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
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.6K+ 1.46% |
$1.99M - $2.21M
|
250K
$148M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
416+ 7.97% |
$230K - $256K
|
5.64K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9+ 0.28% |
$4.99K - $5.54K
|
3.22K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-291- 9.49% |
$161K - $179K
|
2.78K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.32K- 2.89% |
$3.5M - $3.89M
|
212K
$126M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$7.65M - $8.5M
|
13.8K
$8.18M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
268+ 1.9% |
$148K - $165K
|
14.4K
$8.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
42.4K+ 13.14% |
$23.5M - $26.1M
|
365K
$216M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-60- 0.39% |
$33.2K - $37K
|
15.3K
$9.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
352+ 9.44% |
$195K - $217K
|
4.08K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
921+ 2.38% |
$510K - $567K
|
39.6K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
61+ 5.75% |
$33.8K - $37.6K
|
1.12K
$664K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.51K- 37.01% |
$1.39M - $1.54M
|
4.26K
$2.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
136+ 23.73% |
$75.4K - $83.8K
|
709
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-708- 11.01% |
$392K - $436K
|
5.72K
$3.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-787- 25.3% |
$436K - $485K
|
2.32K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-59- 2.4% |
$32.7K - $36.3K
|
2.4K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-463- 30.62% |
$257K - $285K
|
1.05K
$621K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.04K+ 3.36% |
$577K - $642K
|
32.1K
$19M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
17.2K+ 29.71% |
$9.55M - $10.6M
|
75.3K
$44.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-271- 2.35% |
$150K - $167K
|
11.3K
$6.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.3K+ 2.37% |
$7.36M - $8.18M
|
574K
$340M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
3.2K+ 4.43% |
$1.77M - $1.97M
|
75.4K
$44.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-126- 4.6% |
$69.8K - $77.6K
|
2.62K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-55- 11.75% |
$30.5K - $33.9K
|
413
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-384- 8.75% |
$213K - $236K
|
4K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
2.44K+ 1078.76% |
$1.35M - $1.5M
|
2.66K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
740+ 121.51% |
$410K - $456K
|
1.35K
$799K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10K+ 94.63% |
$5.54M - $6.16M
|
20.6K
$12.2M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.59K- 5.55% |
$1.43M - $1.59M
|
44K
$26.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.02K- 39.05% |
$567K - $631K
|
1.6K
$946K
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-35- 5.51% |
$19.4K - $21.6K
|
600
$355K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-46.7K- 45.7% |
$25.8M - $28.7M
|
55.4K
$32.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-4- 0.46% |
$2.22K - $2.46K
|
875
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
19+ 2.29% |
$10.5K - $11.7K
|
849
$503K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.21% |
$554 - $616
|
481
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
125+ 1.01% |
$69.3K - $77K
|
12.5K
$7.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-127- 0.73% |
$70.4K - $78.2K
|
17.2K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
870New |
$482K - $536K
|
870
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
772New |
$428K - $475K
|
772
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.44K- 42.64% |
$1.35M - $1.5M
|
3.28K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 0.38% |
$4.99K - $5.54K
|
2.36K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.45K+ 1.79% |
$805K - $895K
|
82.5K
$48.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
12+ 0.22% |
$6.65K - $7.39K
|
5.4K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-64- 13.2% |
$35.5K - $39.4K
|
421
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-39- 1.47% |
$21.6K - $24K
|
2.62K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
73+ 59.35% |
$40.4K - $45K
|
196
$116K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
856+ 5.09% |
$474K - $527K
|
17.7K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
104+ 4.09% |
$57.6K - $64K
|
2.65K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
109+ 5.29% |
$60.4K - $67.1K
|
2.17K
$1.29M
|