$8.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.8K+ 6.28% |
$8.74M - $9.72M
|
267K
$158M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.6K+ 1.46% |
$1.99M - $2.21M
|
250K
$148M
|